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Martin Zweig  |  Growth Investor                                                    Last Update: 4/24/2014


Martin Zweig Profile: During the 15 years that it was monitored, Zweig's stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he's put the fortune he's compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan's Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia -- among his purchases are the gun used by Clint Eastwood in "Dirty Harry", a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he'd seen at a nearby gas station while growing up in Cleveland, according to published reports.

Martin Zweig Investment Strategy: Zweig is a growth investor with a serious conservative streak. To pass his strategy, a stock must meet a slew of earnings-related criteria, showing that its earnings growth is: at a high rate over the long haul; persistent over several years in a row; accelerating in more recent quarters; and sustainable, i.e. driven by sales growth, not cost-cutting measures. In addition, Zweig wanted to make sure he wasn't paying too much for a company's growth. If a stock was selling at a price/earnings multiple that was more than three times the market average, or greater than 43 regardless of the market P/E, he avoided it. Another part of his conservative streak: Zweig wanted a firm's debt/equity ratio to be low compared to its industry average.

Book Used for Martin Zweig Strategy: Winning on Wall Street

Martin Zweig Model Portfolio Performance:
Since Inception: 184.52%
S&P 500: 87.46%
Full Performance Details

Stocks Passing Martin Zweig Strategy: 10 Stock Model Portfolio  |  20 Stock Model Portfolio  |  All Stocks Passing Methodology

Recent Upgrades and Downgrades:
Upgrades - BITAUTO HLDG LTD (ADR)  |  WESTWOOD HOLDINGS GROUP, INC.  |  PINNACLE FINANCIAL PARTNERS  |  CHASE CORPORATION  |  AIR LEASE CORP  |  
Downgrades - BIOGEN IDEC INC  |  VASCULAR SOLUTIONS, INC.  |  ARTHUR J. GALLAGHER & CO.  |  AIR LEASE CORP  |  HALLMARK FINANCIAL SERVICES, INC.  |  
 
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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.