Validea Motley Fool Strategy Daily Upgrade Report – 10/7/2021

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.

HORIZON BANCORP INC (HBNC) is a small capitalization security in the Regional Banks sector. The rating under our Motley Fool-based strategy fell from 49% to 76% based 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: Horizon Bancorp Inc, formerly Horizon Bancorp, is a banking holding company. The Company provides a range of banking services in North and Central Indiana and Southwest and Central Michigan through its banking subsidiary, Horizon Bank, NA (the Bank) and other entities Affiliates and Horizon Risk Management, Inc. The Company operates in the commercial banking industry. The Bank is a full-service commercial bank providing commercial and retail banking, corporate and personal trust and agency services, and other banking-related services. Horizon Risk Management, Inc. is a captive insurance company. LSB Risk Management, Inc. is a captive insurance company. As of September 1, 2017, the Bank operated 60 offices in northern and central Indiana, as well as in southern Michigan and Ohio. The Bank’s loan portfolio consists of commercial loans, real estate loans, warehouse mortgages and consumer loans.

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: FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER PARTICIPATIONS: PAST
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: FAIL
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: PAST
THE PRICE: PAST
INCOME TAX PERCENTAGE: FAIL

Detailed analysis of HORIZON BANCORP INC

Full Guru Analysis for HBNC

Full Factor Report for HBNC

META FINANCIAL GROUP INC. (CASH) is a small capitalization security in the Regional Banks sector. The rating according to our strategy based on Motley Fool has increased from 69% to 76% 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: Meta Financial Group, Inc. is a unitary savings and loan holding company. The Company operates through its banking subsidiary, MetaBank (the Bank). Its segments include payments, banking, and business / other services. MetaBank is both a community-based financial institution providing a range of financial services to meet the needs of the communities it serves and a payments company providing services nationwide. It operates in both the banking and payments sectors through MetaBank, its retail banking business; Meta Payment Systems (MPS), its electronic payments division; AFS / IBEX Financial Services Inc. (AFS / IBEX), its insurance premium finance division, and Refund Advantage, EPS Financial, LLC (EPS) Financial and Specialty Consumer Services, its tax-related financial solutions divisions. The Company, through its Meta Commercial Finance division, which includes its state-chartered banking subsidiary, Crestmark Bank, provides business-to-business commercial financing.

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: PAST
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER PARTICIPATIONS: FAIL
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: FAIL
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: PAST
THE PRICE: PAST
INCOME TAX PERCENTAGE: FAIL

Detailed analysis of GROUPE FINANCIER META INC.

Full Guru Analysis for CASH

Full Factor Report for CASH

NAVIENT CORP (NAVI) is a mid-cap value share in the consumer financial services 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: Navient Corporation provides asset management and business processing services to education, healthcare, and government clients at the federal, state and local levels. The Company holds the portfolio of federally insured or guaranteed student loans under the Federal Family Student Loans Program (FFELP). It operates through four segments: FFELP Loans, Private Education Loans, Business Services and Others. It also holds the Private Education Loans portfolio. It manages its own portfolio of education loans, as well as education loans held by the US Department of Education (ED), financial institutions, and nonprofit education lenders. It also provides business processing services to education-related clients, such as warranty agencies and colleges and universities. It provides additional business processing services to a range of other clients, including federal agencies, state and local governments, health systems, and other health care providers and municipalities.

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: PAST
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER PARTICIPATIONS: FAIL
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: FAIL
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: FAIL
DAILY VOLUME IN DOLLARS: FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: PAST

Detailed analysis of NAVIENT CORP

Complete Guru Analysis for NAVI

Full Factor Report for NAVI

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. “Fool” by the Gardners is truly a multimedia company, offering not only its web content, but also several books written by the brothers, a 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.

About Janet Young

Check Also

How Chinese property developers got into such a mess

Placeholder while loading article actions Real estate matters a lot to China: Property construction and …

Leave a Reply

Your email address will not be published.