MarketWatch columnist and money manager Jon Markman says that while many investors don’t believe it, the rally still has plenty of room to run — and that corporations will keep…
Category: Market Valuation
Top Fund Managers Look to Large Caps
Jeremy Grantham isn’t the only successful investor who’s finding big values in big stocks. Thomas Perkins and Donald Yacktman are among the investors with strong long-term track records now finding…
Grantham: Stocks Overpriced, but (Unfortunately) Likely to Rise
In his latest quarterly letter, GMO’s Jeremy Grantham says stocks are overvalued, but likely to continue rising — and rising to dangerous “bubble” levels if the economic recovery is a…
Top Value Managers Still See Opportunities
With the market up close to 80% off its March 2009 lows, is there still money to be made in stocks? Two value managers with excellent long-term track records, Bill…
Paulsen: It's Still Early in the Recovery and the Rally
Wells Capital Management’s James Paulsen says that while many are envisioning a below-average economic recovery, the rebound has thus far been very normal, if not better than average, and he…
Shiller Talks Oil, Housing, and Bubbles
In an interview with WealthTrack’s Consuelo Mack, Yale economist Robert Shiller says that while the broader market is now selling at a significantly higher valuation than historical norms, stocks are…
Grantham Talks Valuations, Bubbles
Jeremy Grantham says the U.S. stock market is now “thoroughly expensive” — except for one subset of the market — and also says he sees more bubbles forming in various…
Siegel: Recovery Now Self-Sustaining, Stocks Have Plenty of Upside Left
Wharton professor and Stocks for the Long Run author Jeremy Siegel says the recession is definitely over and the economy has entered a self-sustaining expansion that isn’t reliant on stimulus…
Heebner & Gross Square Off On Market, Economy
Top fund manager Ken Heebner says that even after the big stock market rally, we’re still seeing a “historic buying opportunity”. But another investing guru, Bill Gross, is less optimistic.…
Mauldin: 50/50 Chance of 2011 Recession
John Mauldin says high unemployment and coming big tax hikes are creating a “50/50” chance the U.S. will dip back into recession in 2011. Mauldin tells Bloomberg that means a…