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Search resuls for: "Oakmark"


14 mentions found


☆ 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.
☆ Oakmark fund manager likes this alternative asset firm for its ‘attractive long-term earnings growth outlook’
  + stars: | 2023-02-15 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
Investors should take a closer look at KKR & Co. on the strength of its alternative assets business, according to Michael Nicolas, portfolio manager at Oakmark Funds. "If you kind of step back a little bit, alternatives have been taking share of invested assets for quite some time, and KKR has been taking share within alternatives," he said Wednesday on CNBC's " Squawk on the Street ." The portfolio manager at the Oakmark Equity And Income Investor fund (OAKBX) said he prefers KKR over some of its competitors, such as Blackstone and Apollo Global Management. "We think the company is extremely well managed, and has a really attractive long-term earnings growth outlook. Additionally, Nicolas said he still likes Fiserv and Willis Towers Watson , both stocks he recommended on CNBC in October .
☆ This fund manager says there's a 'value gap' in European markets. Here's how he's playing it.
  + stars: | 2023-02-07 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
There's a "value gap" in European markets, and that's creating a unique opportunity for investors to buy up top-notch financial and industrial names at a bargain, according to David Herro, chief investment officer of international equities at Harris Associates. European markets dropped sharply last year as war concerns mounted in Ukraine, energy prices surged, and the Chinese economy struggled. But even as share prices dropped, earnings continued improving, opening up what Herro calls a value gap. When it comes to international markets, Herro's got the credentials to support this type of declaration. "Just about every one of the major European financials is over capitalized, and distributing that money back to shareholders positions," Herro told CNBC.
☆ 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.
☆ Tips for locating value with Oakmark's Tony Coniaris
  + stars: | 2022-12-12 | 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 EmailTips for locating value with Oakmark's Tony ConiarisTony Coniaris, Oakmark Select Fund portfolio manager, joins 'Squawk on the Street' to discuss finding value in the software sector, growth value in Amazon and Google, and pricing in recession concerns.
☆ 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.
☆ 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.
☆ 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.
☆ Watch CNBC's full interview with 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 EmailWatch CNBC's full interview with 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.
☆ 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.
☆ 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.
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