Though some have grown concerned that the stock market is overheated, top strategist Liz Ann Sonders of Charles Schwab thinks the long term picture remains good. “The growing cries that…
Category: Market Valuation
Buffett: Stocks "In a Zone of Reasonableness"
While many continue to fret that the stock market is getting overheated, Warren Buffett says equities remain reasonably priced. In an interview with CBS This Morning, Buffett says of stocks,…
Worried About Earnings? Try Some Other Value Metrics
Market price/earnings ratios have been rising and profit margins remain at levels that some say are unsustainable. But Validea CEO John Reese says investors who are growing distrustful of earnings-based…
Herro Keying on Developed Market Blue Chips
Top fund manager David Herro is continuing to find value in developed markets like America, and little opportunity in developing areas. Herro tells Bloomberg Surveillance that overall global stocks look…
Shiller: U.S. Stocks Not That Overpriced
While many bears have pointed to the 10-year cyclically adjusted price/earnings (CAPE) ratio as a reason to avoid U.S. equities, Yale Economist and recent Nobel laureate Robert Shiller — who…
Sonders on the Next Phase of the Recovery
If Washington can get its act together, we may be on the verge of a new phase of the US economic expansion, according to Charles Schwab’s Liz Ann Sonders. She…
Buffett: Market Looks Fairly Priced
Warren Buffett says he sees a U.S. economy that is continuing to creep forward, but also says he’s finding it harder to find good values in the stock market. Buffett…
Shiller Talks Valuations, Counters Siegel
Yale Economist Robert Shiller says the market looks overpriced, but not so much so that you should avoid stocks. “I’m not really saying don’t invest in stocks,” Shiller tells CNBC’s…
Nygren: Stocks Still Attractive
Have rising bond yields made stocks less attractive? No, says top fund manager Bill Nygren of Oakmark. In his second-quarter client letter, Nygren discusses the “Dividend Discount Model” his firm…
Herro: EMs Too Pricey
Top fund manager David Herro, who benefited from emerging market stocks in the 2000s, is now finding little opportunity among them. “It all has to do with price,” Herro tells Bloomberg.…