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GARP with Yield and Excluding Falling Knives

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GARP is an acronym used in the investment industry to connote “growth at reasonable prices.”  Last week, we discussed the market size and style trends year-to-date and what our models expect to see for the year ahead.  The bottom line is that both our predictive and valuation models thought the mega-cap-weighted ETFs, such as QQQ, … Read more

Screening for Dividend Yield, Value AND Expected Price Appreciation

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In 2022, the majority of stocks and stock ETFs that have outperformed their peer groups were classified as value, high income, or both.  That may or may not continue into the future.  Last week, a colleague who prefers investing in stocks to ETFs asked me if I knew any stocks that the ValuEngine model ranked … Read more