Technology stocks have had a great run. But that doesn’t mean there aren’t stocks within the universe that are still fundamentally sound and represent attractive values. Using Validea’s scoring system,…
Author: Validea
Validea's Top 10 S&P 500 Stocks - January 2025
The S&P 500 has had a big run in recent years, led by the biggest tech stocks. But investors often forget that there are many other companies in the index…
Beyond the Magnificent Seven | Liz Ann Sonders on Markets, Cycles & Investing
In this episode of Excess Returns, we sit down with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, for a wide-ranging discussion about markets, the economy, and investing. We…
Validea's Top 10 High Insider Ownership Stocks | January 2025
Insider ownership, particularly among executives and directors, is a crucial indicator for investors as it creates a direct alignment between management and shareholder interests. When company leaders have significant skin…
Fundamentally Sound Growth Companies - Validea's Top 10 G Score Stocks for January 2025
The G-Score, developed by Professor Parth Mohanram in 2005, is a fundamental analysis tool designed specifically for growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score which was created…
Validea's Top Ten Shareholder Yield Stocks - January 2025
Shareholder yield is a comprehensive measure that shows how much value a company returns to its investors relative to its market value. Think of it as a three-part equation: First,…
Validea's Top Ten Dividend Aristocrats | January 2025
The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies…
Practical Lessons from Larry Swedroe | Why Evidence Beats Market Narratives
In this episode of “Two Quants and a Financial Planner,” we explore key insights from our previous conversations with Larry Swedroe, one of investing’s most evidence-based thinkers. Through a series…
Validea's Top Ten Warren Buffett Stocks - January 2025
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims…
The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu
In this episode of Excess Returns, we sit down with Kai Wu, founder of Sparkline Capital, for a fascinating discussion about intangible value investing and its global applications. Kai shares…