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

CNBC Squawk Box Europe: Bill Smead on Wolverine Inflation

This is ‘wolverine inflation’ because it has no natural predator, investor says

Hosted by Geoff Cutmore For more information go to www.cnbc.com. 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.

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Recent Missives

BNN Bloomberg: Cole Smead, CFA on Pipestone Takeover

September 27, 2023

    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:...

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The Canadian Press: Cole Smead, CFA on Pipestone Energy Merger

September 27, 2023

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...

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Everything in Moderation

September 26, 2023

[...] 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...

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Barron’s: Bill Smead on Market Imbalance in Oil Stocks

September 20, 2023

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...

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CNBC The Exchange: Cole Smead, CFA on Opportunities in Individual Equities

September 19, 2023

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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Oil Stock Disconnect

September 19, 2023

[...] Fortunately for us, push eventually comes to shove. Since there is no end in sight in the demand for fossil fuels and there is only criticism for those who are poking holes...

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All rights reserved.

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