bbarberayr Posted February 14, 2016 Share Posted February 14, 2016 http://www.bloomberg.com/gadfly/articles/2016-02-11/investors-ponder-the-value-versus-growth-debate Cheapness of value stocks vs. growth getting up to 1998 levels. Growth outperformance did continue for a couple more years, but then value stocks outperformed for 7 years by 8.5% a year. I'm happy to see money coming out of AAPL, IBB, etc., even though I think this selling is dragging the market down and I also think there is a lot of forced selling coming out of the Middle East. Once the fear and forced selling subsides, people will be looking for places to put their money and I think they will be staying away from the AAPL, IBB stocks which hurt them recently and see things like ING at an 8 p/e or UNP at 13 p/e and move into those types of stocks instead. Link to comment Share on other sites More sharing options...
AzCactus Posted February 14, 2016 Share Posted February 14, 2016 http://www.bloomberg.com/gadfly/articles/2016-02-11/investors-ponder-the-value-versus-growth-debate Cheapness of value stocks vs. growth getting up to 1998 levels. Growth outperformance did continue for a couple more years, but then value stocks outperformed for 7 years by 8.5% a year. I'm happy to see money coming out of AAPL, IBB, etc., even though I think this selling is dragging the market down and I also think there is a lot of forced selling coming out of the Middle East. Once the fear and forced selling subsides, people will be looking for places to put their money and I think they will be staying away from the AAPL, IBB stocks which hurt them recently and see things like ING at an 8 p/e or UNP at 13 p/e and move into those types of stocks instead. I think using Apple to highlight overvaluation in the growth segment is a bit of a stretch given the cash they have on hand, their earnings power, moat and current valuation . Link to comment Share on other sites More sharing options...
Guest wellmont Posted February 14, 2016 Share Posted February 14, 2016 Long value stocks and short fang style growth stocks = glre I put aapl in the value stock/ hated bucket and not the growth bucket. Link to comment Share on other sites More sharing options...
PatientCheetah Posted February 14, 2016 Share Posted February 14, 2016 Long value stocks and short growth stocks = glre correct on the short growth part, glre seem to own alot value trap stocks Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now