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Ten Top Dividend Aristocrats - April 2025 – Validea's Guru Investor Blog
The Dividend Aristocrats comprise a select group of S&P 500 companies defined by their consistent dividend growth record. To qualify, companies must have increased their dividend payments annually for at least 25 consecutive years. Currently, fewer than 70 companies meet these criteria, representing various sectors across the economy. This consistent dividend growth demonstrates these companies’ financial stability. By maintaining and increasing shareholder payments through different economic environments, these businesses have shown their ability to generate… Read More
Ten Top Warren Buffett Stocks - April 2025 – Validea's Guru Investor Blog
The Validea Warren Buffett investment approach, based on principles outlined in Mary Buffett’s “Buffettology,” represents a disciplined methodology focused on identifying exceptional businesses with sustainable competitive advantages. This strategy prioritizes companies demonstrating consistent operational excellence and financial stability over extended periods. At its core, the model seeks businesses with uninterrupted earnings growth across a full decade, avoiding companies with any negative earnings years during this timeframe. Quality is further assessed through stringent return metrics, requiring… Read More
Ten Fundamentally Sound Wide Moat Stocks – Validea's Guru Investor Blog
In today’s fast-moving, highly competitive market environment, companies with wide economic moats stand out as exceptional long-term investments. These businesses possess enduring competitive advantages—like strong network effects, high switching costs, cost efficiencies, or valuable intellectual property—that help safeguard their market share and profitability. Thanks to these advantages, wide moat companies often deliver above-average returns on capital over long periods, enabling them to reinvest profits at attractive rates and compound shareholder value, even during challenging economic… Read More
Most Great Traders Failed First: These Key Rules Saved Them | Practical Lessons from Jack Schwager – Validea's Guru Investor Blog
In this episode, Matt and Jack dive into the timeless wisdom of Jack Schwager, renowned author of the Market Wizards series. Drawing from two insightful interviews with Schwager, they explore key lessons from some of the greatest traders he’s interviewed, like Paul Tudor Jones and Steve Cohen, and unpack how these principles apply not only to trading but also to long-term investing and life. From risk management to overcoming failure, this episode blends Schwager’s expertise… Read More
Ten Top High Momentum Stocks – Validea's Guru Investor Blog
Momentum investing captures sustained price trends by focusing on stocks with strong relative strength that consistently outperform. This strategy leverages market inefficiencies created by earnings surprises, institutional buying, and the gradual spread of positive information. Validea’s models enhance traditional momentum indicators with quantitative criteria from successful investors, screening for both price momentum and improving fundamentals like earnings growth and margin expansion. This systematic approach identifies companies with sustainable momentum rather than temporary price spikes, helping… Read More
We’re Headed to Recession Island | Will the Trump and Powell Puts Save Us? | Andy Constan – Validea's Guru Investor Blog
In this episode, we dive into the current economic landscape and its implications for investors with Andy Constan, founder of Damped Spring Advisors. Andy shares his expert analysis on the U.S. economy’s trajectory, the impact of policy shifts under the new administration, and the tools investors should consider—or avoid—in today’s volatile markets. From navigating the “slowdown sea” to unpacking the effects of tariffs and national debt, this conversation offers a deep dive into the forces… Read More
Ten Top High Quality Stocks – Validea's Guru Investor Blog
Quality stocks serve as anchors in turbulent markets, offering resilience when economic uncertainty exposes weaker companies. These exceptional businesses consistently deliver earnings growth, maintain robust balance sheets, and possess enduring competitive advantages that sustain high capital returns during challenging periods. Investors who prioritize financial strength and operational excellence can build portfolios that both withstand market volatility and steadily compound wealth over time. Validea’s quality-focused models draw from investment legends like Warren Buffett, who emphasized economic… Read More
Strategy of the Week: The Peter Lynch P/E/Growth Investor Model – Validea's Guru Investor Blog
Validea’s Strategy of the Week series highlights time-tested investment strategies based on the insights of legendary investors. This week, we turn our focus to a Wall Street icon whose common-sense philosophy and astonishing long-term track record continue to resonate with investors of all levels—Peter Lynch. The Legend Behind the Strategy Peter Lynch may be the most successful mutual fund manager of all time. During his tenure at the helm of Fidelity’s Magellan Fund from 1977… Read More
