While Trump's Tariffs Sent Investors Sprinting to the Sidelines, Oakmark's Bill Nygren Swooped in and Bought These 3 Beaten-Down Stocks
President Donald Trump's sweeping tariffs have sent the market into free fall and it's clear investors are starting to panic as they think about the adverse effects of a transitioning economy, slower growth, and a potential recession or even stagflation. As scary as times like this can seem, however, they have also presented the best buying opportunities for calm investors who have long investing horizons ahead of them.That seems to be how legendary value investor Bill Nygren of the Oakmark Fund is approaching the situation. While investors have been sprinting to the sidelines, Nygren told CNBC last week that he swooped in and bought three beaten-down stocks that already have negative expectations baked in. Let's take a look.It's been a rough go for Delta Airlines (NYSE: DAL) this year, with the stock trading down 39% in 2025. Airline stocks are effected by economic sentiment because healthy levels of travel are heavily dependent on a healthy economy.Continue reading

President Donald Trump's sweeping tariffs have sent the market into free fall and it's clear investors are starting to panic as they think about the adverse effects of a transitioning economy, slower growth, and a potential recession or even stagflation. As scary as times like this can seem, however, they have also presented the best buying opportunities for calm investors who have long investing horizons ahead of them.
That seems to be how legendary value investor Bill Nygren of the Oakmark Fund is approaching the situation. While investors have been sprinting to the sidelines, Nygren told CNBC last week that he swooped in and bought three beaten-down stocks that already have negative expectations baked in. Let's take a look.
It's been a rough go for Delta Airlines (NYSE: DAL) this year, with the stock trading down 39% in 2025. Airline stocks are effected by economic sentiment because healthy levels of travel are heavily dependent on a healthy economy.