Columnist and money manager John Dorfman, who called the recent upturn in the market, says he believes the rally is sustainable until at least early 2010, in large part because…
Category: Market Valuation
Tilson & Heins Say Financial Sector Troubles Will Linger ...
In their “Discovering Value” column in Kiplinger’s, Whitney Tilson and John Heins say they think the strong recent market rebound is overdone, because we’re not out of the financial sector…
O'Shaughnessy on Why Stocks Are Still Attractive, and the Value Resurgence
In his latest market commentary, Jim O’Shaughnessy writes that the market is seeing a major flip-flop in leadership similar to what often occurs at the end of recessions, and says…
Buckingham: "Great Time" for Long-Term Investors to Buy
In the video below, John Buckingham of Al Frank Asset Management — who last week explained why history shows now might be a good time to buy value stocks —…
Nygren: Returns to be "Historically Large"
BusinessWeek recently took a look at the dilemma facing value investors right now — that is, with the economic outlook still extremely hazy, the big recent rally generating predictions of…
10-Year P/E: Stocks at Fair Value
After years of being overvalued by one of the tougher value metrics — the 10-year P/E ratio made famous by Yale economist Robert Shiller — stocks finally appeared undervalued a…
Forester Says We've Seen the Bottom
Tom Forester, whose Forester Value was the only stock mutual fund to end 2008 in the black, says he believes the market has bottomed, but that stocks are now in…
Rodriguez Bullish on Energy Stocks -- Not So Bullish on Economy
Bob Rodriguez of First Pacific Advisors sees continued tough times for the economy, but that doesn’t mean he’s staying on the sidelines. In an interview with Morningstar, Rodriguez discusses his…
Gabelli, Grantham, Gross & Others Weigh In
A number of top investment strategists offered their opinions about the market and the economy at the recent Morningstar Investor Conference in Chicago, including value fund star (and Benjamin Graham…
Bogle on Valuations, the Economy, and Where to Invest Now
In a recent interview with MarketWatch, John Bogle says he thinks the market “probably has it about right” in terms of current valuations, but adds that investors should expect slower…