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Strategies & Market Trends : Value Investing
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MCsweet
To: MCsweet who wrote (62172)6/24/2019 8:37:31 PM
From: Spekulatius2 Recommendations   of 78748
 
Using P/B as a value heuristic and asset plays definitely seem to have stopped to work. Growth plays and dividend stocks have done better. I like pipeline stocks as dividend plays and think those may do well in the lower interest rate environment, but they also seem to cycle with energy.
E&P have been a disaster, but I think this is more due to capital allocation issues than low energy prices. Similar with mining. A lot of business have become value traps - examples are retail, groceries and many food stocks, as well as anything that resembles a commodity business. It’s pretty important know to look into the future and make a guess what multiple a business might be wroth in a couple of years.
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