Validea Motley Fool Strategy Daily Upgrade Report – 2022-06-22


JHere are today’s updates for Validea’s Small-Cap Growth Investor model based on Motley Fool’s published strategy. This strategy seeks small cap growth stocks with strong fundamentals and strong price performance.

CVB FINANCIAL COMPANY (CVBF) is an average growth value for the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 73% to 80% depending on the company’s underlying fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: CVB Financial Corp. is a bank holding company for Citizens Business Bank (the Bank). The Bank offers personalized service combined with a range of banking and fiduciary services through its banking centres. It offers a range of bank deposit instruments, including checks, savings certificates, money market and term deposit certificates for business and personal accounts, as well as specialized deposit products for securities and receiverships. It offers lending products, including commercial, agribusiness, consumer, small business administration (SBA) loans, home loans, and equipment and vehicle leasing. It also offers financial and trust services through its CitizensTrust division, which includes trust services, mutual funds, annuities, 401(k) plans and individual investment accounts. The Bank has approximately 58 banking centers located in the Inland Empire, Los Angeles County, Orange County, San Diego County, Ventura County, Santa Barbara County and the Central Valley region of California .

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E ON GROWTH): FAIL
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed analysis of CVB FINANCIAL CORP.

Complete Guru Analysis for CVBF

Full factor ratio for CVBF

NORTHRIM BANCORP, INC. (NRIM) is a small-cap stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 53% to 80% depending on the company’s underlying fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Northrim BanCorp, Inc. is a bank holding company. The Company operates through two segments: Community Banking and Home Mortgage. The Community Banking segment’s core business focuses on offering lending and deposit products to businesses and consumers in its core markets. The primary business of the Home Mortgages segment focuses on the origination and sale of mortgages for one to four family residential properties. Its lending products include short and medium term commercial loans, commercial lines of credit, construction and real estate loans and consumer loans. Its deposit services include non-interest-bearing business and personal checking accounts and interest-bearing term deposits, checking accounts, savings accounts and individual retirement accounts. It also offers convenience services, including mobile web and SMS banking, online consumer account opening, personal finance, online documents, consumer debit cards and credit cards. debit for businesses.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed analysis of NORTHRIM BANCORP, INC.

Complete Guru Analysis for NRIM

Full factor report for NRIM

SILVERCREST ASSET MANAGEMENT GROUP INC (SAMG) is a small cap value stock in the investment services sector. The rating under our Motley Fool-based strategy rose from 83% to 91% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Silvercrest Asset Management Group Inc. is a full-service wealth management firm focused on providing financial advice and related wealth management services to high net worth individuals and institutional investors. The Company offers a suite of complementary and personalized family office services for families who wish to oversee their financial affairs. The Company views its activities as comprising a single operating segment, the investment management industry. The Company provides a range of administrative services to the management of certain company funds of funds and other investment funds collectively, the Silvercrest Funds. She also provides a range of family office services to some of her clients, including philanthropic services, estate and wealth planning, tax planning and preparation, financial statements, bill payment and record keeping, bank loan arrangement and property and casualty payment and insurance services. exam.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

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

Detailed analysis of SILVERCREST ASSET MANAGEMENT GROUP INC

Complete Guru Analysis for SAMG

Full factor report for SAMG

ALGOMA STEEL GROUP INC (ASTL) is a small-cap value stock in the iron and steel industry. The rating under our Motley Fool-based strategy increased from 59% to 72% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description : Algoma Steel Group Inc. (Algoma), formerly 1295908 BC Ltd., is a Canada-based company, which is an integrated producer of hot and cold rolled steel products with operations located in Canada. It manufactures sheet and plate products that are sold primarily to customers in Canada and the Midwestern United States of America. The Company has an estimated crude steel production capacity of 2.8 million tons per year. The Company’s plant produces hot-rolled (HRC) steel plate in North America thanks in part to its direct strip production complex (DSPC), which is a thin slab casting in North America with coupling directly to a Basic Oxygen Furnace (BOF) smelter. Algoma offers its solutions to direct applications in the automotive, construction, energy, defense and manufacturing sectors. Its subsidiaries include Algoma Steel Holdings Inc., Algoma Steel Inc., Algoma Steel Inc. USA, Algoma Docks GP Inc., Algoma Steel Intermediate Holdings Inc. and Legato Merger Corp.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
SALES INVENTORY: PASS
SALES ACCOUNTS RECEIVABLE: PASS
LONG-TERM DEBT / EQUITY RATIO: FAIL
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: FAIL
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: FAIL

Detailed Analysis of ALGOMA STEEL GROUP INC

Complete Guru Analysis for ASTL

Complete Factor Report for ASTL

More details on Validea’s Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats in public appearances, but they’re no fools — at least not the kind whose advice you should easily dismiss. The Gardners are the founders of the popular website Motley Fool, which offers candid and often irreverent commentary on investing, the stock market and personal finance. The Gardners’ “Fool” is truly a multimedia company, offering not only its web content, but also several books written by the brothers, a weekly column in a syndicated newspaper, and subscription newsletter services.

About Validea: Validea is an investment research service that tracks the published strategies of investment legends. Validea offers both stock 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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