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Recent Missives
The Globe and Mail: Cole Smead, CFA on Canadian Energy Stocks
Amber Kanwar’s Weekly Setup: G7 summit, Fed decision, Empire earnings and more By Jonathan Ernst For more information go to www.theglobeandmail.com. The information contained in this article represents SCM’s opinions, and […]
⟶ Keep ReadingIn the Money Podcast: Cole Smead, CFA on Canadian Oil Stocks and How the Market is Dead Wrong
In the Money with Amber Kanwar Cole Smead: The Market Is Dead Wrong on Canadian Oil Stocks | In the Money with Amber Kanwar Stocks mentioned: SCR.TO, CVE.TO, […]
⟶ Keep ReadingBloomberg Open Interest: Cole Smead, CFA on Oil, Homebuilders and the Future of Berkshire
Open Interest 6/10/2025 By Matt Miller, Katie Greifeld and Sonali Basak For more information go to www.bloomberg.com. Stocks mentioned: BRK The information contained in this article represents SCM’s opinions, and […]
⟶ Keep ReadingAI Boom Reaches the Grid
A mania associated with electric production companies providing electricity to technology enterprises pursuing Artificial Intelligence (AI) agendas looks familiar. An announcement this week by Meta that they signed a deal with Constellation Energy...
⟶ Keep ReadingInvestment News: Cole Smead, CFA on Homebuilders and Energy
Don’t count out value stocks, says Smead Capital CEO For more information go to www.investmentnews.com. The information contained in this article represents SCM’s opinions, and should not be construed as […]
⟶ Keep ReadingYahoo Finance: Cole Smead, CFA on the US Deficit
US deficit is an ‘economic stabilizer’ amid uncertainty For more information go to finance.yahoo.com. The information contained in this tv appearance represents SCM’s opinions, and should not be construed […]
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