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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (29577)1/6/2008 10:33:18 AM
From: Jurgis Bekepuris  Read Replies (1) of 78464
 
Re: JNJ and quality companies in this downturn.

There is pretty good article in New York Times arguing that large cap growth may outperform value this year too. Search for "Going for Growth, Even in a Slowdown" on NYT site or Google. Main points are that tech and pharmas are more recession proof, while other large-cap growth stocks have not run up much in the last 5 years underperforming S&P (KO, PEP come to mind) so they may not decline much. Or looking from other side, the bull was driven by cyclical and value stocks mostly, so they may decline a lot. Apart from pharmas being "growth" stocks - they have not been such in quite a while IMO - this does make sense.

Of course, it all gets into definition of "value" and "growth" stocks too.
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