Cole Smead @Cole_Smead Twitter profile | Pikagi

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Cole Smead

@Cole_Smead

2,579

Followers

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Following

279

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Investor who loves his Lord, wife, daughters, son and his calling. Much like Buffett, I tap dance to work. Host of A Book With Legs Podcast on Apple and Spotify

Phoenix, AZ

https://t.co/nJWh70q5bm

Joined February 2009

Don't wanna be here? Send us removal request.

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@Cole_Smead

Cole Smead

25 days

Timeless history points to human tendencies and the unknown future's possible paths. Martin was a treasure to discuss Herod's rise during the rise of Octavian and demise of Cleopatra and Antony. Herod's legacy was for generations. His Jewishness is part of the gem of the story.

@SmeadCap

Smead Capital Management

25 days

The latest episode of A Book With Legs is here! Distinguished historian Martin Goodman joins Bill and @Cole_Smead to discuss his latest work, "Herod the Great," in which he documents the Jewish king's ability to generate wealth through various means amid the Roman revolution.

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@Cole_Smead

Cole Smead

3 months

Dear God: I pray that oil goes to the moon. Your son, Cole #COM #Oil #oilandgas

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@Cole_Smead

Cole Smead

2 years

Lots of fun to talk Canadian Energy and Lumber stocks with the folks at @BNNBloomberg . #longoil #albertasands #stocks #Canadaeh @SmeadCap U.S. portfolio manager: I'm stunned international money isn't buying cheap Canadian stocks

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Video - BNN Bloomberg

Most recent Video News business news stories and video from BNN Bloomberg

www.bnnbloomberg.ca

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@Cole_Smead

Cole Smead

1 year

Agree with @ericnuttall . What we are witnessing is an #oil duration squeeze. Longer life assets will become more valuable in a squeeze like this. Can you say hello #Canada ? #COM #ENERGY #OOTT

@ericnuttall

Eric Nuttall

1 year

Why do we believe we are in a post-US shale "hyper growth" world? #1 investors don't want it #2 geology will no longer allow it #3 executives are no longer rewarded for it. Now there is a call on "long cycle" production to those still unwilling or unable to answer it.

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@Cole_Smead

Cole Smead

2 years

Lots of fun to visit with @AndrewBellBNN on @BNNBloomberg . The #commodities space and #oil are so misunderstood! #COM

@SmeadCap

Smead Capital Management

2 years

“Let’s go be who we are, and let’s go make a pile of money.” @Cole_Smead joined @BNNBloomberg today to talk about Cenovus and the Canadian oil space. Watch the full interview here.

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@Cole_Smead

Cole Smead

3 months

Hey all. Just getting up to speed that indexes own very low amounts of energy stocks (~4%) and that oil prices are moving towards $100. That sounds like the environment needed for a squeeze. 🤷🏼‍♂️ #COM #oil #oilandgas

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The Odds of $100 Oil Are Rising as Supply Shocks Convulse the Market

Mexico slashes shipments against a backdrop of geopolitical tensions.

www.bloomberg.com

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@Cole_Smead

Cole Smead

2 years

Momentum crowd and Hedgies just performed an exit stage left in the energy stocks. I love the space because commodity volatility scares investors away. However, that price volatility is what will make it so profitable through this cycle. Intestinal fortitude is required @smeadcap

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@Cole_Smead

Cole Smead

5 months

Some great questions! So much more enjoyable to answer those questions than some of the dumb ones you get asked in the investment business. Thank you all!

@BeegJj

BeegJJ

5 months

Look who's on Marketcall today! That's @Cole_Smead What a smile! He's a big fan of 🇨🇦 Energy. $cve $meg I'll be making notes on what will be a very interesting show indeed. Keep the calls short people. I want to hear what Cole has to say. Oh ya!

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@Cole_Smead

Cole Smead

2 years

Expecting WTI-WCS spread to tighten into year end as the WTI-Brent spread does too. SPR releases will turn to SPR purchases post elections. $MEG is likely to hit net debts targets earlier, in our opinion. Killer quarter for @MEGEnergyCorp . Bravo to Derek Evans. @SmeadCap #COM

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@Cole_Smead

Cole Smead

6 months

Friend Jason Cummins makes three great points 1. Fed put is gone 2. China can no longer be an uneconomic actor 3. New world order is moving to a more problematic future. Wars cost money/ cause inflation ( @nfergus ) Awesome stuff from @TheStalwart and @tracyalloway as usual.

