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 guarantee of future results. The securities identified and described in this article do not represent all of the securities purchased or recommended for our clients. It should not be assumed that investing in these securities was or will be profitable. A list of all recommendations made by Smead Capital Management with in the past twelve month period is available upon request.

We Advise Investors

Sign up to get our advice sent straight to your inbox.

Recent Missives

CNBC The Exchange: Cole Smead, CFA on Opportunities in Individual Equities

September 19, 2023

Indexes are struggling but opportunity exists in individual equities, says Cole Smead For more information go to www.cnbc.com. Stocks mentioned: LEN The information contained in this tv appearance represents SCM’s … CNBC The...

⟶ Keep Reading

Oil Stock Disconnect

September 19, 2023

[...] Fortunately for us, push eventually comes to shove. Since there is no end in sight in the demand for fossil fuels and there is only criticism for those who are poking holes...

⟶ Keep Reading

Stock Investors in Barbieland

September 12, 2023

[...] Investors should fear death like Barbie did. We call it stock market failure. These valuations won’t go up like a six-inch heel. Flats may be more fitting for thinking about stock returns...

⟶ Keep Reading

Inflation Expectations

September 6, 2023

[...] We especially like DR Horton (DHI), Simon Property Group (SPG) and Apache Petroleum (APA), as ways to get our share of the profits from a very overvalued stock market. It is a...

⟶ Keep Reading

Investor’s Business Daily: Bill Smead on Berkshire

September 5, 2023

  Warren Buffett Keeps Getting Older. Berkshire Hathaway Stockholders Are Getting Uneasy By Aparna Narayanan For more information go to investors.com. Stocks mentioned: BRK The information contained in this tv … Investor’s Business...

⟶ Keep Reading

The Market: Cole Smead, CFA on Opportunities in Energy and Commodities

August 31, 2023

This Is an Ideal Environment for Value Investors By Christoph Gisiger For more information go to www.themarket.ch. Stocks mentioned: APA, CVE, OXY, OVV, MEG The information contained in this article … The Market:...

⟶ Keep Reading

We Advise Investors

Sign up to get our advice sent straight to your inbox.

US INVESTORS

Individual Investors

OR

Financial Advisors, Family Offices,
and Institutional Investors

OR

NON-US INVESTORS

Individual Investors

OR

Financial Advisors, Family Offices,
and Institutional Investors

OR

Scroll to Top