‘You’re going to see bad before you see good’: A portfolio manager at $2.3 billion firm breaks down why the S&P 500 is staring down a decade of negative returns – and says 10-year yields going to 7% is ‘not outlandish’ amid a wave of inflation By William Edwards For more information go to www.businessinsider.com. […]
04/05/21 by Smead Capital ManagementSmead 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.
CNBC: Cole Smead, CFA on Rising Bond Yields
Most investors ‘just aren’t prepared’ for surging bond yields, fund manager warns By Elliot Smith For more information go to www.cnbc.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 […]
03/02/21 by Smead Capital ManagementMeb Faber Research Podcast: Bill Smead on a Tide Change in the Market
Meb Faber Research Podcast Episode #290 – Bill Smead, Smead Capital Management – There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble” Hosted by Meb Faber For more information go to mebfaber.com. Stocks mentioned: AMGN, AXP, BAC, PFE, JPM, MRK The information […]
02/26/21 by Smead Capital ManagementYahoo Finance: Bill Smead on Trading Momentum
GameStop stock mania will end very badly: expert By Brian Sozzi For more information go to finance.yahoo.com. 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 […]
01/25/21 by Smead Capital ManagementCNBC: Bill Smead on Stay-at-Home Stocks
Here’s why Peloton and Zoom could still have room to run in a post-pandemic world By Annie Palmer 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 […]
11/25/20 by Smead Capital Management