@TheStalwart

Joe Weisenthal

6 months

NEW ODD LOTS: Brevan's top economist sees recession coming this year. @tracyalloway and I talked macro with Jason Cummins. He said the Fed is "playing with fire" while the labor market weakens, holding policy at a level that will tip us into recession.

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@Cole_Smead

Cole Smead

2 years

Merry Christmas from the Smead Family to friends, new acquaintances, #COM #OOTT fam and my fellow #book junkies. God Bless America and the world!

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@Cole_Smead

Cole Smead

2 years

If you read things like @ericnuttall and I do, this is as good as it gets. 🙌🏻

@ericnuttall

Eric Nuttall

2 years

"July high frequency data is showing declines in inventory of over 2MM Bbl/d, that's with SPR [releases]. Imagine when the SPR stops at the end of October. I think that is the thing that the market is completely missing right now."

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@Cole_Smead

Cole Smead

3 months

Oh captain. My captain. Just so y’all know, the forests in America have never been bigger. We reforested the US from 30% depletion 100 years ago. Europe and China can’t say this. #COM #coal #oil #EFT

@anasalhajji

Anas Alhajji

3 months

A must watch! This is my hero! He is Mohamed Irfaan Ali, President of Guyana. #Oil #Guyana

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@Cole_Smead

Cole Smead

1 year

What you look like when you own #oil and love diving into other contentious areas like #homebuilders and #malls . @SmeadCap ’s CIO Bill Smead (dad). #oott #EFT #COM #AZ

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@Cole_Smead

Cole Smead

1 year

I love #ESG . God blessed us the day it was created! I believe Buffett and Munger are just tickled by it too!!! Take advantage of it today. #COM #EFT #energy #oil #coal #humanflourishing #superabundance @SmeadCap

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Warren Buffett Lifts Fossil Fuel Bets

Warren Buffett’s multibillion-dollar purchases of oil and gas investments early in the pandemic paid off when the sector cranked out record earnings in 2022. But instead of selling out for a huge...

www.bloomberg.com

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@Cole_Smead

Cole Smead

2 years

How #energy #investors have looked the last week as #liquidity tightens. We find out who is #bullish and #patient . Let the #sellers get exhausted. To quote the great philosopher @MikeTyson : “Everyone has a plan until they get punched in the mouth.” @SmeadCap #COM #oil #OOTT

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@Cole_Smead

Cole Smead

1 year

From #LAX tonight to #YYC tomorrow…one world class event to another. Daddy date night! Pink suit to cowboy boots. #BarbieMovie #COM

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@Cole_Smead

Cole Smead

2 years

@DSteinmoeller @timber001 @nyetjgoldblum Agree. Let’s be thankful for this. We want to get wealthy slowly. If the market figures this out quickly, we have to try to be right again. That is tough. Friends, oilmen, lend me your ear. Let this company give us what it’s asset have. We can sit on our ass. #mungerism #oott

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@Cole_Smead

Cole Smead

28 days

If you can’t enjoy taking a pounding in stocks, you’ll hate being an investor in stock markets. People always ask me what prepared me for what I do? Playing on a losing baseball team for most of college. Most people hate losing. The stock market gives you the ability to take

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@Cole_Smead

Cole Smead

28 days

One other #COM thought, now would be a great time for consolidation as confidence has tapered largely among investors and executive teams, but prices on WTI/WCS/BRENT haven’t. Call your banker, call your lawyer…it’s hunting season.

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@Cole_Smead

Cole Smead

1 year

Another European major to sell assets to Yankees and Canucks. The beat goes on… #OOTT #EFT #COM

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@Cole_Smead

Cole Smead

1 year

@ValueAddCapital I’m not a fan of people going big on first rings. It sets a bad precedence for what the engagement is…something to show others. Also, what is your encore for the 10 year anniversary? This person sounds like a 2 for 1 stock split that you receive no new shares on. 🤯

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@Cole_Smead

Cole Smead

2 years

Agree. It’s sad. It’s a tax on wealth and excess savings.

@ericnuttall

Eric Nuttall

2 years

My compliance department would not approve the word I wanted to use to describe my thoughts on this.

