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Top Dividend Aristocrats - June 2025 – Validea's Guru Investor Blog
Dividend Aristocrats are S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. Currently, fewer than 70 companies meet this criteria across various sectors of the economy. This extended period of dividend growth reflects consistent earnings performance over time. These companies have maintained dividend increases through different economic cycles, indicating their ability to generate steady cash flows and manage capital effectively. While some stocks offer higher current dividend yields, Dividend… Read More
The Power of Dividend Growth Stocks: How Growing Payouts Can Drive Long-Term Wealth – Validea's Guru Investor Blog
Dividend growth investing focuses on companies that consistently increase their dividend payouts, offering investors a growing income stream and potential for capital appreciation. This strategy can be particularly effective in combating inflation and building long-term wealth. What Are Dividend Growth Stocks? Dividend growth stocks are companies that not only pay dividends but also have a track record of increasing those dividends regularly. These companies often exhibit strong financial health, reliable cash flows, and disciplined capital… Read More
Top Warren Buffett Stocks - June 2025 – Validea's Guru Investor Blog
Warren Buffett has built his investment approach around one core idea developed through decades of market success: purchasing outstanding companies at reasonable prices beats buying mediocre companies at bargain prices. His strategy focuses on finding businesses with strong competitive positioning—what he terms “economic moats”—that can maintain superior profitability over many years. Instead of following market trends or chasing speculative investments, Buffett targets companies with reliable management teams, steady earnings, and predictable cash generation that are… Read More
Build a Resilient Investment Strategy With The All Weather Portfolio – Validea's Guru Investor Blog
Investors looking for a diversified portfolio that performs well in all market conditions have long been drawn to the All Weather Portfolio, a strategy pioneered by Ray Dalio of Bridgewater Associates. Designed to withstand both inflationary and deflationary environments, the All Weather approach seeks to minimize volatility while aiming for consistent long-term returns. At Validea, we’ve built our version of the All Weather Portfolio based on the core principles of asset class diversification that underpin… Read More
Semiconductor ETFs Are Breaking Out - Here's What the Data Tells Us – Validea's Guru Investor Blog
The semiconductor sector is once again lighting up with momentum – and this time, it’s not just about Nvidia. According to Validea’s latest ETF Breakout Alert (as of May 30, 2025), three semiconductor-focused ETFs have emerged as standouts in terms of recent price strength, relative performance, and trend signals: All three have posted 15%-18% gains in the past month, dramatically outperforming the 5.2% average monthly return for their respective Large-Cap ETF categories. Each is now… Read More
Buffett Would Love These Chip Stocks Too: Why Nvidia Isn't the Only Semiconductor Star – Validea's Guru Investor Blog
This week, Nvidia once again lit up the investing world with blowout earnings, a reminder of just how powerful the AI-driven demand for compute has become. But while Nvidia (NVDA) commands the headlines, it’s far from the only semiconductor stock positioned to benefit from this generational shift. As Peter Lynch once said, “If you can’t explain to an 11-year-old in two minutes or less why you own the stock, you shouldn’t own it.” His message… Read More
Ten Fundamentally Sound Low Volatility Stocks – Validea's Guru Investor Blog
Low volatility investing focuses on companies whose stock prices tend to move less than the overall market. While traditional finance theory suggests that higher returns come with higher risk, decades of research have shown that low-volatility stocks have often delivered better risk-adjusted returns than their more volatile counterparts. These stocks appeal to investors looking for more stable performance and less dramatic losses during market downturns. To capture this effect, we screened our database for stocks… Read More
Beyond the Magnificent Seven: A Fundamental Look at Today’s Best S&P 500 Stocks – Validea's Guru Investor Blog
The S&P 500 is home to America’s corporate giants – companies with massive scale, global reach, and market-moving influence. But while every S&P 500 member is large-cap by definition, they are not all created equal when it comes to fundamental strength. At Validea, we score every S&P 500 stock using a multi-model system rooted in the principles of legendary investors like Warren Buffett and Peter Lynch. This composite approach looks across profitability, valuation, growth, quality,… Read More
The Power of Moats: Finding Durable Competitive Advantages in the Stock Market – Validea's Guru Investor Blog
