Bloomberg Radio: Bill Smead on the Economy (7/9/2013)
The Hays Advantage Hosted by Kathleen Hays & Vonnie Quinn
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Sales Desk – US  877.701.2883
Sales Desk – International  +353 1 525 9677
The Hays Advantage Hosted by Kathleen Hays & Vonnie Quinn
Bloomberg Surveillance Hosted by Tom Keene Part I 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. The securities identified and described in this article do
As long-duration value investors, we at Smead Capital Management have been very attracted to the conservative accounting, shareholder friendly dividends/buybacks and bright pipeline futures of major pharmaceutical/biotech companies like Merck (MRK), Pfizer (PFE) and Amgen (AMGN). Lately, there has been weakness in these shares and we’d like to review our best theory for recent fears and price weakness, while reviewing the merit of these high quality shares.
U.S. stock funds, ETFs celebrate Independence Day By Jonathan Burton For more information go to www.Marketwatch.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. The
Part 1: Investing in a Bernanke Economy Part 2: The Future of the American Energy Sector Part 3: Investment Opportunities in LPG Transport The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past
Sinclair on Prowl for More TV Stations as Deals Mount By Rob Golum, Edmund Lee, & Andy Fixmer 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
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 guarantee of future results. The securities identified and described in this tv appearance do not represent all of the securities
We have argued vociferously that active managers have given up their preferred position in the investing marketplace to passive indexes because of high turnover. A recent Wall Street Journal article referenced 78% turnover as being the average among large-cap US equity funds. Studies have shown that as much as 144 basis points each year in return is chewed up by trading costs. Explaining turnover and its impact is one thing, but it is more important to ask a question. How do you practice low turnover while seeking maximal long-term performance?
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 guarantee of future results. The securities identified and described in this tv appearance do not represent all of the securities
Lowe’s Rises as CEO Says Sales Gaining After Cold Spring By Chris Burritt 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
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