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@Cole_Smead

Cole Smead

10 months

Big thank you to @CNBC ’s @KellyCNBC for having me on. Also, thank you to Ridgeline for hosting the @SmeadCap team this week at Base Camp. Fear stock market failure and go hug some energy stocks! #COM #OOTT

@SmeadCap

Smead Capital Management

10 months

"I believe we're the most bullish people on energy equities in the stock market world." @Cole_Smead joined @KellyCNBC on @CNBC to discuss the Fed, how #interest rates are impacting #stock valuations, #energy , and #homebuilders .

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@Cole_Smead

Cole Smead

1 year

The look I give when I found out people don’t own energy stocks, that online will destroy class A malls or that European banks will never make money. . #COM #OTT #malls #banks

@wgolden214

Golden/Face

1 year

The EXACT #Face I (imagine) my boyz make when they see me calling 🫣🙃 @Cole_Smead @CNBC #FinServ #Energy #stonks

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@Cole_Smead

Cole Smead

6 months

Alright #COM , let's increase the trash talking this morning. You know who you are 😉 Ex-Investment Banker Turns Oil Tycoon With Strathcona Deal Spree

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Investment Banker Turned Oil Tycoon Takes Canada Energy Patch by Storm

In just over six years, former investment banker Adam Waterous assembled one of Canada’s largest oil producers from scratch through a flurry of acquisitions during a stormy period for the industry....

www.bloomberg.com

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@Cole_Smead

Cole Smead

13 days

In a bad era for #stocks . Now is the period that you fall 40% in value from your peak and you still aren’t attractively priced. We are going to see a lot of 70%+ price declines in former “perceived”winners. Numbers are coming down quickly.

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@Cole_Smead

Cole Smead

3 months

Looking forward to my future look as well…

@eastvillageguy

East Village Guy

@eastvillageguy

3 months

What is it about becoming a decabillionaire that turns white guys into Dominicans

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@Cole_Smead

Cole Smead

2 years

@pickeringenergy I have trouble understanding the hope in the $SPX while gravity is changing the weight of measurement ( #interestrates ) all the while these oil companies just gush cash profusely. #energy stocks peaked at 30% in 1980 and 16% in 2008 as a percentage of the S&P 500. 4.56% now! #OOTT

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@Cole_Smead

Cole Smead

1 year

🚀🚀🚀🚀 In economics, scarcity creates value. Thank you to everyone that doesn’t want to be involved in producing #oilandgas . I’d rather drown in oil and have them sprinkle my ashes in #Midland or #Calgary . #COM #energy #EFT #OOTT

@BloombergTV

Bloomberg TV

1 year

OPEC Sec-Gen Haitham Al-Ghais warns of oil investments "falling behind" in Davos

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@Cole_Smead

Cole Smead

9 months

Let’s go @Dbacks ! #embracethechaos #dbacks

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@Cole_Smead

Cole Smead

9 months

Just caught dad’s @BloombergTV spot with @DavidInglesTV and @YvonneManTV . #Inflation isn’t going away, the #Fed is in a perilous position and #investors are not positioned for leaving the fantasy land of low #rates . Rude awakening coming @SmeadCap #COM

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Smead Capital's Smead on US Markets

Bill Smead, CIO of Smead Capital Management, discusses his latest market outlook and investment strategies. He speaks with David Ingles and Yvonne Man on "Bloomberg Markets: China Open". (Source:...

www.bloomberg.com

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@Cole_Smead

Cole Smead

1 year

#COM #oil #energy

@SmeadCap

Smead Capital Management

1 year

"Mr. Market knows that low ROE produces low multiples and high ROE produces high multiples. He’s just very manic when he is jaded." Check out the latest missive from @Cole_Smead titled, "Energy Investors are Jaded":

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@Cole_Smead

Cole Smead

5 months

It also reminds me of how most investor look like when they have to sit on Canadian E&Ps dealing with the day to day noise. Two steps forward, two steps back. Worrying about when TMX will finish is a fools errand. I recommend a better hobby like reading or golf. #COM

@GK_Fellows

Kent Fellows

5 months

@Rory_Johnston Live shot of TMX approaching the finish line.

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@Cole_Smead

Cole Smead

5 months

At @SmeadCap , we are stock market investors. Sneak peak at our new HQ.

