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Search Results for: momentum

There is Still Value in the Russell 2000 After Its Recent Surge: Here are 5 Top Rated Stocks

July 31, 2024

…and momentum characteristics: Twin Momentum (Dashan Huang) Model: 94% Score M/I Homes shows the combination of fundamental and price momentum favored by this approach: Strong fundamental momentum based on earnings,…

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What You Need to Know About Momentum Investing | Six Experts Help Us Understand the Basics

July 29, 2024

In this episode, we dive deep into momentum investing, bringing you insights from some of the smartest investors we know. We explore the fundamentals of momentum, breaking down its types…

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NASDAQ 100 Leaders: Finding Value Amid the Tech Rally

July 23, 2024

…Twin Momentum strategy inspired by Dashan Huang’s research. The model favors stocks exhibiting both strong fundamental and price momentum. Key factors driving AMAT’s high score: Fundamental momentum: AMAT’s combination of…

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The Magnificent 7: Which Stocks Are The Most Fundamentally Sound?

July 14, 2024

…on both the Twin Momentum model (Dashan Huang) and the Quantitative Momentum model (Wesley Gray). Its incredible price and fundamental momentum are unmatched. Growth/Momentum: Validea’s proprietary Momentum Investor model gives…

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Understanding Shareholder Yield: Beyond Dividend Yield

July 10, 2024

…markets a wide range of residential properties, including single-family detached homes, townhomes, and condominiums. Why it scores highly: Strong fundamental and price momentum (100% score on Twin Momentum Investor model)…

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Five Fundamentally Sound Dividend Aristocrats For 2024

July 9, 2024

…well (93%) on Pim van Vliet’s low volatility model, which favors stable stocks with good shareholder returns and momentum. AT&T’s low volatility and strong shareholder yield make it attractive under…

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ETF Factor Profile: QVAL

June 12, 2024

…addition to value. It is also interesting to note that its holdings currently score very highly on momentum as well. Factor Exposure Chart Sector Exposure While many ETFs seek to…

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Quantitative Momentum Investing

May 21, 2024

…sweet spot for momentum to be effective over the intermediate term of 6-12 months. Wes Gray’s Quantitative Momentum Strategy In his book Quantitative Momentum, Wes Gray and co-author Jack Vogel…

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Evaluating the Fundamentals of NVDA Heading Into Earnings

May 18, 2024

…approach with a 100% score. This strategy favors stocks with strong fundamental and price momentum. NVIDIA’s fundamental momentum places it in the top 6th percentile, while its price momentum over…

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Understanding Low Volatility Investing

May 2, 2024

…markets. Van Vliet also found that combining a low volatility approach with other factors like momentum and net payout yield can further enhance risk-adjusted returns. Validea’s Low Volatility Model Validea’s…

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Recent Original Research
May 10, 2025
Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, outlined in "The Little Book That Beats the Market," distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield,...
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The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
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When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets....
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In the ever-changing landscape of financial markets, sophisticated investors seek reliable methodologies to identify genuine growth opportunities. The G-Score framework, pioneered by Professor Partha Mohanram in 2005, offers a disciplined analytical approach for evaluating growth-oriented companies, functioning...
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