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.
LiberatedStockTrader’s Strategy Beat the Market 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%.
How To Use High, Low & Negative Stock 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.
5 Smart Ways To Find & Invest In 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.
How to 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%.
How To Implement 13 Legendary Market Beating Strategies
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.
Our 5 Step Guide to Screening for CANSLIM Growth 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.
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.
How To Implement 13 Legendary Stock Portfolio Examples
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.
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.
Value vs. Growth Stocks: Which is Better? 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%.
M.O.S.E.S. Investing Strategy Training Dashboard
Welcome to MOSES I hope you see the benefit of avoiding major stock market crashes and preserving the value of your investments.
By Using This...
7 Best Stock Picking & Advisory Services 2024
Our stock advisor testing shows the best stock picking services are Motley Fool Stock Advisor, Morningstar, AAII, and Zacks. Stock Rover is the best stock research tool alternative to stock picking services.
Value Investing Strategies & Research
Mastering Value Investing: A 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.
Building the Best Buffett Stock Screener for Value Investing
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.
39 Epic Screening Criteria All Smart Value Investors Use
The essential screening criteria to find great value stocks are intrinsic value, margin of safety, the PEG ratio, price to Graham number, and earnings power value.
Using the Buffett Indicator to Understand Market Valuation
The Buffett Indicator helps gauge stock market valuation by dividing the total market capitalization by GDP, offering a macroeconomic perspective on market value.
13 Best Ratios & Tools To Find Undervalued Stocks Easily
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.
The 26 Best Warren Buffett Investing Quotes 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."
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.
Inspire Your Future With 25 Warren Buffett Quotes On Success
Warren Buffett undeniably embodies remarkable success in business, investing, and life. Quotes like "the people who are most successful are those who are doing what they love." are inspirational.
138 Inspirational Warren Buffett Investing Quotes Analyzed
My favorite Buffett quotes are "Rule No.1: Never lose money. Rule No.2: Never forget rule No.1." and "The stock market is a device for transferring money from the impatient to the patient."
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.
What Companies Does Warren Buffett Own? BRK 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.
Important 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.
A 5 Step Screening Strategy To Find Top Dividend Growth Stocks
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.
LiberatedStockTrader’s Guide to Dividend Investing
Our step-by-step guide covers four dividend strategies: high yield, safe dividends, long-term dividend growth, and dividend value stocks. It also shows you the tools and screening criteria you need to find high-quality dividend stocks.
Find Great Defensive Stocks with Ben Grahams Protection Strategy
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.
Understanding Preferred Stock Dividends
Preferred stock dividends are a form of payment made to preferred stock shareholders. Preferred stock is a type of ownership in a company granting privileges such as priority over common stockholders in the event of bankruptcy or liquidation.
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...
Are Dividend Reinvestment Plans (DRIPs) 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.
How to Calculate Dividend Yield & Triple Your Income
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.
3 Tested Strategies To Find High-Yield Dividend Stocks:
High-yield dividend stocks are a double-edged sword. The higher the dividend yield, the harder it is for the company to keep paying the high dividend.
6 Steps to Implement 4 Dividend Stock Screening Strategies
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.
7 Strategies to Find Quality Value Stocks Paying Dividends
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.
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.