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@Cole_Smead

Cole Smead

21 days

I got to talk with @BNNBloomberg ’s @AndrewBellBNN about what the @SmeadCap investors are doing in #energy and what they think about #interestrates and $SPX over a decade. #COM

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Video - BNN Bloomberg

Most recent Video News business news stories and video from BNN Bloomberg

www.bnnbloomberg.ca

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@Cole_Smead

Cole Smead

11 months

Torque to over $100! #COM #energy #oil

@SmeadCap

Smead Capital Management

11 months

"The torque right now in the market looks really attractive." @Cole_Smead joined @BNNBloomberg to discuss Canadian #lumber producers and why he believes Canadian #oil and gas #stocks are in a position of strength.

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@Cole_Smead

Cole Smead

2 years

Watching BRK meeting on @CNBC . First take, energy is very attractive to Warren and Charlie. They think the euphoria today is typified by the investors, who know nothing, gambling with the help of the brokers, that know even less. #fearstockmarketfailure #oil #com @SmeadCap

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@Cole_Smead

Cole Smead

2 years

I love #capitalism ! We are currently taking one #billionaire after another off the list. Low interest rates cause people to believe the strangest things. Mal-investment always happen at those junctures. May God bless #America and may God bless the whole world.

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@Cole_Smead

Cole Smead

1 year

God blessed them and said to them, “Be fruitful and increase in number; fill the earth and subdue it” - Gen 1:28 Just a reminder to the #COM for why the #energy business is great. It causes #human flourishing. Don’t get it twisted!

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@Cole_Smead

Cole Smead

1 year

#Oil duration squeeze is coming. #Canadian assets are in the wheelhouse. #COM #EFT #OOTT

@ericnuttall

Eric Nuttall

1 year

Everything I’m seeing makes me want to be long as much Canadian WCS as possible. Long life reserves, low declines, 20%-30% free cashflow yields, 75%-100% ROC, Pathways = ESG box checked, TMX line fill Q4 = excess takeaway, US shale faltering, and a multi-year bull market for oil.

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@Cole_Smead

Cole Smead

1 year

I thought that was the awesome part of the #Calgary Stampede! Great people and fun time. Honestly, @RazorOil looks better than me. Add it to the questions to #God in #eternity . Why? #COM #OOTT #Coal

@RazorOil

Razor Oil

1 year

One nice thing about twitter is connecting with awesome ppl like @Cole_Smead …while looking extremely sharp he did an excellent interview on @BNNBloomberg on 🍁 Energy. Give him a follow. #COM 🫡🪒

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@Cole_Smead

Cole Smead

8 months

This is called collusion and anti- competitive. Whether it’s considered illegal, it’s unethical and unAmerican. If #oil and #gas companies did this, the current administration would form a lynch mob. $AAPL $GOOG

@kouroshshafi

Kourosh

8 months

"Apple Gets 36% of Google Revenue in Search Deal" Bloomberg

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@Cole_Smead

Cole Smead

1 year

#COM

@SmeadCap

Smead Capital Management

1 year

“The only way to get fabulously wealthy in this life is the willingness to look stupid." @Cole_Smead would like to see Cenovus as a #consolidator moving forward. He spoke with @EmmaLGraney from @GlobeandMail .

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@Cole_Smead

Cole Smead

2 years

Discipline among the #energy producers is what everyone said would never happen. Thank you to the entire #ESG crowd and investors that lost money in the 2010’s. These groups scare investors, but produced discipline in the industry. Only money makers are drilled today! @SmeadCap

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@Cole_Smead

Cole Smead

2 years

Everyone is wondering what is going on in #oil . Simple, it’s fluctuating. Where is it going? Are the people that think they’ll buy at $70 the ones to be scared of when they said we wouldn’t need #oil in the future, like coal? #Coal is having a renaissance. #bullmarket #COM #OOTT

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@Cole_Smead

Cole Smead

1 year

Where did all the #freemarket , #libertarian , #tech leaders go? When they were on top of the world, they believed in laissez faire #economics . Now it’s not like that, they are calling on a #political #bailout . @MikeTyson said everyone has a plan, until they get 🥊 in the mouth🧵

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@Cole_Smead

Cole Smead

2 years

Hello!!! Warren make me feel like I’m #Munger . $OXY Remember, when he made his preferred investment, he called it a price bet on #oil . He was right. $SPX and the #investment community was wrong. @SmeadCap #oott #com

