Author: Smead Capital Management

Bloomberg: Bill Smead on eBay’s earnings (7/17/2013)

EBay Revenue Forecast Misses as Growth Abroad Slows By Danielle Kucera 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.

⟶ Keep Reading

Reuters: Bill Smead on J&J Earnings (7/16/2013)

Johnson & Johnson results beat forecasts; Elan share sale helps By Ransdell Pierson 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 of

⟶ Keep Reading

2Q13: Hopelessly Devoted to You

Printable Version A journalist from Fortune magazine once asked Andy Grove, the former CEO of Intel, for the best business advice he’d ever been given. Grove provided a simple quote from a former professor at City College of New York: “When everybody knows that something

⟶ Keep Reading

CNBC: Bill Smead on China (7/14/2013)

China’s economy slows for second straight quarter By Dhara Ranasinghe For more information go to www.cnbc.com. And From the show: 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

⟶ Keep Reading

Bloomberg Radio: Bill Smead on Surveillance (6/20/2013)

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

⟶ Keep Reading

Employer Mandate: A Pharma Bump in the Road

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.

⟶ Keep Reading

Marketwatch.com: Bill Smead on the Great Rotation (7/1/2013)

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

⟶ Keep Reading
Scroll to Top