Author: Smead Capital Management

Reuters: Cole Smead, CFA on Canadian Oil Sector Takeover

  Canada’s Strathcona sweetens MEG Energy bid to top Cenovus offer By Amanda Stephenson and Arunima Kumar For more information go to reuters.com. 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 Cenovus to Buy MEG Energy

Cenovus to Buy MEG Energy in $5 Billion Oil-Sands Deal By Robert Tuttle and Paula Sambo For more information go to www.bloomberg.com. Stocks mentioned: MEG< CVE The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment

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2Q25 U.S. Value Strategy Newsletter: We’re in Good Company

When you have a significant underperformance period, investors have a good reason for wondering if you’ve lost your investing mojo. Among respected value managers, there is nobody more respected than the Oracle of Omaha, Warren Buffett. Has he ever been doubted during his career? What were the circumstances associated with his most significant underperformance episode? Lastly, what was the outcome of his most miserable underperformance stretch? […]

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