Worldwide Research Sites:
US | Canada | South Africa
Actively Managed ETFs:
Validea Funds
Private Accounts:
Validea Capital Management
Investing Insights:
Guru Investor Blog
Validea: Value, Growth, Dividend Stocks    Stock Research - Free Trial   
Home  |   Validea Pro  |   Model Portfolios  |   Rating Changes  |   Blog  |   Hot List  |   Money Management
 Enter Ticker:
 Symbol Lookup
 Free Research
  Rating Changes
  Year End Reports
 Free Weekly Email
Enter Email Address:
 Stock Ideas
  Hot List
  Model Portfolios
  Guru Screener
  Adv. Guru Screener
  Top Industries
 Stock Analysis
  Guru Analysis
  Stock Tracker
  My Portfolio
 Validea Professional
  Trade Alerts
  Pro Portfolios
  Stock Reports
 About Us
  About John Reese
  Guru Investor Book
  Press Room
 Featured Gurus
  Warren Buffett
  Benjamin Graham
  Peter Lynch
  Joel Greenblatt
  Martin Zweig
  David Dreman
  John Neff
  Kenneth Fisher
  Joseph Piotroski
  Motley Fool
  J. O'Shaughnessy
 Gurus by Style
  Value Stocks
  Growth Stocks
  Dividend Stocks
  Growth/Value Stocks
 Customer Service
  Contact Us

Validea: Value, Dividend and Growth Stocks Based on Strategies of Legends

»  At Validea, we believe the best way to outperform the market is to learn from those who have consistently done so in the past. Our model portfolios select value, dividend and growth stocks based on our interpretation of the strategies of market legends, including Warren Buffett, Peter Lynch, Benjamin Graham, Kenneth Fisher, Martin Zweig, David Dreman, Joseph Piotroski and Joel Greenblatt.   See the Returns of Our Model Portfolios

Getting Started

Getting started is easy. Check out our instructional video section to learn how you can harness the power of our stock research.
Videos - Warren Buffett, Peter Lynch, Joel Greenblatt

Advantages of Validea Stock Research offers a proven system to outperform the market using strategies of Wall Street legends. Our system includes:
» Proven model portfolios based on strategies of investing legends.
» The Validea Hot List - which has more than tripled the market since its inception.
» Detailed analysis of any stock using our time tested guru models.
Stock Research - Free Trial

Validea Hot List Newsletter

Hot List - Value, Growth, Dividend Stocks John Reese - 1/16/2015
Optimism for 2015
As 2015 begins, there are a number of reasons to be optimistic about how our guru-inspired portfolios are positioned. Read this week's newsletter to find out just what those reasons are.

Guru Investor Blog

John Reese - Fri, 23 Jan 2015 12:20 PM
How Walter Schloss Became a "Superinvestor"
While not as well known as fellow Columbia University value investors Warren Buffett and Benjamin Graham, Walter Schloss produced one of the best stock investing track records ever. And in a recent piec... more

Top Performing Validea Model Portfolios

Portfolio Based on Investing Style Annual Return S&P 500 Return
Small-Cap Growth Investor Motley Fool Growth 15.7% 6.3%
Top Five Gurus Validea Value/Growth 15.6% 6.3%
Price/Sales Investor Kenneth Fisher Value/Growth 13.0% 6.3%
Value Investor Benjamin Graham Value 11.6% 6.3%
Validea Hot List Validea Value/Growth 11.1% 6.3%
P/E/Growth Investor Peter Lynch Value/Growth 10.9% 6.3%
Growth Investor Martin Zweig Growth 10.4% 6.3%
Earnings Yield Investor Joel Greenblatt Value/Growth 8.9% 5.3%
Growth/Value Investor James P. O'Shaughnessy Value/Growth 8.3% 6.3%
Patient Investor Warren Buffett Value 8.1% 6.0%
Low PE Investor John Neff Value 6.0% 5.6%
Top Performers Over Other Periods - Year To Date    Last 12 Months    Last 6 Months    Last 3 Months

Today's Guru Upgrades & Downgrades

Ticker Company Name Type Strategy Name Based On
AAPL APPLE INC. Upgrade Growth Investor Martin Zweig
MSFT MICROSOFT CORPORATION Upgrade Growth/Value Investor James P. O'Shaughnessy
NVS NOVARTIS AG (ADR) Downgrade Growth/Value Investor James P. O'Shaughnessy
SAP SAP SE (ADR) Upgrade Patient Investor Warren Buffett
YHOO YAHOO! INC. Downgrade Contrarian Investor David Dreman
EMR EMERSON ELECTRIC CO. Upgrade Earnings Yield Investor Joel Greenblatt
MPC MARATHON PETROLEUM CORP Downgrade Contrarian Investor David Dreman
WDC WESTERN DIGITAL CORP Upgrade Price/Sales Investor Kenneth Fisher
GPS GAP INC Downgrade Earnings Yield Investor Joel Greenblatt
See All Upgrades and Downgrades

Disclaimer |  Privacy Statement |  Contact Us |  About Us Fundamental data provided by Reuters

The names of individuals (i.e., the 'gurus') appearing in this report are for identification purposes of his methodology only, as derived by from published sources, and are not intended to suggest or imply any affiliation with or endorsement or even agreement with this report personally by such gurus, or any knowledge or approval by such persons of the content of this report. All trademarks, service marks and tradenames appearing in this report are the property of their respective owners, and are likewise used for identification purposes only.

Validea is not registered as a securities broker-dealer or investment advisor either with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. Validea is not responsible for trades executed by users of this site based on the information included herein. The information presented on this website does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information on this website is generic by nature and is not personalized to the specific situation of any individual. The user therefore bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional prior to making any investment decisions.

Performance results are based on model portfolios and do not reflect actual trading. Returns for both the model portfolios and the comparable benchmarkss do not include dividends. Actual performance will vary based on a variety of factors, including market conditions and trading costs. Past performance is not necessarily indicative of future results. Individual stocks mentioned throughout this web site may be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by founder John Reese. Validea Capital Management, which is a separate legal entity and an SEC registered investment advisory firm, uses, in part, the strategies on the web site to select stocks for its clients.