interesting that you call MSFT, Google, FB etc as growth and value.. I tend to agree. they spin out a lot of cash. In fact which stocks of these stocks are likely to perform in a value enrironment? I would say Netflix, Starbucks, visa, yum, Pepsi, alibaba, Novartis, nestle, MasterCard, visa, amazon, proctor and gamble, macdonalds, Louis Vuitton... more to the point what wouldn't perform in a value environment ie a high interest environment? Not many. Maybe the infrasture stocks or bond proxies. they struggle in a high interest environment eg wec energy, ever source energy, excel energy, crown and castle (5G)
MFG Price at posting:
$20.40 Sentiment: Hold Disclosure: Held
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