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☆ We don't see weakness in the consumer, says Oakmark's Nygren
▼ + stars: | 2024-05-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe don't see weakness in the consumer, says Oakmark's NygrenBill Nygren, Oakmark portfolio manager, joins 'Money Movers' to discuss recent equity market performance, a rating to consider for the financials, and more.

Persons: Oakmark's, Bill Nygren

☆ Oakmark's Tony Coniaris reacts to Warner Bros. Discovery's Q1 miss
▼ + stars: | 2024-05-09 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOakmark's Tony Coniaris reacts to Warner Bros. Discovery's Q1 missTony Coniaris, Oakmark portfolio manager, joins CNBC's 'Money Movers' to discuss Warner Brothers Discovery Q1 earnings, streaming bundle with Disney, top stock picks, and more.

Persons: Tony Coniaris Organizations: Warner Bros, Warner Brothers Discovery, Disney

☆ Large spread between growth and value companies is really interesting, says Oakmark's Nygren
▼ + stars: | 2024-04-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLarge spread between growth and value companies is really interesting, says Oakmark's NygrenBill Nygren, Oakmark Funds portfolio manager, joins 'Squawk on the Street' to discuss if recent bond performance has changed his outlook on stocks, where the enticing bargains are, and more.

Persons: Oakmark's, Bill Nygren

☆ Oakmark's Bill Nygren shares his value opportunities in the current market
▼ + stars: | 2024-04-16 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOakmark's Bill Nygren shares his value opportunities in the current marketBill Nygren, Oakmark portfolio manager, joins 'Closing Bell Overtime' to talk his top stock picks, finding opportunities in the current market, and more.

Persons: Bill Nygren

☆ Here's why Oakmark Funds' Mike Nicolas is bullish on Capital One and Charles Schwab
▼ + stars: | 2024-03-11 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere's why Oakmark Funds' Mike Nicolas is bullish on Capital One and Charles SchwabMike Nicolas, Oakmark Funds portfolio manager, joins 'Money Movers' to discuss how Oakmark views the financials sector, how much of the financials strength is due to capital markets, and the deal between Capital One and Discover.

Persons: Mike Nicolas, Charles Schwab Mike Nicolas Organizations: Capital

☆ Oakmark's Bill Nygren: Here's why now is a really exciting time for value investors
▼ + stars: | 2024-03-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOakmark's Bill Nygren: Here's why now is a really exciting time for value investorsBill Nygren, Oakmark portfolio manager, joins 'Squawk on the Street' to discuss how Nygren would characterize the environment for value stocks, the recent price action with Alphabet, and more.

Persons: Bill Nygren

☆ A fund manager who has beaten 99% of his peers over the last decade breaks down how he finds value investments where others don't, and the 2 sectors he's looking for opportunities in this year
▼ + stars: | 2024-02-03 | by ( Mark Reeth | ) www.businessinsider.com time to read: +8 min

Consistently beating the competition over a decade and a half is a sign that Bill Nygren is worth listening to. Instead, he uses good old-fashioned value investing techniques that have proven reliable for decades, even as they've evolved. Nygren added: "It's clearly not a value stock, but when you make those adjustments it sells at less than a market multiple. Advertisement2 sectors to invest in right nowThe average investor would be forgiven for looking around the market right now and struggling to find value. Advertisement"And I think value investors have been a natural home for a lot of the financial industry because the industry's typically traded at something like three-quarters of the S&P multiple," Nygren said.

Persons: Bill Nygren, Nygren, there'd, you've Organizations: Oakmark, Oakmark Fund, Business, Big Tech, Capital, Intercontinental Exchange, American International Group, AIG

☆ Oakmark's Tony Coniaris breaks down his calls on these two stocks
▼ + stars: | 2024-01-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOakmark's Tony Coniaris breaks down his calls on these two stocksTony Coniaris, Oakmark portfolio manager, joins 'Closing Bell: Overtime' to discuss where to find value in this market.

Persons: Tony Coniaris

☆ Charles Schwab one of the most attractive bank stocks despite near-term headwinds: Oakmark's Fitch
▼ + stars: | 2024-01-17 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCharles Schwab one of the most attractive bank stocks despite near-term headwinds: Oakmark's FitchAlex Fitch, Oakmark Funds portfolio manager, joins 'Fast Money' to explain why Charles Schwab is still one of his top picks in banking sector.

Persons: Charles Schwab, Oakmark's Fitch Alex Fitch Organizations: Oakmark

☆ Art of the Trade: Value investor Bill Nygren details his best trade ever
▼ + stars: | 2024-01-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArt of the Trade: Value investor Bill Nygren details his best trade everWidely followed value investor Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said the best trade of his career was when he made 80 times his money buying Liberty Media in the early 90s. Nygren took advantage of a period of time when Liberty Media went through a number of structural changes.

