Category: Press

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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Barron’s: Bill Smead discusses Merck’s Pipeline

Merck’s New-Drug Pipeline Looks Promising By Avi Salzman 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

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Bloomberg Asia: Cole Smead discusses the US economy

 In This Era, Nobody Wants Stocks First Up hosted by Angie Lau For a link to the video go to www.bloomberg.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

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Citywire Global: Cole Smead discusses US Equity Market Valuations

Strength of US economy will shock investors, says boutique manager Citywire Global hosted by Chris Sloley For more information go to www.citywireglobal.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

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CNBC Europe: Cole Smead on Financials

 We wouldn’t touch Citigroup Squawk Box Europe hosted by Stephen Sedgwick & Karen Tso 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

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