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@Cole_Smead

Cole Smead

9 months

It’s the kind of hat that the #dog wears to let you know he was ready to go at 5:40am pacific to make some money digging for #oil on the @NYSE and the @tsx_tsxv #COM #OOTT #EFT

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@Cole_Smead

Cole Smead

1 year

@ericnuttall listened to your spaces comment. No one can forget about $MEG NOLs!!! I have fantasies about them every night. 🤩 #OOTT #COM

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@Cole_Smead

Cole Smead

1 year

@RazorOil @WhiteTundraSG @sohaibab9 @rockcreekfreak @ManitobaCanuck @mark_skittle @AlexS1985V @Devon45582604 Tidying this one up…As a director, I’d like to make a motion for more buybacks and consolidation across the industry. It would rid us of some of the minority investors that are looking for a bird in the hand. #COM

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@Cole_Smead

Cole Smead

19 days

Watch out for the bad people ruining golf and our society. Stay long #oil and human flourishing my friends. #COM @PGATOUR

@NUCLRGOLF

NUCLR GOLF

19 days

🚨🎨🛢️ #WATCH : Multiple Just Stop Oil protesters STORM the 18th green at TPC River Highlands (via @SchefflerLegion )

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@Cole_Smead

Cole Smead

2 years

From 100 to 1 in the Stock Market comes the wisdom of George F Baker: To make money in stocks you must have the "the vision to see them, the courage to buy them and the patience to hold them". And Patience is the rarest of the three. Who will be patient in oil? #oott #com #oil

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@Cole_Smead

Cole Smead

2 years

@RazorOil Never forget, dogs chase cars and people chase #stocks . Humans hate #volatility . To make money in stocks you must have “the vision to see them, the courage to buy them and the patience to hold them.” Patience is the rarest of the three. – Thomas Phelps I think that’s right.

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@Cole_Smead

Cole Smead

11 months

No wonder people are moving to Nevada!

@LasVegasLocally

Las Vegas Locally 🌴

@LasVegasLocally

11 months

How Nevada tribal police officers respond to illegal roadblocks

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@Cole_Smead

Cole Smead

1 year

She’ll be live tomorrow from the @SmeadCap Investor Oasis in Scottsdale, AZ! $OXY

@crudegusher

Sankey Research

1 year

Carbon Capture: Moonshots, Hubs & Hollub; Oxy $85/share target Best play on carbon sequestration: $OXY, skeptical Denbury, Whitecap, ExxonMobil $DEN $WCP.TO $XOM Vicki on Bloomberg TV tomorrow - can discuss this: via @crudegusher

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@Cole_Smead

Cole Smead

2 years

@leadlagreport Don’t disagree that this is an interesting drawdown in the 20 year bond. By the end of the 1970’s, no one would touch bonds or stocks. Brokerage firms were running advertisements to help you do you tax losses on bonds. Not there yet. That was durational pain. This is magnitudal

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@Cole_Smead

Cole Smead

1 year

This #tech move smells and looks like a bear market rally. Get your hard hat on and look out below. #BearMarket #stocks

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@Cole_Smead

Cole Smead

2 years

Investors have asked us at @SmeadCap , why we own so much of our portfolios in #energy ? To quote #Buffett , "When it's raining gold, reach for a bucket, not a thimble." #oott #COM #oil

Warren Buffett's Berkshire Hathaway continues its buying spree, spending $122 million to boost its...

Buffett's company has scooped up 182 million Occidental shares worth nearly $11 billion this year, and it shows no signs of stopping.

finance.yahoo.com

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@Cole_Smead

Cole Smead

2 years

When you’re Buffett…Damn it feels good to be a gangster! #OOTT #oil $OXY @SmeadCap

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@Cole_Smead

Cole Smead

2 months

@SmeadCap ’s Bill Smead is in Omaha. Will share thoughts throughout the day. Muchos gracias to @CNBC ’s @BeckyQuick and @michaelsantoli for making this so comfortable. I want to honor Charlie Munger’s legacy as this isn’t likely to be the same as it once was.

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@Cole_Smead

Cole Smead

2 months

Reminiscing on some old posts where some people 🫢 made claims about certain stocks and the investors of ⁦ @SmeadCap ⁩’s ownership of them. Sad 🫵🏼 #COM

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@Cole_Smead

Cole Smead

1 year

🙌🏻 Preach!!!