One of the most enduring ideas in long-term investing is the concept of the economic moat – a sustainable competitive advantage that protects a company from competitors, much like a moat protects a castle from invaders. Coined by Warren Buffett, the idea has become a cornerstone of high-quality investing: find companies that can defend their profitability over time, and you improve your odds of compounding wealth. But how can investors identify these wide moat companies?… Read More
Ten Top Small-Cap Value Stocks – Validea's Guru Investor Blog
Value investing has demonstrated remarkable long-term success because it exploits fundamental market inefficiencies—periods when emotional selling, neglect, or temporary business challenges cause quality companies to trade below their intrinsic worth. This approach works because markets consistently overreact to short-term news while undervaluing companies with solid fundamentals, creating opportunities for patient investors who can look beyond current sentiment. Small-cap value stocks offer particularly compelling advantages within this framework. Smaller companies receive less analyst coverage and institutional… Read More
Ten Fundamentally Sound High Quality Stocks – Validea's Guru Investor Blog
In volatile markets, high-quality stocks function as stabilizing forces, providing durability when economic turbulence reveals the vulnerabilities of less solid enterprises. These outstanding businesses demonstrate consistent earnings expansion, preserve strong financial foundations, and hold lasting competitive moats that enable them to maintain superior capital efficiency throughout difficult market cycles. Investors who emphasize financial stability and operational excellence can construct portfolios designed to weather market storms while steadily building wealth through compounding returns. Validea’s quality-oriented investment… Read More
Ten Top Wide Moat Stocks – Validea's Guru Investor Blog
In today’s rapidly evolving and intensely competitive business landscape, organizations that maintain substantial economic moats emerge as outstanding opportunities for sustained investment growth. These enterprises hold durable competitive strengths—such as powerful network effects, significant customer switching barriers, operational cost advantages, or proprietary intellectual assets—that protect their market position and profit margins from erosion. Due to these structural advantages, companies with robust moats typically generate superior returns on invested capital across extended timeframes, allowing them to… Read More
Dividend Kings: The Case for Investing in Income & Resilience – Validea's Guru Investor Blog
Dividend investing has long been favored by those seeking steady income, especially in uncertain markets. At the top of the dividend investing hierarchy are the Dividend Kings — elite companies that have increased their dividends for 50 consecutive years or more. These firms, all part of the S&P 500, have proven their ability to weather economic storms, navigate recessions, and still reward shareholders with rising payouts year after year. Validea defines Dividend Kings as companies… Read More
Ten Top High Momentum Stocks – Validea's Guru Investor Blog
Momentum investing is a strategy that capitalizes on the tendency of winning stocks to continue winning by identifying securities with strong relative price performance that consistently outpace their peers and broader market indices. Rather than simply chasing rising prices, this approach systematically targets stocks demonstrating sustained upward momentum backed by solid fundamentals and improving business metrics. The strategy exploits several key market inefficiencies that create persistent price trends. Earnings surprises often trigger sustained price movements… Read More
Ten Top Wide Moat Stocks – Validea's Guru Investor Blog
In today’s rapidly evolving and intensely competitive business landscape, organizations that maintain substantial economic moats emerge as outstanding opportunities for sustained investment growth. These enterprises hold durable competitive strengths—such as powerful network effects, significant customer switching barriers, operational cost advantages, or proprietary intellectual assets—that protect their market position and profit margins from erosion. Due to these structural advantages, companies with robust moats typically generate superior returns on invested capital across extended timeframes, allowing them to… Read More
Ten Top Peter Lynch Stocks – Validea's Guru Investor Blog
Validea’s investment approach is based on Peter Lynch’s strategies from his days managing Fidelity’s Magellan Fund. The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. A key metric is the PEG ratio (Price-to-Earnings relative to Growth), with values below 1.0 potentially indicating undervalued growth opportunities. The strategy looks for companies with consistent 20-30% annual earnings growth while being skeptical of extremely high growth forecasts that may not last.… Read More
