While the large-cap growth performance premium continues, the difference between the mid-cap growth and value styles has narrowed since 12/31/17. The highlighted box is 2017 returns, which was a strong year for large-cap growth and momentum. What needs to … Continued
About every 6 weeks, this blog puts out a Style Box update on the various returns difference between small, mid and large-cap value and growth styles. Looking at the spreadsheet, large-cap value outperformed growth dramatically in 2016, and then … Continued
Here is the regular “style-box” update for readers that like to stay abreast of the “value vs growth” debate. After 2017’s substantial large-cap growth premium to other styles, 2018 has returned to a more normal market. What is interesting … Continued
The President didn’t help the Growth/FAANG/Momentum crowd this morning with his tweets targeted at Amazon. Looking at the above table, as of this weekend, it looks like Growth is maintaining its “alpha” over Value, although large-cap is seeing less … Continued
Every 6 weeks the goal is to give readers an update into the various “style box” strategies (large-cap, mid-cap, small-cap, value, growth, etc.) and year-to-date as of Friday, February 16th, 2018, 2018 has started just where 2017 left off … Continued
Late Friday, November 17, 2017 @SentimentTrader posted this to Twitter: Interesting. Will we get the typical seasonal rally into the last 6 weeks of the calendar year ? ———————————————————————————————————- The earnings update will be out Sunday morning, November 19, 2017. … Continued
With a clean quarter-end cutoff this weekend, I thought it would be a good idea to update the style box or “Value vs Growth” analysis done for readers every 6 weeks. Likely thanks to the rally in Energy, “Value” … Continued
Above are two charts of the Russell 2000 (IWM). The first shows the IWM breaching its 200-day moving average last week, although the bottom of the chart shows the oversold nature of the Russell 2000 today. The 2nd chart … Continued
FC – Value vs Growth The financial media of late is talking about the “growth vs value” debate, and the out-performance of growth since the 2009 market bottom. Growth has certainly performed better vs value investing, particularly the first six … Continued
Thomson Reuters I/B/E/S data (by the numbers): Forward 4-quarter estimate: $131.50 vs last week’s $131.95 P.E ratio:17.6(x) PEG ratio: 2.24(x) SP 500 earnings yield: 5.68% Year-over-year growth of the forward estimate: 7.88% vs last week’s 7.71% and still shy of … Continued