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November 18th, 2008 – Bill Smead on About the Money
Recent Missives
CNBC 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...
⟶ Keep ReadingOil Stock Disconnect
[...] 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...
⟶ Keep ReadingStock Investors in Barbieland
[...] Investors should fear death like Barbie did. We call it stock market failure. These valuations won’t go up like a six-inch heel. Flats may be more fitting for thinking about stock returns...
⟶ Keep ReadingInflation Expectations
[...] We especially like DR Horton (DHI), Simon Property Group (SPG) and Apache Petroleum (APA), as ways to get our share of the profits from a very overvalued stock market. It is a...
⟶ Keep ReadingInvestor’s Business Daily: Bill Smead on Berkshire
Warren Buffett Keeps Getting Older. Berkshire Hathaway Stockholders Are Getting Uneasy By Aparna Narayanan For more information go to investors.com. Stocks mentioned: BRK The information contained in this tv … Investor’s Business...
⟶ Keep ReadingThe Market: Cole Smead, CFA on Opportunities in Energy and Commodities
This Is an Ideal Environment for Value Investors By Christoph Gisiger For more information go to www.themarket.ch. Stocks mentioned: APA, CVE, OXY, OVV, MEG The information contained in this article … The Market:...
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