7 Charts on Value Versus Growth Stocks in the Third Quarter

Sven

Growth stocks had another down quarter, but for the first time in a year they held up better than value stocks.

For much of the third quarter, there was no clear winner in the value versus growth stock tug-of-war. Some recommended turning instead to beta—a measure of volatility—to find the next group of market leaders amid the uncertain outlook. But in the quarter’s final days, growth held up better than value as the market fell.

https://morningstar.com/articles/1116310/7-charts-on-value-versus-growth-stocks-in-the-third-quarter

The first figure, YTD growth is lagging value style over 20-30% from large to small caps.

LewisBraham

The story mentions Verizon in the value camp as one that has done poorly. It's getting clobbered again today, and now has an eye-popping 7% dividend yield. Either it is insanely cheap or that dividend will soon be cut. I'm going with cheap: https://verizon.com/about/news/verizon-increases-dividend-16th-consecutive-year

bee

LewisBraham said:

The story mentions Verizon in the value camp as one that has done poorly. It's getting clobbered again today, and now has an eye-popping 7% dividend yield. Either it is insanely cheap or that dividend will soon be cut. I'm going with cheap: https://verizon.com/about/news/verizon-increases-dividend-16th-consecutive-year

TROW stock price has fallen over 50%, causing its dividend to climb (now 4.75%). P/E is under 10.

Seems a collection of these “cheap” dividend stocks would be a great alternative for someone considering buying an annuity.

Interesting Read:

dividend-investing-man-vs-machine

Notes:
VYM = (Vanguard High Dividend EFT) off (-12%) with a Dividend Yield of (3.39%)

VGSIX = Off (-33%) , YLD = (3.7%)

FRIFX = Off (-18%), YLD = (3.7%)

SCHD = Schwab US Dividend Equity ETF off (-13%), YLD = (3.79%)

VPU = Vanguard Utilities ETF off (-13%), YLD = (3.12%)

rforno

bee said:

Interesting Read:

dividend-investing-man-vs-machine

FYI that M* article is from 2015, but still interesting reading.