…value in a recovery. Jeremy Grantham, chairman of GMO: Similarly, Grantham sees fair value for the S&P 500 around 880, but he thinks stocks can continue to rise for the…
Search Results for: value
O'Shaughnessy: Asset Allocation Changes Coming at Terrible Time
…(The stock portion is 50% in large-cap value stocks; 35% in small-cap stocks; and 15% in large-cap growth stocks. The bond side is 45% in long-term U.S. Treasuries; 45% in…
After Beating the Bear & the Bull, Top Newsletters Think "Big"
…past March, Mark Hulbert writes for MarketWatch.com. And now, those rare newsletters seem to be finding a good deal of value in some of the market’s biggest names. The most…
Muhlenkamp Says Expectations Lowered, but Still Sees Bargains
…their expectations” for the coming years — but he’s still seeing a number of values in the market. “We fell off a cliff last fall, and things have basically flatlined,”…
Gabelli Sees Opportunities for Stock-Pickers
Benjamin Graham disciple and deep value investor Mario Gabelli tells Bloomberg News that he’s focusing not on sectors or the broader market, as many strategists are, but instead at individual…
Top Manager: Focus on High-Quality Stocks, Repeatable Strategy
…says he thinks high-quality stocks are now offering more value than the lower-quality picks that have surged during the rally. Yacktman, a bottom-up stock-picker whose funds have both averaged annual…
The Diversification Debate
…per cent,” Stevenson writes. “He then progressively added funds until he got to eight (FTSE All Share, MSCI World index exc UK, emerging markets, value and small cap for both…
Paulson on Financial Buying Binge
…stake of about 2% in Citigroup, the New York Post reports, citing sources. “One source said that Paulson sees Citi’s shares trading closer to its book value of $5 to…
They Got It Right in March; What Do They Say Now?
…trouble. Vinny Catalano, chief investment strategist, Blue Marble Research: Catalano now thinks stocks are slightly overvalued, Gongloff reports, and sees the S&P’s fair value near 945, based on earnings estimates…
Berkowitz: "Great Environment" for Stock-Pickers
…is a “great environment for an investor, for a value-based stock picker, security picker”, and that he’s continuing to see a number of bargains in the market even after its…