Tag: Pharmaceuticals

CNBC: CIO Bill Smead on Squawk on the Street (2/10/2011)

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 this tv appearance do not represent all of the securities

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CNBC: CIO Bill Smead on Squawk on the Street (1/6/2011)

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 this tv appearance do not represent all of the securities

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Reuters: CIO Bill Smead quoted on healthcare stocks (4/16/2010)

Cheap health stocks seen outpacing other sectors by Lewis Krauskopf 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

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CIO Bill Smead quoted by CNBC.com (10/13/2009)

“The weakness in the dollar is going to be incredibly good for the large drug companies over the next three to five years, as the emerging market nations load up brand new hospitals and brand new health clinics with products. We want to provide that

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The S&P 500 Value Index Tells the Story

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: Oppenheimer’s Chief Market Strategist, Brian Belski, put out a great piece of research last week (“US Strategy Weekly: Shifting Focus

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Bill Smead on CNBC Reports (Aired July 29, 2009)

If you have trouble viewing these clips, click here. 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 this

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Best Performing Sectors in Bull Markets

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: Paul Lim is a business writer for the New York Times and he had an interesting thesis in his article

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Playing Emerging Markets

William Smead Chief Executive Officer Chief Investment Officer Subscribe to the Missives Podcast Click here to listen to this Missive Dear Clients and Prospective Clients: There are very good reasons to avoid investing in emerging markets. Below is a list of some of those reasons:

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