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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 purchased or recommended for our clients. It should not be assumed that investing in these securities was or will be profitable. A list of all recommendations made by Smead Capital Management with in the past twelve month period is available upon request.
CNBC Squawk Box Europe: Bill Smead on Wolverine Inflation
Recent Missives
Buffett, Jones and Hamm: An Oil Wisdom Trifecta
June 28, 2022
Someone once said, “Better than being smart is knowing who is!” Over the last few weeks, three of the richest and most successful businessmen in the U.S. have let us know what they...
⟶ Keep ReadingDon’t Cry for the Most Wealthy
June 22, 2022
Over the last four years, we have argued that the glamour monopoly technology companies have a low multiplier effect in the U.S. economy. At the same time, home ownership and the creation of...
⟶ Keep ReadingInvesting Through Cold Stretches
June 14, 2022
We are approximately six to twelve months into a bear market in stocks and bonds. This bear market is the natural consequence of the financial euphoria episode which preceded it. How do wise...
⟶ Keep ReadingBloomberg Markets: Cole Smead, CFA on Target and the US Consumer
June 8, 2022
Smead: Going to be Tough to Kill US Consumer By Alix Steel and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: TGT The information contained in this article … Bloomberg Markets:...
⟶ Keep ReadingWhen Quality Fails
June 7, 2022
Academics argue that there are three proven factors of investing: Value, quality (Asness’s QMJ) and momentum. For our discipline, we don’t believe we can add alpha in the latter. Momentum is a weird...
⟶ Keep ReadingBarron’s: Bill Smead on the Next Generation
June 4, 2022
The Wedding Boom Is Hiding a Troubling Trend for the Economy By Sabrina Escobar For more information go to www.barrons.com. Stocks mentioned: TGT The information contained in this article represents … Barron’s: Bill...
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