…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…
Search Results for: value
Validea's Top 10 Warren Buffett Stocks - July 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…
Validea Trend Following: July 2024 Update
…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…
Understanding Shareholder Yield: Beyond Dividend Yield
…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…
Five Fundamentally Sound Dividend Aristocrats For 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…
July 2024 Value Spread Update: Value Remains Cheap, But Not Historically So
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…
Show Us Your Portfolio: Eric Crittenden
…his views on homeownership, wealth transfer to children, and the value of focusing on health and sleep. 🖥️ Watch on YouTube 🎧 Listen on Apple Podcasts 👂 Listen on Spotify…
Could Lululemon Be Buffett's Next Buy
…years, potentially creating value for long-term shareholders. Evaluating Lululemon’s Potential Returns Validea’s Buffett model employs two methods to estimate future returns: 1. Return on Equity (ROE) Method This approach projects…
ETF Factor Profile: QVAL
…value factors). From a value metric standpoint, its holdings indicate that it focuses on value metrics other than the Price/Book. What is unique about QVAL relative to other value ETFs…
Quantifying Warren Buffett
…a disciplined, patient, value-based approach to investing. Since taking over Berkshire in the 1960s, Buffett has delivered compounded annual returns of over 20% for shareholders, far outpacing the broader market….