Bill Smead | TalkMarkets | Page 2

Bill Smead

CEO, Smead Capital Management
Contributor's Links: Smead Capital Management
William is the founder of Smead Capital Management, where he oversees all activities of the firm. As Chief Investment Officer, he is the final decision-maker for all investment and portfolio decisions as well as reviewing the implementation of those decisions in the firm’s separate accounts ...more
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17 to 32 of 193 Posts
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Deep Value Moments
Tuesday, June 13, 2023 6:30 AM EDT
The value factor has outperformed the stock market over long stretches of time because when you are wrong, these kinds of stocks go down less than growth stocks.
In this article: SPX
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Tech Stock Hail Mary
Tuesday, May 23, 2023 4:46 AM EDT
We are now in a bear market rally led by the same FAANG stocks which were at the forefront of the prior bull market era.
In this article: AAPL, AMZN, GOOG, MSFT, META
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No Dating Game For Buffett
Tuesday, May 9, 2023 4:32 AM EDT
The political pressure against oil drilling and exploration makes “dating” look very attractive to us in the oil industry.
In this article: COP, CVX, OXY, XOM
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Cutting Your Way To Prosperity
Tuesday, April 11, 2023 6:30 AM EDT
Can the biggest tech companies cut their way to prosperity? A look at the 4 top technology stocks.
In this article: AMZN, MSFT, NDX, META, GOOGL
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Musings From Buffett’s Letter
Tuesday, March 7, 2023 6:15 AM EDT
There were many good things to think about from Warren Buffett’s letter to shareholders which came out recently.
In this article: DHI, LEN, NVR
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Drilling For Oil On The NYSE
Wednesday, March 1, 2023 4:40 AM EDT
The larger oil stocks are more popular primarily because the large investment pools came hunting for oil stocks in 2021 and 2022, but only the largest of the bunch could absorb the massive capital.
In this article: COP, CVE, CVX, OXY, XOM, OVV
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Happy Days Are Here Again
Tuesday, February 14, 2023 5:30 AM EDT
Stock market history argues that the next bull market in stocks will emerge when all the sinful behaviors of the last financial euphoria have been cleansed from the system.
In this article: SPX, QQQ
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Recession Fear Investing
Tuesday, January 24, 2023 6:45 AM EDT
It appears that rather than worrying about a recession when the long-term outlook for the economy is likely to be bright, we should instead think about how investors made money in the stock market back in 1964-1981.
In this article: SPX, DJI
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Not The Cool Kids
Tuesday, January 10, 2023 4:30 AM EDT
In the stock-picking world of the last 40 years, we consider Warren Buffett, Charlie Munger, Peter Lynch, John Templeton and other long-duration value investors to be the “cool kids.”
In this article: BAC, JPM, MAC, OXY, SPG, OVV, WBD
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Unreliable Contrarianism
Tuesday, December 20, 2022 4:44 AM EDT
Citigroup’s quant team came up with a list of ten highly thought tech stocks that have fallen sharply this year and argued that contrarians are buying them because it would be the kind of contrarianism you would expect from investors:
In this article: DIS, KO, OXY, CSCO, INTC, MSFT, DJI, NFLX
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Dallas Buyers Club
Tuesday, December 6, 2022 4:42 AM EDT
In 2022, oil prices shot all the way up to $120 per barrel as war raged in Ukraine and massive underinvestment in energy sources around the world came home to roost. Oil prices were a part of the economic disease called inflation.
In this article: OIL, UGA
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Home Builders’ Sentiment
Tuesday, November 22, 2022 5:30 AM EDT
The National Association of Home Builders’ (NAHB) sentiment about the future was 33% and at its lowest since 2012. As you can guess, the contrarianism in us kicked into high gear.
In this article: DHI, LEN Also: BAC, JPM
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Humpty-Dumpty Stock Market
Tuesday, November 8, 2022 4:44 AM EDT
The era of the dynamic sales growth tech company, with a religious quality to its leadership, appears to be over. Who are these mega-dynamic leaders?
In this article: AAPL, CSCO, INTC, MSFT, NFLX, SPX, GOOGL
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Newton’s Law Of Stock Market Motion
Tuesday, October 25, 2022 6:45 AM EDT
Trust the symmetry that exists in the world of common stock investing. Expect Newton’s laws to ring true.
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The Strategic Squeeze
Wednesday, September 14, 2022 1:10 AM EDT
If demand holds due to demographic forces and the return to spendy metropolitan downtowns continues at current anemic levels, a short squeeze could develop.
In this article: CLR, CVX, OXY, OIL, UNG
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Do As I Say
Tuesday, August 23, 2022 4:23 AM EDT
The current stock market circumstances have created an incredible contrast between what investors say they think about the stock market versus what they are doing with their capital.
In this article: SPX
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17 to 32 of 193 Posts
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