Validea Peter Lynch Strategy Daily Upgrade Report – 05/19/2021

Tthe following are today’s updates for Validea P / E / Growth investor model based on the published strategy of Peter Lynch. This strategy looks for reasonably priced stocks relative to earnings growth that also have strong balance sheets.

MACATAWA BANK CORPORATION (MCBC) is a small cap value stock in the regional banking sector. The rating according to our strategy based on Peter Lynch fell from 72% to 74% 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: Macatawa Bank Corporation is a banking holding company. The Company, through its subsidiary, Macatawa Bank (the Bank), offers a range of commercial and personal banking services, including verification, savings and certificates of deposit accounts, cash management, safes, trust services and commercial, mortgage and consumer loans. . The Bank is a Michigan chartered bank whose deposit accounts are insured by the Federal Deposit Insurance Corporation. Its other services include automated teller machines (ABMs), Internet banking, telephone banking and debit cards. The Bank offers a variety of brokerage services, including discount brokerage through Infinex, personal financial planning and mutual fund consulting. As of December 31, 2016, the Bank operated 26 full-service branches providing a range of banking and trust services to businesses and consumers in Kent County, Ottawa County and northern Allegan County, Michigan.

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 gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

GROWTH-ADJUSTED P / E RETURN (PEG) RATIO: PAST
EARNINGS PER SHARE: PAST
TOTAL DEBT / EQUITY RATIO: NEUTRAL
EQUITY / ASSETS RATIO: PAST
RETURN ON ASSETS: PAST
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH POSITION: NEUTRAL

MACATAWA BANK CORPORATION Detailed Analysis

Full Guru Analysis for MCBC

Full factor ratio for MCBC

IMPERIAL BRANDS PLC (ADR) (IMBBY) is a large cap value stock of the tobacco industry. The rating according to our strategy based on Peter Lynch fell from 72% to 74% 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: Imperial Brands PLC is a rapidly growing consumer goods company. It offers a range of cigarettes, fine cut and smokeless tobacco and papers. The Tobacco & NGP activity includes the manufacture, marketing and sale of Tobacco & NGP and Tobacco & NGP related products, including sales to the Distribution activity. The Distribution business includes the distribution of Tobacco and NGP products for Tobacco and NGP product manufacturers, including Imperial Brands, as well as a range of non-Tobacco and NGP products and services. Its reportable segments are Europe, the Americas, Africa, Asia and Australasia (AAA) and distribution. Its Europe segment, it covers markets such as the United Kingdom, Germany, Spain, France, Italy, Greece, Sweden, Norway, Belgium, the Netherlands, Ukraine and Poland. The Americas segment includes the United States and Canada. Its AAA segment includes Australia, Japan, Russia, Saudi Arabia, Taiwan and its African markets including Algeria and Morocco.

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 gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

SALES: PAST
SALES INVENTORY: PAST
PERFORMANCE COMPARED TO S&P 500: PAST
P / E ADJUSTED RETURN / GROWTH RATIO (PEG): PAST
TOTAL DEBT / EQUITY RATIO: FAIL
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH POSITION: NEUTRAL

Detailed analysis of IMPERIAL BRANDS PLC (ADR)

Full Guru Analysis for IMBBY

Full factor report for IMBBY

A-MARK PRECIOUS METALS INC (AMRK) is a small cap value stock in the jewelry and silverware industry. The rating according to our strategy based on Peter Lynch fell from 56% to 74% 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.

Business Description: A-Mark Precious Metals, Inc. is a full service precious metals trading company. It is a wholesaler of gold, silver, platinum and palladium bullion and related products including bullion, wafer, grain and coins. The Company also distributes gold and silver coins and bullion of sovereign and private currencies and provides financing and other services related to the purchase and sale of bullion and numismatics. In addition to this, the Company also offers storage of precious metal products and provides its customers with a turnkey logistics service platform. The Company operates in three reportable segments: wholesale and ancillary services, secured loans and direct sales.

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 gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

P / E / GROWTH RATIO: PAST
SALES AND P / E RATIO: PAST
SALES INVENTORY: PAST
BPA GROWTH RATE: PAST
TOTAL DEBT / EQUITY RATIO: FAIL
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH POSITION: NEUTRAL

Detailed analysis of A-MARK PRECIOUS METALS INC

Full Guru Analysis for AMRK

Full factor ratio for AMRK

LIVE OAK BANCSHARES INC (LOB) is a mid-capitalization growth share in the Regional Banks sector. The rating according to our strategy based on Peter Lynch fell from 87% to 91% 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.

Business Description: Live Oak Bancshares, Inc. is a banking holding company. The Company conducts its business activities primarily through its commercial banking subsidiary, Live Oak Banking Company (the Bank). The Bank specializes in providing loan services to small businesses nationwide in targeted sectors. Loans issued by the Bank are guaranteed by the Small Business Administration (SBA). The company’s loan portfolio includes commercial and industrial loans; construction and development loans; commercial real estate and commercial land. The Company’s investment securities include US government agencies, residential mortgage-backed securities and mutual funds. The Company’s deposits include both interest-free and interest-bearing deposits, such as interest-bearing checks, money market deposits and term deposits.

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 gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

P / E / GROWTH RATIO: PAST
SALES AND P / E RATIO: NEUTRAL
BPA GROWTH RATE: PAST
TOTAL DEBT / EQUITY RATIO: NEUTRAL
EQUITY / ASSETS RATIO: PAST
RETURN ON ASSETS: PAST
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH POSITION: NEUTRAL

Detailed analysis of LIVE OAK BANCSHARES INC

Full Guru Analysis for LOB

Full factor ratio for LOB

More details on Validea’s Peter Lynch strategy

Ideas for action from Peter Lynch

About Peter Lynch: Perhaps the greatest mutual fund manager of all time, Lynch guided Fidelity Investment’s Magellan fund to an average annual return of 29.2% from 1977 until his retirement in 1990, nearly doubling the 15.8% annual return of the S&P 500 during that period. Lynch’s common sense approach and quick wit have made him one of Wall Street’s top-rated investors. (“Go for a business that any idiot can run – because sooner or later any idiot is probably going to run it,” is one of his many pearls of wisdom.) Lynch’s bestseller One Up on Wall Street is sort of a “stocks for the everyman / everywoman,” breaking down its approach into easy-to-understand concepts.

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