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.

TD Ameritrade: Bill Smead on Homebuilders

Bill Smead Says Covid-19 Is A Home Building Catalyst, Not The Story Hosted by Oliver Renick For more information go to www.tdameritradenetwork.com. Stocks mentioned: DHI, LEN, HD 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 […]

12/21/20 by

CNBC The Exchange: Bill Smead on Not Owning the S&P 500

Bill Smead doesn’t want to own the S&P 500 — Here’s where he’s investing instead Hosted by Kelly Evans For more information go to www.cnbc.com. Stocks mentioned: CVX, SPG, UHAL, AMGN 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 […]

12/14/20 by

CNBC Squawk Box Asia: Bill Smead on Buyers of Pandemic-Driven Stocks

Buyers of pandemic-driven stocks may be ‘late to the party’: Portfolio manager Hosted by Sri Jegarajah 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 results. The securities identified and […]

11/16/20 by

CNBC Squawk Box Europe: Cole Smead, CFA on Economic Recovery in the U.S.

We’re seeing a classical economic recovery in the U.S.: Investor Hosted by Steve Sedgwick 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 results. The securities identified and described in […]

10/15/20 by

Cheddar: Cole Smead, CFA on Stock Market Disparity

Stocks Close Higher, S&P Approaching All-Time Record Host: Brad Smith For more information go to www.cheddar.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 securities identified and described in this article […]

08/05/20 by