Validea

MARCH 9, 2025

The recent correction in technology stocks during early 2025 has created potentially attractive entry points for discerning investors. Here are the top 10 technology stocks for March of 2025 ranked using Validea’s guru models.

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Advisor Perspectives

DECEMBER 3, 2024

markets digesting disinflation with extreme valuations and concentration risk among mega-cap stocks, U.S. large-caps as we head into 2025. small-cap stocks may provide an attractive entry point relative to U.S.

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Advisor Perspectives

MARCH 6, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio , a key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.

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Advisor Perspectives

MARCH 5, 2025

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 27.9

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Validea

MARCH 7, 2025

Here are the top 10 most fundamentally sound stocks within the index using our guru models as of March of 2025. These qualities suggest they may deliver solid long-term performance, even without constant media attention. PHM PULTEGROUP INC $108.27 $21,920 7.4 RJF RAYMOND JAMES FINANCIAL INC $143.84 $29,474 14.0

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Validea

MARCH 12, 2025

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 created a new landscape where fundamentally sound companies can be identified amid the broader decline.

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Advisor Perspectives

FEBRUARY 6, 2025

With the Q4 GDP advance estimate and the January close data, we now have an updated look at the popular "Buffett Indicator" -- the ratio of corporate equities to GDP. The current reading is 205.1%, down slightly from the previous quarter.

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Advisor Perspectives

JANUARY 23, 2025

Investors, many of whom were worried about stock valuations before the election, have much to consider heading into 2025. There seems reason for some exuberance—but a rational exuberance, based upon a plausible foundation of corporate and economic health.

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Validea

FEBRUARY 15, 2025

The NASDAQ 100’s remarkable ascent over recent years has undoubtedly pushed the index’s overall valuation metrics to elevated levels, raising concerns among value-conscious investors. This broad valuation expansion has led some market participants to dismiss the entire index as overvalued. Take a Free Trial Today!

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Advisor Perspectives

FEBRUARY 4, 2025

Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 28.1

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Validea

MARCH 20, 2025

Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. Visit Validea.com to access in-depth stock analysis and tools designed to emulate proven investment principles. Take a Free Trial Today! BG BUNGE GLOBAL SA 100 $75.24 $10,080 9.3 3.6% -5.3% BZH BEAZER HOMES USA INC 100 $22.16 $691 5.6 7.9% -0.4%

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Advisor Perspectives

DECEMBER 2, 2024

Earnings strength could matter more to equity investors in 2025 over valuations. Expectations for solid corporate earnings drove our U.S. and Japanese equity overweights this year. They have delivered, showing that fundamentals are key.

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Advisor Perspectives

FEBRUARY 6, 2025

Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of January 31st, it was 4.54%.

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Advisor Perspectives

MARCH 5, 2025

Based on the February S&P 500 average of daily closes, the Crestmont P/E of 40.8 is 169% above its arithmetic mean, 179% above its geometric mean, and is in the 99th percentile of this 14-plus-decade series.

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Validea

JANUARY 15, 2025

Additionally, they frequently trade at more attractive valuations compared to their growth-focused counterparts, potentially offering better downside protection and the opportunity for multiple expansion if market sentiment shifts. UBS UBS Group AG 19.7% $30.69 $106,162 35.7 SPNT SiriusPoint Ltd 19.4% $14.22 $2,302 8.8 18.4% $92.34 $34,742 6.2

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Darrow Wealth Management

JANUARY 16, 2025

Similarly, interests in a closely-held business will also need a professional valuation. If you sell at a loss, you can offset other investment gains plus an additional $3,000 against other taxable income in 2025. You’ll need to fill out paperwork with the custodian if there isn’t a financial advisor managing the accounts.

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Advisor Perspectives

MARCH 4, 2025

The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.81, down from 1.84 in January.

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Advisor Perspectives

JANUARY 2, 2025

Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.

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Validea

MARCH 24, 2025

What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for March of 2025. Take a Free Trial Today!

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Validea

MARCH 27, 2025

By using the PEG ratio, Lynch sought to identify stocks that were not only growing quickly but also trading at valuations that made sense relative to that growth. Full performance disclaimer Top Stocks in the Lynch Model (as of 2/28/2025) Access the the Lynch-inspired model and all of the portfolios, click here to sign up to Validea today.

