Validea Motley Fool Strategy Daily Upgrade Report – 2022-02-09

0

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.

OAK VALLEY BANCORP (OVLY) is a small-cap stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 56% to 83% 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: Oak Valley Bancorp is a bank holding company that operates through its subsidiary, Oak Valley Community Bank (the Bank). The Bank offers a complement of professional checking and savings accounts to its professional customers. The Bank also offers commercial and real estate loans, as well as lines of credit. Home loans are generally short term for residential and commercial purposes. Longer-term home loans are usually granted with adjustable interest rates and contain the usual acceleration provisions. Traditional residential mortgages are offered to Bank customers through a third party. The Bank offers other personal and business services including online banking, remote deposit capture, mobile banking, merchant services, night deposit, extended hours, funds transfer , banknote collection and ATMs in a nationwide network.

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

Detailed analysis of OAK VALLEY BANCORP

Full Guru Analysis for OVLY

Full factor report for OVLY

BANCSHARES, INC. FIRST GUARANTEE (FGBI) is a small-cap stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 63% to 76% 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: First Guaranty Bancshares, Inc. is a bank holding company that operates through its subsidiary, First Guaranty Bank (the Bank). The Bank offers personalized commercial banking services to customers in Louisiana and Texas through approximately 34 banking institutions located in Market Service Areas (MSAs). Its main activity is to attract deposits from the general public and local municipalities in its market areas and to invest these deposits, as well as the funds generated from operations and borrowings, in securities and lending activities to meet the needs of credit from its customer base, including commercial real estate loans, commercial and industrial loans, one to four family residential real estate loans, construction and land development loans, agricultural and land loans and, to a lesser extent, consumer and multi-family loans. It also participates in some syndicated loans, which include national credits shared with other financial institutions.

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

Detailed analysis of FIRST GUARANTY BANCSHARES, INC.

Full Guru Analysis for FGBI

Full factor report for FGBI

B RILEY FINANCIAL INC (RILY) is a small cap value stock in the investment services sector. The rating under our Motley Fool-based strategy increased from 63% to 76% 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: B. Riley Financial, Inc. provides collaborative financial services and solutions. The Company’s operating segments include Capital Markets segment, which provides investment banking, securities lending and trading services to corporate and institutional clients. The Wealth Management segment provides wealth management and tax services to corporations, institutions and high net worth clients. The Auctions and Liquidation segment provides auction and liquidation services to assist clients in disposing of assets that include multi-location retail inventory, intellectual property and real estate. The Financial Consulting segment provides bankruptcy, financial advisory, forensic accounting and valuation services. The Core Investments – United Online and magicJack segment provides consumer Internet access and related subscription services from United Online and cloud communication services primarily through magicJack devices. The Brands segment is engaged in the licensing of brands.

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

Detailed Analysis of B RILEY FINANCIAL INC

Full Guru Analysis for RILY

Full factor report for RILY

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 not 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.

Share.

Comments are closed.