The big question on many investors’ minds lately has been whether the recent market plunge has caused stocks to be undervalued — and, if so, how much more undervalued they…
Tag: Jeremy Grantham
Grantham: Investors Need to Avoid "Terminal Paralysis"
Fortune asks the million dollar question: “Have we hit the bottom, or will we resume our downward slide?” To try to find the answer they tap a number of investment…
Grantham: There's Risk in Value -- and in Buy-and-Hold
Jeremy Grantham has released the second half of his fourth-quarter 2008 letter on GMO’s website, and in it he offers several intriguing points about why value investors got hit hard…
Grantham on Cycles, Bargains, and the "Creative Tension" Facing Stock Investors
In an excellent interview with Steve Forbes, Jeremy Grantham — the bear who called both the 2000 market crash and the recent plunge — discusses how he’s avoided the bursting…
WSJ, Grantham on The Trouble with Earnings
Is the market cheap, as investors like Bruce Berkowitz and David Dreman have said recently? Or is it still overpriced, as others, like Jim Rogers and Bill Gross, have maintained?…
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…
Grantham: Economy Could Struggle for a While; Stocks Won't
A couple more tidbits from Jeremy Grantham: the long-time bear who recently turned bullish tells USA Today that the economy could be in store for a lengthy period of trouble.…
Grantham Says '09 Analyst Earnings Estimates Much Too High
Jeremy Grantham, manager of the $100 billion investment firm GMO, believes analysts’ 2009 earnings estimates are “vastly overstated”, writes Forbes James M. Clash. “Grantham says S&P 500 earnings could easily…
Stocks "Reasonably Cheap" for First Time Since 1980s, Says Grantham
Jeremy Grantham, one of the few who saw the current credit crisis coming, provides some thoughtful comments on the crisis, asset bubbles, the stock market’s current valuation and how individual…