Smead Value Investor SMVLX
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Dreamer-Nothing But a Dreamer
William Smead is Portfolio Manager for Smead Value ( SMVLX ) . The current circumstances in the U.S. stock market remind me of one of my favorite bands from college, Supertramp, and …
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The Stages of a Bull Market
William Smead is Portfolio Manager for Smead Value ( SMVLX ) . We've experienced a sharp pull back in the " Greatest Bull Market Nobody Loved " . While this market takes an intermission …
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Same Old Story
William Smead is Portfolio Manager for Smead Value ( SMVLX ) . As you might have guessed by now , we are voracious readers here at Smead Capital Management . We saw Robert Prechter of Elliott …
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1982 or 2009: Pick Your Poison
William Smead is Portfolio Manager for Smead Value ( SMVLX ) . 1982 The stock market bottomed in August of 1982 just below 800 on the Dow Jones Industrial Average ( DJIA ) during the worst …
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Battle of the Heavyweights
William Smead is Portfolio Manager for Smead Value ( SMVLX ) . We are witnessing one of the greatest battles to control the hearts and minds of investors that we at Smead Capital Management …
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Cult Stocks
William Smead is Portfolio Manager for Smead Value ( SMVLX ) . There are amazing financial and psychological rewards that can come from what we call Cult Stocks . At Smead Capital Management …
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The Greatest Bull Market that No One Loved
William Smead is the Portfolio Manager of Smead Value ( SMVLX ) . From the March 9th lows to the September 17th close, the stock market has gone up more than 50% as measured by the S&P …
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Peak Oil Mini-Me Part 2
William Smead is Portfolio Manager of Smead Value ( SMVLX ) . We at Smead Capital Management (SCM) wrote a piece a few months ago called " Peak Oil Mini-Me " in which we argued that …
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Bi-Polar Sentiment Readings
William Smead is the portfolio manager of Smead Value ( SMVLX ) . As many of our clients and investors know, we at Smead Capital Management are focused on owning outstanding companies for …
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The S&P 500 Value Index Tells the Story
William Smead is Portfolio Manager for Smead Value ( SMVLX ) . Oppenheimer's Chief Market Strategist, Brian Belski, put out a great piece of research last week ("US Strategy Weekly …