The information contained in this tv appearance 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 tv appearance 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.
Recent Missives
Thankful For James Chanos
November 21, 2023
[...] Even though we are eternal optimists by nature as long-only value managers, we relished Jim's thoughts and studied his logic. He attempted to do on the short side what we try to...
โถ Keep ReadingReuters: Cole Smead, CFA on Canada Goose’s Chinese Business
November 1, 2023
Estee Lauder, Canada Goose slash annual targets as China recovery drags By Ananya Mariam Rajesh and Aatrayee Chatterjee For more information go to reuters.com. Stocks mentioned: GOOS The information contained … Reuters: Cole...
โถ Keep ReadingReuters: Bill Smead on Amgen
October 31, 2023
Amgen sales rise, but shares off as investors await obesity data By Deena Beasley For more information go to reuters.com. Stocks mentioned: AMGN The information contained in this tv appearance … Reuters: Bill...
โถ Keep ReadingArtificial (Stock Market) Life Support
October 31, 2023
[...] In The Godfather movie, peace didnโt last long. Michael Corleone took over from his father and proceeded to murder the leaders of the other mafia families in the New York area. The...
โถ Keep ReadingGranthamโs Contradictions
October 24, 2023
[...] Let me also start this missive by saying that we at Smead Capital Management believe Jeremy Grantham is doing a great job of telling people how high the likelihood of stock market...
โถ Keep ReadingBloomberg: Cole Smead, CFA on US Energy Stocks
October 23, 2023
US Oil Dealmaking at Full Tilt as Chevron Agrees to Buy Hess By David Wethe, Kevin Crowley, Mitchell Ferman, and Kiel Porter For more information go to www.bloomberg.com. Stocks mentioned: … Bloomberg: Cole...
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