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The Most Hated Stocks in the World

Observant1
edited December 24 in Other Investing
Will large cap U.S. growth stocks continue to outperform because they're the best companies?
Will large cap U.S. growth stocks underperform because of high valuations?
Historically, foreign equities have experienced periods of outperformance vis-a-vis U.S. equities.
Are these cycles a thing of the past and are things really different this time?

https://awealthofcommonsense.com/2024/12/the-most-hated-stocks-in-the-world/

Comments

  • FD1000
    edited 9:15AM
    The writer repeats what many have said for years without more insight.
    Why high Div stocks are not a good market barometer? The high tech revolution changed it. For decades now tech companies leads the world in innovation and creating wealth. These companies pay no-lower div.

    Quote from the article "Diversification is an admission of ignorance about the future."

    Buffett said it a lot better "Diversification is protection against ignorance. It makes little sense if you know what you are doing".
  • JD_co
    edited 12:08PM
    The article started with...."In 20 years of managing money I have never witnessed more dismal sentiment for international stocks, value stocks and really valuations in general."

    So the question remains do you continue to ride large caps (mainly Tech) indefinitely, or do you see a rotation back to other sectors. Large cap Tech ("Magnificent Seven") as market leaders - current trend or new normal?

    Who is still buying value?



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