People often thinks of great investors as nearly infallible geniuses who generate big returns year-in, and year-out. But in his latest letter to investors, Bill Nygren — whose Oakmark Fund…
Category: Market Valuation
Top Forecaster: Real GDP Back to Pre-Recession Levels
While few have noticed, the U.S. has now reached pre-recession gross domestic product levels, says one top strategist who is bullish heading into 2011. In a recent MarketWatch column, Mark…
Navellier, Dreman, and Siebert: What to Expect in 2011
Top growth investor Louis Navellier says he’s bullish heading into 2011, and is high on multi-national U.S. firms and technology companies. “I think you can invest in a lot of…
Forester Sees "Yellow" Light for Market
Fund manager Tom Forester says he sees the market flashing a “yellow light” rather than a green or red one, and he’s focused on healthcare and consumer staple stocks. “Our…
Broader Outlook Gloomy, but You Can Still Make Money, Hussman Says
Fund manager John Hussman says the broader market is priced to return significantly less than its historical average for the next decade — and says the government’s huge bailout of…
Bogle: Focus on U.S. Equities, Not International Stocks
Vanguard founder Jack Bogle says stocks could double in the next decade, far outpacing bonds, but also says the global economy is in worse shape than many realize. “I expect…
Grantham Bashes The Fed, Still Likes High Quality
In his latest market commentary, GMO’s Jeremy Grantham says the Federal Reserve has caused extensive damage to the economy by its manipulation of interest rates and asset prices, and is…
Miller: Best Time to Buy Stocks Since Early 80s
Legendary Legg Mason fund manager Bill Miller is seeing a variety of factors aligning to make this the best time for long-term investors to buy stocks since the early 1980s.…
Buffett: Rushing Into Bonds "A Mistake"
Warren Buffett says it’s “quite clear” that stocks are cheaper than bonds right now, and says investors rushing to the perceived safety of bonds are “making a mistake”. “It’s quite…
Siegel: Stocks Cheapest vs. Bonds Since '50s
Wharton Professor and author Jeremy Siegel says that corporate earnings are “extraordinary”, and that he’s never seen stocks selling at such attractive values compared to bonds. Siegel tells Bloomberg that…