Home Small business financing Validea Motley Fool Strategy Daily Upgrade Report – 09/04/2021

Validea Motley Fool Strategy Daily Upgrade Report – 09/04/2021

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THere are today’s updates for Validea Small-cap growth investor model based on the published strategy of Motley fool. This strategy seeks small cap growth stocks with strong fundamentals and strong price performance.

STIFEL FINANCIAL CORP (SF) is a mid-cap share in the investment services industry. The rating under our Motley Fool-based strategy fell from 65% to 79% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Company Description: Stifel Financial Corp. is a financial holding company. Its main subsidiary is Stifel, Nicolaus & Company, Incorporated, an investment banking, institutional and retail wealth management company. It operates through three segments: Global Wealth Management, Institutional Group and Other. The Global Wealth Management segment includes the Private Client Group and Stifel Bank activities. The Institutional Group segment includes institutional research, sale and trading of equities and fixed income securities, investment banking, public finance and labor unions. The Others segment includes interest income from equity borrowing activities and interest income. Its main activities are private client services, including securities transactions and financial planning services; sale, negotiation, research and municipal financing of institutional stocks and fixed income securities; investment banking, retail and commercial banking, including personal and commercial loan programs.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

PROFIT MARGIN: PAST
RELATIVE STRENGTH: TO FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: PAST
INSIDER PARTICIPATIONS: TO FAIL
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: PAST
R&D IN PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PAST
SALES RECEIVABLE ACCOUNTS: PAST
“THE FOOL RATIO” (GROWTH P / E): PAST
AVERAGE SHARES IN CIRCULATION: PAST
SALES: TO FAIL
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: PAST

Detailed analysis of STIFEL FINANCIAL CORP

Complete Sci-Fi Guru Analysis

Full Factor Report for SF

FIRST BANK (HAMILTON) (FRBA) is a small cap security in the Regional Banks sector. The rating under our Motley Fool-based strategy fell from 65% to 79% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Business Description: First Bank is a commercial bank. The Company offers a range of loan, deposit and other financial products and services. It operates through the Community Banking segment, which provides a range of commercial and retail and related banking services. It offers a range of lending products to meet the needs of its clients located in its market areas, including commercial and industrial loans, commercial real estate loans, residential real estate loans and consumer loans and others. It offers a range of deposit instruments, including interest-free sight deposits, interest-bearing sight accounts, money market accounts, savings accounts and certificates of deposit. The Company operates approximately 18 branches located in Cinnaminson, Cranbury, Delanco, Denville, Ewing, Flemington, Hamilton, Lawrence, Pennington, Randolph, Somerset and Williamstown, New Jersey, and Doylestown, Trevose, Warminster and West Chester, Pennsylvania.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

PROFIT MARGIN: PAST
RELATIVE STRENGTH: TO FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: TO FAIL
INSIDER PARTICIPATIONS: PAST
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: PAST
R&D IN PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PAST
“THE FOOL RATIO” (GROWTH P / E): PAST
AVERAGE SHARES IN CIRCULATION: TO FAIL
SALES: PAST
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: TO FAIL

FIRST BANK (HAMILTON) detailed analysis

Full Guru Analysis for FRBA

Full Factor Report for FRBA

MERIDIAN CORP (MRBK) is a small cap value in the Regional Banks sector. The rating according to our strategy based on Motley Fool has increased from 69% to 83% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Business Description: Meridian Corporation is a banking holding company, which conducts banking business through its wholly owned subsidiary, Meridian Bank. The Company is a full-service, state-chartered commercial bank that provides banking services to businesses, professionals and individuals. It offers a range of insured deposit accounts, credit products and services. It also provides a portfolio of commercial loans, whose specialties include commercial and consumer real estate financing, residential mortgages, investment and wealth management services and electronic payment processing. Its business banking services include commercial loans, Meridian commercial debit card, cash management tools, working capital financing, merchant card programs, term loans and leasing, loans commercial real estate and small business administration (SBA) loans. His personal banking services include personal checks, personal savings, Meridian certificates of deposit (CDs), personal loans, and account or loan applications.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

PROFIT MARGIN: PAST
RELATIVE STRENGTH: TO FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: TO FAIL
INSIDER PARTICIPATIONS: PAST
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: PAST
R&D IN PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PAST
“THE FOOL RATIO” (GROWTH P / E): PAST
AVERAGE SHARES IN CIRCULATION: PAST
SALES: PAST
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: PAST

Detailed analysis of MERIDIAN CORP

Full Guru Analysis for MRBK

Full Factor Report for MRBK

PROCORE TECHNOLOGIES INC (PCOR) is a large cap value stock in the software and programming industry. The rating under our Motley Fool-based strategy fell from 65% to 72% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Business Description: Procore Technologies Inc. is a cloud-based construction management software provider. The Company focuses exclusively on building, connecting and empowering industry stakeholders, such as owners, general contractors, specialty contractors, architects and engineers, to collaborate from any location. , on any device connected to the Internet. The company’s platform modernizes and digitizes construction management by enabling real-time access to critical project information, simplifying workflows and facilitating seamless communication between key stakeholders. The company has developed a construction management platform that provides clients and collaborators with capabilities that meet a range of evolving needs throughout the lifecycle of a project, including tendering, planning, building information modeling (BIM), workforce tracking, financial management, etc.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

PROFIT MARGIN: TO FAIL
RELATIVE STRENGTH: PAST
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: PAST
INSIDER PARTICIPATIONS: PAST
CASH FLOWS FROM OPERATIONS: TO FAIL
CONSISTENCY OF PROFIT MARGIN: PAST
R&D IN PERCENTAGE OF SALES: PAST
CASH AND CASH EQUIVALENTS: PAST
SALES RECEIVABLE ACCOUNTS: PAST
LONG-TERM DEBT / EQUITY RATIO: PAST
“THE FOOL RATIO” (GROWTH P / E): TO FAIL
AVERAGE SHARES IN CIRCULATION: PAST
SALES: PAST
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: TO FAIL

Detailed analysis of PROCORE TECHNOLOGIES INC

Complete Guru Analysis for PCOR

Full Factor Report for PCOR

More details on Validea’s Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats during public appearances, but they’re not dumb at all – at least not the kind whose advice you should easily dismiss. The Gardners are the founders of the popular Motley Fool website, which offers candid and often irreverent commentary on investing, the stock market, and personal finance. Gardner’s “Fool” is truly a multimedia company, offering not only its web content, but also several books written by the brothers, a subscribed weekly newspaper column and subscription newsletter services.

About Validea: Validea is an investment research service that tracks strategies published by investment legends. Validea offers both equity analysis and model portfolios based on gurus who have outperformed the market over the long term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information on Validea, Click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


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