SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Young and Older Folk Portfolio
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: chowder12/10/2021 4:43:12 PM
8 Recommendations

Recommended By
ddbpaso
LegitDGIguy
MinionMom&MarineWife
MR0521
red cardinal

and 3 more members

   of 22246
 
Re: CONDITION OF THE MARKET ...

The headline in a Barron's article today:

Forget Value Versus Growth. Pick Quality Stocks Instead.

Growth has outperformed value for most of the past decade but from September 2020 to mid-March 2021 value outperformed growth. VOOV (value) gained 28% in that time frame and the Nasdaq 100 just 18%. Based on the current economic environment, value can not continue to outpace growth like that and that only happens when the market is in a mid-cycle stage when economic growth slows after an initial burst of post-recession demand.

Nicolas Colas co-founder of Data Trek suggests it's time to stop investing around growth or value themes as there won't be much of a difference between value and growth performance going forward.

Mike Wilson, chief U.S. equity strategist at Morgan Stanley says what matters now is stock picking.

That's right, those dreaded words ... stock picking.

He goes on to say that stock picking will be key to one's success more so than ever.

The theme going forward is Quality and by quality I mean a strong balance sheet, strong earnings quality, strong cash flow quality and pricing power.

It is this change in the condition of the market that I had already recognized and it's why for the first time in a long time you've seen me provide ratings for Earnings Quality, Cash Flow Quality, Operating Efficiency and Balance Sheet Quality.

I am also looking for companies that have outperformed the market or their benchmark in the 1, 3, 5 and 10 year time frames.

Stock picking requires buying strength and I believe some of you have heard me pounding the table on that theme.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News