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Search Results for: value

Five Small and Mid-Cap Stocks Warren Buffett Might Buy (If He Could)

September 17, 2024

…fund managers looking to emulate Buffett’s approach, these stocks may offer attractive opportunities for long-term value creation. Further Research Top Warren Buffett Stocks Warren Buffett Portfolio Top Small-Cap Value Stocks…

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Five Top Small-Cap Value Stocks Based on the Strategies of Legends

September 13, 2024

…and can be more nimble in adapting to changing market conditions compared to large, established corporations. Value premium: Research has consistently demonstrated that value stocks (those trading at low multiples…

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Validea Trend Following: September 2024 Update

September 13, 2024

…Across the value and growth spectrum, all investment styles also remain in uptrends For more information about our trend following system or to dig into the details for any individual…

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Finding Wide Moat Stocks: A Qualitative and Quantitative Guide

September 12, 2024

…effects: The value of a product or service increases as more people use it, creating a barrier to entry for competitors. Cost advantages: Companies with lower production or distribution costs…

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The Case for a Roaring 2020s | Ed Yardeni

September 12, 2024

…that make a good economic forecaster The potential impact of AI on the economy His views on the upcoming election and its market implications The long-term underperformance of value vs…

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Validea Value Spread Update - September 2024

September 11, 2024

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

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Five High Momentum Top Peter Lynch Stocks

September 10, 2024

…of Validea’s Lynch-inspired strategy is the PEG ratio, which Lynch popularized as a way to value growth stocks. The PEG ratio divides a stock’s price-to-earnings (P/E) ratio by its earnings…

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Top Benjamin Graham Stocks - September 2024

September 9, 2024

Validea’s Ben Graham strategy is based on the value investing approach pioneered by Benjamin Graham, often called the “Father of Value Investing”. This strategy aims to identify undervalued stocks by…

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Riding the Wave: Understanding Momentum Investing

September 6, 2024

…also plays well with other investment factors, particularly value. Like mixing different surf breaks, combining momentum with value can offer a smoother ride. The excess returns of momentum and value…

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Five Fundamentally Sound Low Beta Stocks for Volatile Markets

September 6, 2024

…Exxon Mobil, with a beta of .88, warrants inclusion due to its exceptional 100% score on Validea’s Growth/Value Investor model, based on James O’Shaughnessy’s strategy. XOM combines the stability of…

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Recent Original Research
September 16, 2025
Ten Top Dividend Growth Stocks – September 2025
Dividend growth stocks form a cornerstone of long-term wealth building, offering investors a dual benefit: dependable income streams and capital appreciation potential. These investments target companies that demonstrate commitment to shareholders by regularly increasing their dividend payments...
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
September 8, 2025
Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
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