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…
Where Price Meets Fundamentals: Ten Top Stocks with "Twin Momentum"
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…
Ten Top Technology Dividend Aristocrats
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…
Ten High Fundamental Momentum Stocks
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…
Ten High Free Cash Flow Yield Stocks
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…
Tariffs, Fed Policy, and Finding Value in a Volatile Market | Lindsey Bell and Shannon Saccocia
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.…
Strategy of the Week: Ben Graham Value Investor Model
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…
Ten Top NASDAQ 100 Stocks
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…
Seven Great Investors Break Down the Struggles of Value Investing
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…
Ten Technology Value Opportunities Amid the Market Correction
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…