Author: Smead Capital Management

Been Here Before

Investors who have come to us in the last three to four years are probably wondering if we’ve been here before. By here, we mean a stretch of significant underperformance relative to our benchmarks. The answer is, yes. Let’s review those prior circumstances to see if we can learn something about where we might be headed. […]

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CNBC Power Lunch: Cole Smead on Growth vs. Value

  Meta is too high of a risk for value, says Smead Capital CEO Cole Smead 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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Financial Times: Cole Smead, CFA on US Oil Spending

Wall Street will stymie Donald Trump’s US oil surge plan, say shale bosses By Amanda Chu and Jamie Smyth For more information go to www.ft.com. Stocks mentioned: CVE, OXY The information contained in this article represents Smead Capital Management’s opinions, and should not be construed

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Barron’s: Cole Smead on Trump’s Canadian Tariff Threat

Trump’s Canadian Tariff Threat Scrambles Oil Stocks. Why Some See Opportunity. By Avi Salzman 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 guarantee

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