Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
Sales Desk – US 877.701.2883
Sales Desk – International +353 1 525 9677
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 benchmarks. The answer is, yes. Let’s review those prior circumstances to see if we can learn something about where we might be headed. […]
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 SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance
Wall Street will stymie Donald Trump’s US oil surge plan, say shale bosses By Amanda Chu and Jamie Smyth For more information go to www.ft.com. Stocks mentioned: CVE, OXY The information contained in this article represents Smead Capital Management’s opinions, and should not be construed
Trump’s Canadian Tariff Threat Scrambles Oil Stocks. Why Some See Opportunity. By Avi Salzman For more information go to www.barrons.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
How a Trump Trade War Puts Cheap Oil From Canada at Risk by David Uberti 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
Smead Capital CEO Cole Smead on energy investing in 2025 By Kelly Evans For more information go to www.cnbc.com. Stocks mentioned: SCR, MEG, CVE, IMO The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.
[…] Investors and management teams often forget that the stock market isn’t a game of you versus them. It’s a game of you versus you. Mr. Market comes to you every day with a price for each company. Sometimes he’s depressed and scared. Sometimes he’s excited and euphoric, as we see among big US stocks. Mr. Market is not there to instruct you. His manic performance is something you can take advantage of or not. It really depends on how you seek to exploit him. […]
[…] Back in 2012, our portfolio traded at 12-times profits versus 14-times for the S&P 500 Index. The spread allowed us to compete very favorably with the S&P 500 Index in an era that has left stock pickers and value people in either a graveyard or in the dump. When the weighing machine kicks into gear and the stock market reestablishes “reasonableness,” we like our position in the marketplace.
Chevron-Hess spat likely to spike more mergers For more information go to www.bnnbloomberg.ca. Stocks mentioned: CVE 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.
Stocks tumble Tuesday: ‘canary in the cold mine’ as inflation bubbles higher By Andrea Riquier For more information go to www.usatoday.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
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