“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 to them.” – CIO Bill Smead
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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 securities identified and described in this article 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.
