Cole Smead | TalkMarkets | Page 1

Cole Smead

Managing Director, Smead Capital Management
Contributor's Links: Smead Capital Management
Cole is a member of the investment committee that oversees the management of the firm’s separate accounts and mutual funds. Before joining Smead Capital Management, Cole was a Financial Advisor at Wachovia Securities in Scottsdale, AZ. Cole graduated from Whitman College in 2006 with a ...more
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Grantham’s Contradictions
Tuesday, October 24, 2023 4:47 PM EDT
A discussion of how to take advantage of Mr. Market right now using Jeremy Grantham’s comments as a benchmark.
In this article: SPY
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Stock Investors In Barbieland
Tuesday, September 12, 2023 4:30 AM EDT
The stocks for the long run crowd would argue that stocks benefit from inflation in a way that bonds don’t, but the reality is that everything (prices in relation to earnings and book value) gets worse with higher inflation.
In this article: SPX
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Energy Investors Are Jaded
Tuesday, July 18, 2023 6:30 AM EDT
Most investors in 2023 are jaded toward energy investments. We and our investors believe that these could take “you places.” The oil and gas companies know that they’re “lonely now and” they “hate it.”
In this article: XLE, SPX
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Buy Energy - I Am
Wednesday, June 7, 2023 4:45 AM EDT
We see the energy complex at large to be a great place to grow our capital, while others don’t care.
In this article: BRK-B, OXY, OIL
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Good Odds And Odd Goods
Tuesday, May 16, 2023 5:40 AM EDT
Investing is all about making money. It is the realm where you go find out where the odds are good, even if the goods are odd.
In this article: XLE, XLI, XLK, XLV
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Tech Is Bullish On Oil
Tuesday, April 4, 2023 6:45 AM EDT
The news of the shocking OPEC+ announcement of a supply cut is saturating the minds of investors and market prognosticators.
In this article: OIL
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The 2022-2023 Regime Change
Tuesday, March 14, 2023 5:25 AM EDT
The events that began with Thursday’s tumult in financial stocks and precipitated the FDIC takeover of Silicon Valley Bank and Signature Bank were swift.
In this article: SIVBQ, SBNY
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Companies Still SOIL-ing Themselves
Tuesday, December 13, 2022 11:23 PM EDT
A better way to define stock-based compensation is to call it secondary stock offerings in lieu of cash expenses (SSOILCE) or what I will abbreviate to SOIL (stock offering in lieu).
In this article: DOCU
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Dial P911 For Value In Porsche And VW
Tuesday, November 1, 2022 5:25 AM EDT
Price is what you pay. Value is what you get. We believe there is incredible value in Porsche SE and Volkswagen as investors walk past them on the street while their eyes are trained above watching stocks fall from the sky.
In this article: POAHF, VWAGY
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First World Problems
Tuesday, October 4, 2022 7:22 PM EDT
The inequality of wealth has reached epic proportions over the last couple of years.
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When Quality Fails
Tuesday, June 7, 2022 4:17 AM EDT
Academics argue that there are three proven factors of investing: Value, quality, and momentum.
In this article: KO, SPX
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No Doubt Investors
Tuesday, December 14, 2021 7:00 AM EDT
In the depths of the lockdowns in March and April, we were together at home, day after day. The U.S. Federal Reserve Board pumped large amounts of liquidity into our economic system.
In this article: IEF
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Energy Bandwagon And Bankers
Tuesday, November 16, 2021 9:30 AM EDT
Investors used to pay $60-$80 per share for Occidental at today’s spot WTI price and this was prior to them owning Anadarko Petroleum. This acquisition gave them 30% more production.
In this article: OIL, UCO, USO, CLR, COP, CVX, OXY
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Incentives Pivot From Greed To Fear
Tuesday, September 28, 2021 9:16 AM EDT
The talk of inflation today looks much like housing did in 2007.
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Housing: Driver Of Average Wealth
Tuesday, August 31, 2021 4:20 AM EDT
While certain investors had taken a practical approach to housing, some have voiced objections around the price movement we’ve seen in housing since the lockdowns ended in the spring of 2020.
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Quail Pricing In Oil Assets
Tuesday, August 17, 2021 10:33 AM EDT
Oil is only 2.45% of the S&P 500.
In this article: OIL
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1 to 16 of 49 Posts
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