Buffett: Performance streak may end this year By Ben Berkowitz For more information go to www.reuters.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
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Art has a tendency to express culture. One of today’s catchiest songs does a great job of explaining the relationship between institutional/individual investors and US common stock picking. In Gotye’s, “Somebody I Used to
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: In May of 2010 we wrote about how important it was for the companies which meet our eight criteria to have a strong vision and clear agenda for their business. When President George Herbert
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Berkshire Hathaway’s (BRK) Annual Meeting was last Friday and Saturday, May 4th and 5th. Our firm thought it would be useful to share the musings of Warren Buffett and Charlie Munger as I recorded
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: In his recent 2011 shareholder letter, Warren Buffett explained the purpose behind investing, the “real” definition of risk, and the three types of investments which congregate the marketplace. At Smead Capital Management, we believe
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: As the chart below shows, correlations among the S&P 500 Index companies was the highest on October 10th of 2011 as it has been for 25 years. In the opinion of Smead Capital Management,
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: Two watershed events were announced in the last two weeks. First, Warren Buffett disclosed a massive amount of open market purchases of US large-cap stocks. Second, Legg Mason announced that Bill Miller is “stepping
William Smead Chief Executive Officer Chief Investment Officer Dear Fellow Investors: At the annual meeting of Berkshire Hathaway in May of 2006, Warren Buffett was asked to comment on the commodity markets in the US and here is what he said: “I don’t think there’s
William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Fellow Investors: It appears that the sharp increase in Oil prices occurring in reaction to the unwinding of dictatorships in the Middle East has
William Smead Chief Executive Officer Chief Investment Officer Printable Version Dear Fellow Investors: Once upon a time there were institutional and individual investors named Dorothy. She was hit by two financial tornados and knocked unconscious. These tornados fell on the Wicked Witch of
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