@dan_murphy

Dan Murphy

1 year

EXCLUSIVE: Aramco CEO Amin Nasser doubles down on his warning about "persistent underinvestment" in the energy sector. @cnbcKaren #oott #oil

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@Cole_Smead

Cole Smead

13 days

Bye Felicia! Remember, the market was made not to instruct you, but to serve you. #COM #OOTT

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The List of Money Managers Dumping Oil Stocks Just Got Longer

There’s a growing list of institutional investors in Europe who are stripping oil and gas stocks out of their portfolios, in a move they say reduces the risk of ending up with stranded assets and...

www.bloomberg.com

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@Cole_Smead

Cole Smead

1 year

As #davos2023 delegates use their recency bias to tell us #climatechange is rapidly increasing as exhibited by the warm winter in the #alps , I’ll use my recency bias as I sit in #tahoe snow to say the next ice age is on like Donkey Kong! #SierraNevada #Truckee

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@Cole_Smead

Cole Smead

11 months

Thought I’d check to see what was going on in Asia and look who I happened to catch. Agree with you @Josh_Young_1 that the government may temporarily drop taxes to deal with pump prices. #COM #oil #energy

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@Cole_Smead

Cole Smead

9 months

🙌🏻 I got a big God and a big position in Energy. The best combo!!! #COM #OOTT #EFT

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DJ Khaled- All I Do Is Win (ft. T-Pain, Ludacris, Snoop Dogg, & Rick...

DJ Khaled- All I Do Is Win (ft. T-Pain, Ludacris, Snoop Dogg, & Rick Ross)NO COPYRIGHT INFRINGEMENT INTENDED!! THIS IS NOT MY SONG!!DJ Khaled's album Victory...

www.youtube.com

@ericnuttall

Eric Nuttall

9 months

Perspective: the S&P/TSX Capped Energy Index is up 8.9% YTD while the TSX Index is up only 1.4%. If you were overweight energy this year, you've already won, and I believe that trend will continue.

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@Cole_Smead

Cole Smead

2 years

@Michael71718318 @KrustyBets @BDEPardell Just in case you think I’ve let this go… #com #oott #Oil Ken French has it right in our discussion.

@MebFaber

Meb Faber

2 years

Investing quote of the day:

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@Cole_Smead

Cole Smead

1 year

Love summer. Pure optionality and too much to do.

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@Cole_Smead

Cole Smead

3 months

Do you think it’s Tru-deau?

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@Cole_Smead

Cole Smead

3 months

Glad US banks didn’t fully step away from #oilandgas lending like #EU banks did, though some tried. Talked to a bank recently. They bragged that they had greatly reduced exposure in #oilandgas . Knew these were foolish people. That’s where you have wanted to increase. @business

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@Cole_Smead

Cole Smead

2 months

Big thoughts on $BRK meeting. 1. Munger was moral leader 2. In the 9 box strike zone, the only place Berkshire can swing is the middle. No ability in hit low and in. 3. Buffett doesn’t expect to be there for long. Succession was almost every answer

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@Cole_Smead

Cole Smead

2 years

*BERKSHIRE HATHAWAY ADDS TO OCCIDENTAL PETROLEUM STAKE Ever get the sense that something is going on right under your nose and no one cares? Welcome to the @WeAreOxy shareholder meeting. Billionaires are attempting to swallowing stock in E&Ps. Markets don’t get it. #oott #Oil

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@Cole_Smead

Cole Smead

2 years

@Josh_Young_1 @canadawriter I also think the longer duration of assets in Canada like the sands should attract investors that understand the squeeze will require more oil for years. Oil companies and investors should be increasing the duration of their projects. The consolidation will force that too.

