This is an excellent article by Bill Ngyren where he discusses the absurdity of bonds being considered as “low risk” at current prices, and high current dividend paying stocks inflated valuations.  I think that the points he makes really provide sound insight that should be thoroughly assessed when making asset allocation decisions in the current...Read More

Bill Ngyren is a respected value investor who manages in excess of $10 billion in the Oakmark Fund.  In this interview he discusses the attractiveness of financials and stocks that are buying back stock at discounts to intrinsic value.  Some of the stocks that they own are JPM, COF, WFC, AAPL, KSS, NOC, and DTV....Read More