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Search Results for: value

Research Paper Summary: "Migration" by Eugene Fama and Ken French

November 16, 2024

…explain the persistence of the small-cap premium over time. The Triple Engine of Value Stock Returns The value premium, it turns out, has three distinct drivers. First, value stocks that…

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Validea's Top Benjamin Graham Stocks - November 2024

November 15, 2024

Benjamin Graham, widely recognized as the pioneer of value investing, developed a methodical approach to identifying undervalued stocks. Validea has adapted Graham’s principles into a systematic strategy that prioritizes financial…

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Validea's Value Spread Report: November 2024

November 15, 2024

Here is the latest value spread update for November 2024 from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on…

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Three Technology Dividend Aristocrats Warren Buffett Might Like

November 12, 2024

…stringent investment criteria while maintaining technology sector growth characteristics makes them worth consideration for both value and income-oriented portfolios. As the technology sector continues to mature, more companies may join…

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Top 10 High Shareholder Yield Stocks - November 2024

November 12, 2024

Shareholder yield is a financial metric that captures the total return a company provides to its shareholders, expressed as a percentage of its market value. It combines three key elements:…

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Five Lessons from Meb Faber

November 9, 2024

…He points out that dividends are essentially a value factor, and investors might be better served by focusing on value directly. For those in high-tax states, dividends can be particularly…

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The Critical Importance of Process Over Outcomes in Investing

November 9, 2024

…supported by extensive historical research demonstrating effectiveness over long time periods. Value investing and momentum strategies are prime examples of approaches with strong empirical backing. Logical Framework: The underlying reasoning…

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Martin Zweig: The Conservative Growth Master Who Built a Fortune Through Disciplined Investing

November 9, 2024

…Unlike many value investors who exclusively seek low P/Es, Zweig believed that P/E ratios could be too low, potentially signaling a weak company. His sweet spot was stocks with P/Es…

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Could the Election Spark a Small-Cap Value Rally? Here are 5 Stocks That Could Benefit

November 6, 2024

…current assets align perfectly with Graham’s focus on financial stability and defensive characteristics. Additionally, IMKTA scores 100% on James O’Shaughnessy’s value composite model, which combines multiple value metrics including price-to-book,…

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Validea's Top NASDAQ 100 Stocks - November 2024

November 6, 2024

…many investors think that there aren’t too many fundamentally sound stocks left in the index. But our quantitative models are still seeing value in some names within the index. Validea’s…

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Recent Original Research
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
July 1, 2025
Big Banks Are Returning Billions—But What Do the...
Last week’s Federal Reserve stress test results brought good news for investors in large U.S. banks. According to Barron’s, major financial institutions like JPMorgan Chase, Bank of America, Morgan Stanley, and Wells Fargo cleared the Fed’s annual...
July 1, 2025
Ten Top Warren Buffett Stocks – July 2025
Warren Buffett's investment philosophy centers on a fundamental principle refined over decades: it's better to acquire exceptional businesses at fair valuations than average companies at steep discounts. He seeks enterprises with durable competitive advantages—his famous "economic moats"—that...
June 30, 2025
Top Peter Lynch Stocks – June 2025
Validea builds its investment strategy around Peter Lynch's proven methods from his tenure at Fidelity's Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. The approach relies heavily...
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