one I frequently field is about the outlook for “value” investing. “Growth” stocks have meaningfully outperformed “value” for the last 13 years – so long that people are asking me whether it’s going to be a p...
The battle between growth and value investing has been going on for years, with each side offering statistics to support its arguments. Some studies show that value investing has outperformed growth over extended periods of time on a value-adjusted basis. Value investors argue that a short-term ...
Every value guy, myself included, wants to compare the current period to 2000. If that comparison is valid, the underperformance of growth could go on for years. But I think there are some key differences today. The most important one is that the leading growth companies of today are just...
Value and growth have each outperformed the other over certain time periods—the chart below shows the rolling three-year total return for theRussell 1000 GrowthandRussell 1000 Valueindices since the early 1980’s, with value and growth regularly trading the lead. The lower panel illustrates the ...
versus the SVX index rate of *27.8% p.a. Essentially, this largest bank in the US and fifth largest bank in the world, has delivered higher returns than both the SGX and SVX rates since the post-COVID recovery, as seen in the chart below. So yes, you can find high growth in Valu...
investors consider a range of factors that influence the purchasemultiplethey’re willing to pay. These multiples represent the price paid relative to key financial metrics like EBITDA and are to reflect the company's financial health, stability, and potential for growth.Here’s a breakdown of the...
Consider the following statistic: Grants of stock options given out by S&P 500 firms fell from 7.1 billion in 2001 to only 4 billion in 2004, a decrease of more than 40% in just three years. The chart below highlights this trend.
01/07 Disney’s stock gets upgrade amid content ‘renaissance’ and streaming profit growth 01/07 Holidays and higher egg prices lift Cal-Maine’s results and stock 01/07 America’s frozen housing market is finally starting to thaw 01/07 Trump’s push for SALT tax reform threatened by...
Children’s Place (NASDAQ: PLCE) daily chart (Source: StocksToTrade) Traditionally, this New Jersey-based company, which operates The Children’s Place retail stores, has been a solid performer. In the past several years, the stock enjoyed some impressive growth, with the stock price more th...
The Fund aims to maximise the return on your investment through a combination of capital growth and income on the Fund’s assets and invest in a manner consistent with the principles of environmental, social and governance (ESG) investing. The Fund inves