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 - $27.34
- +0.37%
- $27.26
No Analysis added
-
MRK
Merck Co Inc - $33.10
- +0.36%
- $33.30
No Analysis added
-
WMT
Wal Mart Stores - $53.20
- -0.08%
- $53.28
No Analysis added
-
T
At&t Inc. - $26.25
- -0.15%
- $26.30
No Analysis added
-
PFE
Pfizer Inc - $17.59
- -0.17%
- $17.72
No Analysis added
-
JNJ
Johnson And Johns - $61.43
- +0.46%
- $61.09
No Analysis added
-
XOM
Exxon Mobil Cp - $72.47
- +0.79%
- $72.05
No Analysis added
-
UNH
Unitedhealth Grou - $29.08
- +1.11%
- $28.88
No Analysis added
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