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Validea

FEBRUARY 12, 2025

The methodology incorporates principles from Warren Buffett’s focus on sustainable competitive advantages and strong returns on capital, Peter Lynch’s emphasis on reasonable valuations relative to growth rates, and Benjamin Graham’s insistence on margin of safety. RJF RAYMOND JAMES FINANCIAL INC $162.95 $33,390 15.9

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Advisor Perspectives

DECEMBER 24, 2024

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and sometimes very wrong.

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Validea

MARCH 13, 2025

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Moderate Valuation (P/E 15) Limiting how much you pay for earnings ensures you dont overpay for future growth that may never materialize. Reasonable Price/Book Ratio (P/B P/E 22) A safeguard against excessive valuations.

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Advisor Perspectives

JANUARY 28, 2025

Retail investors are the most optimistic about higher stock prices in 2025 by the most on record. Unsurprisingly, that sentiment resulted in the psychological rush to overpay for assets, pushing forward 1-year valuations sharply higher.

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Advisor Perspectives

FEBRUARY 4, 2025

The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.84, up from 1.76 in December.

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Validea

MARCH 1, 2025

After a company satisfies these rigorous requirements, the final consideration is market valuation, waiting for favorable entry points that promise enduring value. Here are the top ten highest scoring stocks according to Validea’s Buffett model for March of 2025. Start investing like the Oracle of Omaha today!

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Validea

FEBRUARY 13, 2025

This systematic approach reveals that even in a sector that has seen significant price appreciation, there remain technology companies trading at attractive valuations relative to their fundamental strength. Here are the top 10 technology stocks for February 2025 ranked using Validea’s guru models. Take a Free Trial Today!

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Advisor Perspectives

MARCH 4, 2025

stock market had to meet lofty earnings expectations to maintain its strong performance relative to global benchmarks, while the latter had a lower bar because of considerably cheaper valuation multiples and higher dividend yields. We wrote in last month's letter that the U.S.

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Advisor Perspectives

FEBRUARY 4, 2025

Based on the January S&P 500 average of daily closes, the Crestmont P/E of 41.3 is 173% above its arithmetic mean, 198% above its geometric mean, and is at the 100th percentile of this 14-plus-decade series.

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Validea

JANUARY 21, 2025

By focusing on both factors simultaneously, investors can discover high-quality companies trading at reasonable valuations. Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for January of 2025. Visit Validea.com to follow this and 21 other strategies from great investors.

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Zoe Financial

JANUARY 6, 2025

Market Drama Featuring Zoe CEO & Founder, Andres Garcia-Amaya, CFA January 06th, 2025 Watch Time: 3 minutes Welcome to this week’s Market Drama! Wall Street’s average prediction is that the market will rise by 10% in 2025. Just because we had two strong years doesnt mean 2025 will also deliver strong returns.

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Validea

JANUARY 23, 2025

Value stocks, which typically trade at lower price-to-earnings, price-to-book, or other valuation metrics compared to the broader market, have historically demonstrated their ability to outperform growth stocks over extended periods, particularly during times of economic stress and rising interest rates. Take a Free Trial Today!

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Validea

JANUARY 18, 2025

Valuation metrics provide the final filter. Here are the top 10 stocks using Validea’s Benjamin Graham strategy for January of 2025. Long-term growth is another key factor. Companies must show earnings growth of at least 30% over ten years, using three-year earnings averages to account for temporary fluctuations. 70.00 $2,500 8.5

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Validea

JANUARY 18, 2025

LPL Financial Holdings (LPLA) This investment advisory firm earns perfect scores by combining strong growth with reasonable valuations. Value Proposition : Despite strong growth, each trades at reasonable valuations with PEG ratios well below 1.0, return on retained earnings. historical earnings growth paired with an 8.6

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Validea

FEBRUARY 27, 2025

By focusing on both factors simultaneously, investors can uncover high-quality companies trading at reasonable valuations. Here are the top 10 stocks using Validea’s strategy based on Joel Greenblatt’s Magic Formula for February of 2025. Visit Validea.com to follow this and 21 other strategies from great investors.

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Advisor Perspectives

JUNE 24, 2024

The global investment firm is predicting that the world’s top digital asset could hit $200,000 by 2025, $500,000 by 2029 and—no, you’re not seeing things—$1 million per token by 2033. Bitcoin could be headed for the stratosphere, according to a new report by Bernstein.

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Validea

MARCH 7, 2025

A companys price-to-earnings (P/E) ratio must be in line with or lower than its earnings growth rate to ensure valuation remains attractive. The next date for the portfolio rebalance / review is March 28th, 2025. The Fool Ratio (PEG Ratio) This is a key metric in the strategy.

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