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All costs impact your returns, but high or excessive fees have an enormous impact as they compound or, more accurately, lessen your portfolios compounding over time. Every sale was a source of regret, as stocks kept going up, up, up. The Latin phrase Res ipsa loquitur comes to mind: The thing speaks for itself.
Additionally, they frequently trade at more attractive valuations compared to their growth-focused counterparts, potentially offering better downside protection and the opportunity for multiple expansion if market sentiment shifts. UBS UBS Group AG 19.7% $30.69 $106,162 35.7 SPNT SiriusPoint Ltd 19.4% $14.22 $2,302 8.8 18.4% $92.34 $34,742 6.2
Investment Criteria: Company Fundamentals Must generate at least $340 million in annual sales Excludes technology sector investments Must demonstrate positive earnings for 5 consecutive years Balance Sheet Requirements Current ratio must exceed 2.0 Here are the top 10 stocks using Validea’s Benjamin Graham strategy for November of 2024.
Their dominance has fueled strong index-level returns – but also led to stretched valuation multiples across the broader market. Other valuation metrics tell a similar story: Price-to-Sales and Price-to-Book ratios for the index are elevated. 5% UAL United Airlines 7.7 4.2 – 0.0% 3% LEN Lennar Corp 7.9 1% CMCSA Comcast 8.5
These alternative investments can offer distinct advantages in the shape of portfolio diversification and the potential for higher returns, but they can come with equally distinct tax complications that need to be carefully planned for. Capital gains, on the other hand, arise from the sale of capital assets held for investment.
Ticker Company Name Value Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield BCC BOISE CASCADE CO 100 $87.64 $3,298 11.0 Take a Free Trial Today! Here are the top 10 stocks using Validea’s Benjamin Graham strategy for June of 2025. WB WEIBO CORP (ADR) 100 $9.62 $2,397 7.0
Ticker Company Name Value Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Long-Term EPS Growth BCC BOISE CASCADE CO 100 $100.36 $3,807 10.5 Take a Free Trial Today! Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. 3.6% -5.3%
Each model looks at factors such as earnings consistency, return on equity, valuation, and financial strength, then assigns a score to every stock based on how closely it aligns with these principles. Valideas system evaluates stocks using a wide range of fundamental criteria derived from time-tested investing approaches.
Rather than chasing short-term market trends or speculative opportunities, Buffett seeks companies with proven management, consistent earnings power, and predictable cash flows that trade at reasonable valuations. Only after a company passes these comprehensive quality filters does valuation enter the equation.
Top Stocks Backed by Upward Earnings Revisions Ticker Company Name Price Market Cap ($B) P/E Price/Sales Rel. Guru Screener Tool Filter stocks by strategy, sector, valuation, growth, and more to find companies aligned with your investing approach. Strength Dividend Yield URBN Urban Outfitters $73.57 $6.6 CLS Celestica Inc $159.26 $18.5
Inventory & Accounts Receivable Control The model favors companies that maintain steady inventory and receivables relative to sales, signaling operational efficiency. A companys price-to-earnings (P/E) ratio must be in line with or lower than its earnings growth rate to ensure valuation remains attractive.
Secondary transactions (or Secondaries as theyre known) involve the buying and selling of pre-existing investments in private funds or stakes in the portfolio companies those funds own. There are many reasons for LP sales, but some include an LP seeking liquidity or an exit from a fund thats underperforming.
Validea builds its investment strategy around Peter Lynch’s proven methods from his tenure at Fidelity’s Magellan Fund, centering on Growth at a Reasonable Price (GARP) philosophy that seeks expanding companies with sensible valuations. may signal attractive growth stocks trading below fair value. OZK BANK OZK 100 $47.06 $5,300 7.7
S&P returns (including dividends) since 2019, graph by the excellent portfolio visualizer website. If the average sale price of rental houses in your area goes up but the tenant keeps paying you the same amount forever, it may look good on paper but it doesnt really mean anything unless you sell the house. . Its just basic math.
By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. Inventory/Sales Ratio Highlights companies efficiently managing inventorya key sign of healthy operations. cumulative return , outperforming the S&P 500 by 667.4%.
My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. Historically, this bracket has been dominated by the tech sector, but after years of outsized gains, big tech valuations are stretched.
His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Adequate Company Size (Sales $1 Billion) Large, established businesses are typically less risky and more stable than smaller, unproven firms. Example : A P/B ratio of 1.3 combined with a P/E of 11.1
The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. Ticker Company Name P/E/Growth Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield AX AXOS FINANCIAL INC 100 $71.91 $4,054 9.8
Their focus is on generating alpha with high conviction concentrated portfolios. We learned everything, you know, across from accounting to auditing to, to tax and valuation. I ended up in what was called the valuation services group, where we valued real estate and businesses either for transactions or for m and a activity.
After a company satisfies these rigorous requirements, the final consideration is market valuation, waiting for favorable entry points that promise enduring value. The model emphasizes prudent debt management, restricting long-term debt to no more than five times annual earnings to ensure financial flexibility. FIX COMFORT SYSTEMS USA, INC.
