Jeremy Grantham: All the World's a Bubble
11633 views
Rate Now: 1 2 3 4

average rating: 3.66 / 3 ratings
Created by sarah z
DESCRIPTION:

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.

symbol name last price % change open
  • +
  • HD
    Home Depot Inc
  • $27.85
  • +1.05%
  • $27.57

No Analysis added

People owning HD also tend to own: CCLXCVSGOOGGSJNJLLY

TheStreet.com Rating: C What is this?

  • +
  • MRK
    Merck Co Inc
  • $36.57
  • +0.97%
  • $36.29

No Analysis added

People owning MRK also tend to own: CCATDEFNMFREGEKO

TheStreet.com Rating: B- What is this?

  • +
  • WMT
    Wal Mart Stores
  • $54.96
  • +0.20%
  • $54.86

No Analysis added

People owning WMT also tend to own: AIGALLBACCCATCBSCOP

TheStreet.com Rating: B What is this?

  • +
  • T
    At&t Inc.
  • $27.08
  • -0.07%
  • $27.25

No Analysis added

People owning T also tend to own: ACEBACCCBCOPCVXDIS

TheStreet.com Rating: B- What is this?

  • +
  • PFE
    Pfizer Inc
  • $18.59
  • +1.53%
  • $18.44

No Analysis added

People owning PFE also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: B What is this?

  • +
  • JNJ
    Johnson And Johns
  • $63.30
  • +0.19%
  • $63.38

No Analysis added

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • XOM
    Exxon Mobil Cp
  • $76.47
  • +0.66%
  • $76.00

No Analysis added

People owning XOM also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: C+ What is this?

  • +
  • UNH
    Unitedhealth Grou
  • $29.54
  • -0.07%
  • $29.58

No Analysis added

People owning UNH also tend to own: ALDBMYCNEDSXGAINGOODHTE

TheStreet.com Rating: C+ What is this?

previous next

Portfolio not tracked!

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...

ADD YOUR COMMENTS:

Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 27, 2009 According to Jim Cramer, investors need to know the four enemies of all bull markets. On Wednesday’s “Mad Money” TV show...

11.27.09 | 13:36 PM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 27, 2009 According to CNBC’s “Fast Money” traders, the adjustment in the third-quarter GDP figure released on Tuesday from an exp...

11.27.09 | 12:22 PM
Black Friday Short-Squeeze Oppor...

By Jonas Elmerraji Posted on Nov. 25, 2009 With Thanksgiving fast approaching, retailers have one thing on their collective minds: Black Friday. After all, the day, whi...

11.25.09 | 13:33 PM
Dividend Stocks for the Week

By Jonas Elmerraji Posted on Nov. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...

11.24.09 | 11:36 AM
more articles
Why would I want to invest in th...
11.27.09 | 15:46 PM From author ih8aloss
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
Full Disclosure
11.09.08 | 12:30 PM From author alchemist
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
more forums
today 's lists
Biggest % Gainers

Here are some of the largest % gainers from Nov. 27, 2009. more

Earnings Announcements

Here is a list of some of the companies that will report earnings on Monday (Nov. 30, 2009). For some of the companies below, EPS estimates* are provided. * Analyst o... more

Rising on Unusual Volume

Here are some stocks that moved up on unusual volume on Nov. 27, 2009. more