Validea Motley Fool Strategy Daily Upgrade Report – 10/27/2021

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TBelow are today’s upgrades for Validea’s Small-cap growth investor Model based on the published strategy of colorful fool. This strategy looks for small-cap growth stocks with solid fundamentals and strong price action.

MVB FINANCIAL CORP (MVBF) is a small-cap growth stock in the regional banking sector. The rating under our Motley Fool-based strategy changed from 83% to 91% based on underlying company fundamentals and the valuation of the stock. A value of 80% or more usually indicates the strategy has some interest in the stock, and a value greater than 90% usually indicates a strong interest.

Company description: MVB Financial Corp. (MVB) is a financial holding company. MVB operates primarily through its subsidiary MVB Bank, Inc. (the bank). The bank’s operating subsidiaries include MVB Insurance, LLC (MVB Insurance), MVB Community Development Corporation (MVB CDC), ProCo Global, Inc. (Chartwell), Paladin Fraud, LLC (Paladin Fraud), and MVB Technology, LLC (MVB Technology ). The main business areas include commercial and private customer business. The segments include business and retail banking, mortgage banking and financial holding. It offers a variety of products and services, such as debit cards, cashier’s checks, rental safes, and no-deposit securities services. The loan portfolio includes trade loans, consumer loans and real estate loans. Commercial loans include commercial, commercial real estate, finance, and agricultural loans. The real estate loans include residential real estate loans, home equity lines of credit, and construction mortgages.

The following table summarizes whether the stock passes all of the tests for this strategy. Not all of the criteria in the table below are weighted equally or are independent, but the table provides a brief overview of the security’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: HAPPEN
RELATIVE STRENGTH: HAPPEN
COMPARISON OF SALES AND EPS GROWTH WITH THE SAME PERIOD IN THE LAST YEAR: FAIL
INSIDER INVESTMENTS: HAPPEN
Cash flow from operating business: HAPPEN
PROFIT MARGIN CONSISTENCY: HAPPEN
R&D AS PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH Equivalents: HAPPEN
“THE FOOL RATIO” (PER TO GROWTH): HAPPEN
EXCELLENT AVERAGE SHARES: HAPPEN
SALES: HAPPEN
DAILY DOLLAR VOLUME: FAIL
PRICE: HAPPEN
INCOME TAX PERCENTAGE: HAPPEN

Detailed analysis of MVB FINANCIAL CORP

Complete Guru Analysis for MVBF

Full Factor Report for MVBF

AXOS FINANCIAL INC (AX) is a mid-cap value share of the regional banking industry. The rating under our Motley Fool-based strategy changed from 63% to 76% based on underlying company fundamentals and the valuation of the stock. A value of 80% or more usually indicates the strategy has some interest in the stock, and a value greater than 90% usually indicates a strong interest.

Company description: Axos Financial, Inc. is the holding company of Axos Bank, Axos Clearing LLC and Axos Invest, Inc. The company operates in two segments: banking and securities. The Banking segment comprises a range of banking services including online banking, concierge banking, and mortgage, vehicle and unsecured loans through online and telephone sales channels. In addition, the banking business is focused on providing deposit products for industries, cash management products for a variety of businesses, and commercial real estate loans to customers. The banking business also includes an insolvency administrator and fiduciary service that offers specialized software and advisory services. The Securities Business segment comprises the clearing broker-dealer, registered investment advisor and introductory broker-dealer divisions. These business areas offer products to their own customers as well as to customers in the banking business.

The following table summarizes whether the stock passes all of the tests for this strategy. Not all of the criteria in the table below are weighted equally or are independent, but the table provides a brief overview of the security’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: HAPPEN
RELATIVE STRENGTH: FAIL
COMPARISON OF SALES AND EPS GROWTH WITH THE SAME PERIOD IN THE LAST YEAR: FAIL
INSIDER INVESTMENTS: HAPPEN
Cash flow from operating business: HAPPEN
PROFIT MARGIN CONSISTENCY: HAPPEN
R&D AS PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH Equivalents: HAPPEN
“THE FOOL RATIO” (PER TO GROWTH): FAIL
EXCELLENT AVERAGE SHARES: HAPPEN
SALES: FAIL
DAILY DOLLAR VOLUME: HAPPEN
PRICE: HAPPEN
INCOME TAX PERCENTAGE: HAPPEN

Detailed analysis by AXOS FINANCIAL INC

Full guru analysis for AX

Full Factor Report for AX

More details on Validea’s Motley Fool strategy

About the Motley Fool: Brothers David and Tom Gardner often wear weird hats when they appear in public, but they’re hardly fools – at least not the kind whose advice should be immediately turned down. The Gardners are the founders of the popular Motley Fool website, which features open and often disrespectful commentary on investing, the stock market, and personal finance. The Gardners “Fool” is truly a multimedia endeavor, offering not only its web content but also several of the brothers’ books, a weekly syndicated newspaper column, and subscription newsletter services.

About Validea: Validea is an investment research service that follows 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. More information about Validea, Click here

The views and opinions expressed are those of the author and do not necessarily reflect those of Nasdaq, Inc.

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