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
-
- There are more pages in this discussion • 56 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add MFG (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$9.95 |
Change
-0.070(0.70%) |
Mkt cap ! $1.779B | |||
| Open | High | Low | Value | Volume |
| $10.04 | $10.13 | $9.92 | $3.725M | 372.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2494 | $9.95 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.00 | 45242 | 13 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| MFG (ASX) Chart |