Growth, Value & Dividend Investing Strategy & Research

Our research covers three core investment strategies. Growth, value, and dividend investing are proven methods for achieving long-term returns in the stock market. Each strategy has its own ideology, process, and risk/reward profile.

Growth investing focuses on innovative companies with a competitive edge and high potential for future growth.

Value investing seeks stocks undervalued by the market based on their intrinsic value, future cash flow, and margin of safety.

Dividend investing focuses on companies that pay a portion of their profits to shareholders as dividends, which provides regular income for investors.

7 Best Stock Picking & Advisory Services 2024

Our stock advisor review and tests show the best stock picking services are Motley Fool Stock Advisor, Morningstar, AAII, and Zacks. Stock Rover is the best stock research tool as an alternative to stock picking services.

Fear & Greed Index: 10 Stock Sentiment Charts

Our live fear and greed index charts enable you to see the sentiment of investors, the turning points between bull and bear stock markets, and know when to buy and sell stocks.

Stock Beta: Using High, Low & Negative Beta in Trading!

Beta is a financial ratio measuring volatility for individual stocks or portfolios. It quantifies the anticipated fluctuation in stock price in relation to overall market movements. A beta greater than 1.0 implies that the stock is more volatile than the broader market, whereas a beta below 1.0 indicates a stock with lower volatility.

Blue Chip Stocks List: Smart Ways To Find The Best Blue...

A blue-chip stock is a well-established, financially sound company with an excellent track record of strong performance. Blue chips are large companies in mature industries that pay regular dividends. Examples of blue-chip stocks include Apple, Microsoft, Boeing, Coca-Cola, IBM, and Visa. 

35 Best Growth Stocks To Buy Now To Beat The Market

Find the best growth stocks to buy now using a 9-year tested and proven strategy system that selects stocks that outperform the S&P 500. Instead of following stock tips from financial websites, you can adopt a structured approach to find stocks with a proven track record of beating the market.

Our LST Strategy Beat the Stock Market’s S&P 500 By 102%...

Decades of research and testing unveiled the Liberated Stock Trader Beat the Market System. Our 9-year, backtested, and proven strategy targets 35 financially healthy high-growth stocks, producing a track record of beating the S&P 500 by 102%.

13 Best Stock Portfolio Examples & How To Implement Them

Our years of performance testing reveal the world's best-performing stock portfolios are Berkshire Hathaway, CANSLIM, GreenBlatt's Magic Formula, and the FAANG portfolio. We share examples and show you how to implement them.

13 Legendary Investor’s Beat the Market Strategies Explained

To consistently beat the market is difficult but not impossible. O'Neill, Greenblatt, Buffett, and Klarman are legendary investors who have beaten the market. I test the strategies and show you the best ways to implement them.

What is CANSLIM Investing & Does It Work? I Test It!

CANSLIM is an active investment strategy that utilizes specific screening criteria such as earnings, market leadership, product innovation, institutional ownership, and stock price trends. These key criteria play a vital role in the process of stock selection.

Value vs. Growth Stocks: Which is Best? We Test The Data!

Our data analysis for the past decade shows that growth stocks have outperformed value stocks. Growth investing has shown a remarkable return rate of 523%, while value investing has yielded 247%.

Alpha: Calculate, Find & Profit from High-Alpha Stocks

Alpha measures a stock, fund, or asset's performance relative to its benchmark. It is often expressed as a percentage. For example, if an investment increases in value by 10 percent but the market benchmark increases by 5 percent, then the alpha would be +5%.

The Best CANSLIM Stock Screener & How To Find CANSLIM Stocks

The best CANSLIM stock screeners to accurately find growth stocks are Stock Rover for US investors and TradingView for international traders. Stock Rover has 3 pre-built CANSLIM screeners, and one is available for free. 

Value Investing Strategies & Research

39 Screening Criteria To Find Great Value Stocks

The most useful screening criteria for finding value stocks are intrinsic value, margin of safety, the PE ratio, and earnings power value. Used in combination, these metrics can find good undervalued companies.

Creating the Best Buffett Stock Screener for Value Portfolios

The best Buffett and Graham stock screener is Stock Rover, which provides eight fair value, intrinsic value, and forward cash flow calculations to help you build a great portfolio.

How to Calculate Intrinsic/Fair Value of Stocks + Excel Calculator

To calculate the intrinsic value of a stock, estimate a company's future cash flow, discount it by the compounded inflation rate, and divide the result by the number of shares outstanding. The result is a stock's fair value. 

4 Best Value Investing Stock Screeners of 2024

The best Benjamin Graham & Warren Buffett stock screeners for value investing are Stock Rover, Portfolio 123, TradingView, and TC2000.

Buffett Indicator Explained: Market Valuation Exposed

The Buffett Indicator helps gauge stock market valuation. It compares total market capitalization to GDP, offering a macroeconomic perspective on market value.

