In this episode of Excess Returns, Justin and Jack sit down with Scott McBride, CEO and portfolio manager at Hotchkis and Wiley, to explore the approach that has allowed them…
Author: Validea
Ten Fundamentally Sound Technology Stocks
While technology stocks have experienced remarkable momentum and appreciation in recent market cycles, savvy investors recognize that opportunities for value still exist within this dynamic sector. The key lies in…
The Ten Most Fundamentally Sound S&P 500 Stocks
The S&P 500’s remarkable performance in recent years has been heavily driven by a handful of dominant technology companies, particularly the “Magnificent Seven” – Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta,…
Ten Guru Approved High Insider Ownership Stocks
The level of stock ownership by a company’s executives and board members serves as a powerful metric for investors. When leadership holds a meaningful stake in their company, their personal…
Practical Lessons from Jim Paulsen
In this episode, Matt and Jack break down key insights from our interview with market strategist Jim Paulsen. Paulsen offers unique perspectives on how markets have evolved over his 40-year…
Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran
In this episode of Excess Returns, we sit down with Mike Taylor, portfolio manager of Simplify’s PINK healthcare ETF, for a fascinating discussion about how he mansges his personal portfolio.…
Ten Growth Stocks Meeting the Tests for Lasting Success
The G-Score is a financial analysis framework created by Professor Partha Mohanram in 2005 to evaluate growth stocks, complementing the F-Score system that Joseph Piotroski developed for value stocks. It…
Ten High Shareholder Yield Stocks Wall Street Legends Might Like
Shareholder yield measures the total value a company returns to investors compared to its market value, encompassing three key elements. Dividend yield represents direct cash payments to shareholders from profits.…
Ten Fundamentally Sound Dividend Aristocrats
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 Jason Buck | The Benefits of an All-Weather Investment Strategy
In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Moving beyond the typical…