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Tag: AAII

Before Robinhood, AAII’s Cloonan Championed The Small Investor
4 years ago
Before Robinhood, AAII’s Cloonan Championed The Small Investor

Long before Robinhood, James Cloonan founded the American Association of Institutional Investors to help the small investor take on—and beat—the Wall Street establishment, details a profile in Investor’s Business Daily.…

6 years ago
A List of Value Screens from Industry Legends

In an article from 2014, AAII Journal offers a list of five stock selection rules for value stocks which it derived from some of Wall Street’s most celebrated and successful…

6 years ago
Survey: How the Financial Crisis Changed Investor Behavior

The AAII Journal recently reported on a survey it conducted to evaluate what lasting impact the 2007-2009 financial crisis has had on its members’ investing decisions. Here are highlights of…

8 years ago
It's Time To Get Into The Rebalancing Act

By John P. Reese — If it ain’t broke, don’t fix it can be a useful mantra in many walks of life, but investors should be wary when applying this idea…

Recent Original Research
July 29, 2025
Ten Top Momentum Stocks – July 2025
Momentum investing leverages the market phenomenon where outperforming stocks tend to maintain their strong performance by focusing on securities that consistently exceed both peer companies and market benchmarks. This disciplined approach goes beyond merely following price increases,...
July 28, 2025
Powering the Future: 5 Utility & Energy Stocks...
The energy sector is at a pivotal moment. With the Trump administration signaling strong support for the energy sector, rolling back regulations to encourage domestic production, and championing U.S. leadership in the AI revolution, the backdrop for...
July 26, 2025
Ten Top Wide Moat Stocks – July 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats can represent opportunities for long-term investment success. These businesses possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational efficiencies, or unique...
July 25, 2025
Ten Top Peter Lynch GARP Stocks
Validea's investment methodology draws from Peter Lynch's successful track record managing Fidelity's Magelion Fund, implementing a Growth at a Reasonable Price (GARP) strategy that identifies expanding businesses with rational valuations. The framework emphasizes the PEG ratio, which...
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