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☆ 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
☆ 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
☆ 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.
☆ Warren Buffett says American banks could face more turbulence ahead, but deposits are safe
  + stars: | 2023-05-06 | by ( Hugh Son | ) www.cnbc.com   time to read: +2 min
Buffett, when asked about the recent tumult that led to the collapse of three mid-sized institutions since March, launched into a lengthy diatribe about the matter. In the early 1990s, Buffett served as CEO of Salomon Brothers, helping rehabilitate the Wall Street firm's tattered reputation. The core problem, as Buffett sees it, is that the public doesn't understand that their bank deposits are safe, even those that are uninsured. Meanwhile, Buffett said that he keeps his personal funds at a local institution, and isn't worried despite exceeding the threshold for FDIC coverage. "The messaging has been very poor, it's been poor by the politicians who sometimes have an interest in having it poor," he said.
☆ Bill Nygren buys this regional bank with strong deposits, says 'inappropriate role' of short selling contributing to fears
  + stars: | 2023-05-05 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Oakmark Funds' Bill Nygren scooped up shares of Truist Financial during the first-quarter banking rout that saw the collapse of Silicon Valley Bank . According to Nygren, investors are laser-focusing on Truist's mortgage portfolio and overlooking its insurance brokerage business. TFC 1D mountain Truist shares pop on Friday The bank recently sold 20% of its insurance brokerage business to private equity group Stone Point Capital . Beyond Truist, Nygren sees several opportunities in the sector. No 'spiraling fundamental problem' Despite some resurfacing bank fears, Nygren expects the sector to fair okay over the long haul.
☆ Oakmark's Bill Nygren: Larger banks have a strong competitive advantage versus smaller banks
  + stars: | 2023-05-05 | 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: Larger banks have a strong competitive advantage versus smaller banksBill Nygren, Oakmark Funds Partner and U.S. CIO, joins 'Squawk on the Street' to discuss regional bank sell-off and the broader markets.
☆ One analyst thinks this buy-the-dip favorite from the regional bank crisis may be a value trap
  + stars: | 2023-04-20 | by ( Hakyung Kim | Https | Www.Linkedin.Com In Hakyungkim | ) www.cnbc.com   time to read: +2 min
While Charles Schwab shares are up about 20% from their March low, boutique equity research firm Redburn isn't so sure the recovery is warranted. Analyst Charles Bendit downgraded Charles Schwab to sell from neutral on Thursday. Schwab shares are off some 38% from this year's high reached in early January. SCHW YTD mountain Charles Schwab stock To be sure, several prominent investors, including Oakmark Funds' Bill Nygren, are among many who have opted to buy the dip in Schwab. "Potential re-regulation of midsize banks in the wake of the regional banking crisis might impact Schwab," Bendit said.
☆ We really like Netflix but it is overvalued: Oakmark's Bill Nygren
  + stars: | 2023-04-19 | 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 really like Netflix but it is overvalued: Oakmark's Bill NygrenBill Nygren, Oakmark Funds portfolio manager, joins 'Squawk on the Street' to discuss shifts in Nygren's portfolio, whether bigger is better in the banking sector, and more.
☆ Bill Nygren says bigger is better in financials, names Schwab as one of his favorites
  + stars: | 2023-04-19 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Oakmark Funds' Bill Nygren said he favors bigger banks in the financial sector, and the top value investor broke down why he particularly likes Charles Schwab. "I think bigger has been better in financials for a long time," Nygren said on CNBC's " Squawk on the Street. " Nygren, who owns Wells Fargo, Capital One, Bank of America and Schwab, believes larger banks are more insulated from these balance sheet issues. SCHW YTD mountain Schwab Nygren said he is especially bullish on Schwab because it's the lowest cost provider for wealth management services. The portfolio manager also noted that Schwab insiders have been active buyers of the stock in the past few weeks.
☆ Netflix shares drop after mixed earnings. Here's what the experts have to say
  + stars: | 2023-04-19 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix shares drop after mixed earnings. Here's what the experts have to sayJim Cramer, Jessica Reif Ehrlich of Bank of America Securities, Michael Nathanson of SVB MoffettNathanson, John Blackledge of Cowen and Bill Nygren of Oakmark Funds on what they think about Netflix.
