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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
July 8, 2025
Ten High G Score Growth Stocks
The investment landscape is in constant flux, requiring sophisticated tools to identify genuine growth opportunities. In 2005, Professor Partha Mohanram developed the G-Score methodology as a structured approach to evaluating growth companies, designed to complement Joseph Piotroski's...
July 7, 2025
Riding the Earnings Wave: 10 Stocks Backed by...
In investing, it's often not just the news that matters -- it’s how investors react to it. One of the most underappreciated signals in the market is when analysts raise their earnings forecasts. Research shows that the...
July 6, 2025
Ten Top High Shareholder Yield Stocks – July...
Shareholder yield offers investors a complete picture of how companies create value for their shareholders relative to market capitalization through three key mechanisms. Companies can return cash directly via dividends paid from profits. They can buy back...
July 3, 2025
Ten Top Dividend Aristocrats
The Dividend Aristocrats represent an elite group of S&P 500 companies that have raised their dividend payments for 25 straight years or more. This exclusive club includes under 70 companies spanning multiple economic sectors. Such sustained dividend...
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