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
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,
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
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
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.
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
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: One of the most excruciating and entertaining things to watch in nature is a group of lemmings going off the cliff together.
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Somewhere along the time line there are going to be stock market rewards for being in the market for the last 30 years. At Smead Capital Management (SCM) we think that somewhere is coming
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: At Smead Capital Management (SCM) our contrarianism and urge to purchase stocks with low PE ratios has led us to own what we think are the finest and most recession resistant companies in the
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: When I was 5 years old I got a life saver stuck in my throat while grocery shopping with my parents. My Dad grabbed me by the ankles and turned me upside down. He
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