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Varcoe: Investors try to decode message sent by Ottawa’s emissions cap on oil and gas By Postmedia Calgary For more information go to www.calgaryherald.com. Stocks mentioned: CVE, MEG The information contained in this article represents SCM’s opinions, and should not be construed as personalized or
‘We know that MEG is definitely not going to be one’: Smead on major Canadian producers For more information go to www.bnnbloomberg.ca. Stocks mentioned: MEG, CVE, SCR The information contained in this article represents SCM’s opinions, and should not be construed as personalized
[…] Rather than study dead poets, we study history’s successful investors. We seek to learn from their style, much like you study the prose of a writer or artist. You are learning to learn and seek opportunities because while we can’t predict the future, the outcomes of the past can help frame and ground us. […]
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? […]
 We asked Warren Buffett gurus whether his exit is what’s bringing Berkshire Hathaway’s stock down By Theron Mohamed For more information go to www.businessinsider.com. The information contained in this article represents Smead Capital Management’s opinions, and should not be construed as personalized or individualized
LNG project has initial export capacity of 14M tons annually For more information go to www.bnnbloomberg.ca. 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
 S&P 500, Nasdaq close at record highs, cap best quarter in over a year By Sabrina Valle 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.
It’s ‘Game On’ for Bank Stocks as Rules Relax and Deals Rebound, Mayo Says By Georgie McKay 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
M&A in Canadian oil and gas accelerating: ‘We see a lot of consolidation’ says Keyera CEO Observers say a wave of consolidation is underway in the oilpatch By Meghan Potkins For more information go to www.financialpost.com. The information contained in this article represents SCM’s opinions, and
Shock-Proof Oil Stocks to Weather the Geopolitical Storm By Romaine Bostick and Scarlet Fu For more information go to www.bloomberg.com. Stocks mentioned: 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
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