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@Cole_Smead

Cole Smead

3 months

Don’t worry about how others define you…particularly when they are wrong. #coal #oilandgas #oil #COM #SAGD

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@Cole_Smead

Cole Smead

2 years

Good interview by Josh. I would this that his comments hint at. With a booming US stock market, Canada has looked like the red-headed step-child. No big institutional investor pitches CA as their big theme. Market caps are smaller, value is better on comparables. Big alpha! #COM

@Josh_Young_1

Josh Young

2 years

BARRONS: Oil Investor Who Made 390% Last Year Explains 3 Stock Picks

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@Cole_Smead

Cole Smead

1 year

Goodbye to the #UK !!! ✊🏻People that don’t want cheap and abundant #energy won’t have it. There are no #capitalists in that country’s #political class. Whether they call themselves #conservatives or not… #COM #OOTT

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@Cole_Smead

Cole Smead

3 months

@BubleQe @AssetTraveller Have to have some fun on this journey. We have to laugh at ourselves.

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@Cole_Smead

Cole Smead

1 year

You can tell when a journalist has their opinion on their sleeve. This reads as annoyed and biased. Ultimately, their their world view is wrong and I appreciate them so much. One less person I have to compete with to make money. ✅ #COM #OOTT

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Saudi Arabia’s Oil Production Cuts Reflect Cost of Reshaping Economy

Riyadh needs to keep prices high enough to fund grandiose gigaprojects.

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@Cole_Smead

Cole Smead

2 years

The Smeads are like… #COM #Oil #stocks @SmeadCap

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@WifeyAlpha

Wifey

2 years

The Saudis are …

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@Cole_Smead

Cole Smead

2 years

🙌🏻 Preach it brother!!! 🙌🏻

@Gugo907

Gurgen Ayvazyan

2 years

So basically 2% buyback tax in 2024 incentivizes Canadian energy names to buy the shit out of their stock in 2023 and then pay shit tons of divvy in 2024 and onwards. That was the plan in the 1st place for us, the Canadian government is just helping to accelerate it. #com #oott

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@Cole_Smead

Cole Smead

6 months

Be ready for #FederalReserve disappointment for stock investors. The economy still hasn’t been stopped. #oil #COM #banks Smead Capital Management CEO calls demands for lower rates 'foolish'

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Smead Capital Management CEO calls demands for lower rates 'foolish'

Cole Smead, Smead Capital Management CEO, joins 'The Exchange' to discuss timing the first rate cut, federal spending trends, and more.

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@Cole_Smead

Cole Smead

2 years

we cannot simply walk from the critical determinant of our fortunes in a few decades, never mind years.” - excerpt from @VaclavSmil ’s How the World Really Works Love this book. #OOTT #OIL #COM @SmeadCap

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@Cole_Smead

Cole Smead

2 years

@ValueNotDeadYet Investor told me they just need their multiples to go up. Oil-splained to him that is wrong. We just need to have them continue to build cash and allocate the capital correctly (🙏🏻 buybacks). We could wake up on lower multiples and still become wealthy. That’s how good this is!

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@Cole_Smead

Cole Smead

9 months

You don’t say. I can believe this happened. Government plans had big problems? 🤠 #renewables #GreenEnergy #FossilFuels

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@Cole_Smead

Cole Smead

2 years

#Buffett and #Munger are reminiscing about their experience in the 70’s with $BRK. $SPX and $BRK got crushed by #oil 1970-1974. $BRK matched the outperformance of #oil 1975-1979. Moral of the story is don’t work that hard when you have #inflation . Buy #oil stocks. #oott @SmeadCap

@OpenSquareCap

OpenSquareCapital

2 years

Buffett/Berkshire takes down another 900k shares of $OXY, May 10/12. Tbh we thought he would if the stock keeps hovering below his strike price on his warrants. A few more steps and he could be close to controlling it. #oil #OOTT #EFT $OXY

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@Cole_Smead

Cole Smead

1 month

My man…great answer!

@DennyBurk

Denny Burk

1 month

Celtics coach Joe Mazzulla is asked how he felt about the royal family attending a game. Coach: “Jesus, Mary, and Joseph?” Reporter: “The Prince and Princess of Wales.” Coach: “No, I only know one royal family. I don’t know too much about that one.”

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@Cole_Smead

Cole Smead

1 year

Bon Voyage from North America to the European Majors! #oott #com

@BeegJj

BeegJJ

1 year

As @Cole_Smead said on BNN. European majors will be selling assets & about buying production. Well this morning, $su has announced it has bought Total's Canadian assets around > $5 billion. My comment : Great for NA o&g companies, not for the ones leaving. #com #oott

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@Cole_Smead

Cole Smead

3 months

Yeah. I’m sure they have no vendors, customers or partners that they would host at that. On top of that as a business expense, 21% of it is being funded by Uncle Sam. Unimaginable…🤓 Almost as grotesque as the Calgary Stampede 🤠 #COM #oil #oilandgas

@Josh_Young_1

Josh Young

3 months

"Josh, why don't you own $oxy? Buffett has been buying it" Oil company with no consumer products sponsoring a huge golf tournament lounge:

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@Cole_Smead

Cole Smead

5 months

Spot on.

