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☆ 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
☆ Why Charles Schwab became a financial 'supermarket'
  + stars: | 2023-06-17 | by ( Andrea Miller | Https | Www.Linkedin.Com In Dreajmiller | ) www.cnbc.com   time to read: +2 min
"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.
☆ 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.
☆ Tech ripped higher to start the year. Here's how the pros are trading the sector in the new quarter
  + stars: | 2023-04-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +10 min
After the worst year for tech since 2008 , many investors questioned whether the market could move higher in the new year without the sector's cooperation. Names such as Apple , Microsoft and Amazon gained about 27%, 20% and 23% in the first quarter, respectively, as yields pushed lower. Amid this backdrop, Alphabet shares gained 17.6% in the first quarter as the company launched it's Bard chatbot rival. Not all investors view big tech so optimistically heading into the new quarter. Much of the surge in tech stocks stems from the oversold conditions created during 2022's carnage, positioning many of these stocks for a bounce, Meeks said.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ 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.
☆ KKR & Co. is extremely well managed, says Oakmark's Mike Nicolas
  + stars: | 2023-02-15 | 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 EmailKKR & Co. is extremely well managed, says Oakmark's Mike NicolasMike Nicolas, Oakmark Portfolio Manager joins 'Squawk on the Street' to break own why KKR & Co. is a big part of his portfolio and stocks in the tech space he is interested in.
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