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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (18513)1/22/2004 12:09:40 AM
From: Mark Marcellus  Read Replies (1) of 78958
 
There's no difference between growth and value styles or approaches. Growth is a component of value.

Yes.

FFIV is proposed as a stock for this thread's consideration. If you don't see it as a value stock, consider it as a growth stock. That is, it's a value stock with perhaps a very large growth component.

That would depend. I'm not really familiar with FFIV, nor am I interested in it because I have no way to value it. I have no way to predict with any degree of confidence what the future growth will be. Most likely (but not necessarily) Buffett would have the same problem. Certainly if anyone is going to make a value case for FFIV they would need to explain what their growth estimates are, how they arrived at them, and why and to what degree they are confident that they are sound.

You could also make the case that it is extremely unlikely that a company like FFIV is going to trade at a level that would make it a Graham style "obscene value play", because the market's tendency is almost always to overvalue companies in hypergrowth mode. For that matter, I must admit that I've wondered how a few of the ideas that have shown up here could ever be considered as value plays based on their current fundamentals. However, as you say, the thread traffic is manageable and the discussion is very constructive. As long as that remains true, I don't think it really matters one way or the other what kind of label you want to use.
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