…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…
Search Results for: value
Validea Value Spread Update - September 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…
Five High Momentum Top Peter Lynch Stocks
…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…
Top Benjamin Graham Stocks - September 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…
Riding the Wave: Understanding Momentum Investing
…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…
Five Fundamentally Sound Low Beta Stocks for Volatile Markets
…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…
Three Dividend Aristocrats That Warren Buffett Might Like
…has reduced its outstanding shares, indicating a focus on shareholder value. The model projects a potential 18.5% average annual return for GWW over the next decade, based on current fundamentals….
Ten Energy Stocks Passing the Models of Great Investors
…the energy market and continue to reward shareholders through dividends and buybacks. Companies with integrated operations, robust capital allocation strategies, and a commitment to enhancing shareholder value stand out as…
Five David Einhorn Holdings That Pass the Fundamental Tests of Great Investors
…Inc (HPQ) HP Inc, a global provider of personal computing and printing products, scores well on several value and multi-factor models. The Growth/Value Investor model, based on James O’Shaughnessy’s research,…
Validea's Top Ten Warren Buffett Stocks - September 2024
…to emulate Buffett’s long-term, value-based approach to investing. Below are the key criteria and principles that define this strategy: Key Criteria Earnings Predictability and Stability: Companies should have a consistent…