I know you’re thinking it. I know you’re thinking because I’m thinking it. “Maybe I should’ve bought tech back in March. LOOK AT THOSE GAINS!”
What if I told you that as a value investor, if you were a picker, you could have matched the performance of American Tech? For this case study, we’re going to take a look at the FAANGs, along with some dividend stocks in one of the most boring of boring spaces. Utilities. UTILITIES!? And REITs.
Let’s begin with an examination of the FAANGs
| Company | Current Price | YTD – Starting Price | 52 Week Low | 52 Week High | % Change from Jan 2020 | % Change from March Low |
| $262.34 | $209.78 | $137.10 | $278.89 | +25.05% | +91.35% | |
| Amazon | $3312.49 | $1898.01 | $1626.03 | $3344.29 | +74.52% | +103.72% |
| Apple | $462.25 | $300.35 | $201 | $464.35 | +53.9% | +129.98% |
| Netflix | $491.87 | $329.81 | $252.28 | $575.37 | +49.14% | +94.97% |
| $1555.78 | $1368.68 | $1008.87 | $1587.05 | +13.67% | +54.21% |
For the purposes of this study, I included the % change from both the start of the year and from the March low. The reasoning behind this is so you have an apples to apples comparison, depending on your situation. Perhaps you held the stocks going into this year.
Let’s get an average % change from both the start of the year and from the March lows:
- Start of the year: +43.256%
- Change from March: +106.846%
Or maybe you’re like me and started this year kind of fresh, innocent, and full of naivete. But you’re not here for me, you’re here to find out how did a bunch of UTILITY stocks measure up to the infamous FAANGs RIGHT?
Buckle up. As a note, whereas the above list has prices in USD, the below has prices in CAD. For the purposes of this examination, currency differences are a non-factor.
| Company | Current Price | YTD – Starting Price | 52 Week Low | 52 Week High | % Change from Jan 2020 | % Change from March Low |
| Northland Power | $36.61 | $27.03 | $20.52 | $37.73 | +35.44% | +78.41% |
| Boralex | $33.20 | $24.34 | $17.91 | $36.48 | +36.40% | +85.37% |
| Granite REIT | $77.41 | $64.29 | $40.77 | $80.06 | +20.41% | +89.87% |
Similar to the above, let’s average it out:
- Start of the year: +30.75%
- Change from March: +84.55%
Alright, so not NEARLY as high flying as the FAANGs. But certainly nothing to scoff at either, especially if you were a long term investor and held these at the start of the year.
But I’m alright collecting dividends. You might understand why I like getting paid dividends if you’ve seen my net worth updates. What are your thoughts? How did you measure up against the FAANGs? Let me know!
*As a note, I may own some of these stocks.
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