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 play the long game.
Our Advice
In the Money Podcast: Cole Smead, CFA on Canadian Oil Stocks and How the Market is Dead Wrong
In the Money with Amber Kanwar Cole Smead: The Market Is Dead Wrong on Canadian Oil Stocks | In the Money with Amber Kanwar Stocks mentioned: SCR.TO, CVE.TO, […]
⟶ Keep ReadingBloomberg Open Interest: Cole Smead, CFA on Oil, Homebuilders and the Future of Berkshire
Open Interest 6/10/2025 By Matt Miller, Katie Greifeld and Sonali Basak For more information go to www.bloomberg.com. Stocks mentioned: BRK The information contained in this article represents SCM’s opinions, and […]
⟶ Keep ReadingAI Boom Reaches the Grid
A mania associated with electric production companies providing electricity to technology enterprises pursuing Artificial Intelligence (AI) agendas looks familiar. An announcement this week by Meta that they signed a deal with Constellation Energy (CEG) and the corresponding surge in the share price of CEG rang a big bell in our minds. Our regular readers will be reminded that a few weeks after the 2024 US presidential election, we made the case that we were in the stock market at the polar opposite of the late-1980 euphoria over President Ronald Reagan's victory. Stocks were massively under-owned in 1980, interest rates were sky high, and inflation had run rampant. [...]
⟶ Keep ReadingInvestment News: Cole Smead, CFA on Homebuilders and Energy
Don’t count out value stocks, says Smead Capital CEO For more information go to www.investmentnews.com. The information contained in this article represents SCM’s opinions, and should not be construed as […]
⟶ Keep ReadingYahoo Finance: Cole Smead, CFA on the US Deficit
US deficit is an ‘economic stabilizer’ amid uncertainty For more information go to finance.yahoo.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed […]
⟶ Keep ReadingPrivate Market Values in Energy
The investors of Smead Capital Management believe, which we count ourselves among, that energy stock valuations in the stock market have become too depressed. Mr. Market gets scared, as he does from time to time. This can go on for a while, but we have seen a couple of private transactions in two different parts of North America energy markets that explain how attractive the pricing is for the assets that Mr. Market could own. [...]
⟶ Keep ReadingJust Say No to Drugs
[...] Thanks to pressure from the new Trump administration, the pharmaceutical stocks look somewhat as deeply out of favor relative to the S&P 500 Index as they were in 1994. For political reasons, the new administration is looking to bring inflation down. The persistent inflation from the massive $12 trillion of U.S. Treasury borrowing done to get us through COVID-19 seemed to doom any reelection possibilities for President Biden. Therefore, President Trump wants to get Republican candidates elected in the midterm elections. To him, driving down drug prices (and oil prices) is the way to gain favor with voters. [...]
⟶ Keep ReadingBloomberg: Bill Smead on Target’s Current Leadership
Target CEO Under Pressure as Boycott, Tariffs Hit Sales By Jaewon Kang For more information go to www.bloomberg.com. Stock mentioned: TGT The information contained in this article represents SCM’s opinions, […]
⟶ Keep ReadingIn the Money Podcast: Cole Smead, CFA on Canadian Oil Stocks and How the Market is Dead Wrong
In the Money with Amber Kanwar Cole Smead: The Market Is Dead Wrong on Canadian Oil Stocks | In the Money with Amber Kanwar Stocks mentioned: SCR.TO, CVE.TO, […]
⟶ Keep ReadingBloomberg Open Interest: Cole Smead, CFA on Oil, Homebuilders and the Future of Berkshire
Open Interest 6/10/2025 By Matt Miller, Katie Greifeld and Sonali Basak For more information go to www.bloomberg.com. Stocks mentioned: BRK The information contained in this article represents SCM’s opinions, and […]
⟶ Keep ReadingAI Boom Reaches the Grid
A mania associated with electric production companies providing electricity to technology enterprises pursuing Artificial Intelligence (AI) agendas looks familiar. An announcement this week by Meta that they signed a deal with Constellation Energy...
⟶ Keep ReadingInvestment News: Cole Smead, CFA on Homebuilders and Energy
Don’t count out value stocks, says Smead Capital CEO For more information go to www.investmentnews.com. The information contained in this article represents SCM’s opinions, and should not be construed as […]
⟶ Keep ReadingYahoo Finance: Cole Smead, CFA on the US Deficit
US deficit is an ‘economic stabilizer’ amid uncertainty For more information go to finance.yahoo.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed […]
⟶ Keep ReadingPrivate Market Values in Energy
The investors of Smead Capital Management believe, which we count ourselves among, that energy stock valuations in the stock market have become too depressed. Mr. Market gets scared, as he does from time...
⟶ Keep ReadingJust Say No to Drugs
[...] Thanks to pressure from the new Trump administration, the pharmaceutical stocks look somewhat as deeply out of favor relative to the S&P 500 Index as they were in 1994. For political reasons,...
⟶ Keep ReadingBloomberg: Bill Smead on Target’s Current Leadership
Target CEO Under Pressure as Boycott, Tariffs Hit Sales By Jaewon Kang For more information go to www.bloomberg.com. Stock mentioned: TGT The information contained in this article represents SCM’s opinions, […]
⟶ Keep Reading