☆ Adobe lifts profit forecast for fiscal 2023 and beats estimates on quarterly results
  + stars: | 2023-03-15 | by ( Jordan Novet | ) www.cnbc.com   time to read: +3 min
Adobe shares rose 5% in extended trading on Wednesday after software maker announced fiscal first-quarter results that topped Wall Street estimates and lifted its full-year foercast. Here's how the company did:Earnings: $3.80 per share, adjusted, vs. $3.68 per share as expected by analysts, according to Refinitiv. $3.80 per share, adjusted, vs. $3.68 per share as expected by analysts, according to Refinitiv. For the second quarter, Adobe expects earnings per share of $3.75 to $3.80 on an adjusted basis and $4.75 billion to $4.78 billion in revenue. Analysts surveyed by Refinitiv had been expecting $3.76 per share in adjusted earnings and $4.76 billion in revenue.
☆ Bank of America is one of the best run banks in the U.S., says Oakmark Fund's Bill Nygren
  + stars: | 2023-03-14 | 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 EmailBank of America is one of the best run banks in the U.S., says Oakmark Fund's Bill NygrenThe Oakmark Fund's Bill Nygren joins 'Closing Bell' to discuss the bank stock rebound and those banks where investors can find opportunity.
☆ Watch CNBC’s full interview with Oakmark Fund's Bill Nygren
  + stars: | 2023-03-14 | 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 EmailWatch CNBC’s full interview with Oakmark Fund's Bill NygrenThe Oakmark Fund's Bill Nygren joins 'Closing Bell' to discuss today's bank stock rebound and the banks where investors can find opportunity.
☆ Oakmark's Bill Nygren sees an opportunity in bank stocks amid sector turmoil
  + stars: | 2023-03-14 | by ( Pia Singh | ) www.cnbc.com   time to read: +2 min
Oakmark Select Fund's Bill Nygren said it is a good time to buy bank stocks, as attention shifts away from the failure of Silicon Valley Bank and toward financial names he believes are strong investments. "I think it's important for people to understand just how different SVB is or was compared to other bank stocks," Nygren said on CNBC's "Closing Bell." The fund manager said the tech-focused Silicon Valley Bank lacked a diversified source of depositors, almost all of them being uninsured, and also had a substantial investment in long-duration assets. The portfolio manager said that the bank stocks Oakmark owns trade at a multiple that is about six to eight times their earnings. It dropped by more than 12% on Monday after banking regulators seized Silicon Valley Bank and Signature Bank, the second- and third-largest bank failures , respectively, in U.S. history.
☆ We try to find things priced much more attractively than the market, says Oakmark's Bill Nygren
  + stars: | 2023-03-01 | 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 try to find things priced much more attractively than the market, says Oakmark's Bill NygrenOakmark Funds' Bill Nygren joins 'Squawk on the Street' to discuss where he's looking for value in the markets right now.
☆ Watch CNBC's full interview with Oakmark Funds' Bill Nygren
  + stars: | 2023-03-01 | 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 EmailWatch CNBC's full interview with Oakmark Funds' Bill NygrenOakmark Funds' Bill Nygren joins 'Squawk on the Street' to discuss where he's looking for value in the market right now.
☆ Adobe is a company we have admired for a really long time, says Oakmark's Bill Nygren
  + stars: | 2023-01-12 | 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 EmailAdobe is a company we have admired for a really long time, says Oakmark's Bill NygrenBill Nygren, Oakmark Portfolio Manager, joins 'Squawk on the Street' to break down what stocks the fund is keeping an eye on now.
☆ Value investor Bill Nygren says he sold some energy for new buys, including Adobe and an auto name
  + stars: | 2023-01-12 | by ( Yun Li | ) www.cnbc.com   time to read: +1 min
Last year's losing market created a new host of buying opportunities for long-term value investors across different sectors, Oakmark Funds' Bill Nygren said Thursday. In the energy sector, Oakmark opted to keep positions in APA , Conocophilips and Dominion Energy , which have more non-earning assets, Nygren said. The portfolio manager then used the cash to buy Canadian auto parts manufacturer Magna International . It is a single-digit price-to-earnings stock that fell to around $60 from $100 at its high, Nygren said. MGA 1Y mountain Magna International "We think they're under earning today because of supply chain problems," Nygren said.
