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Search Results for: factor

Ten Guru-Approved Stocks With Improving Fundamental Momentum

January 16, 2025

…with price momentum creates a more robust investment strategy than using either factor alone, as it helps investors identify companies that are not only performing well in the market but…

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Ten Fundamentally Sound AI Stocks

January 14, 2025

…identify the most fundamentally sound AI-focused stocks, we’ve applied our comprehensive consensus ranking system, which synthesizes insights from 22 distinct factor-based investment models. These time-tested strategies evaluate stocks through multiple…

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Validea's Top NASDAQ 100 Stocks - January 2025

January 13, 2025

…names within it. Using Validea’s factor screening system, which incorporates 22 different investment strategies modeled after legendary investors like Warren Buffett and Peter Lynch, as well as proven academic research…

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The One Factor That Explains the Struggles of Value, International and Small-Cap Stocks | Kai Wu

January 3, 2025

…historically outperformed many international counterparts, with Kai explaining how the gap in intangible asset investment has been a crucial factor. We discuss: How traditional value metrics miss important aspects of…

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Validea's Top 10 Peter Lynch Stocks - November 2024

November 29, 2024

…stalwarts, and fast growers – each requiring slightly different evaluation approaches. Financial health is another crucial factor, with a strong preference for companies maintaining reasonable debt levels. This is measured…

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Bigger Extremes, Better Returns | Cliff Asness on the "Less Efficient Market Hypothesis"

November 20, 2024

…from his latest paper. The conversation also covers the role of intuition in factor investing, inflation’s impact on markets, and ends with Cliff’s essential advice for the average investor. Throughout…

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The Magic of Simplicity: Joel Greenblatt's Two-Factor Investment Strategy

November 16, 2024

…returns while challenging conventional wisdom about what it takes to beat the market. The Formula Unveiled At its core, Greenblatt’s Magic Formula combines just two fundamental factors: Return on Capital…

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Five Lessons from Meb Faber

November 9, 2024

…He points out that dividends are essentially a value factor, and investors might be better served by focusing on value directly. For those in high-tax states, dividends can be particularly…

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Finding Twin Momentum Stocks

October 22, 2024

…outperformance. Their research showed that while both types of momentum individually provided excess returns, the combination of the two factors created an even more powerful investment approach. The Two Pillars…

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An Evidence-Based Look at the Struggles of Value Investing | Larry Swedroe

October 17, 2024

…be beneficial for investors. We also discuss factor investing, the increasing role of alternatives, and how individual investors can approach portfolio construction in our evolving market landscape 🖥️ Watch on…

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Recent Original Research
September 16, 2025
Ten Top Dividend Growth Stocks – September 2025
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...
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
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...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
September 8, 2025
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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