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Tag: Investor Expectations

The Essential Role of Expectations in Investing
3 years ago
The Essential Role of Expectations in Investing

By Jack Forehand, CFA, CFP® (@practicalquant) — To make money in the markets, one needs to be an independent thinker who bets against the consensus and is right. – Ray Dalio I am a…

Investors Should Look Harder At Expectations
4 years ago
Investors Should Look Harder At Expectations

An opinion piece in the Financial Times argues that investors should incorporate expectations into their investing decisions more rigorously. Studies have shown that price and value can converge quickly even…

Zweig: When High Returns Are Not Enough
4 years ago
Zweig: When High Returns Are Not Enough

A recent survey of individual U.S. investors indicates that they may be overly optimistic about returns in the coming year. This according to a Wall Street Journal article by columnist…

The Importance of Expectations in Investing (Ep. 63)
5 years ago
The Importance of Expectations in Investing (Ep. 63)

There is a common misconception that a good company is always a good investment. But that sometimes isn’t the case. The reason for that comes down to the role that…

The Role of Expectations in Investing
5 years ago
The Role of Expectations in Investing

By Jack Forehand, CFA (@practicalquant) I am not one to go out to fancy restaurants very often. Most of the time, I tend to prefer cooking at home to eating…

8 years ago
Wording in Press Affects Investor Expectations

A recent issue of the Journal of Economic Behavior & Organization offers insights as to how wording in the financial press affects investor expectations. Researchers conducted a study asking participants…

Recent Original Research
August 8, 2025
Ten Growth Stocks That Meet the Tests for...
Growth stocks can be challenging for investors since many of them never realize their potential. Back in 2005, Professor Partha Mohanram created the G-Score framework—a systematic way to assess growth companies that works alongside Joseph Piotroski's F-Score...
August 5, 2025
Ten Top High Shareholder Yield Stocks – August...
Shareholder yield provides investors with a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly through dividend payments from earnings. They can repurchase...
August 4, 2025
Ten Top Dividend Aristocrats – August 2025
The Dividend Aristocrats are a select group of fewer than 70 S&P 500 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industries. This remarkable track record of dividend increases...
August 2, 2025
Ten Top Warren Buffett Stocks – August 2025
Warren Buffett's approach to investing rests on a core belief developed through years of experience: purchasing outstanding companies at reasonable prices beats buying mediocre firms at bargain rates. He looks for businesses with lasting competitive strengths—what he...
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