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Author: Validea

10 years ago
John Bogle Suggest Low Returns Likely Over the Next Decade

John Bogle, founder of Vanguard Group, has a pessimistic prediction for markets over the next decade. He says that he divides his expected return forecast into two segments: investment return…

10 years ago
John Bogle Suggests Low Returns Likely Over the Next Decade

John Bogle, founder of Vanguard Group, has a pessimistic prediction for markets over the next decade. He says that he divides his expected return forecast into two segments: investment return…

10 years ago
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets

The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…

10 years ago
Taking "Short-term Lumps" for Long-Term Value in Emerging Markets

The manager of the Oakmark International Fund, David Herro, believes it is a good time to invest in emerging markets. The fund had roughly one-quarter of its portfolio in emerging…

10 years ago
Gains Ahead? The "Halloween Indicator" and Winter Gains

Analysis of data going back to the creation of the Dow in the late 19th century by Hulbert Financial Digest suggests that the stock market performs significantly better from Halloween…

10 years ago
Gains Ahead? The "Halloween Indicator" and Winter Gains

Analysis of data going back to the creation of the Dow in the late 19th century by Hulbert Financial Digest suggests that the stock market performs significantly better from Halloween…

10 years ago
What Yogi Berra, Pete Carroll, and Fantasy Football Can Teach Us About Investing

Can watching sports and playing fantasy football make you a better investor? Definitely, says Oakmark’s Howard Marks – if you take away the right lessons. In a piece for Barron’s,…

10 years ago
Buffett Stock Picks Having a Tough Year so far in 2015

Warren Buffet’s Berkshire Hathaway has had an amazing 50-year run, with its market value per share growing 1,826,163 percent. That’s a compounded annual gain of 21.6% over that period, compared…

10 years ago
Guru Stock Screen of the Week: Lynch Approved Stocks + Low Valuations + Long-Term Earnings Growth + Dividends

This week, we bring you the Stock Screen of the week from Validea. On Validea.com, you can screen for stocks using the site’s Guru Stock Screener, which scores stocks based…

10 years ago
Paulsen Predicts Lower Returns and Riskier Market Ahead for U.S. Investments

James Paulsen, chief investment strategist at Wells Capital Management, suggests that low unemployment is likely to precipitate decline in U.S. stocks and bonds.  “Post-war history suggests investors should prepare for…

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Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
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