The amount of cash, bank deposits, and money-market funds ($8.85 trillion) is equal to 74 percent of the market value of U.S. companies, according to this Bloomberg article. The cash-to-stock…
Search Results for: value
Gross: More Gloom -- and "Enormous" Opportunities
…value I’ve ever seen,” the long-time manager says, adding. “This is the Super Bowl for money managers. The opportunities are just enormous.” One firm in particular Gross has focused on…
Arnott Sees Huge Opportunities in Bonds
Add Robert Arnott to the list of well-known previously bearish investment managers who are seeing value in the market. “I like investments, if I’m getting paid to bear risk,” Arnott…
Pimco's El-Erian: Beware of Value Traps, Seek Catalysts
…vehicles, and solid risk management”. El-Erian believes equities could lag until investor confidence improves and warns that some investments could be value traps — meaning their attractive valuations alone aren’t…
WSJ, Grantham on The Trouble with Earnings
…it used to be,” adding that one factor involves companies failing to depreciate the value of technology quickly enough on their books. Grantham chops 13 percent off of operating earnings…
The Stars -- and Fallen Stars -- of 2008
…41%). These former value stars found out “that too many of the stocks they deemed undervalued were actually overvalued” this year, Frailey says, pointing to Miller’s bet on Freddie Mac…
After Avoiding The Crash, Forester Sees Great Values, Year-End Rally
…says bargain stock values have him “excited” about the future. Forester, who heads the Forester Value Fund, has locked in a loss of only about 4 percent this year while…
Morningstar: Dow Selling at 30% Discount
…good long-term value. “Our analysts value companies as businesses that generate cash flows over very long periods of time,” she says. “We’re mindful of the weak economy and how that…
Five Top Managers Are Buying -- Cautiously
Noticing a trend that we’ve picked up on in recent weeks, Fortune notes that several extreme value investors have begun to see good, safe buys in the current market. In…
Turnaround Guru Calls for More Help for Mortgage Owners
…value of their homes. Therefore the economy will not stabilize until mortgages are adjusted down to the value of homes, with affordable payment schedules, and until new mortgages become available…