Persons: Nygren, Bill Nygren Organizations: Oakmark Funds, Liberty Media

☆ Art of the trade: How top value investor Bill Nygren made 80 times his money buying a media company
▼ + stars: | 2024-01-15 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Widely followed value investor Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said the best trade of his career was when he made 80 times his money buying Liberty Media in the early 90s. Nygren took advantage of a period of time when Liberty Media went through a number of structural changes. "Most investors looked at this spinoff of Liberty Media, kind of a hodgepodge of investments, mostly which they didn't have control over." One of the biggest challenges of the trade was that there wasn't one traditional metric that Nygren could use to value the whole company. "Each asset had a different metric that we thought was most representative of what value really was for that type of company," Nygren said.

Persons: Bill Nygren, Nygren Organizations: Oakmark Funds, Liberty Media, Tele, Communications, EV, Liberty

☆ Oakmark's Bill Nygren talks his value investing playbook
▼ + stars: | 2023-11-09 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOakmark's Bill Nygren talks his value investing playbookBill Nygren, Oakmark partner & U.S. CIO, to talk value and growth stocks, his investing playbook, his recent buys, and more.

Persons: Bill Nygren Organizations: U.S, CIO

☆ We have faith in large banks and some regionals deposit franchises, says Oakmark's Alex Fitch
▼ + stars: | 2023-10-30 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe have faith in large banks and some regionals deposit franchises, says Oakmark's Alex FitchAlex Fitch, Oakmark Select Fund portfolio manager, joins 'Squawk on the Street' to discuss his thoughts on banks during earnings season, the impact of higher rates on the regionals, and more.

Persons: Oakmark's Alex Fitch Alex Fitch

☆ Worried about the volatile market? Analysts love these 10 global stocks with safe and high dividends
▼ + stars: | 2023-10-11 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

Some analysts recommend buying dividend stocks as a way around it. Morgan Stanley equity strategist Mike Wilson said in an Oct. 9 report that high-dividend stocks are one way investors can navigate the uncertainty. Automaker Stellantis boasted the highest dividend yield of the lot, offering around 10%, with a decent 76% buy rating from analysts, who gave it 28% potential upside. Other automakers that made the cut include Mercedes-Benz , which offered the next highest dividend yield at 8.5%, and Hyundai Motor . Prominent investor Oakmark Funds' Bill Nygren said this week that energy stocks deserve a place in the portfolio , especially when the market is especially volatile.

Persons: Morgan Stanley, Mike Wilson, Oakmark, Bill Nygren, Yun Li, Michael Bloom Organizations: BMO, CNBC Pro, Energy, Stellantis, Benz, Hyundai Motor, Hyundai, ConocoPhillips, Diamondback Energy Locations: Israel

☆ Bill Nygren says times like these show why investors need to own some energy stocks — His top picks
▼ + stars: | 2023-10-09 | by ( Yun Li | ) www.cnbc.com time to read: +1 min

Oakmark Funds' Bill Nygren thinks energy stocks deserve a place in the portfolio, especially when the market experiences heightened volatility like right now. "It highlights the value in a portfolio of energy exposure," Nygren said on CNBC's " Squawk on the Street. " He has managed the Oakmark Select Fund since 1996 and the Oakmark Fund since 2000. The investor said energy stocks are relatively inexpensive and they are well-positioned for more gains ahead as oil prices are expected to stay elevated. Oil prices jumped Monday following the latest Middle East violence, with West Texas Intermediate crude oil futures climbing 3.7%, trading above $85 a barrel.

Persons: Bill Nygren, Nygren, Morningstar Organizations: Oakmark Fund, West Texas, Phillips, ConocoPhillips Locations: Israel

☆ 'Tremendous opportunity': Oakmark's Bill Nygren says it's a good time to buy these 3 cheap stocks
▼ + stars: | 2023-10-06 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

It's a good time to buy cheap stocks in some sectors right now, according to Oakmark Funds' Bill Nygren. "What that means to us is the hunting ground of low P/E stocks provides more opportunity than it typically does," he said, adding that the company's portfolio includes many single-digit P/E stocks. Nygren added that he's buying up stocks in high-quality companies in financial services, insurance, energy and some consumer durables — mostly paying single-digit P/E multiples for them. Nygren, who joined Oakmark Funds in 1983, manages the $18 billion Oakmark Fund with Michael Nicolas and Robert Bierig. Energy Nygren said they own "a lot of stocks where there is risk, where investors are worried about the futures of the [companies]" — but because of that, the entry level price is very low.

Persons: Bill Nygren, what's, Nygren, CNBC's, It's, Michael Nicolas, Robert Bierig, Russell, Banks Nygren, he's, Wells, they've, that's, it's, Energy Nygren Organizations: Oakmark Funds, Energy Locations: Wells Fargo, Capital, U.S

☆ CNBC Daily Open: The September jobs report is key
▼ + stars: | 2023-10-06 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Bracing for the jobs reportU.S. stocks dipped slightly Thursday as investors braced for the September job report coming out today. JPMorgan Chase's Marko Kolanovic thinks the S&P 500 might be slammed by a 20% sell-off if high interest rates persist. In other words, the gap between cheap and expensive stocks is larger than usual — which gives value investors a "tremendous opportunity."

