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Search Results for: value

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

July 31, 2024

…EPS increases over 5 years GIII – G-III Apparel Group G-III Apparel Group is scoring highly on several value-oriented models: Value Composite (James O’Shaughnessy) Model: 100% Score G-III earns top…

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

July 29, 2024

…enhance momentum strategies, such as focusing on consistency and combining it with other factors like value and low volatility. Throughout the episode, we play clips from our interviews with experts…

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Value Investing, the Mag 7 and Making Sense of a Changing Market with Tobias Carlisle

July 25, 2024

In this episode of Excess Returns, we take a deep dive into value investing with our good friend Tobias Carlisle. We discuss the recent outperformance of small cap and value…

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NASDAQ 100 Leaders: Finding Value Amid the Tech Rally

July 23, 2024

…Despite Lofty Valuations, Value Still Exists With the index trading at historically high multiples, many investors are understandably concerned about valuations. However, Validea’s guru-based stock screening models are still uncovering…

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

July 14, 2024

…and improving earnings trends. Growth/Value Blend: James O’Shaughnessy’s strategy, which combines growth and value factors, awards Microsoft an 80% score. Low Volatility: The Multi-Factor model inspired by Pim van Vliet…

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Validea's Top 10 Warren Buffett Stocks - July 2024

July 11, 2024

…expected returns – should be at least 12%, preferably 15% or higher The model aims to replicate Buffett’s patient, value-oriented approach of buying great businesses at good prices and holding…

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Validea Trend Following: July 2024 Update

July 10, 2024

…currently in uptrends according to our system. Across the value and growth spectrum, all investment styles also remain in uptrends For more information about our trend following system or to…

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Understanding Shareholder Yield: Beyond Dividend Yield

July 10, 2024

…furniture and accessories, operating primarily in the Southern and Midwestern United States. Why it scores highly: Strong value characteristics (100% score on Value Composite Investor model) Attractive valuation relative to…

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Five Fundamentally Sound Dividend Aristocrats For 2024

July 9, 2024

…to returning value to shareholders. As of 2024, there are 67 companies that have achieved this prestigious status. Why Dividend Aristocrats Can Be Good Investments Dividend aristocrats are often considered…

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July 2024 Value Spread Update: Value Remains Cheap, But Not Historically So

July 8, 2024

Here is the latest value spread update for July 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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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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