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 Fair Value, page-171
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$10.73 |
Change
0.290(2.78%) |
Mkt cap ! $1.939B | |||
| Open | High | Low | Value | Volume |
| $10.53 | $10.96 | $10.51 | $17.49M | 1.633M |
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| No. | Vol. | Price($) |
|---|---|---|
| 2 | 2000 | $10.71 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.73 | 1667 | 1 |
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