Our Advice
Our company understands how frustrating and illogical the stock market can be. We have been involved in stock markets for 40 years and had success despite these shortcomings. Through our missives, quarterly newsletters and appearances in the media, we provide advice on how to play the long game.
Our Advice

Iran War Investment Ramifications
Almost everyone is attempting to sort out the ongoing investment ramifications of the U.S. effort...
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Barron’s: Cole Smead, CFA on the Mania in American CapEx Cycles
Top Value Fund Managers Tout Their Favorite Stock Picks. Think Internationally. By Paul R. La...
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Barron’s: Bill Smead on Fifth Third Bancorp Post Merger
Citigroup and 5 More Bank Stocks Set to Thrive in a Choppy Market By Paul...
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Stock Market Sabermetrics
[...] Effectively, in our way of viewing, the U.S. stock market, as represented by the...
Keep Reading ⟶BNN Bloomberg: Cole Smead, CFA on Climbing Crude Prices
Crude prices climb as supply concerns grow Stocks mentioned: CVE, IPCO.TO, SCR.TO The...
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The Kindness of Strangers: Drexel Burnham, Chesapeake Energy and OpenAI
Relying on the kindness of strangers has never been a good business or investment strategy,...
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Financial Times: Cole Smead, CFA on Oil Supply Criss
Canada’s oil industry thrives as sales to China soar By Jamie Smyth in New York...
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Barron’s: Cole Smead on the Sentiment Around the Price of Oil
US shale bosses warn they cannot replace war-hit Middle East oil By Jamie Smyth For...
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Reuters: Bill Smead on Wall Street Reaction to Middle East Conflict
Wall Street ends narrowly mixed, trading volatile after air strikes on Iran By Sabrina...
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