High Earnings Yield Stocks: What They Are and Why They Matter – Validea's Guru Investor Blog
When evaluating stocks, many investors are familiar with the price-to-earnings (P/E) ratio – a classic valuation metric. But flip that ratio and you get the sometimes overlooked metric: earnings yield. In this article, we’ll break down what earnings yield is, why it can be more useful than the P/E ratio in certain contexts, and how you can use it to find potentially undervalued stocks, whether it be using the tools on Validea or other research… Read More
Why Warren Buffett and Berkshire May Be Diving Into Pool Corp (POOL) – Validea's Guru Investor Blog
In Q3 2024, Berkshire Hathaway initiated a position in Pool Corporation (POOL), and in its most recent 13F filing, Buffett’s firm disclosed a 140%+ increase in that stake. While it’s still a relatively small position in Berkshire’s portfolio (about $460 million as of now), the investment gives POOL a meaningful endorsement from one of the world’s most successful long-term investors. A Business Buffett Can Understand POOL fits one of Buffett’s most time-tested filters: a simple,… Read More
Ten Top Benjamin Graham Stocks – Validea's Guru Investor Blog
Benjamin Graham, widely recognized as value investing’s founding father, established a methodical framework for identifying undervalued stocks that continues to guide investors decades later, most notably his famous student Warren Buffett. Graham’s approach centers on discovering financially stable, established companies trading below their true worth, avoiding speculative ventures with uncertain futures. Investment Philosophy Graham advocated for investing in businesses with proven performance histories rather than companies built primarily on future promises. This conservative strategy emphasizes… Read More
Ten Top Twin Momentum Stocks – Validea's Guru Investor Blog
Twin Momentum combines technical analysis with fundamental quality assessment to create a powerful framework for identifying premium investment opportunities. This methodology only selects companies that excel in both price momentum and business fundamentals, specifically targeting those in the top 20% across both categories. The fundamental momentum evaluation analyzes companies through seven critical financial metrics: Pioneered by finance researcher Dashan Huang in his seminal “Twin Momentum” study, this approach represents a significant evolution in quantitative investing… Read More
Ten Top Technology Dividend Aristocrats – Validea's Guru Investor Blog
Technology dividend aristocrats are established tech companies that have consistently increased their dividend payments for at least 7 consecutive years, compared to the traditional 25-year requirement for S&P 500 dividend aristocrats. This modified timeframe acknowledges the technology sector’s historical emphasis on directing profits toward research, development, and growth initiatives rather than shareholder dividends. These tech dividend aristocrats demonstrate exceptional financial discipline, having successfully balanced consistent shareholder returns with maintaining their competitive edge in today’s rapidly… Read More
Two Decades of Quant: What Validea’s Guru Models Reveal About Market Cycles and Strategy Resilience – Validea's Guru Investor Blog
Since 2003, Validea has tracked model portfolios inspired by legendary investors like Peter Lynch, Benjamin Graham, and Warren Buffett. These portfolios offer a rare and consistent lens through which to view the ups and downs of markets over the last two decades. In this retrospective, we examine how these strategies performed across major market events and what they teach us about resilience, timing, and the long arc of investing success. The below above summarizes the… Read More
Visa vs. Mastercard: A High-Quality Showdown Backed by Buffett and the Numbers – Validea's Guru Investor Blog
When two of the world’s most dominant payment networks are also two of Warren Buffett’s top holdings — Visa Inc. (NYSE: V) and Mastercard Inc. (NYSE: MA) — investors take notice. As of May 2025, Buffett’s Berkshire Hathaway holds roughly $3 billion of Visa and $2.3 billion of Mastercard, signaling strong conviction in both. But if you had to choose just one, which comes out ahead? Using Validea’s guru models and fundamental factor data, we… Read More
Ten High Fundamental Momentum Stocks – Validea's Guru Investor Blog
When examining what truly drives long-term investment success, the steady progression of a company’s operational excellence—its “fundamental momentum”—deserves particular attention. This concept encourages investors to look beyond simple stock price fluctuations and instead track meaningful business improvements through essential performance metrics like operating margins, return on invested capital, and return on equity. The groundbreaking Twin Momentum research conducted by Dashan Huang and colleagues demonstrated that businesses showing consistent improvement in their fundamental metrics tend to… Read More
