Small-cap stocks have taken a pounding in recent months, but Francis Gannon of Royce Funds recently offered some intriguing data indicating that fundamental-focused investors would be wise not to quit…
Category: Market Valuation
Trahan On Why Small Caps Have Lagged -- And Why They're Going To Take Off
Top-rated economist Francois Trahan is sounding very bullish on stocks — particularly small stocks — and the big reason is the US’s positioning relative to the rest of the world.…
Tepper: US Stocks Aren't Pricey
Hedge fund guru David Tepper says US stocks are not expensive right now. “The U.S. economy is pretty good, stocks are not at high multiples right now,” Tepper, told Bloomberg Television.…
Greenblatt On The Valuation Situation
Hedge fund guru Joel Greenblatt says that the large-cap universe is looking a lot more attractive than the small-cap space from a valuation perspective right now. (more…)
Greenblatt on the Valuation Dichotomy
Hedge fund guru Joel Greenblatt says he’s seeing a wide disparity in the way the current market values large stocks and small stocks. (more…)
Trennart: It's All About Inflation
Jason Trennart of Strategas Research Partners says there is no good alternative to stocks in today’s low-rate world, and he thinks it’ll remain that way until inflation really starts to…
Herro Talks Europe and Japan
Top fund manager David Herro says he’s not letting macroeconomic events change his investment approach. (more…)
Hawkins & Cates: M&A Limiting Value Opportunities
Top fund managers O. Mason Hawkins and G. Staley Cates say a rise in merger & acquisition activity has made it harder to find attractive value stocks. But they remain…
Nygren: This Is Why Investors (Mistakenly) Think Valuations Are Dangerous
Top fund manager Bill Nygren says that valuations don’t look bad in the stock market, and in his second-quarter letter he offers a few reasons why investors are mistakenly viewing…
Sonders: There's a Bubble Alright ... in Bubble Talk
Charles Schwab Chief Investment Strategist Liz Ann Sonders says she sees a bubble in the stock market — but it’s not the bubble you’re thinking of. (more…)