Growth
Glamour Growth Stocks: Better For The Long Haul
Are Glamour Growth stocks a good investment? Using data from the past 30 years, we found very different outcomes depending on the duration of investment. The best results are attained with a long-term holding period in mind.
Implications Of Low Growth, Low Inflation, Low Rates
The current environment will likely persist longer than most expect which will put further downward pressure on profit margins. As margins come under pressure, companies increase leverage to prop up ROE. However, the market wants higher duration, not higher leverage.
Growth vs Value vs Cyclicals
Small Cap Growth stocks have gotten off to a rotten start in 2016—down almost 12%. On a relative basis, the segment has also been lagging Small Cap Value—underperforming by 9% since last July.
Growth vs Value vs Cyclicals
Growth Edges Out Value As Stocks Rebound
Growth / Value / Cyclicals
Despite the down market, Large Cap Growth expanded its YTD outperformance over Value—now almost 11%.
Growth/Value/Cyclicals
Growth Showing No Mercy To Value
Growth vs Value vs Cyclicals
First Half Of 2015 All About Growth
Searching For Growth In Emerging Markets
Even though the ten EM sectors are growing at a much stronger pace than corresponding U.S. sectors on the Top-Line, only a small margin exceed the U.S. in terms of EPS growth.
Growth, Value, Cyclicals
Small Cap Growth stocks were the clear outperformers in May, up almost 4%. Growth stocks are still in favor when comparing YTD figures, with the performance gap especially prevalent in the Small and Large Cap spaces.
Growth, Value, Cyclicals
Value stocks, recent underachievers, regained some lost ground in April. Large Cap Value was the month’s big winner—helped in large part by rallying energy firms. Large Cap Growth still leads YTD by more than 5%.
Growth, Value, Cyclicals
Growth Continues Run In Q1
Growth, Value, Cyclicals
Growth Stocks Dominating Value
Growth/Value/Cyclicals
Momentum Continues For Growth Stocks
Growth, Value, Cyclicals
Growth Strong In Second Half Of 2014
Growth/Value/Cyclicals
Growth Stocks Better In November
Growth vs Value vs Cyclicals
Large Cap Value Left Out Of October Surge
Growth/Value/Cyclicals
Growth Stocks Better In Rough September
Growth/Value/Cyclicals
Large Cap Growth has had an impressive advantage over Large Cap Value in six of the past seven years but that trend is reversing in 2014.
Growth/Value/Cyclicals
Growth And Value Go Down Together
Separating Earnings And Sales Growth
With the two factors decoupling, we examine if either one has been adding more value.