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Sales Desk – US   877.701.2883
Sales Desk – UK   +44 (0)20.8819.6490
US INVESTORS
Non-US INVESTORS

Bloomberg Markets: Smead on Rising Rates Meet Nesting Urges

Bloomberg Markets: Smead on Rising Rates Meet Nesting Urges

Hosted by Carol Massar and Cory Johnson

The information contained in this interview represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities identified and described in this article do not represent all of the securities purchased or recommended for our clients. It should not be assumed that investing in these securities was or will be profitable. A list of all recommendations made by Smead Capital Management with in the past twelve month period is available upon request.

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Recent Missives

The Wall Street Journal: Cole Smead, CFA on Market Expectations for 2023

May 23, 2023

Stocks Fall as Investors Watch Debt Ceiling Talks by David Uberti For more information go to www.wsj.com. The information contained in this article represents SCM’s opinions, and should not be … The Wall...

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Tech Stock Hail Mary

May 23, 2023

[...] We are very late in one of the greatest growth stock investing games in history. Technology, an investment sector with a few huge winners and mostly flame-out startups, has been on a...

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Barron’s: Cole Smead, CFA on Buying Porsche’s Stock

May 19, 2023

Buying Porsche’s Stock Isn’t Easy. How to Pick the Right One.  By Al Root For more information go to www.barrons.com. Stocks mentioned: P911 The information contained in this article represents … Barron’s: Cole...

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BNN Bloomberg: Cole Smead, CFA on Canada Goose

May 18, 2023

We look at Canada Goose as a high ROE story: Portfolio manager Cole Smead By Andrew Bell For more information go to www.bloomberg.com. Stocks mentioned: GOOS The information contained in this … BNN Bloomberg:...

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Bloomberg: Cole Smead, CFA on Target Sales Trends

May 18, 2023

Smead Says Short The Fools By Alix Steel and Guy Johnson For more information go to www.bloomberg.com. Stocks mentioned: TGT The information contained in this article represents SCM’s opinions, and … Bloomberg: Cole...

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Good Odds and Odd Goods

May 16, 2023

My father and I both attended a small liberal arts college that was one of the strongest academic institutions in its region and was tough to get into. While it sat far away...

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All rights reserved.

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