|New Threads Only:|
|New Threads & Replies:|
Forum List » Guru News and Commentaries|
Guru News, Stock picks and commentaries
Bill Nygren on Bloomberg Discussing Stock Holdings, Attractive Sectors and Share Buybacks
Posted by: guruhl (IP Logged)
Date: April 5, 2012 07:33PM
Bill Nygren, who manages over $10 billion in his flagship Oakmark Fund, which has gained over 10% in the last year, is a fundamentals value investor. In this interview, he discusses several of his stock holdings, including financials JPMorgan (JPM), Capital One (COF) and Wells Fargo (WFC). He also talks about Apple (AAPL), the areas he's not invested in, such as bonds and stocks that look like bonds, such as those in the utilities, consumer non-durables, and why he likes share buybacks. "Three of the companies, Kohls (KSS), Northrop Grumman (NOC) and DirecTV (DTV) all repurchased more than 10% of their shares last year," he said.
Guru Discussed: Bill Nygren: Current Portfolio, Stock Picks
Stocks Discussed: JPM, COF, WFC, AAPL, KSS, NOC, DTV,
Disclaimers: GuruFocus.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The gurus may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes provided by InterActive Data. Fundamental company data provided by Morningstar, updated daily.