Author: Smead Capital Management

Barron’s: Cole Smead, CFA on Tech and Energy

Apple, Tesla, and These Stocks Are Buys Out of the Tech Wreck By Sabrina Escobar 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

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Bloomberg Markets: Cole Smead, CFA on Oil Earnings

Exxon, Chevron Ramp Up Stock Buybacks By Kailey Leinz and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: CLR, COP, CVX The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance

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Reuters: Bill Smead on Berkshire Hathaway and Energy

  Berkshire investors nudge for better governance, social issues as meeting looms By Carolina Mandl and Jonathan Stempel For more information go to reuters.com. Stocks mentioned: BRK The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or

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Yahoo Finance: Bill Smead on Rates and Inflation

  Here’s why the Fed’s inflation fighting is doomed, per one veteran trader By Jared Blikre For more information go to finance.yahoo.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

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1Q22 U.S. Value Strategy Newsletter: The Twilight Zone

Depending on your age, the bull market in stocks started in 1982, with stocks trading at six-times earnings and the U.S. Treasury Bonds paying 15% interest, or in 2009 at the bottom of the financial crisis. Either way, the combination of the Federal Reserve Board’s liquidity and the popularity/stock market domination of technology stocks have entered us into what we will call “The Twilight Zone.” […]

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1Q22 International Value Strategy Newsletter: The Race for Space

Moving forward beyond the pandemic of 2020, the theme the world woke up to is that people want more…more home, more land, more entertainment, more goods. We learned that more is a scarce good today. The best phrase for capturing the mind of consumers today is what a partner of ours mentioned to us: The Race For Space. […]

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Bloomberg: Bill Smead on Berkshire and Occidental

Is Occidental the Megadeal Warren Buffett’s Been Waiting For? By Katherine Chiglinsky and Kevin Crowley For more information go to www.bloomberg.com. Stocks mentioned: BRK, OXY The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past

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Barron’s: Bill Smead on Buffett and Occidental Petroleum

Berkshire Hathaway’s Warren Buffett Is Doing Deals. That’s Good for the Stock. By Andrew Bary For more information go to www.barrons.com. Stocks mentioned: BRK, OXY The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice.

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Bloomberg: Bill Smead on Tech Giants

Tech Giants Risk Losing Top S&P 500 Spots After $2 Trillion Wipeout By Bailey Lipschultz and Phil Serafino 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

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CNBC Squawk Box Europe: Bill Smead on Financial Euphoria

  Smead: Market pullback due to unwinding of ‘financial euphoria,’ not just Russia-Ukraine fears Hosted by Geoff Cutmore 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.

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