Tuesday, January 8, 2019 5:39 PM EST
The market hates ambiguity. That’s what we’re told, and on any short-term basis, we can see the market vote accordingly.
CEO, Smead Capital Management
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Smead Capital Management
William is the founder of Smead Capital Management, where he oversees all activities of the firm. As Chief Investment Officer, he is the final decision-maker for all investment and portfolio decisions as well as reviewing the implementation of those decisions in the firm’s separate ... more
William is the founder of Smead Capital Management, where he oversees all activities of the firm. As Chief Investment Officer, he is the final decision-maker for all investment and portfolio decisions as well as reviewing the implementation of those decisions in the firm’s separate accounts and mutual funds.
William began his career in the investment business with Drexel Burnham Lambert in 1980. He left Drexel Burham Lambert in 1989 as First Vice President/Assistant Manager and joined Oppenheimer & Co., where he stayed until joining Smith Barney in 1990. William remained at Smith Barney until September 2001 when he joined Wachovia Securities becoming the Managing Director/Portfolio Manager of Smead Investment Group of Wachovia Securities. In 2007, William left Wachovia Securities to found Smead Capital Management.
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Thursday, January 3, 2019 1:00 AM EST
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Academia Vs. The Real World
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The investors of the Templeton Growth Fund underperformed right out of the gate during 1955-1957. Sir John Templeton didn’t outperform the market from the Fund’s inception until 1969 arrived.
The Tortoise Can Beat The Hare
Wednesday, December 5, 2018 12:57 AM EST
Every time markets get range-bound, technical analysis suddenly becomes extremely popular.
EC Well Known Facts Can Hurt You
Tuesday, November 20, 2018 5:48 PM EST
A body of economic information that is pretty much known to all market participants has also likely been already acted on by almost everyone with available capital.
If I Fell, Again
Tuesday, November 6, 2018 1:46 PM EST
Investors have called their five-year love affair with technology stocks into question over the last 35 days.
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STOCKS I FOLLOW
| AFL | AFLAC Incorporated |
| AMGN | Amgen Inc. |
| APA | Apache Corporation |
| APC | Anadarko Petroleum Corporation |
| AZN | AstraZeneca Group plc |
| BAC | Bank of America Corporation |
| CAB | Cabela's Incorporated |
| CB | Chubb Corporation |
| CBS | CBS Corporation |
| CMCSA | Comcast Corp. Class A Common Stock |
| CMG | Chipotle Mexican Grill Inc. |
| DIA | SPDR Dow Jones Industrial Average |
| DIS | The Walt Disney Company |
| EBAY | eBay Inc. |
| GCI | Gannett Co. Inc. |
| GLCNF | GLENCORE INTERNATION |
| GLNCY | GLENCORE INTERNATION |
| HD | Home Depot Inc. |
| HRB | H&R Block Inc. |
| JPM | JPMorgan Chase & Co. |
| KMB | Kimberly-Clark Corporation |
| KO | The Coca-Cola Company |
| NAVI | Navient Corp. |
| NFLX | Netflix Inc. |
| NVR | NVR Inc. |
| NWSA | News Corporation |
| PM | Philip Morris International Inc. |
| QQQ | PowerShares QQQ Trust Series 1 |
| SCHA | Schwab U.S. Small-Cap ETF |
| SH | ProShares Short S&P500 |
| SLM | SLM Corporation |
| SMVLX | Smead Value Fund Investor Class Shares |
| SPY | SPDR S&P 500 |
| SSO | ProShares Ultra S&P500 |
| TGNA | TEGNA Inc |
| USO | United States Oil Fund, LP |
| VV | Vanguard Large-Cap ETF |
| WBA | Walgreens Boots Alliance, Inc. |
| WFC | Wells Fargo & Co. |
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