Archive for the 'Value Versus Growth' Category
June 14th, 2011
Dan Zanger interview
The guys at Your Trading Edge (www.ytemagazine.com) have let me reproduce some of the classic interviews I’ve done for the …
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August 28th, 2007
You don’t have to buy fallen stocks to get value
Getting value in the market doesn’t necessarily mean buying plunging stocks
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April 3rd, 2007
Long live growth
Matthew McPhee, Head of Global Fundamental Strategies at State Street Global Advisors, has written an article asking if growth investing …
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September 28th, 2006
Do growth stocks outperform in recessions?
With the US economy slowing many are touting the fact that growth stocks have historically outperformed as the economy moves …
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September 26th, 2006
IBD on growth stock revival
Investor’s Business Daily has a good summary of how growth stocks are fighting back after years of underperformance. Plus a …
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August 25th, 2006
Birinyi: shift from value to growth not far off
Charles Kirk had an excellent interview with money-flow expert Laszlo Birinyi. Kirk asked him if value stocks with continue to …
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August 9th, 2006
A renaissance of growth stocks
Wedgewood Partners has suffered in the growth stock slump, which it describes as ‘the perfect storm for growth’. But the …
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July 25th, 2006
Growth stocks badly mispriced
Thomas Galvin, a growth fund manager for US Trust, says growth stocks are now extremely cheap relative to value. Here’s …
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June 11th, 2006
Who’s the Turkey?
Barton Biggs’ Hedgehogging is …
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June 11th, 2006
Growth not divorced from value
An interesting chapter from Awath Damodaran’s book Investment Philosophies challenges the myth that growth investors don’t care about …
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