Author: Smead Capital Management

1Q26 U.S. Value Strategy Newsletter: Permanently Higher Plateau

Now that the bloom has started coming off the growth/momentum rose, we would like our shareholders to consider the arguments of those who believe the S&P 500 Index is “just in a correction.” Their argument is that today’s S&P 500 Index has the ability to provide a permanently higher price-to-earnings (P/E) ratio to protect forward returns. […]

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BNN Bloomberg: Cole Smead, CFA on Climbing Crude Prices

  Crude prices climb as supply concerns grow   Stocks mentioned: CVE, IPCO.TO, SCR.TO 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. The securities identified

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Financial Times: Cole Smead, CFA on Oil Supply Criss

Canada’s oil industry thrives as sales to China soar By Jamie Smyth in New York For more information go to www.ft.com. Stocks mentioned: FANG, OXY The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized

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Barron’s: Bill Smead on Ulta and the Dot-Com Bubble Burst

Ulta Beauty Keeps Its Shine Even After a Strong Rally. More Upside Awaits. By Teresa Rivas For more information go to www.barrons.com. Stocks mentioned: ULTA 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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