Persons: Hong, Tencent, JPMorgan Chase's Marko Kolanovic, I'm, Bill Nygren, Nygren Organizations: CNBC, Treasury, Administration, European Union Chamber of Commerce Locations: Asia, Pacific, China

☆ The market has become 'incredibly narrow': Oakmark's Tony Coniaris
▼ + stars: | 2023-09-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market has become 'incredibly narrow': Oakmark's Tony ConiarisTony Coniaris, Oakmark Funds partner, joins 'Squawk on the Street' to discuss whether the market has become narrow, investing in a seasonally uncertain market, and more.

Persons: Tony Coniaris Tony Coniaris

☆ The opportunity is there to put together a pretty inexpensive portfolio, says Oakmark's Bill Nygren
▼ + stars: | 2023-08-10 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe opportunity is there to put together a pretty inexpensive portfolio, says Oakmark's Bill NygrenBill Nygren, Oakmark Portfolio Manager, joins 'Closing Bell Overtime' to talk recent market action, his playbook for the current market, tech investing and more.

Persons: Bill Nygren Bill Nygren Organizations: Oakmark

☆ Oakmark Funds' Bill Nygren is one of the top value managers with double-digit returns — for decades
▼ + stars: | 2023-08-02 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Bill Nygren at Oakmark Funds is one of the top value-focused fund managers on Wall Street today with a long-term track record of success. The University of Wisconsin and University of Minnesota grad has managed the Oakmark Select Fund since 1996 and the Oakmark Fund since 2000. The $18 billion Oakmark Fund touts a similar track record, returning an annualized 12.2% over the last 15 years and 12.7% since 1991. The Oakmark Fund's five largest positions account for only 15% of assets, and its largest, Google-parent Alphabet , takes up less than 4%. Nygren holds just 50-60 positions in the Oakmark Fund, so that each of his high-conviction bets has a greater impact on the fund's performance.

Persons: Bill Nygren, Morningstar, It's, Nygren, Charles Schwab Organizations: University of Wisconsin, University of Minnesota, Oakmark Fund, Google, Oakmark, Capital, Bank of America Locations: Charlotte, Wells Fargo

☆ Valuation triggered our decision to sell Netflix's stock, says Oakmark's Mike Nicolas
▼ + stars: | 2023-07-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailValuation triggered our decision to sell Netflix's stock, says Oakmark's Mike NicolasMike Nicolas, Oakmark portfolio manager, joins 'Squawk on the Street' to discuss the reshuffling of his portfolio, the hunt for traditional value, what triggered the sale of Netflix stock, and more.

Persons: Mike Nicolas Mike Nicolas Organizations: Netflix

☆ Now is a great time to be a 'traditional value investor', says Oakmark's Bill Nygren
▼ + stars: | 2023-06-27 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow is a great time to be a 'traditional value investor', says Oakmark's Bill NygrenBill Nygren, Oakmark Funds partner and CIO, joins 'Closing Bell Overtime' to talk investing opportunities in the current market.

Persons: Bill Nygren Bill Nygren

"It would be fair to characterize Charles Schwab as a financial services supermarket," Michael Wong, director of North American equity research and financial services at Morningstar, told CNBC. "Anything that you want, you can find in Charles Schwab's platform." Charles Schwab was among the firms that benefited from the growth of retail investing during the coronavirus pandemic, and it’s now facing the consequences of Federal Reserve’s aggressive interest rate hikes. Charles Schwab told CNBC it was unable to participate in this documentary. Watch the video above to learn more about how Charles Schwab battled the ever-evolving financial services market – from fees to fintech – and how the reward doesn’t come without the risk.

Persons: Charles Schwab, Michael Wong, Charles Schwab's, ” Alex Fitch, Edward Jones, Morgan Stanley, Charles Schwab’s, fintech – Organizations: Charles Schwab Corp, North, Morningstar, CNBC, Oakmark Equity, Income, Fidelity, Interactive, Stifel, JPMorgan, UBS, Robinhood Locations: United States

☆ The idea that retail won't earn a fair margin is a 'misconception', says Oakmark's Tony Coniaris
▼ + stars: | 2023-05-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe idea that retail won't earn a fair margin is a 'misconception', says Oakmark's Tony ConiarisTony Coniaris, Oakmark Funds partner, joins 'Closing Bell Overtime' to break down the state of the consumer, the upcoming slate of retail earnings, and to recap his top stock picks.

☆ Why value investor Bill Nygren calls this media spinoff the best trade of his career
▼ + stars: | 2023-05-07 | by ( Samantha Subin | ) www.cnbc.com time to read: +1 min

More than three decades after the money-winning trade, Bill Nygren still calls buying up shares of Liberty Media as it was spun off from Tele-Communications Inc. one of the best stock moves of his career. When the spinoff occurred in 1991, the deal itself was complicated for investors to break down and analyze, Nygren explained. So they looked at an asset-by-asset valuation and determined that the assets inside Liberty were worth three times the cost of purchasing the TCI shares. The deal was structured so that TCI shareholders received the right to buy Liberty stock based on how much they owned. And, because Liberty came out a more levered company, the firm ended up owning about 15% of it, Nygren said.

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