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Avoid the Unforced Investment Errors Even Billionaires Make

The Big Picture

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.

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Ten Top High Free Cash Flow Yield Stocks

Validea

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

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Validea’s Top Benjamin Graham Stocks – November 2024

Validea

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.

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Value Hiding in Plain Sight: Undervalued Opportunities Within the S&P 500

Validea

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

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Strategy of the Week: A Small Cap Growth Model Inspired by The Motley Fool’s David & Tom Gardner

Validea

Their investing framework — which Validea has modeled in our Fool-inspired strategy — emphasizes small-cap growth stocks with strong profit margins, healthy cash flows, manageable debt, strong earnings and sales growth, and insider ownership. Year Fool Portfolio S&P 500 +/- S&P 2003 (7/15/2003) 19.8% 2004 22.5%

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The 2025 Alternative Investment Tax Guide for High-Income Filers

Harness Wealth

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.

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Ten Top Benjamin Graham Deep Value Stocks – June 2025

Validea

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