In a couple of rare interviews, top stock-picker Joel Tillinghast recently said that he thinks markets have gotten “colossally artificial”, and that he’s finding more value opportunities overseas than in…
Category: Market Valuation
Paulsen: Market Needs A Correction To Move Forward
Wells Capital’s James Paulsen thinks a much-needed correction is coming for the stock market. (more…)
Dalio's Bridgewater Sees No Bubble Trouble
Don’t count hedge fund guru Ray Dalio’s Bridgewater Associates among the investors who think the stock market is in bubble territory. (more…)
Herro: There's Value In Europe
Top fund manager David Herro is finding a lot of value in the unloved European region, as well as in Japan. In a recent letter to his Oakmark International shareholders,…
Just What Does The Elevated CAPE Mean?
The cyclically adjusted price/earnings ratio is quite elevated compared to historical standards. Is that bad news for stocks? Charles Schwab’s Liz Ann Sonders says it’s a complicated question. (more…)
Buffett Talks Valuations, Bonds, And Interest Rates
Are stocks cheap or expensive? Warren Buffett says it all depends on what happens with interest rates. (more…)
Cooperman Talks Stocks, Bonds, And Oil
Hedge fund guru Leon Cooperman says stocks are fully and fairly valued. Bonds are another story, though, he says. (more…)
Gabelli: Economy Steady, But No Margin Of Safety
Top value strategist Mario Gabelli says that the economy looks steady, but adds that there is not much of a margin of safety in stocks right now. (more…)
Why Good Investors Like Bad "Vacation Spots"
If you’re looking for good vacation ideas, you should look for places with positive reviews on any number of websites that offer ratings on hotels, restaurants, and activities. If you…
R-Squared Indicator Says Market Could Get Scary
Wells Capital’s James Paulsen has been bullish — correctly — throughout much of the bull market that began in March 2009. But now, Paulsen says that a key sentiment indicator…