Smead Blog

The investment marketplace suffers from information overload. Smead Capital Management seeks to cut through the cacophony of other media resources to focus on what is important to long-term common stock ownership. This comes through our missives, quarterly newsletters and appearances in the media to provide thought leadership for our potential and current investors.

Barron’s: Bill Smead on Simon Property Group (SPG)

The Mall Isn’t Dead. Why It’s Time to Buy Simon Property Stock. By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: SPG 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 identified […]

11/20/20 by

Bloomberg: Bill Smead on Malls During Covid-19

Mall Investors See Reason for Hope With Simon Deal, Vaccine News By Natalie Wong and John Gittelsohn For more information go to www.bloomberg.com. Stocks mentioned: MAC, SPG 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 […]

11/16/20 by

CNBC: Cole Smead, CFA on Stock Market Failure

Fund manager says tech trade is a cooked goose and suggests alternatives for investors By Elliot Smith 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 identified and […]

11/11/20 by

Yahoo Finance: Bill Smead on Warren Buffett’s Advice

Happy birthday, Warren Buffett: One of the investing legend’s best tips By Brian Sozzi For more information go to finance.yahoo.com. Stocks mentioned: BRK 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 […]

08/30/20 by

Barron’s: Cole Smead, CFA on Ulta Earnings

Ulta Stock Is Soaring Because You Don’t Need Makeup to Make These Earnings Look Good By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: ULTA 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. […]

08/28/20 by