Author: Smead Capital Management

Bloomberg: Director of Research, Tony Scherrer, discusses Amgen

Amgen Raises Forecast as Quarterly Profit Tops Estimates By Caroline Chen For more information go to www.bloomberg.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results.

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Reuters: Bill Smead discusses recent market sell-off

Fund managers say this is selloff they have been waiting for By David Randall For more information go to www.reuters.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee

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Citywire Global: Cole Smead discusses banks and US domestics

Boutique equity manager backs banks over ‘dangerous’ shale bets Hosted By Chris Sloley For more information go to www.citywireglobal.com.   The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no

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3Q 2014 Newsletter: You Ain’t Seen Nothin Yet

Someone recently asked a group of us which band we saw at our first rock concert. My answer was the Canadian band, The Guess Who, in 1975. With hits like “No Time,” “Undun” and “These Eyes,” The Guess Who hit the perfect balance between my 17-year old testosterone driven aggressiveness and my urge to romance the woman of my dreams. The key members of the band in the 1960’s and 1970’s were Burton Cummings and Randy Bachman.

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WSJ: CIO Bill Smead discusses the value of eBay / Pay Pal

EBay Faces Slower Growth, Increasing Competition Without PayPal By Greg Bensinger For more information go to www.online.wsj.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results.

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