- December 18, 2017
- Blog , The Portfolio Strategist - Terry Gardner
C.J. Lawrence Weekly – Time to Rotate to Value Stocks?…Not So Fast
Over the last 15 years, growth stocks have traded at a 1.21 relative P/E to value, having peaked at 1.44 and troughed at .91. That ratio now stands at 1.28 and has been declining since 2013. The same holds true for price/book value, return on equity, and price/earnings growth (PEG) relative comparis...