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Here are Wall Street's favorite stocks



Mark Hulbert, a columnist at MarketWatch and a stock market analyst with decades of experience, publishes an article that looks at a balanced look at recent evidence that growth strategies can be replaced by value.

You can read Hulbert's analysis here, and I urge you to do so. You may be surprised that his data shows that over the past decade, as an anomaly, value strategies have beaten growth over very long periods.

If you expect to outperform growth stocks, you may be interested in this interview with Justin White, Managing Director of T. Rowe Price New York Growth Fund

PRWAX, + 0.64% .

Returning to the value, Hulbert compares the recent performance of the S&P 500 value index with that of the S&P 500 growth index. These are overlapping subsets of the S&P 500 benchmark

SPX, -0.36% .

Here's how all three indices were achieved in September.

FactSet

The S&P 500 Value Index is comprised of 382 shares derived from the S&P 500 by the S&P Dow Jones Index, based on price-to-earnings ratio, price-to-sales ratio.

These ETFs track the S&P 500 Index:

• SPDR Portfolio S&P 500 Value ETF

SPYV, + 0.28%

– the annual cost is 0.04% of the assets.

• Vanguard S&P 500 Value ETF

VOOV, + 0.21%

– cost ratio: 0.15%.

• iShares S&P 500 ETF Value

IVE, + 0.26%

– cost ratio: 0.18%.

• Invesco S&P 500 Enhanced ETF

IVE, + 0.26%

takes a more aggressive approach to value by concentrating its portfolio in 100 stocks among the highest-rated S&P 500s. Its cost ratio is 0.13%.

Analysts' Favorite Stocks

Among the stocks in the S&P 500 Apple Stock Index

AAPL, -0.23%

has the highest weight, accounting for 8.7% of SPYV. But Apple does not make the list below, as only 52% of analysts surveyed by FactSet rate the stock a "buy" or an equivalent. The next largest holding is J. P. Morgan Chase

JPM, + 1.00% ,

with 44% "buy" ratings and the third is AT&T

T, -0.16% ,

which also has a 44% buy rating.

Here are the 20 stocks in the S&P 500 Value Index with the highest percentage of Buy or Equivalent among analysts analyzed by FactSet:

Company Ticker [19659026] Share Buy & Want Ratings Share Neutral Ratings Share Ratings for "Sales" Final Price – October 21 Consensus Target Purpose 12-Month Capacity Building Included
Assurant Inc.

AIZ, -1.03%

100% 0% 0% 127.56 $ 143.25 12%
Marathon Petroleum Corp.

MPC, + 0.79%

95% 5% 0% 64.67 $ 78.74 22%
L3Harris Technologies Inc.

LHX, + 0.51%

94% 6% 0% 199.66 $ 241.67 21%
Pioneer Natural Resources Co.

PXD, + 4.01%

93% 7% 0% $ 125.39 $ 175.45 40%
Cigna Corp.

CI, + 2.18%

92% 8% 0% 166.74 $ 210.32 26%
FLIR Systems Inc.

FLIR, -0.39%

90% 10% 0% 53.43 $ 58.89 10%
Equinix Inc.

EQIX, -1.29%

88% 8% 4% 577.35 578.27 0%
Centene Corp.

CNC, + 6.51%

88% 12% 0% 45.77 $ 68.35 49%
Norwegian Cruise Line Holdings Ltd.

NCLH, -1.92%

88% 12% 0% 50.95 64.56 27%
Jacobs Engineering Group Inc.

JEC, + 0.44%

88% 12% 0% 93.11 $ 94.93 2%
LKQ Corp.

LKQ, + 0.76%

87% 13% 0% 31.65 $ 35.83 13%
Valero Energy Corp.

VLO, + 1.03%

86% 14% 0% 93.21 $ 99.79 7%
Quanta Services Inc.

PWR, + 0.79%

86% 14% 0% 40.54 $ 44.14 9%
UnitedHealth Group Inc.

UNH, + 2.28%

85% 15% 0% 243.92 $ 285.88 17%
Baker Hughes Co. Class A

BKR, + 2.31%

85% 15% 0% 22.12 $ 29.13 32%
TechnipFMC PLC

FTI, + 1.12%

85% 12% 3% $ 23.25 $ 30.89 33%
PVH Corp.

PVH, + 3.40%

84% 11% 5% 89.35 $ 100.89 13%
Lennar Corp Class A

LEN, + 0.97%

84% 16% 0% 61.02 64.50 6%
IQVIA Holdings Inc.

IQV, -0.20%

84% 11% 5% 143.14 $ 176.06 23%
Mondelez International Inc. Class A

MDLZ, -1.61%

84% 16% 0% 53.57 $ 61.67 15%
Source: FactSet

You can click the bookmarks for more information on any company. [19659002] Don't Miss: How to Identify US Stocks with Attractive Growth Potential

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