Author: Smead Capital Management

Reuters: Bill Smead on Amgen

Amgen sales rise, but shares off as investors await obesity data By Deena Beasley For more information go to reuters.com. Stocks mentioned: AMGN The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past

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Bloomberg: Cole Smead, CFA on US Energy Stocks

US Oil Dealmaking at Full Tilt as Chevron Agrees to Buy Hess By David Wethe, Kevin Crowley, Mitchell Ferman, and Kiel Porter For more information go to www.bloomberg.com. Stocks mentioned: CVX, XOM, COP, DVN The information contained in this article represents SCM’s opinions, and should

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3Q23 International Value Strategy Newsletter: Interest Rate Risk or Else!

The strangest thing transpiring in the first nine months of 2023 is the level of short and long-term rates versus the long-term optimism of passive US stock market owners. As we write this, the 30-year Treasury is hitting 5% and US stock investors have not gone into a general panic. The bond market is feeling very uncomfortable, but bonds lose with inflation, right? […]

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Reuters: Bill Smead on Exxon Acquisition of Pioneer

Exxon in advanced talks for $60 billion acquisition of Pioneer, sources say By David French, Anirban Sen and Sabrina Valle For more information go to reuters.com. Stocks mentioned: XOM The information contained in this tv appearance represents SCM’s opinions, and should not be construed as

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Reuters: Bill Smead on Exxon-Pioneer Deal Talks

  Exxon-Pioneer deal talks: What Wall St, policymakers have to say    For more information go to reuters.com. Stocks mentioned: XOM The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is

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