Smead: Tech Isn’t Making New Highs
By Matt Miller and Markus Karlsson
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Bloomberg Daybreak Europe: Cole Smead, CFA on Changing Demographics
Recent Missives
Acorns Grow into Trees
When you are in a long-term bull market in growth stocks, you move from acorns growing into trees to asking trees to grow into a forest. We prefer to find meritorious acorns that...
⟶ Keep ReadingBNN Bloomberg: Cole Smead, CFA on Pipestone Takeover
Takeover by Adam Waterous is a sweet deal for Pipestone: Cole Smead For more information go to www.bnnbloomberg.ca. Stocks mentioned: PIPE The information contained in this article represents … BNN Bloomberg:...
⟶ Keep ReadingThe Canadian Press: Cole Smead, CFA on Pipestone Energy Merger
Pipestone shareholders approve merger with Strathcona Resources By Amanda Stephenson For more information go to www.thecanadianpressnews.ca. Stocks mentioned: PIPE The information contained in this article represents SCM’s opinions, and should … The Canadian...
⟶ Keep ReadingEverything in Moderation
[...] We have taken the view that our eight criteria for stock selection will guide us to invest in great companies at very favorable valuations allowing us to be able to compound our...
⟶ Keep ReadingBarron’s: Bill Smead on Market Imbalance in Oil Stocks
Oil Is Soaring. Why the Stocks Have Stalled—and How You Can Take Advantage. By Avi Salzman For more information go to www.barrons.com. Stocks mentioned: COP, OXY The information contained in … Barron’s: Bill...
⟶ Keep ReadingCNBC The Exchange: Cole Smead, CFA on Opportunities in Individual Equities
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...
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