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Search Results for: factor

Recession Prospects Will Determine Market Direction

September 23, 2022

…Top Value Stocks in Today’s Market Highest Rated Warren Buffett Stocks Before giving their 2023 SPX operating earnings estimate, Proactive Advisors wanted to factor in the likelihood of a recession;…

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Winning With Brain Power at Bridgeway Capital

September 12, 2022

…returns without also increasing risk, and incorporating factors such as quality and sentiment. While the fund carries low valuation statistics in its category, that valuation is driven by Bridgeway’s tendency…

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Show Us Your Portfolio: Ryan Krueger

September 8, 2022

We have looked at a variety of different investing strategies so far in our Show Us Your Portfolio series. We have talked to investors who use factor-based approaches. We have…

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Is It A Bad Time To Retire?

September 1, 2022

…for dipping only 4% into your balance in year one of retirement, and adjusting each year to factor in inflation. Other steps retirees can take include: Decrease your spending during…

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Mapping The Opportunity in Small Caps to Value Investment Strategies

August 31, 2022

…intangible assets as just a few of the contributing factors that may have flipped the small cap premium on its head over the past 15 years or so. Still, long-term…

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Is Mega-Cap Tech Now A Value?

August 26, 2022

See how the largest tech stocks in the market score/rank using Validea’s Factor Report and through our Guru Analysis Engine. Apple Inc (AAPL) Amazon.com Inc (AMZN) Microsoft Corporation (MSFT) Facebook…

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The Many Different Flavors of Value

August 24, 2022

…interchangeable. But that view is not grounded in reality. In the real world, there are a series of factors that go into the construction of a value strategy that can…

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The 60/40 Portfolio: Is It Dead?

August 9, 2022

…the risk brought on by the high stock allocation. The article points to the iShares MSCI USA Min Vol Factor ETF as a good low-volatility fund, and suggests supplementing that…

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Buffett Bets Big On Occidental

August 5, 2022

…make it too expensive to generate a profit in the long run, the article concludes. See how Occidental Petroleum Corporation scores on Validea’s Factor Report and through our Guru Models….

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Will This Bear Market Lead To A Recession?

July 8, 2022

…And it’s important to factor in the unemployment rate, the article maintains; in the past, bear markets arise after unemployment increases, but today’s unemployment rate is nearly the lowest it’s…

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Recent Original Research
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Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
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When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
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Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
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