What Companies Does Warren Buffett Own? BRK.A Subsidiaries

Through Berkshire Hathaway's subsidiaries, CEO Warren Buffett owns 62 companies and has a major stakeholding in hundreds of companies in a broad market portfolio. Warren Buffett owns many companies via Berkshire Hathaway. He owns stocks and entire companies such as Dairy Queen & GEICO.

Value vs. Growth Stocks: Which is Best? We Test The Data!

Our data analysis for the past decade shows that growth stocks have outperformed value stocks. Growth investing has shown a remarkable return rate of 523%, while value investing has yielded 247%.

13 Best Ways To Find Undervalued Stocks: Ratios & Tools Explained

To find undervalued stocks, use established financial ratios such as discounted cash flow, the margin of safety, PEG, price to book, or the price to Graham number. Each ratio provides a unique insight into a company to determine if it is undervalued.

Value Stock Investing: Strategy, Research & Software for Value Investors.

Value stocks are a key investing strategy, the biggest stock market profits cycles between value stocks and growth stocks. These investing strategies and educational articles provide you with value stock screening strategies to help you be successful.

What is Value Investing? Concepts & Strategy Explained

Value investing is a strategic approach to investing where stocks are selected that appear to be undervalued compared to their intrinsic value. The principle is to buy securities at less than their current market value, expecting their price to rise over time, leading to significant returns.

20 Warren Buffett Rules of Investing & How To Implement Them

Warren Buffett's rules of investing include "Never lose money," "Always have a margin of safety," and "Be fearful when others are greedy, and greedy when others are fearful." This timeless wisdom will help you be a better investor.

26 Best Warren Buffett Quotes On Investing of All Time

Warren Buffett's best investing quotes are "You might want a larger margin of safety," "Never invest in a business you don't understand," and "Don't bet on miracles." 

Find the Best Defensive Stocks: Ben Grahams Protection Strategy

Defensive stocks withstand economic recessions and bear markets by providing critical human services. The best way to find defensive stocks is by using Benjamin Graham's timeless rules for the defensive investor: Stability, earnings, dividends, price-to-book ratio, and the price-to-Graham number.

How to Find the Best Dividend Growth Stocks: 5 Step Strategy

To find the best dividend growth stocks, we need to screen for specific criteria. Find stocks with a 10+ year history of growing dividends, a sustainable payout ratio, 5-year sales growth over 4%, and a margin of safety greater than 0.

Creating the Best Dividend Stock Screener: 4 Strategies & Criteria

Our research shows you how to create the best dividend stock screener; you must decide on a high-yield, safe, or dividend growth strategy. Next, choose our tested criteria for your screener, like payout ratio, yield, and coverage.

Dividend Investing: Strategy, Research & Software for Income Investors.

Dividend investing is a strategy of investing in stocks that regularly pay dividends, with the objective of building a passive income for retirement. It can also be used to generate income in the present while protecting your capital from market volatility.

What is a Dividend Reinvestment Plan (DRIP)? Is it Worth It?

Dividend reinvestment plans are an effective way to reinvest dividends directly with a company to accumulate more shares over time without having to pay commission fees for each transaction. This allows for a steady stream of cost-effective income for the investor and stability for the company.

Common vs. Preferred Stock: Strategy Differences & Examples

Common stock has voting rights and price appreciation in line with market prices, whereas preferred stock does not. However, preferred stock has higher priority dividend payments and liquidity rights in case of insolvency. The downside of preferred stock is that it has no voting rights, and they are callable.

Are Reinvested Dividends Taxable & How To Reduce It?

Reinvested dividends are generally taxable. The tax rate usually depends on the type of dividend received and your income tax bracket. For example, qualified...

How to Calculate Dividend Yield & Triple Your Profits

To calculate dividend yield, divide the stock's annual dividend per share by the stock's current market price. The dividend yield increases as share prices drop, so to triple your yields, buy stock price panic crashes.

Finding High-Yield Dividend Stocks: 3 Tested Strategies

To find high-yield dividend stocks requires scanning for key criteria such as dividend yield, growth, payout ratio, and EPS. A safer and more profitable strategy will incorporate value investing criteria like margin of safety and price to sales.

Ordinary vs. Qualified Dividends Less Tax & More Profit

Ordinary dividends are taxed at the individual investor's marginal rate, while qualified dividends are subject to a lower tax rate. Qualified dividends must also meet certain criteria like holding period and stock ownership.

7 Strategies to Find the Best Value Dividend Stocks

Our research combines criteria for selecting value stocks and dividend-paying stocks to create seven strategies for finding under-valued dividend stocks. We include the exact criteria to use and a step-by-step guide to implementing them into a stock screener.

Ultimate Guide to Dividend Investing with 4 Proven Strategies!

Dividend investing is a low-risk route into the stock market. Your income investing journey starts by grasping dividend yield, payouts, profit expectations, and our trying four time-tested strategies.