In this episode of Excess Returns, we welcome back Cem Karsan of Kai Volatility Advisors for an in-depth discussion on the current state of markets and the global economy. We…
Search Results for: low-volatility funds
Counterintuitive Investing Ideas That Could Lead to Better Performance
…than the typical fee difference between active and passive funds. Investors tend to flock to strategies with great recent performance and abandon those with poor performance, often to their detriment….
Five Guru-Approved David Tepper Holdings
…low volatility (3-year standard deviation of 36.4% vs. market median of 39.6%) combined with strong momentum and shareholder yield. Patient Investor (Warren Buffett) Score: 86% TSM demonstrates the consistent profitability…
Validea's Top Ten High Quality Stocks - September 2024
…provide more stable returns and lower volatility compared to speculative investments. They may also offer steady dividend payments, providing a reliable income stream. During market downturns, these stocks tend to…
Ten Top Guru-Approved Energy Stocks
…no shortage of volatility in the space. So it seems like a good time to revisit the sector from a fundamental perspective to see which stocks our guru models like…
The Shiller P/E Ratio: What It Means in the Real World
…lies in its ability to project long-term market returns. Current elevated levels suggest below-average returns for US stocks over the next decade. For instance, Research Affiliates’ projections based on the…
5 High Shareholder Yield Stocks That Peter Lynch Might Like
…preferred companies with low debt-to-equity ratios, as this indicates financial stability. Inventory management: For applicable companies, the strategy checks if inventory growth is not outpacing sales growth. Free cash flow:…
A Fundamental Analysis of the Magnificent 7 - And the 4 That Pass Our Models
…of 18.5% over the last ten years exceeds Buffett’s 15% threshold. Low debt: Alphabet could pay off its debt with less than two years of earnings, demonstrating financial strength. Attractive…
Five Guru-Approved High Free Cash Flow Yield Stocks
…Cash Flow Yield Free cash flow yield is a financial ratio that compares a company’s free cash flow per share to its market price per share. It’s calculated by dividing…
Should Warren Buffett Buy Google? Our Model Based on Him Says Yes
…three-year average ROE of 26.4% is particularly impressive. Conservatively Financed Buffett prefers companies with low debt levels relative to their earnings. The analysis reveals that Google could pay off its…