Ten Fundamentally Sound High Free Cash Flow Yield Stocks – Validea's Guru Investor Blog
Strong free cash flow yield stands out as a key metric for identifying financially healthy companies in today’s volatile market. This indicator highlights firms that effectively generate cash from operations compared to their market value. Companies with excellent cash generation enjoy financial independence, allowing them to grow, strengthen finances, and reward shareholders without depending on external funding. This self-sufficiency becomes particularly valuable when borrowing becomes difficult. These investments also offer defensive benefits during market turbulence.… Read More
Top Multi-Factor Stocks: High Scores Across What Matters Most – Validea's Guru Investor Blog
Investing is hard. Every stock has a story, and each investor has their own framework for deciding what matters most-whether it’s valuation, momentum, quality, or risk. At Validea, we aim to simplify this complexity by combining the most powerful investing factors into one cohesive framework. The result? Our list of Top Multi-Factor Stocks-names that stand out not because of just one strength, but because they score highly across the board. What Is a Multi-Factor Stock?… Read More
Ten Top NASDAQ 100 Stocks – Validea's Guru Investor Blog
The NASDAQ 100 has experienced a remarkable decade-long run, delivering impressive returns for investors across this extended period. However, beneath the surface of this broad index performance lies a more nuanced reality: individual companies continue to offer fundamental value despite the index’s overall appreciation. While market commentators sometimes characterize entire indices as overpriced after such extended growth periods, this oversimplified view fails to acknowledge that individual constituents within the NASDAQ 100 continue to present compelling… Read More
When Gurus and Insiders Align: 11 Stocks That Pass Validea's Models and Have High Insider Ownership – Validea's Guru Investor Blog
When it comes to long-term stock investing, two time-tested ideas often stand out: follow the fundamentals and follow the insiders. At Validea, we can bring these concepts together by identifying stocks that not only score highly according to our guru-based fundamental models but also identify high levels of insider ownership — a powerful combination that can increase investor confidence. 1. Fundamental Strength Through Proven StrategiesValidea’s Guru Stock Screener is built on the strategies of legendary… Read More
Ten Top Technology Stocks – Validea's Guru Investor Blog
Technology stocks have enjoyed an impressive run over the past decade and are often viewed as expensive as a group. However, Validea’s comprehensive analytical framework helps identify pockets of value within this sector. By evaluating stocks through 22 distinct investment strategies pioneered by legendary investors like Warren Buffett, Peter Lynch, and Martin Zweig, Validea’s system uncovers technology companies that combine strong fundamentals with reasonable valuations. This methodical approach reveals technology businesses that possess the qualities… Read More
Ten Top Joel Greenblatt Magic Formula Stocks – Validea's Guru Investor Blog
The Magic Formula, outlined in “The Little Book That Beats the Market,” distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield, which evaluates whether a stock is attractively priced relative to its earnings power. What makes this strategy particularly effective is its ranking mechanism that systematically identifies businesses demonstrating both exceptional operational performance and reasonable valuation. By focusing on… Read More
Ten Top S&P 500 Stocks – Validea's Guru Investor Blog
The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond the most popular names. Validea’s comprehensive screening system, which integrates 22 different investment methodologies, has identified ten S&P 500 companies with strong fundamental characteristics that appear particularly attractive at current valuations. This analytical framework incorporates time-tested principles from… Read More
Ten Fundamentally Sound High Insider Ownership Stocks – Validea's Guru Investor Blog
When leadership maintains significant ownership in their company, they create a meaningful alignment with investors. This alignment of interests naturally motivates executives and board members to focus on building long-term shareholder value rather than chasing quarterly targets. Executives with substantial stakes experience the same market realities as other shareholders, typically leading to more prudent financial management and forward-thinking strategy. Their personal wealth directly reflects the company’s performance trajectory. When insiders purchase additional shares beyond their… Read More
Ten Top High Shareholder Yield Stocks – Validea's Guru Investor Blog
