8Mês·

Time for value values?

Do you currently see a stronger rotation back into value stocks?

You often read that value is doing better again recently and has outperformed growth in some cases. I would be interested to know whether you think that now could be a good time to get into value.

Do you currently have any favorites that you think have an attractive valuation and a good risk/reward ratio?

I currently have $KMB (+5,49%) and $NKE (+1,59%) on the watchlist.

mfg

6 Comentários

Fintastic@Fintastic

8Mês

I see the rotation as selective rather than broad-based. Classic value sectors (consumer staples, healthcare, financials) are more stable again, but not everything with a low P/E ratio is automatically attractive. Much is "value for a good reason"

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Michey777@Michey777

8Mês

For example, $WMT already has a 45kgv. So the rotation is already well underway. If I had to choose then $KMB, $NKE is still a stock that has more operational problems than opportunities. I would take a look at $ABI. I think it's pretty good 👍

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Poor Dad@PoorDad

8Mês

Value in any case, especially dividend payers that have been underperforming in recent years. Many such blue chips have a strong competitive advantage. My strategy is to buy such companies in drawdown to secure high YoC. Feel free to drop by :)#dividends

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Smudo@Smudeo

8Mês

I would not see Nike $NKE as a value

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financial_wizard_gvudv@financial_wizard_gvudv

8Mês

Definitely... Although the rotation is already in full swing... I picked up a few of them last year, when the focus was still entirely on tech/AI... They have gained an average of 10% in the last few months plus the dividends...

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Susanne@Isus01

8Mês

$JNJ is up 50 percent since last summer, despite this baby powder thing

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