Category: Press

CNBC Asia Squawk Box: Bill Smead on the US economy

Looking forward to normalizing rates Squawk Box hosted by Bernie Lo For more information go to www.cnbc.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

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Wall Street Journal: Tony Scherrer discusses media companies

Unplug From Media Stocks? Maybe Not By Saumya Vaishampayan For more information go to www.wsj.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

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Bloomberg: Tony Scherrer on Berkshire’s Holdings

Berkshire Increases Charter Stake, Keeps Some Trades Secret By Noah Buhayar For more information go to www.bloomberg.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.

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WSJ: CIO Bill Smead on ValueAct and AXP

ValueAct Capital Takes $1 Billion Stake in American Express By Robin Sidel and Liz Hoffman For more information go to www.wsj.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

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Bloomberg: Tony Scherrer talks about AmEx earnings

AmEx Second-Quarter Profit Drops as Card-Spending Growth Slows By Elizabeth Dexheimer For more information go to www.bloomberg.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.

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Forbes: CIO Bill Smead on JPM earnings

JPMorgan’s Second Quarter Earnings Beat Is All About Jamie Dimon’s Pledge To Cut Expenses By Antoine Gara For more information go to www.forbes.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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Bloomberg: Bill Smead on Evan Greenberg and Chubb

Evan Greenberg, Long in Father’s Shadow, Comes Into His Own By Sonali Basak, Selina Y Wang, and Noah Buhayar For more information go to www.bloomberg.com. The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.

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WSJ: Bill Smead discusses the ACE/Chubb deal

ACE Agrees to Buy Chubb for $28.3 Billion By Lisa Beilfuss and Leslie Scism For more information go to www.wsj.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

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