All posts tagged "high quality stocks"

  • Jeremy Grantham - GMO
    Jeremy Grantham Thinks Stocks Could Move Up Another 20-30%

    Although he believes prudent investors should forego attempting to catch the tail end of this bull market, GMO's Jeremy Grantham believes stocks have further to run to the upside.

    • Posted November 19, 2013
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  • Ben Inker - Grantham Mayo van Otterloo
    Interview With Ben Inker, Asset Allocator at GMO

    Weathtrack’s Consuelo Mack began her introduction of Ben Inker by commenting that no one knows how central bank’s experiments with new forms of monetary stimulus will turn out. Mack pointed out that bond funds have had inflows...

    • Posted April 22, 2013
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  • Bill Gross - PIMCO
    Bill Gross Believes in High Quality Dividend Paying Stocks for the Long Term

    Bill Gross, co-founder of PIMCO, and considered one of the foremost experts on the markets, told CNBC’s Futures Now host Jackie DeAngelis stocks and bonds should do well in the current environment. The Fed is writing checks...

    • Posted October 17, 2012
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  • Donald Yacktman - Yacktman Fund
    Donald Yacktman: High Quality Equities are Relatively as Cheap as Ever

    Consuelo Mack interviewed mutual fund superstar Donald Yacktman regarding his investment philosophy and strategies. Mack pointed out that the Yacktman Fund has ranked in the top 1% of its fund category in the three, five, 10 and...

    • Posted February 5, 2012
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  • A Closer Look at 2010 Returns of the S&P 500

    Bespoke Investment Group recently posted a great chart revealing the returns of the S&P 500 delineated by the market cap of the companies in the index.  It graphically shows that the larger companies have seriously underperformed the average stock’s return of...

    • Posted January 10, 2011
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  • A Look at Attractive Stocks in the DJIA

    John Reese, of Validea.com, explains the virtues of his favorite stocks in the Dow Jones Industrial Average. High quality blue chips Dupont, Hewlett-Packard, Johnson & Johnson, Merck, and AT&T haven’t been as cheap as they are relative...

    • Posted September 12, 2010
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  • The Underperformance of Quality Persists

    Mark Hulbert comments on the continued divergence of low quality stocks, which have been outperforming the higher quality names for quite awhile now. To some observers, at least, this discrepancy between quality and junk suggests that the...

    • Posted April 10, 2010
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  • The Case for Dividend Paying Stocks

    Jason Kelly has written a long post on the benefits of of building a portfolio of dividend payers (source below). Kelly also promotes a book published by Dave Van Knapp, “The Top 40 Dividend Stocks For 2010.”...

    • Posted February 20, 2010
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  • Jeremy Grantham’s Latest Quarterly Commentary

    GMO has released their quarterly letter and it contains the pointed observations of my favorite commentator, Jeremy Grantham. He has an uncanny knack for getting to the root of our problems and doesn’t pull any punches. Grantham...

    • Posted January 27, 2010
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  • Jeremy Grantham Says High Quality Equities Are Relatively Cheap

    Mark Hulbert has written an article for the N.Y. Times highlighting the disparity in performance since the March lows between low-quality and higher quality equities. Data provided by Ford Investment Research indicates that coming off the bottom,...

    • Posted December 8, 2009
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