Author: Smead Capital Management

CNBC Squawk Box Europe: Bill Smead on Wolverine Inflation

This is ‘wolverine inflation’ because it has no natural predator, investor says 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. Past performance

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CNBC: Bill Smead on the Shift in Streaming Wars

The first act of the streaming wars saga is over — Netflix’s fall from grace has ushered in the pivotal second act By Alex Sherman For more information go to www.cnbc.com. Stocks mentioned: DISCA; DISCK The information contained in this article represents SCM’s opinions, and

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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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BNN Bloomberg: Cole Smead, CFA on Opportunities in Canadian Stocks

U.S. fund manager ‘shocked’ cheap Canadian stocks being overlooked By Michelle Zadikian For more information go to www.bloomberg.com. Stocks mentioned: CVE, MEG and WFG 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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Yahoo Finance: Bill Smead on Warren Buffett and Oil

  Here’s what convinced Warren Buffett to pile into this oil company 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 is

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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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