…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…
Search Results for: value
Validea's Top Benjamin Graham Stocks - November 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…
Validea's Value Spread Report: November 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…
Three Technology Dividend Aristocrats Warren Buffett Might Like
…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…
Top 10 High Shareholder Yield Stocks - November 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:…
Five Lessons from Meb Faber
…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…
The Critical Importance of Process Over Outcomes in Investing
…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…
Martin Zweig: The Conservative Growth Master Who Built a Fortune Through Disciplined Investing
…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…
Could the Election Spark a Small-Cap Value Rally? Here are 5 Stocks That Could Benefit
…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,…
Validea's Top NASDAQ 100 Stocks - November 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…