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 can discover quality businesses at attractive prices. TMHC TAYLOR MORRISON HOME CORP 100 $59.49 $6,052 7.2
By focusing on both factors simultaneously, investors can discover high-quality companies trading at reasonable valuations. Ticker Company Name Price Market Cap ($mil) P/E Ratio Price/Sales Relative Strength Price/Book Price/Cash Flow Dividend Yield Return on Capital Earnings Yield BMBL Bumble Inc. 7.70 $833 9.5 6.22 $444 5.3
Ticker Company Name Value Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Long-Term EPS Growth BCC BOISE CASCADE CO 100 $95.51 $3,633 10.0 Take a Free Trial Today! Here are the top 10 stocks using Validea’s Benjamin Graham strategy for April of 2025. 3.3% -5.4%
Your advisor should be able to provide you with an updated net worth projection and tax liability projection, as well as take a look at your portfolios overall diversification. A qualified sale is taxed at the more favorable long-term capital gains rates (which are capped at 20%).
Every stock has a story, and each investor has their own framework for deciding what matters most-whether it’s valuation, momentum, quality, or risk. These characteristics, or “factors,” include: Value Stocks trading cheaply relative to fundamentals like earnings, sales, book value, and cash flow. Investing is hard.
How did that background help when it comes to modeling portfolios or applying those methods of statistical analysis to investing? First of all, my, some of my co-portfolio managers will bristle if you refer to us as a factor based firm. That sort of data analytics wasn’t really well understood back then. It’s our size.
Valuation metrics provide the final filter. Ticker Company Name Price Market Cap ($mil) P/E Ratio Price/Sales Relative Strength Price/Book Price/Cash Flow Dividend Yield Long-Term EPS Growth CEIX CONSOL Energy Inc. Long-term growth is another key factor. 70.00 $2,500 8.5 CRI Carters Inc. 80.00 $3,500 12.0 LBRT Liberty Energy Inc.
Many investors turn to alts for portfolio diversification and the potential for high-growth opportunities. Risks: Illiquidity, subjective valuation, authenticity risks, fraud risks, market demand fluctuations, and high transaction costs. Their valuations can be uncertain since they are not traded on public markets.
And fire extinguishers were positions we would take in the portfolio that we could pull off the wall and put out the fire in the portfolio. Like having, you know, cash or gold or all these different things that we would include in our multi-asset portfolios so that people would feel more confident in what was going on.
By focusing on both factors simultaneously, investors can uncover high-quality companies trading at reasonable valuations. Ticker Company Name Earnings Yield Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Return on Capital Earnings Yield BMBL BUMBLE INC 100 $5.28 $571 13.6
Valuation considerations only come into play after companies meet these thorough quality standards. Ticker Company Name Patient Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Quality Percentile Return on Equity Return on Capital AMAT APPLIED MATERIALS INC 100 $156.75 $125,792 19.1
Yeah, Torsten Slok : So at Deutsche Bank I spent essentially all my time on going to clients with sales. And we have 50, a little less than 50 portfolio companies talking to the CEOs of these portfolio companies. You would’ve expected that when interest rates go up, car sales should go down.
Accelerating Sales Growth : Quarterly sales growth must be increasing, a sign of momentum. Insider Transactions : Three or more insider buys, zero insider sales preferred. The top performing Zweig-inspired portfolio on Validea is the 20 stock, tax efficient portfolio. gains, respectively. gains, respectively.
This powerful indicator spotlights businesses that excel at converting their operations into tangible cash resources relative to their market valuation. This characteristic makes them potential portfolio stabilizers during periods of heightened market uncertaintyprecisely when investment protection becomes most valuable.
Electric vehicle (EV) sales in India saw strong momentum in January 2025, rising by 19.4 600 crore ($71 million) from the National Investment and Infrastructure Fund, boosting its valuation to $1.3 The company aims to achieve 30-40 percent of its total sales from EVs by FY30 and plans to invest ~Rs. billion in 2022 to $113.99
They’re, they’re not talking about how much do they make, how much do you have to pay for every dollar of earnings or sales or ebitda? Valuations tended to crash and burn very, very cheap valuations tended to do well. And so we put on a pretty significant developer team that had background in portfolio management.
Warren Buffett’s investment philosophy centers on a fundamental principle refined over decades: it’s better to acquire exceptional businesses at fair valuations than average companies at steep discounts. Here are the top ten highest scoring stocks according to Validea’s Buffett model for July of 2025.
Equity Market Insights: And It All Falls Down… Over the past few quarters, weve consistently shared our view that a valuation reset was overdue in India, particularly in the mid and small-cap segments. As anticipated, mid and small-caps corrected more sharply due to frothy valuations. At more reasonable prices, we can nibble in!
We do have a limit on what percent of the portfolio could be in what’s classified as frontier. 00:27:00 [Speaker Changed] So we think the opportunity in China today is meaningful largest country weight in our portfolio. It’s about 30% of our portfolio today. So my original focus was Sub-Saharan Africa.
In other words, people had these models that would give you one volatility exposure across the entire portfolio. Wall Street tries to make things more complicated because it has to justify the, the sales commission and if, but things really are not so complicated. If it’s simple, well, I think I could do that much.
ATM: Valuation is an exercise in faith with Aswath Damodaran. Full transcript below. ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation. . ~~~ About this week’s guest: Professor Aswath Damodaran of NYU Stern School of Business is known as the Dean of Valuation.
wsj.com) Don't let your portfolio be driven by strategist forecasts. ft.com) Startups How unicorns are dealing with the decline in valuations. ft.com) Economy Existing home sales plunged in December. bonddad.blogspot.com) Why falling retail sales aren't all bad. ritholtz.com) India's stock market held up well in 2022.
(riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). financial-planning.com) The biz What variables matter when it comes to RIA valuation. sciencedaily.com) How tax-adjusting a portfolio works in practice.
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