GMO’s Jeremy Grantham sounds quite gloomy in his latest quarterly letter, though he advises a “near normal” allocation to equities and says high-quality U.S. stocks are “relatively cheap”. Grantham says…
Category: Market Valuation
Tilson On Financials, And The Importance Of Discipline
Whitney Tilson says he doesn’t think the U.S. is headed for financial Armageddon, which means numerous bargains — including several in the financial sector — are available right now. “Yes…
Wien On Valuations, Growth, and Gold
Byron Wien says he expects the U.S. to show slow growth next year, and says stock valuations are “very attractive”. But whether those valuations are enough to overcome global debt…
Nygren on a "Once-in-a-Generation" Opportunity
Top value fund manager Bill Nygren says that investors should stop paying attention to every zig and zag the stock market makes, and instead take advantage of a “once-in-a-generation opportunity”…
Look Beyond Europe News, Sonders Says
Charles Schwab’s Liz Ann Sonders — whose calls on the start and end of the “Great Recession” proved quite accurate — warns against hyperfocusing on Greece’s debt problems. “Even the…
Tilson: Economy Hanging In; Market Cheap as It's Been Since '09 Bottom
Whitney Tilson, who has an exceptional long-term track record but has struggled of late, says several economic indicators — including Warren Buffett — are leading him to believe that the…
Siegel: Valuations Setting Market Up For Strong 3 to 5 Years
Author and Wharton Professor Jeremy Siegel says he expects the stock market to remain volatile, but says he thinks stocks are offering “extraordinary” long-term values. Siegel tells CNBC that stocks…
Greenblatt: Stocks Looking Cheap -- Very Cheap
Hedge fund guru Joel Greenblatt says that, based on trailing free cash flow yields, stocks are trading at levels that put them in about the 95th percentile of cheapness when…
Valuations Have Bolton Bullish
Fidelity’s Anthony Bolton says he’s optimistic about global equities, and valuations are a big reason. “I am still a bull of world equity markets,” Bolton, who produced an exceptional track…
Grantham Gloomy, But Finding Value
GMO’s Jeremy Grantham is predicting more gloom for the U.S. economy, but he says stock valuations are “finally” such that investors can build portfolios of equities with potential for solid…