@qcapital2020

 Q-Cap 

5 months

Hey Dad, where are we in the economic cycle ? Well son, this is the part of the cycle where we are making so much money that Dan Ives is dressed like a pills dealer in Ibiza. Embarrassing

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@Cole_Smead

Cole Smead

9 months

Every time geopolitical problems crop up, the value of energy businesses increase from these former unknowns. #COM #OOTT

@SmeadCap

Smead Capital Management

9 months

"While investors aren’t clamoring for oil stocks yet, they’ll have to buy them in the end. Conflict will sharpen their interest in the space.” Read what @Cole_Smead had to say about energy stocks as tension continues to rise in the Middle East. @business

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@Cole_Smead

Cole Smead

3 months

🙌🏻 Is your victory secure on the cross? The final chapter is written. No greater hope to go out and build God’s kingdom! @PGATOUR ’s Scottie Scheffler

@NUCLRGOLF

NUCLR GOLF

3 months

🏆✝️ Scheffler: “My victory was secure on the cross.”

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@Cole_Smead

Cole Smead

2 years

Calling it as we see it @smeadcap . Harold is stealing this!

@business

Bloomberg

2 years

Shale billionaire Harold Hamm’s latest offer to take Continental Resources private is still too low, according to Smead Capital, the oil explorer’s largest minority investor

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@Cole_Smead

Cole Smead

2 years

#Canadian #lumber business was being left for dead until now. Deal premium likely needs to be at least 50%. #Housing is not going into a depression. The boo birds have it wrong. $WFG @SmeadCap

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@Cole_Smead

Cole Smead

2 years

“At $120 [a barrel], it begins to look like stealing.” $CLR #oilandgas @derek_brower @FT @SmeadCap

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Energy billionaire Harold Hamm launches bid to take Continental Resources private

US shale pioneer offers to buy the 17% of oil group that his family does not already own

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@Cole_Smead

Cole Smead

1 year

@Eric_Carlson_1 @Josh_Young_1 I’m always shocked to find managers who themselves hire other managers for their personal wealth. What’s the point of that? All I own is what I invest. I can’t see it any other way. Eat your own cooking unless the food is terrible.

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@Cole_Smead

Cole Smead

11 months

Muchos gracias to @AZLandInvestor . I have a shout out to @maricopaaz and Casa Grand, AZ this morning. #housing #AZ

@YahooFinance

Yahoo Finance

11 months

“We think housing has been probably the most misunderstood part of the economy looking back over the past 10 years,” Smead Capital Management CEO @Cole_Smead says. "No one thought we'd be where we're at on housing."

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@Cole_Smead

Cole Smead

1 year

Proud of what @cenovus has done. Hats off to Alex. Mr. McKenzie: let’s go play Pac-Man in our shares and the rest of the companies that you like on the board to win the game! #oott #com #oil $CVE.TO

@SmeadCap

Smead Capital Management

1 year

"What Alex has done the last two years is nothing short of fantastic and applaudable." @Cole_Smead joined @BNNBloomberg this morning to discuss the #energy sector and his reaction to Alex Pourbaix stepping down as CEO of Cenovus Energy.

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@Cole_Smead

Cole Smead

2 years

$AAPL is the lynchpin of $SPX. It going down causes the index to slump, due to size. At the end of bear markets, no one is hopeful. Pivot crowd has to have their souls crushed before we clean up the equity markets. At the bottom, people need to hate stocks. They hate bonds more.

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@Cole_Smead

Cole Smead

21 days

🤓 #COM #OOTT

@anasalhajji

Anas Alhajji

22 days

The Economist just announced the death of growth in Solar Energy! 😉 #Solar #Oil

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@Cole_Smead

Cole Smead

2 years

I’ve never spent time on these people. You know who they are when you hear it though. The optimists always win the game. No one became a billionaire telling everyone how bad it will be. #stocks

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