Author: Smead Capital Management

Is the “New Normal” Idiotic?

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: The largest bond mutual fund company on the planet has built its entire thesis around what they call the “New Normal”. It

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CNBC: Bill Smead on Squawk on the Street (10/5/2010)

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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$10/Barrel Oil?

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: In the short run, psychology and entrenched beliefs can drive a market or the price of a commodity. In the long run,

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Financial AIDS

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: At Smead Capital Management (SCM), we have made it part of our work to take the psychological pulse of the stock and

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CNBC: Bill Smead on Squawk on the Street (8/26/2010)

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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A Rodney Dangerfield Market

William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: I love to watch the biographies on CNBC and on the A&E Channel. Rodney Dangerfield’s biography was on last week. Born Jacob Cohen, Rodney worked as a comedian for years as Jack Roy. He

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The Seller at the Bottom

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: A number of naïve investors have a mental picture of some great buying interest entering the stock market at major low points.

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Lemmings Part 2

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: We at Smead Capital Management (SCM) shared with you recently a comparison between the behavior of lemmings and investors, both individual and

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CNBC: Bill Smead on Squawk on the Street (7/22/2010)

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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