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: Tony Scherrer, CFA on Bank Stocks

Bank Dividends Face Manageable Stresses. But There Are Some Wild Cards. By Alexandra Scaggs For more information go to www.barrons.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 described in this article do […]

06/30/20 by

Financial Times: Tony Scherrer, CFA on Banks

Fed stress tests US banks for the pandemic era By Laura Noonan For more information go to www.ft.com. Stocks mentioned: BAC, JPM, WFC The information contained in this article represents Smead Capital Management’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 […]

06/30/20 by

Reuters: Bill Smead Discusses Bank Stocks

Federal Reserve caps bank dividend payments after pandemic analysis By Pete Schroeder, David Henry Stocks mentioned: BAC, JPM, WFC For more information go to www.reuters.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities […]

06/30/20 by

Barron’s: Tony Scherrer, CFA on Insurance Stocks

What Catastrophe? It’s Time to Buy Insurance Stocks By Al Root For more information go to www.barrons.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 described in this article do not […]

05/29/20 by

Barron’s: Bill Smead on Housing in a Pandemic

Coronavirus Has Upended the Real Estate Market. What It Could Mean for the Value of Your Home. By Sarah Max For more information go to www.barrons.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 […]

05/08/20 by