…single year falling below 10%. For non-financial companies, the model additionally requires average returns on total capital exceeding 12% over the same period, confirming efficient resource utilization by management. Financial…
Search Results for: low-volatility funds
Top Peter Lynch Stocks - June 2025
…with sensible valuations. The approach relies heavily on the PEG ratio—comparing price-to-earnings against growth rates—where readings under 1.0 may signal attractive growth stocks trading below fair value. The strategy targets…
Strategy of the Week: A Small Cap Growth Model Inspired by The Motley Fool's David & Tom Gardner
…“Fool”) ratio Price strength and momentum Low debt and healthy cash flow Significant insider ownership The strategy loos for undiscovered gems — companies too small for large institutions but with…
How to Invest Like Peter Lynch Using ETFs: 6 Funds That Fit the GARP Profile
…tool compares the 50 top-rated stocks based on our Peter Lynch strategy with the holdings of hundreds of ETFs, using over 20 value, growth, momentum, quality, and volatility factors. Here…
Buffett vs. Graham vs. Lynch: Whose Strategy Wins Now & Over Time?
…low P/E, low P/B, manageable debt levels, and strong current ratios. These are companies trading at a deep discount that may be at or near what Graham called a “margin…
Strategy of the Week: The Acquirer's Multiple - A Deep Value Approach That Thinks Like a Buyer
…– companies that might look cheap but are actually deteriorating businesses. This includes filters for: Earnings revisions (excluding firms with falling forecasts) Low cash flow relative to reported earnings Excessive…
SPY vs. QQQ: Battle of the ETF Behemoths
…exposure to momentum and growth, but weak exposure to value and low volatility. Its beta is 1.27, indicating higher sensitivity to market movements. Meanwhile, the SPY Factor Report shows moderate…
Ten Top Dividend Growth Stocks - June 2025
…enhance overall returns, while the increasing income flow helps investors maintain purchasing power against inflation. Additionally, dividend growth stocks typically show less price volatility than companies that don’t pay dividends,…
Value Hiding in Plain Sight: Undervalued Opportunities Within the S&P 500
…signal an imminent crash, they suggest the broader index may offer lower forward returns than historical norms. This is where value investors should take note: high valuations across the index…
Berkshire's Breakout Stocks: 5 Names Showing Strength and Buffett-Approved Fundamentals
Warren Buffett is known for his long-term, fundamentals-first investing approach. But some of the stocks in Berkshire Hathaway’s portfolio are not just value plays – they’re momentum leaders too. Below,…