Recent Missives
Barron’s: Cole Smead, CFA on Tech and Energy
May 13, 2022
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, … Barron’s: Cole...
⟶ Keep ReadingBuffett’s Buying Oil Stocks
May 10, 2022
After listening to the Berkshire Hathaway Annual Meeting on April 30, 2022, we thought it would be appropriate to frame the aggressive buying of Occidental Petroleum (OXY) and Chevron (CVX) in the first...
⟶ Keep ReadingGenerals Marching Without Soldiers
May 3, 2022
[...] This leaves investors heavily committed (29.5% of the S&P 500 Index) to a narrow group of stocks dominated by tech darlings even as bombs are dropping on almost all other tech companies...
⟶ Keep ReadingBloomberg Markets: Cole Smead, CFA on Oil Earnings
April 29, 2022
Exxon, Chevron Ramp Up Stock Buybacks By Kailey Leinz and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: CLR, COP, CVX The information contained in this article represents … Bloomberg Markets:...
⟶ Keep ReadingReuters: Bill Smead on Berkshire Hathaway and Energy
April 28, 2022
Berkshire investors nudge for better governance, social issues as meeting looms By Carolina Mandl and Jonathan Stempel For more information go to reuters.com. Stocks mentioned: BRK The information contained … Reuters: Bill...
⟶ Keep ReadingBNN Bloomberg: Cole Smead, CFA on Opportunities in Canadian Stocks
April 27, 2022
U.S. fund manager ‘shocked’ cheap Canadian stocks being overlooked By Michelle Zadikian For more information go to www.bloomberg.com. Stocks mentioned: CVE, MEG and WFG The information contained in this article represents … BNN Bloomberg:...
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