] "Large-cap growth remains significantly undervalued
] relative to large-cap value," says this month's
] Perception for the Professional, a monthly research
] report by Leuthold Group, a prominent institutional
] research firm.
]
] And whenever that kind of disparity goes on long enough,
] it reverses. In the 1990s, growth and big stocks led the
] market, only to surrender leadership to small and value
] names five years ago. The value/growth cycle usually runs
] for five to seven years.
]
] So within a few months or years, value's popularity will
] fade and growth stocks will enjoy a windfall of profits.
] So if your portfolio has grown lean on growth during this
] value cycle, it's time to bulk up again on those stocks.