Mylan 3rd-qtr results top estimates; shares rise

by Toni Clarke

For more information go to www.reuters.com.

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.

Aflac’s Profit Triples as Investment Losses Decline

by Hugh Son

For more information go to www.bloomberg.com.

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.

Franklin Resources Logs Strong Quarter

by Sam Mamudi

For more information go to www.wsj.com.

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.

Gentlemen Prefer Bonds

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Marilyn Monroe was a physically beautiful woman who figured out early in her career that coloring her hair blonde would draw attention. Not only did it further her career, but it led her to make a movie called “Gentlemen Prefer Blondes”. We at Smead Capital Management are sure that women, who are intelligent and beautiful without being blonde, are dumbfounded by the attraction men have to platinum hair. It doesn’t surprise us, however, because we have been seeing the same kind of visual and emotional attraction work in the investment markets over the last 29 years. As we look out into the fourth quarter of 2009, we will look at one of those eye-catchers today because “Gentlemen Prefer Bonds”.

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Franklin profit rises as net inflows help out

by Sam Mamudi

For more information go to www.marketwatch.com.

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.