☆ A long-overdue reality check for tech stocks has reset the bar for 2023
  + stars: | 2022-12-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +9 min
Despite the comedown, many stocks still are expensive on a price-to-earnings basis when compared with the broader S & P 500, which trades at 18 times earnings. As of Monday's close, Meta shares trade at 11 times earnings on a 12-month trailing basis, down from 24 times at the start of 2022. PE ratios for all three stocks have come down significantly this year, with Cisco trading at 17 times earnings, compared to more than 23 times at the start of 2022. Within the semiconductor sector, Meeks favors names operating within industrials and autos, that are better positioned in a slowdown. While risk-averse tech may be the name of the game for 2023, some investors caution opting out of growth altogether.
☆ The spread of P/E multiples is 40% wider than normal, says Oakmark's Nygren
  + stars: | 2022-11-29 | 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 spread of P/E multiples is 40% wider than normal, says Oakmark's NygrenBill Nygren, Oakmark Funds, joins 'Closing Bell' to discuss if he believes the overall equity markets are cheap, if the risk of recession is reflected in the stocks he favors and his thoughts on Charter Communications.
☆ Oakmark Funds' Bill Nygren sees these value stock picks as cheap
  + stars: | 2022-11-29 | by ( Carmen Reinicke | ) www.cnbc.com   time to read: +2 min
There are opportunities to pick up value stocks in today's market, though it isn't cheap overall, according to Bill Nygren, a portfolio manager at Oakmark Funds. "There are lots of expensive stocks and lots of very cheap stocks," he said on CNBC's "Closing Bell" on Tuesday. He also likes a slew of media names including Charter Communications , Disney , Netflix and Warner Brothers Discovery. Nygren also likes Disney for its assets, including its theme parks and its outstanding film library. In the group, Oakmark thinks that Netflix, Disney and Warner Brothers Discovery are winners in that battle.
☆ Watch CNBC's full interview with Oakmark Fund's Bill Nygren
  + stars: | 2022-11-29 | 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 EmailWatch CNBC's full interview with Oakmark Fund's Bill NygrenBill Nygren, Oakmark Funds, joins 'Closing Bell' to discuss if he believes the overall equity markets are cheap, if the risk of recession is reflected in the stocks he favors and how Disney's investment picture has changed with Iger back at the helm.
☆ Top investors say it's foolish to ignore the value in tech stocks right now. What to buy and when
  + stars: | 2022-10-21 | by ( Samantha Subin | ) www.cnbc.com   time to read: +25 min
Schatz of Heritage Capital looks for what he calls "high-flier" or "second-tier" technology stocks severely battered this year but pushing higher. Playing defense When looking outside of big tech, investors may also want to consider looking out for more defense-focused names. His picks include IBM, which trades at just 14 times forward earnings and offers a sticky revenue base. Schatz of Heritage Capital looks for what he calls "high-flier" or "second-tier" technology stocks severely battered this year but pushing higher. His picks include IBM, which trades at just 14 times forward earnings and offers a sticky revenue base.
☆ Bill Nygren is looking to stocks with 'unsustainably low' price-earnings ratios. Here are his picks
  + stars: | 2022-10-12 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
The volatile market is pushing some cyclical stocks' price-earnings ratios to levels that Bill Nygren, portfolio manager at Oakmark Funds, sees as "unsustainably low." "When the markets are really volatile like they have been, that tends to lead to an increase in the distribution of P/E ratios," Nygren said on CNBC's "Squawk on the Street." Nygren said that recession fears are driving down companies' P/E ratios. This number is what you get when you divide a stock's price by the annual earnings per share. Nygren said stocks that are currently selling at lower-than-typical P/E ratios have long-term value for investors who can wait out current pressures on company earnings and share values.
☆ Widening P/E ratios present new opportunities for investors, says Oakmark's Bill Nygren
  + stars: | 2022-10-12 | 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 EmailWidening P/E ratios present new opportunities for investors, says Oakmark's Bill NygrenBill Nygren, Oakmark Funds portfolio manager, joins 'Squawk on the Street' to discuss widening PE ratios leading to new investment opportunities, thinning names that have gone to premiums like consumer nondurables, and buying more cyclical names.
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