Shareholder yield offers investors a complete picture of how companies return value relative to their market capitalization through three key mechanisms. First, dividend distributions provide direct cash payments from profits to shareholders. Second, stock buyback programs enhance remaining share values by reducing the number of outstanding shares. Third, debt reduction strengthens financial foundations and expands future earning potential. This multifaceted metric has grown increasingly relevant as investors seek more thorough performance indicators beyond traditional dividend-focused… Read More
Ten High G Score Growth Stocks - May 2025 – Validea's Guru Investor Blog
In the ever-changing landscape of financial markets, sophisticated investors seek reliable methodologies to identify genuine growth opportunities. The G-Score framework, pioneered by Professor Partha Mohanram in 2005, offers a disciplined analytical approach for evaluating growth-oriented companies, functioning as a strategic counterpart to Joseph Piotroski’s F-Score system for value investments. At its foundation, the G-Score examines eight critical financial indicators specifically designed for growth companies. This methodology measures how effectively organizations invest in future expansion through… Read More
Ten Top High Shareholder Yield Stocks – Validea's Guru Investor Blog
Shareholder yield offers investors a complete picture of how companies return value relative to their market capitalization through three key mechanisms. First, dividend distributions provide direct cash payments from profits to shareholders. Second, stock buyback programs enhance remaining share values by reducing the number of outstanding shares. Third, debt reduction strengthens financial foundations and expands future earning potential. This multifaceted metric has grown increasingly relevant as investors seek more thorough performance indicators beyond traditional dividend-focused… Read More
Ten Top Dividend Aristocrats - May 2025 – Validea's Guru Investor Blog
Dividend Aristocrats are S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. This group currently includes fewer than 70 companies from various economic sectors. This long-term dividend growth pattern indicates consistent financial performance. These companies have maintained and increased shareholder payments across different market cycles, demonstrating reliable profit generation and effective cash flow management. While other stocks may offer higher dividend yields, Dividend Aristocrats provide steady income growth that… Read More
Ten Top Warren Buffett Stocks - May 2025 – Validea's Guru Investor Blog
Warren Buffett’s investment philosophy, cultivated over decades of exceptional market performance, centers on a simple yet powerful principle: “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” This approach emphasizes acquiring businesses with durable competitive advantages—what Buffett famously calls “economic moats”—that can sustain superior returns for extended periods. Rather than chasing short-term market trends or speculative opportunities, Buffett seeks companies with proven management, consistent… Read More
Ten Top Peter Lynch Stocks – Validea's Guru Investor Blog
Validea’s systematic investment framework draws inspiration from Peter Lynch, the legendary manager who propelled Fidelity’s Magellan Fund to extraordinary heights. This methodical approach embodies the Growth At a Reasonable Price (GARP) philosophy, identifying companies with robust growth trajectories that remain attractively valued. Central to this strategy is the PEG ratio calculation, which evaluates a company’s price-to-earnings ratio relative to its earnings growth rate. Securities displaying PEG ratios under 1.0 may represent growth opportunities that the… Read More
Ten Top Benjamin Graham Stocks | April 2025 – Validea's Guru Investor Blog
Benjamin Graham, widely recognized as value investing’s founding father, established a methodical framework for identifying undervalued stocks that continues to guide investors decades later, most notably his famous student Warren Buffett. Graham’s approach centers on discovering financially stable, established companies trading below their true worth, avoiding speculative ventures with uncertain futures. Investment Philosophy Graham advocated for investing in businesses with proven performance histories rather than companies built primarily on future promises. This conservative strategy emphasizes… Read More
Ten Top "Twin Momentum" Stocks – Validea's Guru Investor Blog
Blending technical strength with fundamental quality, Twin Momentum creates a robust framework for identifying exceptional investment opportunities. This dual-lens methodology targets only those companies exhibiting superior performance in both price action and business fundamentals – specifically, those ranking in the top quintile across both dimensions. The fundamental momentum component evaluates companies through seven key financial indicators: Developed by financial scholar Dashan Huang and explored in his groundbreaking “Twin Momentum” research, this methodology represents a significant… Read More