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Subject:  grantham talks to charlie rose Date:  10/30/2012  12:21 PM
Author:  grier22 Number:  44580 of 44633

Some nice stuff, including macro observations that may be more interesting than useful.

ROSE: So what will you do next year with all that money you manage?
GRANTHAM: I am going to be careful, particularly for the first half of next year. Great brands of blue chips are not so bad in the U.S. Emerging countries are about fair price. Beaten-down European stocks, particularly the so-called value stocks, are probably a little cheap, although risky. And resource stocks, once they reflect the weak economy—and we’ll get another whack-down—will be a wonderful long-term purchase. Farmland and forests, which should be the backbone of any long-term, serious portfolio.?… It will also be a good time to buy in.
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