In his latest article for Seeking Alpha, Validea CEO John Reese takes an in-depth look at his Martin Zweig-inspired growth strategy.

“Over the past two years, the stock market has been driven largely by macroeconomic factors,” Reese writes, citing the credit crisis and huge government stimulus package as major examples. “Given the extreme emotions such major economic events cause, it’s easy to see why hordes of investors have moved in near-lock-step in and out of the market.” But now, as we move further from the epicenter of the crisis, Reese says it figures that correlations will decline, and earnings are likely to separate the winners from the losers. And when it comes to finding stocks with high-quality earnings, he says, Zweig is a master.

Reese explains the myriad of ways his Zweig-inspired approach examines earnings. And he gives a few picks that the model is currently high on — including Apple, which it recently upgraded. To read the full article, click here.