Mutual fund manager Donald Yacktman has put up an exceptional track record for more than a decade, and in a recent interview with Canada’s Globe and Mail, he talked about…
Category: Market Valuation
Siegel: Stocks 10% to 15% Below Fair Value
While stocks have stumbled out of the gate in 2014, Wharton’s Jeremy Siegel doesn’t think the declines are a sign that the bull market is ending. “While I still think…
Brown on The Valuation Debate
Are stocks overvalued and headed for a crash? Josh Brown of Ritholtz Wealth Management and The Reformed Broker blog doesn’t think so. While many have pointed to the fact that…
Study: Which Valuation Metrics Matter?
In a new study, Smithers & Co. examines just what valuation metrics have historically had predictive power over the stock market’s direction — and the results don’t bode well for…
Herro on 2014, and What Japan Needs To Do Now
Top fund manager David Herro says that, while stocks jumped far more than most expected they would in 2013, they still should have room to run going forward. “Despite the…
Reese: Cheap Stocks Remain
In his latest column for Canada’s Globe and Mail, Validea CEO John Reese says that, while broader valuations are up, investors shouldn’t avoid stocks. “Yes, the market’s rise was rapid…
Nygren Talks Value, Opportunity, And The End Of QE
Worried about the end of quantitative easing? Top fund manager Bill Nygren isn’t. In an interview with MoneyLife’s Chuck Jaffe, Nygren says that his firm’s five-year-holding-period, value-focused, bottom-up approach means…
Sonders Talks Bulls, Rising Rates, Valuation, and More
Charles Schwab Chief Investment Strategist Liz Ann Sonders remains optimistic on stocks, saying that she thinks the bull run that began in 2009 is a secular bull, not a cyclical…
9% Returns Ahead for Stocks?
In March 2009, Barron’s began a series of articles on long term stock performance, with one of the main conclusions being that when stocks have below average returns over a…
Siegel: S&P Fair Value around 2,000
Wharton professor and author Jeremy Siegel says stocks remain attractively valued, particularly given interest rate levels. “We are still at extremely normal, average valuations and, in fact, low valuations, given…