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EBay tops holiday quarter forecasts on mobile boom By Alistair Barr 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 future results.
EBay Sales Beat Estimates as Donahoe Pushes Mobile Sales By Danielle Kucera For more information go to http://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
Advisor Perspectives’ Venerated Voices released their 2012 rankings of the top 25 economic and market commentators by firm and author, as well as the top 10 rankings by commentary. We at Smead Capital are proud and honored to make the rankings in all categories. By
Late in 2008 and in early 2009, a group of what we like to call “brilliant pessimists” hit the airwaves with their economic theories. The prognosticators’ vision of the future was and is predicated on the history of similar situations and the mathematical realities of the huge debt overhang from the prior ten years of profligate economic behavior. They put very effective names on their visions like “new normal” and “seven lean years”. They marketed their visions incredibly well to the point of shaming anyone who might disagree with their theories. Their beliefs quickly became accepted as “well known facts” and filtered into the asset allocation of almost every well researched asset allocation portfolio.
PREVIEW-EBAY, PayPal seen beating mobile forecasts By Alistair Barr For more information go to www.cnbc.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 securities
Wells Fargo Investors Payoff Requires Warrem Buffet-Like Patience By Antoine Gara For more information go to www.thestreet.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.
Wells Fargo Profit Rises as Bank Boosts Lending By Dakin Campbell 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.
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
As long-duration common stock owners, we at Smead Capital Management don’t put much emphasis on predicting the year-to-year movements in the stock market. We expect at least a 10 percent or greater decline during each year and a greater than 20 percent decline at least once every five years. With that caveat in place, we will throw our two cents into the debate about what the US stock market will do in 2013.
We at Smead Capital Management believe that prolonged faith in China’s economy and the belief that emerging market growth will be an elixir for developed market multi-national companies is the erroneous gift that just keeps giving. If China’s economy has been successfully soft landed from its boom, why is the internal Shanghai Composite index making new lows as recently as last week (November 29th, 2012)? From its peak on October 16, 2007 through December 3, 2012, the Shanghai Composite is down over 64.8%, whereas the S&P 500 is up 2.7% on a total return basis. We at Smead Capital believe that China’s boom and the boom in commodity prices which it undergirded do not pass the smell test!
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