Recent Missives
CNBC: Cole Smead, CFA on Energy Investing in 2025
January 15, 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
January 15, 2025
[...] 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
January 15, 2025
[...] 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
January 10, 2025
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 […]
⟶ Keep ReadingUSA Today: CIO Bill Smead on Narrow Group of Stocks in the S&P 500
January 3, 2025
Stocks tumble Tuesday: ‘canary in the cold mine’ as inflation bubbles higher By Andrea Riquier For more information go to www.usatoday.com. The information contained in this article represents SCM’s opinions, […]
⟶ Keep ReadingBloomberg Businessweek Podcast: Bill Smead on a Major Financial Euphoria Episode
January 2, 2025
Bloomberg Businessweek Podcast Hosted by Carol Massar and Tim Stenovec The information contained in this interview represents SCM’s opinions, and should not be construed as personalized or individualized […]
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