Our Advice

Our company understands how frustrating and illogical the stock market can be. We have been involved in stock markets for 40 years and had success despite these shortcomings. Through our missives, quarterly newsletters and appearances in the media, we provide advice on how to avoid stock market failure. 

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Our Advice

AllMissivesPressQuarterly NewslettersRadio InterviewsTV Appearances

O-I-L-S, Oil Stocks

March 27, 2025

When you grow up with a father who worked in the brokerage business, you hear a lot of stories. The especially interesting ones are those about the investment business in the 1980s. Many...

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U.S. economy is being held up by higher earners, fund manager says

March 24, 2025

U.S. economy is being held up by higher earners, fund manager says Squawk Box Europe   The information contained in this tv appearance represents SCM’s opinions, and should not be […]

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Barron’s: 12 Consumer Stocks That May Hold Up Well in a Downturn

March 17, 2025

12 Consumer Stocks That May Hold Up Well in a Downturn. By Paul R. La Monica For more information go to www.barrons.com. Stocks mentioned: SPG, MAC, ULTA The information contained […]

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Been Here Before

March 13, 2025

Investors who have come to us in the last three to four years are probably wondering if we’ve been here before. By here, we mean a stretch of significant underperformance relative to our...

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Marketwatch.com: Bill Smead on Warren Buffet Waiting for a ‘Wild Swing’

February 24, 2025

Warren Buffett’s waiting for a ‘wild swing’ to the downside for stocks, says veteran Berkshire watcher By William Watts Stocks mentioned: BRK For more information go to www.marketwatch.com. The information […]

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Reuters: Bill Smead on Berkshire’s Record Profit

February 22, 2025

  Buffett’s Berkshire posts record profit on insurance, investments By Jonathan Stempel For more information go to reuters.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s […]

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Noah’s Stock Market

February 20, 2025

[...] This is truly a Noah stock market. Everything we have studied about common stocks, including "The Intelligent Investor" by Ben Graham, "A Short History of Financial Euphoria" by John Kenneth Galbraith, and...

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CNBC Power Lunch: Cole Smead on Growth vs. Value

February 4, 2025

  Meta is too high of a risk for value, says Smead Capital CEO Cole Smead For more information go to www.cnbc.com. The information contained in this tv appearance represents […]

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AllMissivesPressQuarterly NewslettersRadio InterviewsTV Appearances

O-I-L-S, Oil Stocks

March 27, 2025

When you grow up with a father who worked in the brokerage business, you hear a lot of stories. The especially interesting ones are those about the investment business in the 1980s. Many...

⟶ Keep Reading

U.S. economy is being held up by higher earners, fund manager says

March 24, 2025

U.S. economy is being held up by higher earners, fund manager says Squawk Box Europe   The information contained in this tv appearance represents SCM’s opinions, and should not be […]

⟶ Keep Reading

Barron’s: 12 Consumer Stocks That May Hold Up Well in a Downturn

March 17, 2025

12 Consumer Stocks That May Hold Up Well in a Downturn. By Paul R. La Monica For more information go to www.barrons.com. Stocks mentioned: SPG, MAC, ULTA The information contained […]

⟶ Keep Reading

Been Here Before

March 13, 2025

Investors who have come to us in the last three to four years are probably wondering if we’ve been here before. By here, we mean a stretch of significant underperformance relative to our...

⟶ Keep Reading

Marketwatch.com: Bill Smead on Warren Buffet Waiting for a ‘Wild Swing’

February 24, 2025

Warren Buffett’s waiting for a ‘wild swing’ to the downside for stocks, says veteran Berkshire watcher By William Watts Stocks mentioned: BRK For more information go to www.marketwatch.com. The information […]

⟶ Keep Reading

Reuters: Bill Smead on Berkshire’s Record Profit

February 22, 2025

  Buffett’s Berkshire posts record profit on insurance, investments By Jonathan Stempel For more information go to reuters.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s […]

⟶ Keep Reading

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