Hints and tips:
...Cole Smead of Seattle-based Smead Capital Management, a UniCredit investor, said: “Capitalism that weakens bank lending will never lead to prosperity....
...“We need to do different things than the rest of the banks in Europe,” said Cole Smead, of Arizona-based Smead Capital, a shareholder in UniCredit. “We can’t be stingy to successful executives....
...Cole Smead, president of Smead Capital Management, Continental’s biggest shareholder after the Hamm family, told the Financial Times the new offer still undervalued the assets and said the board’s approval...
...“At the margin, a seller of 200mn barrels in 2022 would become one of the largest buyers of oil in 2023,” said Bill Smead, chair of Smead Capital Management, referring to the volume of emergency oil released...
...Cole Smead, president of Smead Capital Management, a US investment fund, expected Berkshire to move slowly in selling its stake....
...Cole Smead, president of Smead Capital Management, the largest non-Hamm family owner of Continental stock with almost 2 per cent of the company, said Hamm’s $70 offer was too low given crude oil prices that...
...“Anything tied to Abel was fumbled,” said Cole Smead, president of Smead Capital Management, a longstanding Berkshire shareholder that has been cutting back its stake....
...“If you are a hedge fund and you are trying to make a pivot away from growth to value, it is simple and as liquid as anything you could pivot to,” said Bill Smead, who manages a stock portfolio invested...
...“The idea [to list Porsche] has been there ever since the [Agnelli family] IPO-ed Ferrari,” said Cole Smead, an investor in Volkswagen, which owns Porsche....
...“Anything tied to Abel was fumbled,” said Cole Smead, the president of Smead Capital Management — a longstanding Berkshire shareholder that has been cutting back its stake....
...Here is what Derek has come up for our DD readers: The biggest non-Hamm shareholder, Smead Capital, thinks Hamm is seriously lowballing the minority investors....
...That leaves a lot of investors trapped, according to Cole Smead, president of Smead Capital Management....
...Most investors “just aren’t prepared” for surging bond yields, according to Cole Smead, president of Smead Capital Management....
...“Greg spoke to what Greg is good at: business operations,” said Cole Smead, president of Smead Capital Management, which manages $1.6bn....
...Tony Scherrer, an investor at Smead Capital who holds shares in Bank of America, JPMorgan Chase and Wells Fargo, said he would be watching for “indications on whether authorities want to get more involved...
...Bill Smead, chief executive of Smead Capital Management, said Mr Buffett had not found an attractive M&A target and could be building the “monstrous cash hoard in the event Buffett or Charlie Munger — the...
...“Buffett has the luxury to move slowly on purchases because of Berkshire’s cash hoard,” said Berkshire investor Bill Smead, of Smead Capital Management....
...Bill Smead, the chief executive of asset manager Smead Capital, said he wondered how it sat with one of Mr Buffett’s pieces of advice in years past: to be fearful when others are greedy and greedy when others...
...Amazon’s retail business, split from Amazon Web Services (AWS), would be exposed as a chronic lossmaker, said Bill Smead, head of Smead Capital Management, a value investor based in Seattle, leaving it “...
...enthused Bill Smead, who runs the $2.1bn investment fund Smead Capital and is a longtime holder of Wells’ shares....
...“What the wise man does in the beginning, the fool does at the end,” said Cole Smead, a portfolio manager with Smead Capital Management, which holds Berkshire shares....
...Smead Capital Management....
...Despite this changed atmosphere, though, it is too much to expect Congress to start rewriting laws to benefit the big banks, said Bill Smead, chief investment officer and chief executive at Smead Capital...
...Cole Smead, a portfolio manager at Smead Capital Management, a $2.2bn Seattle-based equity fund, has started to buy Target shares which have fallen nearly 19 per cent this year and currently trade at their...
...Seattle-based Smead Capital Management said this week that large-cap US value stocks had now underperformed their growth peers for 126 months, the longest slump in history, outstripping the slides witnessed...
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