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
How to Calculate Warren Buffett’s Margin of Safety: Formula + Excel
Calculating Buffett's margin of safety formula requires understanding cash flow, discounting, and intrinsic value.
Mastering Value Investing: Our Complete Strategy Workbook +pdf
Value investing is an investment strategy focused on buying stocks trading at a discount relative to their intrinsic or fair value. Academic research shows value investing generates lower risk and higher long-term returns than dividend and growth investing.
20 Inspirational Warren Buffett Quotes on Life
Warren Buffett's quotes on life are inspirational, such as “If you are stuck in a hole, stop digging.” Join us as we explore the Oracle of Omaha's life lessons.
We Analyze 138 Inspirational Warren Buffett Investing Quotes
Warren Buffett is far more than the most successful investor in a generation. Buffett is also a businessman, philosopher, and writer who offers deep...
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.
4 Experts Reveal Favorite Dividend Investing Strategies
All dividend stocks share one big similarity: their ability to produce earnings. Pay attention to the history and safety of these companies' dividend payments and the potential for these payments to grow, and increasing wealth follows from there.
10 Tips For Investing In Dividend Stocks Like A Pro
The best way to build long-term wealth is to invest discretionary income into high-quality dividend stocks, reinvest dividends, and let the magic of compounding work over time.
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.