Growth or Value

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Aug 21, 2008 4:02 pm

I know they both suck right now.  But if you had to chose and why.



CMB

Aug 21, 2008 4:34 pm

Value.  Um, look at the market.  What is down right now, and going to work in a recession or over the next few years:

 
financials = value
consumer staples = value
real estate = value
 
And higher interest rates mean growth gets whacked.
 
Aug 21, 2008 5:54 pm

Growth.  Markets are cyclical.  Value has outperformed growth since 2000 until recently.  Trends tend to hold for long periods of time.  On an interesting side not, domestic over foriegn also.

Aug 21, 2008 9:36 pm

Wow. I totally disagree. I think value will outperform growth over the next few years, and I prefer Int'l over domestic, with developing weighted over developed nations. Domestic is looking at some rather mild returns over the next 5 years.

Aug 21, 2008 9:41 pm

Simply going by relative strength.  If I was at work, I could tell you when the market transitioned to a growth market.  It is what it is.  Will value outperform growth for the next 5 years, I don't know.  Right now growth is better.   As far as domestic looking mild over the last 5 years, what does that have to do with the future?

Aug 21, 2008 10:11 pm
B24:

Wow. I totally disagree. I think value will outperform growth over the next few years, and I prefer Int'l over domestic, with developing weighted over developed nations. Domestic is looking at some rather mild returns over the next 5 years.

 
Well, it will be interesting to see how this plays out, but I'm going to take the other side here.  Value has had the upper hand recently as have foreign currencies.  With Europe's economy sucking air, I'm tilting toward LC Growth and US over foreign, although I'm not ignoring any of the asset classes.
Aug 22, 2008 11:18 am
You guys make a very strong case for indexing.
Aug 26, 2008 3:22 pm

Borker, we didn't say "put all your money in LC growth".  We were talking about what is favored.  In any case, my portfolios are still well-balanced among all asset classes.

Aug 26, 2008 4:17 pm

I know it's not one of the options, but I'd be looking at Small/Mid right now.  They typically do very well coming out of a down market. 

Aug 26, 2008 4:19 pm
Spaceman Spiff:

I know it's not one of the options, but I'd be looking at Small/Mid right now.  They typically do very well coming out of a down market. 

 
What makes you think we're going to be coming out of a down market anytime soon?
Aug 26, 2008 4:30 pm

I didn't say we'd be coming out of the down market tomorrow, but if you are looking to build a portfolio now that will react well when we do, then I'd look to small/mid.  As well as LCV, LGC, bonds, real estate, commodities, etc. 

Sep 19, 2008 4:23 pm

I'd choose value because it is down right now.  If I had to choose just one value fund it would be the all-cap value LDFVX.