All posts tagged "stock market valuation"

  • Robert Shiller - Irrational Exuberance
    Robert Shiller Warns of Stock Market Risks

    Based on his research of historical stock market valuations via the CAPE ratio, Nobel Prize-winning economist Robert Shiller said Thursday he sees the "risk of substantial declines" ahead.

    • Posted September 4, 2015
    • 0
  • stock market sectors
    Total Stock Market Capitalization Relative to GDP Indicates Equities Pricey

    One metric that value investors look at to determine the overall attractiveness of equity prices is the ratio of stock market capitalization relative to Gross Domestic Product (GDP).

    • Posted January 14, 2014
    • 3
  • Bill Nygren - Oakmark Fund
    Bill Nygren on Where the Opportunities are in the Stock Market

    Bill Nygren, co-manager of the Oakmark fund, and a former Morningstar fund manager of the year, was interviewed by CNBC’s Scott Wapner on Wednesday. The Oakmark fund (OAKMX) has outperformed the S&P 500 over the past one,...

    • Posted March 29, 2013
    • 0
  • Doug Kass - Seabreeze Partners
    Doug Kass: Market Could Be Making High for the Year Currently

    Doug Kass, of Seabreeze Partners, provided a sanguine view of the stock market’s prospects on CNBC’s Futures Now program this week. Based on his view that traders are ignoring “conspicuous headwinds,” Kass sees the possibility the market...

    • Posted January 30, 2013
    • 0
  • Doug Kass - Seabreeze Partners
    Stocks are Cheap Statistically: Doug Kass

    CNBC’s Melissa Lee interviewed Doug Kass, Seabreeze Partners, today.  Lee asked Kass to comment on the troubles at MF Global and Jefferies Group.  Kass said he didn’t know much about Jefferies’ balance sheet, but said the drop...

    • Posted November 3, 2011
    • 1
  • Stocks May Already be Priced for Recession: Abby Joseph Cohen

    Abby Joseph Cohen, senior investment strategist, Goldman Sachs, was on CNBC Friday giving her usual happy talk. She did make one observation that does have some basis in reality when she stated, “our feeling is the valuation...

    • Posted August 22, 2011
    • 1
  • Robert Shiller’s Cyclically Adjusted PE Ratio – A Discussion

    Robert Shiller’s Cyclically Adjusted PE Ratio (CAPE) has been used as justification by many bears to argue the market is not cheap. Shiller believes valuations are so stretched that stocks only offer modest returns; specifically 1.3% per...

    • Posted April 25, 2011
    • 2
  • The "Global Gorillas" May Finally Be Having Their Day

    Last week large cap stocks performance was dominant relative to small and mid-cap stocks. Ben Levisohn, writing for the Wall Street Journal, explores the virtues of this much unloved group of stocks, which have suffered over the...

    • Posted January 24, 2011
    • 0
  • Robert Shiller, Jeremy Siegel and the Pulse of the American Investor

    CNBC featured Robert Shiller and Jeremy Siegel’s opinions on the market.  Shiller was cautious while Siegel feels optimistic about the coming year.  Shiller says the current volatile earnings environment may mislead investors.  Siegel feels current earnings are of a...

    • Posted January 20, 2011
    • 0
  • Steven Leuthold, "Today’s stock market is quite undervalued"

    According to long-time stock market prognosticator Steven Leuthold, “Today’s stock market is quite undervalued, in the low 15 percent of our 60-year valuation history.” Leuthold must be taking into account the relatively low level of interest rates,...

    • Posted November 1, 2008
    • 0