My issue with valuing investing has always been that its based on rearview investing, and most studies favor value over growth mainly because they have been done in hindsight with data flawed by survialship bias.
I decided to compile a small list of growth and value companies by sector, and will revist their performance at a later date, this way we can avoid the flaws that come with testing in hindsight.
TECHNOLOGY
GOOG (P/E 70) vs MSFT (P/E 18)
BEVERAGES
HANS (P/E 56) vs KO (P/E 20)
BUILDING PRODUCTS
VMC (P/E 20) vs LPX (P/E 5)
RETAIL
SHLD (P/E 23.5) vs WMT (P/E 17.6)
PHARMA
KG (P/E 40) vs PFE (P/E 14)
INVESTMENT FIRMS
SEIC (P/E 24) vs GS (P/E 8.6)
COMPUTER EQUIPMENT
HPQ (P/E 24.5) vs IBM (P/E 14.6)
TELECOM
Q (P/E -35 (negitive EPS)) vs VZ (12.8)
In pursuit of the ultimate speculations and sexy growth stories of our times. No 50 cent dollars, we want seeds that will blossom into trees and yield much fruit.
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