PIMCO Consumer Staples Equities

Equities: Finding the Path to Value?

Equities: Finding the Path to Value? by Virginie Maisonneuve, Anne Gudefin

  • Going forward, earnings growth and stock selection – more than multiple expansion and beta – will likely play a bigger role in driving positive returns.
  • Our research has uncovered numerous examples of stocks trading below our estimate of intrinsic value – notably in Europe and various special situations.
  • Investors with the capacity for deep, fundamental research and a long-term unconstrained equity strategy may be positioned to capitalize on these opportunities.

Investors are understandably apprehensive about equity valuations. On a total return basis, the . . .


This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible

Saved Articles

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required

Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 11/30/2019 or after next 25 12 subscribers take advantage whichever comes first – please do not share this discount with others