August 4, 2022
  • August 4, 2022

Validea Motley Fool Strategy Daily Upgrade Report – 2022-06-25

By on June 25, 2022 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.

METROCITY BANKSHARES INC (MCBS) is a small-cap stock in the Regional Banks 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: MetroCity Bankshares, Inc. is a bank holding company. The Company operates through its banking subsidiary, Metro City Bank. Metro City Bank is a chartered commercial bank in the State of Georgia. The Bank offers a range of loan and deposit products. It operates through approximately 19 branches in Alabama, Florida, Georgia, New York, New Jersey, Texas and Virginia. The Company offers competitively priced banking products and services with an emphasis on convenience and accessibility. The Company offers online banking solutions, including access to account balances, online transfers, online bill payment and electronic delivery of customer statements, mobile banking solutions for iPhone and Android phones, including including remote check deposit with mobile bill payment. It also offers a range of cash management services, including balance reporting, inter-account transfers, wire transfer initiation, Automated Clearing House (ACH) issuance, and stop payments.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: PASS
INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: FAIL
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: FAIL
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed Analysis of METROCITY BANKSHARES INC

Complete Guru Analysis for MCBS

Full Factor Report for MCBS

MARSH & MCLENNAN COMPANIES, INC. (MMC) is a large-cap growth stock in the insurance (miscellaneous) sector. The rating under our Motley Fool-based strategy increased from 65% 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: Marsh & McLennan Companies, Inc. is a professional services firm providing clients with risk, strategy and people advice and solutions. The Company is the parent company of various risk advisors and specialist consultants, including Marsh, the insurance broker; Guy Carpenter, risk and reinsurance specialist; Mercer, the provider of digital advice and solutions that help organizations meet health, wealth and career needs, and Oliver Wyman Group, the management and economics consultancy. It operates through two segments: Risk and Insurance Services, which includes risk management activities, as well as insurance and reinsurance brokerage and services, and Consulting, which includes health, wealth and career development, and specialized management, economics and brand consulting services. The Company operates in the risk and insurance services segment through Marsh and Guy Carpenter. It operates in the consultancy business through the Mercer Group and Oliver Wyman.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 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
SALES ACCOUNTS RECEIVABLE: PASS
“THE FOOL RATIO” (P/E ON GROWTH): FAIL
AVERAGE OUTSTANDING SHARES: PASS
SALES: FAIL
DAILY VOLUME IN DOLLARS: FAIL
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed analysis of MARSH & MCLENNAN COMPANIES, INC.

Complete Guru Analysis for MMC

Full Factor Report for MMC

SKYLINE CHAMPION CORP (SKY) is a mid-cap value stock in the mobile home and recreational vehicle industry. Rating under our Motley Fool based strategy increased from 45% 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: Skyline Champion Corporation is a manufactured housing company. The Company offers manufactured and modular homes, park model recreational vehicles (RVs), secondary suites (ADUs) and modular buildings for the multi-family and hospitality sectors. It manufactures homes under various brands, such as Skyline Homes, Champion Home Builders, Genesis Homes, Athens Park Models, Dutch Housing, Atlantic Homes, Excel Homes, Homes of Merit, New Era, Silvercrest and Titan Homes in the United States, and Modulin. and SRI houses in western Canada. The company also operates a factory direct retail business, Titan Factory Direct, which offers a selection of manufactured and modular homes as well as park RV models with 18 sales centers throughout the southern United States. . His company Star Fleet Trucking provides transportation services to manufactured homes and other industries. It operates through approximately 41 manufacturing plants across the United States and Western Canada.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: PASS
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
SALES INVENTORY: PASS
SALES ACCOUNTS RECEIVABLE: PASS
LONG-TERM DEBT / EQUITY RATIO: PASS
“THE FOOL RATIO” (P/E ON GROWTH): FAIL
AVERAGE OUTSTANDING SHARES: PASS
SALES: FAIL
DAILY VOLUME IN DOLLARS: FAIL
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed analysis of SKYLINE CHAMPION CORP

Full Guru Analysis for SKY

Full factor report for SKY

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.