75% of Investors Will Disagree with These Ideas: Evidence Says They are True – Validea's Guru Investor Blog
In this episode, we dive into the most controversial takes from our podcast guests. Inspired by a brilliant question from Meb Faber (thanks, Meb!), we’ve compiled insights from top financial minds to explore beliefs that challenge conventional wisdom. From debunking dividend hype to reimagining the role of options and AI in investing, this episode is packed with thought-provoking perspectives. Main Topics Covered: – Meb Faber challenges the obsession with dividends – Mike Green introduces Goodhart’s… Read More
Ten Cheap Value Stocks Approved by Investing Legends – Validea's Guru Investor Blog
Value stocks—those trading at lower price-to-earnings, price-to-book, or other valuation metrics compared to the broader market—have historically outperformed growth stocks over extended periods. Despite recent underperformance, the long-term data supporting value investing remains compelling. Validea’s guru-based models offer a systematic approach to finding these undervalued opportunities by applying proven strategies from legendary investors like Benjamin Graham, Warren Buffett, and Peter Lynch. These models evaluate companies across multiple dimensions including financial strength, earnings stability, and competitive… Read More
Ten Top Joel Greenblatt Magic Formula Stocks – Validea's Guru Investor Blog
The Magic Formula, presented in “The Little Book That Beats the Market,” simplifies stock selection through a two-factor analysis. This method evaluates Return on Capital—measuring a company’s efficiency in generating profits from its assets—and Earnings Yield, which assesses whether a stock is reasonably priced relative to its earnings potential. What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. By prioritizing these dual criteria, investors… Read More
Ten Top Peter Lynch Growth at a Reasonable Price Stocks – Validea's Guru Investor Blog
Peter Lynch, renowned for his management of Fidelity’s Magellan Fund, inspired a systematic investment model developed by Validea. This framework embodies the Growth At a Reasonable Price (GARP) philosophy, seeking companies with strong growth potential that remain affordably valued. The PEG ratio serves as the strategy’s foundation, comparing a company’s price-to-earnings ratio against its earnings growth rate. Stocks with PEG ratios below 1.0 potentially represent undervalued growth opportunities. Consistent earnings progression is highly valued in… Read More
Strategy of the Week: Martin Zweig Growth Investor Model – Validea's Guru Investor Blog
Validea’s Strategy of the Week highlights one of our guru-based models, offering an inside look at its fundamental criteria, why they matter, and the top stocks currently favored by the strategy. This feature blends timeless investing wisdom with actionable ideas, helping you better understand and apply these proven approaches in your own investment process. This Week’s Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model, a strategy… Read More
Ten Top Benjamin Graham Stocks – Validea's Guru Investor Blog
Benjamin Graham, often called the “father of value investing,” developed a systematic approach to finding undervalued stocks that has influenced investors for generations, including Warren Buffett. Graham’s strategy focuses on identifying established, financially sound companies trading below their intrinsic value, rather than speculative growth ventures. Core Philosophy Graham believed in investing in proven businesses with demonstrable track records rather than speculative or unproven companies. This approach prioritizes capital preservation and seeks a “margin of safety”… Read More
The Great Moderation is Over: Here is What Comes Next | Practical Lessons from Liz Ann Sonders – Validea's Guru Investor Blog
In this episode, we break down key lessons from our conversation with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, exploring timeless investment principles and market dynamics that remain relevant regardless of current market conditions. From the end of the “Great Moderation” era to practical insights about market timing and portfolio management, Liz Ann’s wisdom offers valuable perspective for investors of all levels. Main topics covered: • The transition from the “Great Moderation” era… Read More
Where Price Meets Fundamentals: Ten Top Stocks with "Twin Momentum" – Validea's Guru Investor Blog
