William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: As value investors and proponents of low turnover portfolios, we at Smead Capital Management are concerned about becoming New Age Visionaries. Fortunately,
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: For a long-term multi-year bull market to exist in stocks in the US, a number of things need to fall into place.
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: Barron’s ran an article by Tom Sullivan in the January 9, 2010 edition which focuses on a myth which has been perpetrated
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: Thanksgiving break I read a book by Professor Thomas Sowell titled “A Conflict of Visions”. He explains that most of the political
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: On November 13th, CNBC writer Jeff Cox shared the findings of a recent survey of major institutional investors put out by Bank
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: The Wall Street Journal reported on Nov. 2nd that non-financial publicly traded companies were holding more cash on their balance sheets than
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: We’ve experienced a sharp pull back in the “Greatest Bull Market Nobody Loved”. While this market takes an intermission, we at Smead
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: 1982 The stock market bottomed in August of 1982 just below 800 on the Dow Jones Industrial Average (DJIA) during the worst
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Dear Fellow Investors: We are witnessing one of the greatest battles to control the hearts and minds of investors that we at Smead Capital Management have just about ever seen. In one
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: There are amazing financial and psychological rewards that can come from what we call Cult Stocks. At Smead Capital Management (SCM), we’ve
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