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The Value Spread as a Predictor of Returns / Naiping Lu, Lu Zhang.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Lu, Naiping.
Contributor:
National Bureau of Economic Research.
Zhang, Lu.
Series:
Working Paper Series (National Bureau of Economic Research) no. w11326.
NBER working paper series no. w11326
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2005.
Summary:
Recent studies have used the value spread to predict aggregate stock returns to construct cash-flow betas that appear to explain the size and value anomalies. We show that two related variables, the book-to-market spread (the book-to-market of value stocks minus that of growth stocks) and the market-to-book spread (the market-to-book of growth stocks minus that of value stocks) predict returns in different directions and exhibit opposite cyclical variations. Most important, the value spread mixes information on the book-to-market and market-to-book spreads, and appears much less useful in predicting returns.
Notes:
Print version record
May 2005.

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