The Twin Momentum strategy combines price momentum with improving fundamentals to deliver enhanced market returns. This approach integrates traditional price analysis with fundamental evaluation to create a powerful stock selection framework. By targeting only companies in the top 20% for both price and fundamental momentum, this method focuses on truly exceptional investment candidates. For measuring fundamental strength, Twin Momentum analyzes seven critical financial metrics: Pioneered by financial researcher Dashan Huang and documented in his “Twin… 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 recognizes that technology companies have historically directed profits toward research and growth initiatives rather than shareholder dividends. These tech dividend aristocrats represent companies that have successfully balanced shareholder returns with maintaining their competitive edge in the rapidly changing technology landscape. Investment… Read More
Ten High Fundamental Momentum Stocks – Validea's Guru Investor Blog
Fundamental momentum measures how a company’s operational and financial performance improves over time through metrics like return on equity, operating margins, and other key indicators. Unlike price momentum, which only tracks stock price movements, fundamental momentum examines the actual business performance trends. Research by Dashan Huang et al. on Twin Momentum revealed that companies with improving fundamentals typically outperform those that just have price momentum. This concept is significant for investors because it identifies companies… Read More
Ten High Free Cash Flow Yield Stocks – Validea's Guru Investor Blog
Companies with high free cash flow yields offer compelling investment potential by generating substantial cash relative to their market value. This cash generation efficiency highlights their operational strength and ability to convert revenue into actual cash after covering essential expenses. These cash-rich companies enjoy key strategic advantages. They can fund their own growth initiatives, pay down debt, or return value to shareholders through dividends and buybacks. This financial self-sufficiency reduces dependency on external financing—particularly valuable… Read More
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia – Validea's Guru Investor Blog
In this episode of Excess Returns, host Matt Zeigler is joined by Lindsey Bell, Chief Market Strategist of Clearnomics, and Shannon Saccocia, Chief Investment Officer of Wealth at Neuberger Berman. They dive deep into the current market volatility and economic uncertainties facing investors. From tariff concerns to shifting consumer behaviors, they provide valuable insights on navigating these challenging times while maintaining a long-term investment perspective. 🖥️ Watch on YouTube 🎧 Listen on Apple Podcasts 👂… Read More
Strategy of the Week: Ben Graham Value Investor Model – Validea's Guru Investor Blog
Validea’s “Strategy of the Week” series spotlights one of our guru-based models, offering a deeper understanding of the strategy’s core criteria, why they matter, and a look at how the model has performed over time. This feature combines educational insights with practical applications to help you better navigate these time-tested approaches. This Week’s Featured Strategy: The Benjamin Graham Value Investor Model This week, we turn to one of the most foundational and influential investment strategies… Read More
Ten Top NASDAQ 100 Stocks – Validea's Guru Investor Blog
The NASDAQ 100’s remarkable ascent over recent years pushed the index’s valuation metrics to elevated levels, raising concerns among value-conscious investors. However, the significant correction experienced in early 2025 has created a new landscape where fundamentally sound companies can be identified amid the broader decline. While many market participants previously dismissed the entire index as overvalued, such a blanket assessment overlooks the nuanced reality that individual companies within the index still offer compelling value propositions… Read More
Seven Great Investors Break Down the Struggles of Value Investing – Validea's Guru Investor Blog
In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. In this insightful conversation, they look at some of the most insightful clips from our guests including Cliff Asness, Aswath Damodaran, Kai Wu, Scott McBride, Larry Swedroe and Dan Rasmussen. They explore why value investing has struggled in recent years, examine value spreads,… Read More
Ten Technology Value Opportunities Amid the Market Correction – Validea's Guru Investor Blog
The recent correction in technology stocks during early 2025 has created potentially attractive entry points for discerning investors. While technology companies have enjoyed substantial momentum and appreciation in previous market cycles, the current pullback offers a timely opportunity to identify value within this dynamic sector. The key is looking beyond short-term market fluctuations to recognize companies with solid underlying fundamentals. Validea’s comprehensive analytical framework evaluates stocks through 22 distinct investment strategies pioneered by history’s most… Read More
Strategy of the Week: The Motley Fool Small-Cap Growth Investor Model – Validea's Guru Investor Blog
