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Tag Archives: growth stocks
Growth Offers the Best Value
In this week’s Barron’s Lawrence C. Strauss has an interesting article on the “growth versus value” debate. It is is a dumb concept invented by quantitative analysts and pension fund consultants that has little utility for real investors who actually … Continue reading
Posted in Uncategorized
Tagged dividend yield, growth stocks, PETR principal, stock selection
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The Big Money Loves Tech & Healthcare, Not Industrials and Consumer
I like to check out the biggest holdings of the major mutual funds, for two reasons. It shows which names are already loved by the Street and at risk of becoming less loved, and vice versa. Second, the guys and … Continue reading
Posted in Uncategorized
Tagged growth stocks, healthcare stocks, industrial stocks, mutual funds, stock selection, tech stocks
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Do the Dow Industrials Grow Much More Slowly than Smaller Competitors? We Examine 20 Industries
For a growth stock investor like myself, a major challenge is buying companies that really will grow as fast as Wall Street expects—and sell names that run out of gas before it’s obvious to the market. A major risk is … Continue reading
Posted in Uncategorized
Tagged Dow Jones Industrials, earnings growth rates, growth stocks, mega-caps, stock market
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Growth Stocks: What the Big Money Likes
It’s instructive to review the holdings of the smart PM’s at leading mutual fund houses—T Rowe Price, Fidelity, Gamco and Vanguard. We looked at the top 10 holdings of 18 big-cap growth-oriented funds. Some themes: A favorite holding is the … Continue reading
Posted in Uncategorized
Tagged China, China slowdown, Citigroup, GM, growth stocks, mutual fund holdings, Visa
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The PETRR Principal: How to Compare Growth Stocks and Yield Stocks
Today’s Wall Street Journal points out that despite weak EPS growth Procter & Gamble commands a higher PE ratio than Google because it has a juicy dividend. Investors reaching for yield are piling into high dividend stocks without paying much … Continue reading
Posted in Uncategorized
Tagged dividend stocks, dividends, growth stocks, stock market, stock valuations
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