Author: Smead Capital Management

Yahoo Finance: Cole Smead, CFA on Chevron and Oil Price Moves

  Chevron’s profit decline points to sector’s new challenge: Lower oil prices For more information go to finance.yahoo.com. Stocks mentioned: CVX 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: Cole Smead, CFA on Oil Supply and Demand

  Might be ‘in the most hated bull market in energy stocks in U.S. history’: Strategist For more information go to finance.yahoo.com. Stocks mentioned: OXY The information contained in this tv appearance represents SCM’s opinions, and should not be construed as personalized or individualized investment

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2Q23 U.S. Value Strategy Newsletter: Stock Market Symmetry

In Warren Buffett’s 1999 Allen and Co. talk in Sun Valley, Idaho, he argued that the stock market has historically had what he called a “Biblical kind of symmetry!” As we come to the end of the stock market’s second quarter of 2023, we will ask the following question: Is the U.S. stock market bumping up against natural and historical limits? […]

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2Q23 International Value Strategy Newsletter: No Stock Market for Old Men

One of the strangest things we have seen among investors is the willingness of older retirees in today’s stock market. On July 6, 2023, Anne Tergesen wrote an article in The Wall Street Journal on this exact subject titled “Older Americans Invest Like 30-Year-Olds”. She opens the article by writing, “Older Americans keep rolling the dice in the stock market, ignoring the conventional wisdom to protect their nest eggs by shifting more of their investments to bonds.” Retired investors were practicing this because, until more recently, they were receiving poor income from the bond market. They also feared what inflation could do to bonds. […]

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BNN Bloomberg: Cole Smead, CFA on Hot Energy Picks

Hot Picks: Energy stocks to fuel your portfolio By Amber Kanwar For more information go to www.bloomberg.com. Stocks mentioned: CVE, MEG, OXY, OVV The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is

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Yahoo Finance: Cole Smead, CFA on a Full-Year Market Outlook

  Stock market: ‘Unlikely’ S&P 500 will make money in 10 years, strategist says 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 no guarantee

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Yahoo Finance: Cole Smead, CFA on Raising Bank Capital Requirements

  Fed, regulators would be ‘foolish’ to raise bank capital requirements: Strategist 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 no guarantee of future

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