RobinAllenson

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Tue Aug 12th 10:43 AM
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The Pendulum Will Swing Back to Value Stocks

"Given that growth rarely outperforms value for any stretch of time, I believe that the relative outperformance of value must be just around the corner" -- it ain't necessarily so. There have been a number of 3, 5 and much longer stretches where growth has beaten value, but just not in the last while. The key questions remain: when and why do value beat growth and why? I expect growth to be the right bet for some time yet.
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Bullish Calls:

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