A pair of top fund managers say the deadly earthquake in Japan isn’t shaking their bullishness on Japanese stocks. “Our view on Japan is still the same,” David Herro, one…
Category: Market Valuation
Biggs, Fisher, Birinyi Still Bullish
Several top strategists are saying that investors should stick with stocks as the bull market enters its third year. Among them: hedge fund guru Barton Biggs. “I don’t think valuations…
Why The CAPE Ratio Isn't A Silver Bullet
The “CAPE” Ratio — or Cyclically Adjusted Price/Earnings Ratio — has gained attention in recent years, and many commentators have recently pointed to the ratio as a reason that stocks…
Siegel: Stocks Still Cheap; Bull Has Room to Run
Wharton professor and author Jeremy Siegel says that we’re in a “stealth” bull market that is far from over. “People say the market is ahead of itself? It is nowhere…
Hedge Fund Guru: Stocks Best Choice in the Investment Neighborhood
Top hedge fund manager Leon Cooperman says he’s optimistic about the economy, and says a “tremendous number” of cheap stocks exist right now. Cooperman tells CNBC that his economic optimism…
Shiller: U.S. & European Markets Overvalued
Yale economist Robert Shiller says he thinks U.S. and European stocks are overvalued. “I would say the market is overpriced based on fundamentals,” Shiller tells CNBC. “The Dow [reaching] 12,000…
Grantham on Commodities, The Presidential Cycle & What Whale Sightings Mean for Investors
GMO’s Jeremy Grantham has released his fourth-quarter 2010 letter to shareholders, and Part I of his always-intriguing commentary is filled with short-term bullishness and long-term bearishness. “Be prepared for a…
Roundtable: Gabelli, Gross, Faber, and Others Weigh In
Barron’s recently published the first part of its annual roundtable, with ten strategists — including Bill Gross, Mario Gabelli, Abby Joseph Cohen, and Marc Faber — offering their takes on…
Herro: "Outstanding Opportunities" Exist
In his latest shareholder letter, Morningstar’s International-Stock Fund Manager of the Decade David Herro says that he remains “convinced there are still outstanding opportunities for long-term investors”. “Not only have…
Siegel Still Bullish
Wharton professor and author Jeremy Siegel says stocks look very attractive valuation-wise, and thinks the market will rise 10% to 15% this year. Siegel also tells Bloomberg that he thinks…