Validea’s new “Strategy of the Week” feature highlights one of our guru models, offering a deep dive into its fundamental criteria, why they matter, and the top stocks currently favored by the strategy. This feature blends educational investing insights with potential investment ideas, helping you better understand and apply these time-tested approaches in your own investment process. Strategy of the Week: The Motley Fool Small-Cap Growth Investor Model This week’s featured strategy is the Small-Cap… Read More
Ten Top S&P 500 Stocks – Validea's Guru Investor Blog
The S&P 500’s recent impressive gains have been disproportionately driven by the “Magnificent Seven” technology titans: Apple, Microsoft, Alphabet, Amazon, NVIDIA, Meta, and Tesla. While these companies have delivered exceptional returns, their dominance has created an imbalanced market narrative that potentially blinds investors to other opportunities. The index actually contains nearly 500 other companies spanning diverse industries—many running profitable, sustainable businesses that simply don’t generate headline-grabbing coverage. This market dynamic creates potential opportunities for investors… Read More
Ten Top High Insider Ownership Stocks – Validea's Guru Investor Blog
When executives and board members hold significant company stock, they create a powerful alignment with shareholders. This shared ownership means leadership’s financial success directly depends on the company’s performance, encouraging decisions that build long-term value rather than just meeting quarterly targets. Leadership that owns substantial shares experiences the same market fluctuations as other investors. This shared journey typically leads to more careful stewardship of company resources and thoughtful long-term planning. High levels of insider ownership… Read More
Ten High G Score Growth Stocks – Validea's Guru Investor Blog
The G-Score is a financial analysis framework developed by Professor Partha Mohanram in 2005. It was specifically designed to evaluate growth stocks, serving as a counterpart to Joseph Piotroski’s F-Score system for value stocks. The framework assesses eight critical indicators of a company’s financial health, with particular emphasis on metrics relevant to growth-oriented companies. This analytical system evaluates how consistently companies invest in their future through research and development, capital expenditures, and advertising initiatives. Additionally,… Read More
Ten Top High Shareholder Yield Stocks – Validea's Guru Investor Blog
Shareholder yield provides a holistic assessment of value returned to investors relative to a company’s market capitalization, comprising three essential components. Dividend yield delivers direct cash distributions to shareholders from corporate profits. Stock repurchase programs constitute the second element, as buying back shares enhances the value of outstanding stock. Debt reduction forms the third component, strengthening financial stability and boosting potential for future earnings expansion. This metric has gained popularity among investors because it offers… Read More
Ten Top Dividend Aristocrats – Validea's Guru Investor Blog
The Dividend Aristocrats represent an elite subset of S&P 500 companies that have demonstrated exceptional reliability in rewarding their shareholders. The criteria for joining this prestigious group are stringent: companies must increase their dividend payments annually for a minimum of 25 consecutive years. This exclusive club currently has fewer than 70 members, representing diverse sectors from healthcare to manufacturing. These companies’ ability to consistently raise dividends speaks volumes about their financial resilience. By maintaining and… Read More
Practical Lessons from Bob Elliott – Validea's Guru Investor Blog
In this compilation episode of Excess Returns, hosts Jack Forehand and Matt Zeigler bring you the most valuable insights from their conversations with Bob Elliott, former head of Ray Dalio’s research team at Bridgewater Associates. Elliott’s decade of experience leading research at one of the world’s premier hedge funds provides a rare window into institutional-level thinking that individual investors can apply to their own portfolios. 🔑 Key Topics Covered: Markets and Macroeconomic Reality Elliott dismantles… Read More
Ten Top Warren Buffett Stocks – Validea's Guru Investor Blog
The Validea Warren Buffett model, inspired by Mary Buffett’s “Buffettology,” embodies Warren Buffett’s systematic investment approach focused on long-term value. This strategy targets companies showing consistent excellence through robust earnings, sound financial practices, and superior shareholder returns. The model selects businesses with proven performance across several criteria. Companies must show predictable earnings growth over ten consecutive years without any negative periods. They need to maintain strong returns on equity, with a ten-year average of at… Read More
