…stock also scores highly (93%) on the Multi-Factor Investor model, which focuses on low volatility stocks with strong shareholder yields and momentum. 5. Commercial Metals Company (CMC) Commercial Metals Company…
Search Results for: factor
Recession-Resistant Stocks: Finding Shelter in Economic Storms
…reasonable valuations may have less downside risk. With these factors in mind, let’s look at five stocks that score highly on Validea’s models and possess recession-resistant qualities. Top 5 Recession-Resistant…
There is Still Value in the Russell 2000 After Its Recent Surge: Here are 5 Top Rated Stocks
…marks for its attractive valuation metrics: Passes initial quality screen Ranks in the top 5% of stocks based on composite of value factors including P/B, P/S, P/E, P/CF, EV/EBITDA and…
What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics
…and examining the academic research that supports its effectiveness. We discuss why momentum works, looking at behavioral explanations and comparing it to other investment factors. We also share ways to…
The Magnificent 7: Which Stocks Are The Most Fundamentally Sound?
…and improving earnings trends. Growth/Value Blend: James O’Shaughnessy’s strategy, which combines growth and value factors, awards Microsoft an 80% score. Low Volatility: The Multi-Factor model inspired by Pim van Vliet…
Understanding Shareholder Yield: Beyond Dividend Yield
…Dividends Share buybacks Debt reduction By considering all three factors, shareholder yield provides a fuller view of a company’s commitment to creating value for its investors. While dividends offer direct…
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
…large tech companies driving most of the gains while many stocks have declined. We also explore some unexpected developments in housing, bonds, and factor investing performance. Overall, we aim to…
Nine Lessons From Rick Ferri
…investing and discuss how his insights apply to various investment strategies, including factor investing.We cover topics such as favoring simplicity, the enduring relevance of the 60/40 portfolio, the importance of…
Could Lululemon Be Buffett's Next Buy
…not a primary factor, Buffett views share repurchases favorably when done at attractive valuations. Lululemon has reduced its share count from 130.4 million to 120 million over the past five…
The Benefits of a Simple Investment Approach with Rick Ferri
…and how advisors can help clients gain buy-in for successful long-term investing. We also discuss Rick’s thoughts on factor investing, ESG, and the key components of a successful retirement plan….