2008/05/15

Investment strategies (1)

Every day the newspapers explains the basic strategies to invest in stocks : Growth or Value , even if sometimes they are not named in this way. 
Very shortly.
Growth : buy stocks with high growth expectations , they are not cheap but have a great potential.
Value : buy stocks undervalued and with high dividend yield .
In theory the second class should be less risky . But let's look at few cases .
Let's take Fabege , a real estate company based in Stockholm . If examined around 1 year ago it had P/E close to 10 , a yield of say 6 % and a P/BV near 1 : you'd buy it and now have a loss around 30 %! . 
Otherwise DSG , listed in London : more or less the same indicators and an actual loss (if bought 1 yr ago ) of 2/3!
Of course , if you trust the company , you keep the stocks and wait . 
Let's see another example : Outokumpu , based in Finland , same fundamentals as the two stocks abovementioned  , in one year has started from 30 landed to 18 and then arrived to 32 €.
So , how to choose what and when buy and how to decide what and when sell ?
You should have a method.

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