“What we see right now is a transition period from the enormous surge in economically sensitive things to investors going back to what they should care about, which is how long is a franchise going to last, how well is the company going to do for the next 3 to 5 years,” Bill Smead told CNBC.
Recent Missives
Late 2021 Speculation is Back
July 10, 2025
Our long-time investors are probably wondering why we haven't made any gains over the last 18 months. First, we have no ability to predict what already popular stocks will stay or get more...
⟶ Keep ReadingBNN Bloomberg: Cole Smead, CFA on Oil, Energy and Canadian Natural Gas
July 2, 2025
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 […]
⟶ Keep ReadingReuters: Cole Smead, CFA on the Current Market Rally
June 30, 2025
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 […]
⟶ Keep ReadingBloomberg: Cole Smead, CFA on Bank Stocks and Net Interest Margins
June 26, 2025
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 […]
⟶ Keep ReadingFinancial Post: Cole Smead, CFA on Aggressive Canadian Oil Companies
June 20, 2025
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 […]
⟶ Keep ReadingBloomberg The Close: Cole Smead, CFA on Shock-Proof Oil Stocks
June 20, 2025
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 […]
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