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Tag Archives: stock selection
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
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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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