…retained earnings Lynch criteria: Fast grower: 25.3% historical EPS growth rate Low PEG ratio: 0.31 Strong balance sheet: Debt/Equity ratio of 0% 2. Five Below Inc (FIVE) This discount retailer…
Search Results for: low-volatility funds
The Challenges of Bubbles
The term “bubble” has become ubiquitous in financial media. If you follow financial news, you might conclude that we’re currently surrounded by bubbles. Stocks, bonds, cryptocurrencies – all have been…
Building a Quantitative Strategy Based on Warren Buffett's Approach
…Positive free cash flow in each of the last 3-5 years Ideally, growing free cash flow over time Positive and growing free cash flow indicates the company can fund its…
Lessons from Two Decades Running Quant Models
…trading costs. Over the long run, when compared to index funds, the underperformance of active managers tends to roughly equal their excess fees and trading costs. However, there’s compelling evidence…
15 Ways to Lose Money in Markets | Ben Carlson
…of topics, including: – The dangers of market timing and why it’s so difficult to get right – Why investors shouldn’t blindly follow advice from billionaires or pundits – The…
Investing in a Flows Driven World | Cem Karsan
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…
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…