Join our community of smart investors

Are quality shares in a bubble?

Investors have a challenge finding the balance between, quality, valuation and growth.
Are quality shares in a bubble?
  • Breaking down the drivers of star fund manager Terry Smith's excellent performance
  • Why quality investors are right to be worried about a bubble
  • Round-up analysis of eight companies

One of the biggest problems that has faced investors in recent years is how much to pay up for the shares of quality growth businesses. With hindsight I have been bad at recognising how much you can pay - quite a lot is the answer - for quality and dependable growth in a low interest rate world.

The alternative view is that shares are overvalued and quality growth shares are in a bubble.

To continue reading...
Subscribe to Alpha Today and You’ll Get
  • Unlimited access to all of our content
  • Phil Oakley’s round up of companies and updates on his Fantasy Sipp portfolio
  • Broker style company research notes from our small cap expert Simon Thompson
  • Quality, Momentum, Growth at Reasonable Price (GARP) and Dividend Yield stock screens
  • Algy Hall’s monthly value-momentum investment trust screen and portfolio of diverse closed-end funds
Have an account? Sign in