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Bloomberg Surveillance: Cole Smead, CFA on Federal Debt
Recent Missives
Bursting the Complacency Bubble
The phrase "majoring in the minor" refers to focusing excessively on trivial details while neglecting more important aspects of a situation. This analytical flaw is especially prevalent in today’s investment environment. Quarterly earnings...
⟶ Keep ReadingThe Wall Street Journal: Cole Smead, CFA on “drill, baby, drill”
How a Trump Trade War Puts Cheap Oil From Canada at Risk by David Uberti For more information go to www.wsj.com. The information contained in this article represents SCM’s opinions, […]
⟶ Keep ReadingCNBC: Cole Smead, CFA on Energy Investing in 2025
Smead Capital CEO Cole Smead on energy investing in 2025 By Kelly Evans For more information go to www.cnbc.com. Stocks mentioned: SCR, MEG, CVE, IMO The information contained in this […]
⟶ Keep Reading4Q24 International Value Strategy Newsletter: Paku Paku: Swallowing Like Pac-Man
[...] Investors and management teams often forget that the stock market isn’t a game of you versus them. It’s a game of you versus you. Mr. Market comes to you every day with...
⟶ Keep Reading4Q24 U.S. Value Strategy Newsletter: Reasonableness
[...] Back in 2012, our portfolio traded at 12-times profits versus 14-times for the S&P 500 Index. The spread allowed us to compete very favorably with the S&P 500 Index in an era...
⟶ Keep ReadingBNN Bloomberg: Cole Smead, CFA on Chevron-Hess Spat
Chevron-Hess spat likely to spike more mergers For more information go to www.bnnbloomberg.ca. Stocks mentioned: CVE The information contained in this article represents SCM’s opinions, and should not be […]
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