All posts tagged "large cap stocks"

  • Ralph Acampora - Atlaira Limited
    Ralph Acampora: The Market Could See a 15% Sell-off

    Jack Bouroudjian, Bull and Bear Partners CEO, along with Ralph Acampora, Altaira Limited’s Senior Managing Director, were guests on CNBC with Maria Bartiromo last week.

    • Posted August 20, 2013
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  • Ken Fisher - Fisher Investments
    Ken Fisher is Still Bullish on the Stock Market

    An optimistic Ken Fisher of Fisher Investments was interviewed on CNBC today. Citing what he reads as a fair amount of investor skepticism and quoting John Templeton’s famous line, “bull markets grow on skepticism, mature on optimism,...

    • Posted September 25, 2012
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  • Jean-Marie Eveillard, First Eagle Funds
    Jean-Marie Eveillard: Japan is Truly a Cheap Market

    Jean-Marie Eveillard has vast experience in the financial markets from managing the First Eagle Global Fund for nearly 30 years.  The performance of the fund was noteworthy and he earned a Morningstar lifetime achievement award.  Eveillard’s focus...

    • Posted October 10, 2011
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  • Large Cap Stocks Relative Attractiveness Examined

    It’s no secret that large cap multi-national stocks have had a bad decade of performance.  This has led to them being priced at valuations that appear relatively attractive compared to other investment alternatives. Felix Salmon, writing for Reuters and responding...

    • Posted July 6, 2011
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  • Joel Greenblatt Interviewed

    David Faber interviewed Joel Greenblatt, founder of Gotham Capital and author of several popular investment books.  Greenblatt said large cap stocks were priced more cheaply than small caps.  Greenblatt considered the overall market fairly priced and there...

    • Posted May 20, 2011
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  • GMO Quarterly Letter 1-11
    Jeremy Grantham’s January 2011 Letter

    Jeremy Grantham is out with his new letter. He likens investors to Pavlov’s dogs; conditioned to behave in a certain way. He also provides a valuable history lesson showing since 1964 the 3rd year of the presidential...

    • Posted January 28, 2011
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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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  • John Hussman and Jeremy Grantham See Eye to Eye

    John Hussman, renowned money manager, has done some research on stock valuations and reaches the same conclusion as Jeremy Grantham regarding high quality large cap stocks.  His analysis shows they are relatively cheap compared to cyclical stocks. From a...

    • Posted December 17, 2010
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  • Small Cap Stocks Were the Place to Be the Past 10 Years

    Paul Lim, writing for the N. Y. Times, points out how while investors may have been burned by owning large cap stocks over the previous decade, those who focused on small caps were handsomely rewarded. This year,...

    • Posted December 13, 2010
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  • Well Known Investors Extoll the Virtues of Blue Chips

    Several well regarded money managers including Jeremy Grantham, Whitney Tilson, Robert Olstein, and Bill Miller believe there’s good value in the large cap blue chip stocks. Tilson of T2 Partners says Microsoft Corp. is a steal. Its...

    • Posted September 13, 2010
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