Jeremy Grantham: All the World's a Bubble Portfolio - Stockpickr! Your Source for Stock Ideas

Jeremy Grantham: All the World's a Bubble

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Created by sarah z

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Date updated:04-30-2007

"While euphoria sweeps stock markets here and worldwide, there are at least a few voices of dissent. One, unsurprisingly, is legendary value investor Jeremy Grantham -- the man Dick Cheney, plus a lot of other rich people, trusts with his money. Grantham, chairman of Boston firm Grantham Mayo Van Otterloo, has been a voice of caution for years. But he has upped his concerns in his latest letter to shareholders. Grantham says we are now seeing the first worldwide bubble in history covering all asset classes...Grantham concludes that every asset class is expensive today compared with historic averages and compared with the cost of replacing it. By his calculations, the only assets likely to beat inflation by any significant margin if you hold them for the next seven years are managed timber, "high-quality" U.S. stocks, and bonds."

http://biz.yahoo.com/ts/070427/10353243.html?.v=7

Granthams "high-quality" U.S. stocks consist of the following.

HD
Home Depot Inc
$24.50
0.00%
$23.96

No Analysis added

People owning HD also tend to own: ABT BMY BUD C CMCSK FDC HOG

TheStreet.com Rating: C What is this?

MRK
Merck & Co.
$27.70
+0.62%
$27.51

No Analysis added

People owning MRK also tend to own: ACAS CLP HPQ PHI SHFL VZ BR

TheStreet.com Rating: C+ What is this?

WMT
Wal-mart Stores
$49.93
0.00%
$50.38

No Analysis added

People owning WMT also tend to own: ABT DGX EPD FMD GSK JNJ JOSB

TheStreet.com Rating: B What is this?

T
At&t Inc
$24.84
0.00%
$24.71

No Analysis added

People owning T also tend to own: ACE BAC C CB COP CVX DIS

TheStreet.com Rating: C+ What is this?

PFE
Pfizer Inc
$14.98
0.00%
$14.98

No Analysis added

People owning PFE also tend to own: AA ALL APC BUD COP CVX DOW

TheStreet.com Rating: C What is this?

JNJ
Johnson & Johnson
$56.21
0.00%
$56.05

No Analysis added

People owning JNJ also tend to own: AA AIG IBM INTC JPM KO MSFT

TheStreet.com Rating: B What is this?

XOM
Exxon Mobil Corp.
$72.92
0.00%
$71.44

No Analysis added

People owning XOM also tend to own: AA AIG IBM INTC JNJ JPM KO

TheStreet.com Rating: C+ What is this?

UNH
Unitedhealth Grou
$28.10
0.00%
$27.72

No Analysis added

People owning UNH also tend to own: ACF BMY BRK-A BRK-B CNQ DJCO DUK

TheStreet.com Rating: C What is this?

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05/04/2007 01:29 AM CDT Asked by mock portfolio
All I have to say is: sarah z has the best portfolios around... keep them coming...

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