Bill Nygren on Bloomberg Discussing Stock Holdings, Attractive Sectors and Share Buybacks

Apr 05, 2012

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, Financial), Capital One (COF, Financial) and Wells Fargo (WFC, Financial). He also talks about Apple (AAPL, Financial), 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, Financial), Northrop Grumman (NOC, Financial) and DirecTV (DTV, Financial) all repurchased more than 10% of their shares last year," he said.

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