In his first-quarter letter to shareholders, top fund manager Bill Nygren of Oakmark says that he’s keying on companies that are putting their cash to work. “Corporations today have unusually strong balance sheets and are generating much more cash than they can profitably reinvest in their own businesses,” Nygren writes. “Unless managements just let the […]
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Tag Archives: Bill Nygren
Nygren: Stocks Best Place for Long-Term
January 16, 2013 
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Top fund manager Bill Nygren of Oakmark says he thinks stocks are “easily the best alternative out there for long-term money”. Nygren tells CNBC that with stocks yielding more than bonds, P/E ratios below historical averages, and balance sheets as good as ever, “I think all the signs are positive” for stocks. He also talks […]
Read moreThe Benefits of Turnaround Firms
September 11, 2012 0 Comments
If you are looking for places to invest as the current bull market ages, try turnaround stocks, says The Wall Street Journal’s Jack Hough. Hough says that several turnaround firms — those that have had big problems and are now trading on the cheap — have had big years in 2012. Among them are several […]
Read moreNygren: Volatility Isn’t Risk
August 30, 2012 0 Comments
For years, volatility and risk have been synonymous in stock market discussions. But in recent commentary, top performing fund manager Bill Nygren says otherwise. In a piece posted on Oakmark’s web site, Nygren notes that Oakmarks’ funds have been more volatile this year, and cites a couple reasons. One, he says, is that in a […]
Read moreNygren High on Bank Stocks
August 22, 2012 0 Comments
While bank stocks have been hit with a lot of tough news recently, top fund manager Bill Nygren of Oakmark has been loading up on them. Nygren says that some bank share prices are “assuming that the worst recession since the Great Depression will happen every five years or so,” Fortune reports. As an example […]
Read moreStocks Offering Nice Dividends — And Value
July 26, 2012 0 Comments
With bonds yielding so little, many investors have been looking for yield in the form of high-dividend stocks — which has made some of those picks rise to unattractive valuations. But in his latest article for Forbes.com, Validea CEO John Reese looks at some stocks that are offering nice dividends, and still trading at cheap […]
Read moreLooking for Safety? Don’t Turn to Bonds, Nygren Says
July 11, 2012 0 Comments
Top fund manager Bill Nygren says investors who are dumping stocks in favor of bonds in an effort to lower the risk in their portfolio are using erroneous logic. In his second-quarter letter to Oakmark shareholders, Nygren talks about how investors allow “prejudices” to lead them to make bad investment decisions. One that is in […]
Read moreNygren: More Gains to Come
March 5, 2012 1 Comment
Top-performing fund manager Bill Nygren of Oakmark says he sees a number of reasons why stock returns this decade will “far surpass” those of the previous decade. “We think there are more profits to come,” Nygren writes in a letter to shareholders, noting that all three of Oakmark’s domestic funds are now at all-time highs. […]
Read moreNygren: “Once-In-A-Generation Opportunity” for Investors
January 20, 2012 0 Comments
Bill Nygren, whose Oakmark fund is in the top 12% or better of its class over the past three, five, and ten years, according to Morningstar, says investors need to ignore high volatility if they want to succeed over the long haul. “I’d say they should pretty much ignore it,” Nygren writes in his fourth-quarter […]
Read moreNygren: Don’t Chase Bond Performance; Buy Stocks
December 29, 2011 0 Comments
Top fund manager Bill Nygren says that the best thing investors can do in 2012 is buy more stocks. “The best idea for 2012 is for investors to increase their equity exposure and decrease bond exposure,” Nygren tells CNBC. “We think stocks are cheap.” He says he thinks it’s a mistake for investors to chase […]
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