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General FAQ Guru Analysis FAQ Model Portfolio FAQ
Validea FAQ

What is Validea?
Validea is a unique, Internet-based supplier of research and analytical tools for the individual stock market investor. What Validea does - and what you will not find anywhere else, either in print or on the Internet - is interpret the investment strategies of well-known stock market investors, whom we call "gurus," and give you the ability to apply these interpretations to analyze virtually any stock. If your preference is to follow one or more specific gurus, we provide you with model portfolios to follow, based on specific gurus. Further, we create a consensus portfolio that combines all of our guru strategies. Whether you are looking for detailed analysis of individual stocks or stock ideas, Validea provides exactly what you require.

What is the quickest way to learn how to use the site?
We recommend that before you go any further, you read our free report on guru investing by clicking here.

How do you pronounce Validea?
Good question. Our name is pronounced: va-lid-e-a. It is not pronounced: valid-idea.

Who are the gurus whose strategies you interpret and follow?
The guru strategies on our site are based on current and past gurus who have proven track records and, often, have truly legendary reputations. They include: Warren Buffett, David Dreman, Kenneth Fisher, Benjamin Graham, Peter Lynch, The Motley Fool, John Neff, James P. O'Shaughnessy, John Piotroski and Martin Zweig. The strategies are based on our best interpretation of the published writings of the gurus and are not endorsed by them.

What do you mean that you interpret the strategies of these gurus?
We first choose a group of investors whose abilities are practically beyond dispute. We then carefully read what they themselves have written about their methodologies and how they analyze potential investments. Almost all of our gurus have written one or more books or articles describing their approach to analyzing stocks. The one exception is Warren Buffett; we base our interpretation of his methodology primarily on the book, Buffettology, by Mary Buffett, as well as on other published materials. You can find out which books we used by reading the biographies of the gurus on our site.

When we read about a guru, we break down, into discrete variables, what the guru looks for. Let's consider, for purposes of illustration, the legendary Benjamin Graham, widely considered the father of stock market analysis (and Warren Buffett's mentor). By carefully reading Graham's classic, The Intelligent Investor, we identified a number of variables or "tests" that he subjects potential investments to. For example, he looks for companies whose current ratio (current assets-to-current liabilities) is 2 or more. Companies that fail this test are dropped from further consideration. He also looks for companies whose earnings-per-share has grown by at least 30 percent during the past 10 years, without any down years during the past five. We then take these and a number of other Graham criteria and create a model that we think fairly represents his investment strategy. Then, using financial data supplied by Reuters, we automatically apply this model to publicly traded companies whose financial data is available through Reuters (which is virtually all companies traded in the U.S.). As a member of Validea, you have access to these models and analyses. In this way, Validea gives you the power to apply our interpretation of Graham to the stocks that interest you. We, of course, do this for all of our gurus.

Note, our approach is not endorsed or otherwise authorized by any of the gurus. We read their books and articles, and other materials about them, identify the variables we believe they use, interpret their strategies and weight the various criteria based on what we think is the emphasis the guru gives to each criteria. What we provide is our interpretation of how these gurus operate.

How do I get all the information I need to apply the guru strategies?
You don't have to get the information. That's our job. We find the data and calculate the variables for you. If you need the current ratio or the EPS, for instance, our software, which is patented, automatically does this work for you. With Validea, you just type in the stock symbols of companies you want to know more about, and we do the analysis, including breaking down each and every variable for each and every guru strategy for each and every company. It's automatic and instant. And, our site is updated every weekday night.

Why Follow Gurus?
There's an old saying: Don't reinvent the wheel. These gurus have strategies which have been tested and used by investors for years, even decades. If you think you are a smarter student of the stock market than Graham, Buffett, Lynch, Dreman, Fisher and the like, then, quite honestly, you don't need Validea. If, however, you think folks like these are pretty savvy and have ideas which are worthwhile, then you'd do well to listen to them, understanding, of course, that you'll be using our interpretation of their strategies.

I have been hearing great buzz in the media about a particular stock, but your strategies don't rate it highly. Why is that?
We at Validea believe that the most effective and successful investors are those with a logical, proven plan that they follow, no matter what. We analyze stocks and make recommendations based on cold, hard calculations. No emotion, no hunches - only the numbers matter. We let the guru strategies be our guides because we think emotion is an enemy of the investor, not a friend.

What does Validea cost?
We don't believe in selling things "sight unseen." That's why we offer a FREE, seven day trial subscription. During this time, you'll have full access to all of Validea's features. If you don't find our information and analysis worthwhile, you risk nothing, you pay nothing. If, on the other hand, you find that Validea offers unique views of the stock market that you cannot find anywhere else, you are invited to join. The cost, after the free trial membership is $29.95 per month, $74.95 per quarter, or $269.95 per year.

What does membership to Validea get me?
Validea membership provides full-access to all of our subscription services and features including our Guru Analysis, Guru Stock Screener and Model Portfolios as well as our bi-weekly Hot List Newsletter.

Who do I contact for customer service?
For customer service, please email billing@validea.com.

How do I change my account information or cancel my account?
Send an email to billing@validea.com.

I am unable to login. What should I do?
You can have your username and password emailed to you by clicking here. If you continue to have login problems after receiving your username and password, please contact billing@validea.com.

I see a mistake on your site. Whom do I contact?
If you spot a mistake on the site, please send an email to info@validea.com

I would like to post a link from my site to yours. Do I need permission?
You may post links to our site, but you may not use our logos or any endorsements from Validea.

Subscription Policy/Privacy

Where can I read your subscription policy?
You can read our subscription policy here.

What is your privacy policy?
You can read our privacy policy here.

 
Disclaimer |  Privacy Statement |  Contact Us |  About Us Fundamental data provided by Reuters

The names of individuals (i.e., the 'gurus') appearing in this report are for identification purposes of his methodology only, as derived by Validea.com from published sources, and are not intended to suggest or imply any affiliation with or endorsement or even agreement with this report personally by such gurus, or any knowledge or approval by such persons of the content of this report. All trademarks, service marks and tradenames appearing in this report are the property of their respective owners, and are likewise used for identification purposes only.

Validea is not registered as a securities broker-dealer or investment advisor either with the U.S. Securities and Exchange Commission or with any state securities regulatory authority. Validea is not responsible for trades executed by users of this site based on the information included herein. The information presented on this website does not represent a recommendation to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment. The information on this website is generic by nature and is not personalized to the specific situation of any individual. The user therefore bears complete responsibility for their own investment research and should seek the advice of a qualified investment professional prior to making any investment decisions.

Performance results are based on model portfolios and do not reflect actual trading. Returns for both the model portfolios and the comparable benchmarkss do not include dividends. Actual performance will vary based on a variety of factors, including market conditions and trading costs. Past performance is not necessarily indicative of future results. Individual stocks mentioned throughout this web site may be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by Validea.com founder John Reese. Validea Capital Management, which is a separate legal entity and an SEC registered investment advisory firm, uses, in part, the strategies on the web site to select stocks for its clients.