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Day: January 13, 2021

Are Intangibles to Blame for Value’s Pain?
5 years ago
Are Intangibles to Blame for Value’s Pain?

A recent CFA Institute article debates the notion that the value factor’s long stretch of poor performance is due primarily to the increase in the percentage of intangible assets as…

Dogs of the Dow Strategy Could Work in 2021
5 years ago
Dogs of the Dow Strategy Could Work in 2021

The stock picking strategy referred to as the Dogs of the Dow— that calls for buying the 10 highest-dividend-yielding stocks in the Dow Jones Industrial Average—was a bust in 2020,…

Four Books on Investing Recommended by Warren Buffett
5 years ago
Four Books on Investing Recommended by Warren Buffett

A recent CNBC article recounts a conversation between legendary investor Warren Buffett and Better Booch Kombucha company founder and CEO Trey Lockerbie in which Buffett suggested that he reread Benjamin…

Considerations For Investors Seeking High Dividend Paying Stocks
5 years ago
Considerations For Investors Seeking High Dividend Paying Stocks

Many stock investors seek out high dividend paying companies. Over time, dividends have been an important component of long-term stock returns and many investors, particularly investors drawing off their portfolios,…

A Cautionary Tale for Retail Investors: Robinhood’s $65 Million Fine
5 years ago
A Cautionary Tale for Retail Investors: Robinhood’s $65 Million Fine

In December, the Securities and Exchange Commission said that the trading platform Robinhood was not forthright with customers on how it makes money and has fined the platform $65 million.…

Recent Original Research
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Momentum investing leverages the market phenomenon where outperforming stocks tend to maintain their strong performance by focusing on securities that consistently exceed both peer companies and market benchmarks. This disciplined approach goes beyond merely following price increases,...
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Powering the Future: 5 Utility & Energy Stocks...
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Ten Top Wide Moat Stocks – July 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats can represent opportunities for long-term investment success. These businesses possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational efficiencies, or unique...
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Ten Top Peter Lynch GARP Stocks
Validea's investment methodology draws from Peter Lynch's successful track record managing Fidelity's Magelion Fund, implementing a Growth at a Reasonable Price (GARP) strategy that identifies expanding businesses with rational valuations. The framework emphasizes the PEG ratio, which...
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