Author: Smead Capital Management

The Exodus

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: A number of media outlets wrote recently about the explosion in prices of residential real estate in Vancouver, British Columbia. These articles concluded that over 70% of these purchases were from Chinese Nationals and

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CNBC: CIO Bill Smead on the Markets (6/7/2011)

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

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CNBC: CIO Bill Smead on the Emerging Markets (5/16/2011)

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

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The Tough Transition

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Stock market participants seem to be having a great deal of difficulty handling temporary economic weakness. This weakness is highly likely to be a combination of higher gasoline prices and the disruptions that supply

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Supreme Moment

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Kairos (καιρός) is an ancient Greek word meaning the right or opportune moment (the supreme moment). The world of value investing and portfolio management includes mean reversion and patience. Speculative episodes typically go on

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CNBC: CIO BIll Smead on Companies Raising Prices (5/2/2011)

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

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Dot-Commodities

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: At Smead Capital Management we have decades of investment experience starting as early as 1980, and have read the US economic history which we didn’t live through ourselves. In a recent research piece, Barry

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CNBC: CIO Bill Smead on Squawk on the Street (4/7/2011)

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

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