Why NOT To Change Your Portfolio

With the bull market now more than six years old, many investors are worrying that the end may be near. But in a recent MarketWatch column, Chuck Jaffe says investors should beware “bad motivations” for changing up their portfolios.
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Nygren Uses Oil Plunge As Bargain-Hunting Opportunity

Bill Nygren, one of the top fund managers of the past decade, says he’s been bargain-hunting in the wake of oil’s big decline.

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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 stocks as pricey.
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Nygren: Corrections Are Normal — Don’t Panic

There’s been a lot of concern about the market’s valuation after last year’s runup and this year’s volatility, but top fund manager Bill Nygren isn’t buying it.

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Nygren Still Sees Value

Bargains may not abound the way they did a few years ago, but top fund manager Bill Nygren says he’s still finding plenty of stocks to buy.

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Finding Dividends In An Unexpected Place

Looking for strong dividend stocks? Some top fund managers are finding them in an unlikely place: the tech sector.
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Nygren on the Value in Financials

Top fund manager Bill Nygren says he’s continuing to find the best value in the market in the financial sector.

While the much-maligned sector isn’t the sexiest right now, Nygren says that doesn’t matter to him. What does matter is value. “We own the financials because they are the cheapest stocks with the highest quality management,” he told CNBC. “We don’t wake up in the morning thinking we want to put money to work in boring industries. But when you see valuations that are less than book value, less than 10 times earnings, to us that looks really, really attractive compared to a market at about 16 times earnings.”

Nygren also likes the tech sector, but not the hot, trendy upstarts. Instead he’s high on the likes of Oracle, Microsoft, and Intel. As for financials, he’s particularly keen on Bank of America.

The Validea Hot List is up 250% since its 2003 inception, more than tripling the S&P 500. Check out its current holdings here.