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10 years ago
Manager Looks at Free Cash Flow to Beat the Market

Sandy Rufenacht, of Aquila Three Peaks, takes an intensive look at companies before investing, looking especially at their free cash flow over the next 12 months and their relationship with…

10 years ago
Buffett on America's Progress and Why he Remains a Long Term Optimist

Asked what he is optimistic about, Warren Buffett reflects on some key points of progress over his lifetime and suggests some things we might all be thankful for.  “If I’d…

10 years ago
Leading Fund Managers Offer Bullish and Bearish Predictions

  Financial Advisor magazine offers up brief predictions by some top fund managers.  Ruchir Sharma, of Morgan Stanely, says “We are now just one big shock away from a global…

10 years ago
Learning from Swensen's Success at Yale

Yale’s endowment fund has performed exceptionally well under David Swensen, returning an average of 10% per year since 2005, beating all major stock indexes and all but 2 of Morningstar’s…

10 years ago
AQR Tests Market Timing Techniques, Helping to Boost Long Term Returns

  A recent article by Cliff Asness and colleagues from AQR Capital Management challenges the academic finance recommendation to avoid attempts to time the market. “Sinning a little,” Asness and…

10 years ago
Fed Rate Hike Could Cause Market "Accident" Says DoubleLine Exec

Bonnie Baha, head of global developed credit at DoubleLine Capital LP, said “I think there is a high probability of an accident” if the Fed raises rates in 2015. She…

10 years ago
Long Term Champ Sequoia Fund Shows the Risk of Ultra High Portfolio Concentration

The Sequoia Fund, managed by proteges of Warren Buffett, highlights the risks of focusing on just a few stocks.  Although it has one of the best long-term records of any…

10 years ago
Can Investors Time the Market By Going Against the Flow?

Yale professor Roger Ibbotson and Research Affiliates founder Rob Arnott debated the challenges and opportunities of timing the market at the 2015 Schwab IMPACT conference.  As reported by Financial Advisor,…

10 years ago
When It Comes To Growth Or Value, Have Your Cake And Eat It Too

It’s extremely common to hear investment commentators talk about “growth” and “value” as though they are polar opposites. But Validea CEO John Reese says not to buy that false notion.…

10 years ago
Jim Rogers Sees A Global Bear Market Coming

  Jim Rogers, known for the 4,200% gain he and partner George Soros secured over a decade in the 1970s, told a Barron’s interviewer that he sees a significant bear…

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Recent Original Research
July 18, 2025
Ten Top High Free Cash Flow Yield Stocks...
Free cash flow yield is a key metric for identifying financially strong companies during volatile market conditions. It measures how effectively a business transforms its operations into cash compared to its market value. Companies that excel at...
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Ten Guru Approved NASDAQ 100 Stocks
The NASDAQ 100's strong performance during this extended bull run has created significant returns for investors. However, focusing solely on the index's overall success overlooks an important reality: numerous individual companies within the index continue to offer...
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Ten Top Ranked Technology Stocks – July 2025
Technology stocks have experienced remarkable growth over the past decade, often trading at premium valuations that can deter value-conscious investors. However, Validea's comprehensive analytical framework demonstrates that attractive opportunities still exist within this seemingly expensive sector by...
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Ten Top S&P 500 Stocks – July 2025
The S&P 500 encompasses more than 500 companies across various industries, many of which operate profitable, established businesses with strong underlying fundamentals that deserve investor attention. This diversity creates attractive opportunities for those willing to conduct thorough...
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