With stocks up some 60% off their lows, one of the big questions among investors has involved the market’s current value. Are stocks now overvalued? Or are they still cheap?…
Category: Market Valuation
Top Manager on Long-Term Thinking, Market's Value
Steven Romick, whose FPA Crescent fund produced annual returns of more than 11% during the 2000s, says he thinks stocks have gotten pricey after the recent rally. “We think the…
Arnott Sees "Another Tough Slog" in Coming Decade
While many are predicting that the coming decade will feature some strong bounce-back gains for stocks after a poor 2000s, Rob Arnott of Research Affiliates says not to count on…
A Different Take on Valuations
Liz Ann Sonders, Charles Schwab’s chief investment strategist, says in her latest market commentary that the recent downturn helped temper some of the investor optimism that was becoming “troublesome”, and…
Dorfman on Strategy, and Why Stocks Are Still Cheap
GuruFocus.com offers an interesting interview with Bloomberg columnist and money manager John Dorfman, who called the market rally and says stocks are still cheap. “I think the stock market was…
Paulsen: Secular Bull May Be Coming -- if Inflation Held in Check
Wells Capital Management’s James Paulsen says that we are in the early stages of a “robust economic recovery”, and that it is a “reasonable possibility” that the S&P 500 rises…
Bolton on Why China Lured Him Back
Top U.K. manager Anthony Bolton of Fidelity is managing a new China-focused fund, and he recently told London’s Telegraph why the opportunity lured him out of retirement. “This may be…
Tilson & Heins: "Buy-and-Forget" a Losing Proposition
In their latest Kiplinger’s column, Whitney Tilson and John Heins examine a 10-year-old Fortune magazine article to stress some of their core beliefs about investing — including the idea that…
Nygren: Don't Avoid Stocks
In a new interview with Minyanville.com, Oakmark fund manager Bill Nygren — whose fund is up 50% in the past year and ahead of the S&P 500 over the past…
Stocks Still Offer Opportunities, But Correction Likely, Sonders Says
In a wide ranging interview with The Motley Fool web site, Charles Schwab Chief Investment Strategist Liz Ann Sonders says she thinks a correction will hit the stock market in…