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CanadianValue
CanadianValue
Articles (4610) 

Oakmark’s Bill Nygren – Says Large Cap Stocks Highly Attractive, People Will Wish They Had Bought Financials

December 15, 2011 | About:

He thinks investors are using the rearview mirror today.


Investors are buying bonds which have performed well over the past decade but have a mathematical impossibility of doing so going forward. Meanwhile investors are avoiding large cap stocks which have returned zero over the last decade but are cheaper than they have been since the fifties.

Specific stocks he discusses are: TE Connectivity (NYSE:TEL), Mastercard (NYSE:MA), Capital One Financial (NYSE:COF).



About the author:

CanadianValue
http://valueinvestorcanada.blogspot.com/

Rating: 4.0/5 (9 votes)

Comments

PHILCIR
PHILCIR - 4 years ago
nygren doesn't know his a$$ from a hole in the ground. This is the same guy who believed in the Wamu story for a decade and insisted it was an undervalued. That the market had it all wrong. It was one of his largest holdings. Even worse than being wrong is that he couldn't see through siester kerry kilinger. Nygren is a classic value blabber mouth -- a lot like davis. Nygren will do well in a raging bull market which doesn't mean he has any skill.

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