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Value opportunities still exist in shift to stock-picker’s market Helen Burnett-Nichols Published April 27, 2021
Estee Lauder Companies Inc. saw its skin care sales increase during lockdown and margins improve with direct-to-consumer online sales, but the makeup, fragrance, and duty-free segments of its business are expected to come back as economies reopen and travel resumes. REUTERS/Lucy Nicholson/Files
LUCY NICHOLSON/Reuters
Encouraged by rising interest rates on long-term bonds and optimism over global reopening plans, the rotation toward value and cyclical names took hold late last year and is expected to continue as economic activity picks up. But while opportunities are arguably not as plentiful as they were a few months ago, portfolio managers say there are still pockets of value to uncover in several sectors.
The Globe and Mail Gillian Livingston Published December 17, 2020
Mark Blinch/Reuters
Technology stocks may have led the way through the COVID-19 pandemic, but it will be commodity and more traditional stocks – bolstered by a timely rollout of coronavirus vaccines and ongoing government financial support – that will shine in the year ahead, several investment experts predict.
In 2020, growth stocks like the “FAANGs” – which includes Facebook Inc. (FB-Q), Apple Inc. (AAPL-Q), Amazon.com Inc. (AMZN-Q), Netflix Inc. (NFLX-Q) and Google LLC, whose parent is Alphabet Inc. (GOOG-Q) – skyrocketed as everyone turned to technology to keep businesses going. That left more traditional and value stocks in the dust.