Value and Growth
I believe that all investing is value investing. When valuation is not part of the process then I would argue that what is being engaged in is speculation. It is not that speculation is wrong, however, it is not investing in the purist sense. One of my pet peeves is the ongoing debate between value stocks versus growth stocks. To me, there is no such thing. All stocks grow, and all stocks can be purchased at value. Therefore, I believe that prudent investors search for both. Even when capital appreciation is the primary objective, both growth and value should be part of the equation.
With this video I offer 10 research candidates that qualify as both growth and value. My criteria was each research candidate had to be available at a minimum earnings yield of 6%. Each candidate had to have an investment grade Standard & Poor’s credit rating of BBB- or better. Additionally, they each had to pay a dividend and finally they all had to have forecast growth expectations of 10% or better. In this video I will be reviewing Anthem (ANTM), BorgWarner (BWA), Equitable Holdings (EQH), Citizens Financial (CFG), JP Morgan Chase (JPM), McKesson Corp (MCK), Air Lease (AL), Cigna Corp (CI), Jabil (JBL), Ally Financial (ALLY)
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Disclosure: Long ANTM, BWA, CI, JBL at the time of writing.
Disclaimer: The opinions in this document are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned or to solicit transactions or clients. Past performance of the companies discussed may not continue and the companies may not achieve the earnings growth as predicted. The information in this document is believed to be accurate, but under no circumstances should a person act upon the information contained within. We do not recommend that anyone act upon any investment information without first consulting an investment advisor as to the suitability of such investments for his specific situation.