The Market Illusion: Mike Green on Inflation, Geopolitics and the Hidden Recession – Validea's Guru Investor Blog
In this episode of Excess Returns, Justin and Matt welcome back investment strategist Mike Green for an in-depth conversation about the current state of markets, economic trends, and geopolitical developments. Mike shares his unique perspective on several key topics: The conversation also explores how current political and economic conditions mirror historical patterns, with Mike drawing thought-provoking parallels to past societal transformations. He explains why the S&P 500’s strong performance masks weakness in other market segments… Read More
Ten Cheap Guru-Approved Value Stocks – Validea's Guru Investor Blog
Value stocks, which typically trade at lower price-to-earnings, price-to-book, or other valuation metrics compared to the broader market, have historically shown their ability to outperform growth stocks over extended periods, particularly during economic downturns and rising interest rate environments. Although value has struggled in recent years, the long-term data that supports the strategy is strong. Validea’s guru-based models provide investors with a systematic approach to identifying these undervalued opportunities by applying the proven strategies of… Read More
Ten Top Joel Greenblatt Magic Formula Stocks – Validea's Guru Investor Blog
The Magic Formula, introduced in “The Little Book That Beats the Market,” distills the complexity of stock selection into a straightforward two-part analysis. At its core, the method examines Return on Capital, which measures how efficiently a company transforms its resources into profits, and Earnings Yield, which indicates whether a stock’s price is favorable relative to its earnings potential. This approach distinguishes itself by integrating these metrics into a ranking system that automatically identifies two… Read More
Ten Top Ben Graham Deep Value Stocks – Validea's Guru Investor Blog
Ben Graham’s investment strategy finds potentially underpriced stocks by examining established companies with proven performance rather than risky ventures. Based on Benjamin Graham’s principles Validea’s model uses these specific criteria: Operational Fundamentals Financial Strength Requirements Growth Criteria Valuation Thresholds Discover how Validea’s models can help you identify high-quality, long-term investments, even in changing market conditions. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today!… Read More
Ten Top Peter Lynch Stocks – Validea's Guru Investor Blog
Peter Lynch, who gained fame managing Fidelity’s Magellan Fund, has had his investment approach structured into a systematic model by Validea. This model focuses on identifying companies with growth potential that aren’t overpriced—an approach called GARP (Growth At a Reasonable Price). At the core of this strategy is the PEG ratio, which compares a company’s P/E ratio to its earnings growth rate. A PEG below 1.0 suggests the stock might be undervalued relative to its… Read More
Ten Top Ranked Twin Momentum Stocks – Validea's Guru Investor Blog
The Twin Momentum strategy harnesses the synergistic power of price momentum and strengthening fundamentals to achieve superior market returns. This innovative approach combines traditional price movement analysis with a comprehensive evaluation of improving company fundamentals, creating a robust framework for identifying high-potential stocks. By focusing exclusively on companies that rank in the top quintile for both price momentum and fundamental momentum, this methodology aims to capture only the most promising investment opportunities. The fundamental component… Read More
Ten Top Technology Dividend Aristocrats – Validea's Guru Investor Blog
Technology dividend aristocrats are tech companies that have raised their dividends for at least 7 consecutive years, compared to the 25-year requirement for traditional S&P 500 dividend aristocrats. This shorter qualification period acknowledges that tech companies historically prioritized reinvesting profits into growth rather than paying dividends. These companies demonstrate a commitment to returning value to shareholders while maintaining competitiveness in the fast-evolving tech sector. Investing in these companies offers dual benefits: technological innovation potential with… Read More
Ten Guru Approved Stocks With Improving Fundamental Momentum – Validea's Guru Investor Blog
Fundamental momentum tracks a company’s improving operational and financial performance over time using metrics like ROE, operating margins, and other key indicators. Unlike price momentum which follows stock price changes, fundamental momentum examines the actual business performance trends. Huang’s Twin Momentum research found that companies with improving fundamentals typically outperform those with declining fundamentals. This concept matters to investors because it identifies companies making genuine operational improvements rather than just experiencing temporary price gains. Consistent… Read More