Validea David Dreman Strategy Daily Update Report – 11/05/2021

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THere are today’s updates for Validea Contrary investor model based on the published strategy of David Dreman. This contrarian strategy finds the most unpopular mid and large cap stocks in the market and seeks to improve fundamentals.

MGIC INVESTMENT CORP. (MTG) is a mid-cap value share in the insurance industry (property and casualty). The rating according to our strategy based on David Dreman has increased from 64% 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: MGIC Investment Corporation is a holding company. The Company, through its subsidiaries, provides private mortgage insurance, other mortgage credit risk management solutions and ancillary services. The Company provides mortgage insurance to lenders across the United States and to government sponsored entities to protect against losses in the event of default on low down payment residential mortgages. Primary insurance provides protection against default on individual loans and covers the principal of the unpaid loan, overdue interest and certain expenses associated with default and subsequent foreclosure or sale approved by the Company. Through certain other non-insurance subsidiaries, the Company also provides various services to the mortgage financing industry, such as underwriting contracts, analyzing loan origination and portfolios and generating mortgage leads. The Company’s subsidiaries include Mortgage Guaranty Insurance Corporation (MGIC) and MGIC Indemnity Corporation (MIC).

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.

MARKET CAPITALIZATION: PAST
PROFIT TREND: PAST
RATE OF GROWTH OF BPA IN THE IMMEDIATE PAST AND FUTURE: TO FAIL
P / E RATIO: PAST
PRICE / CASH FLOW RATIO (P / CF): TO FAIL
PRICE / BOOK VALUE (P / B): PAST
PRICE / DIVIDEND RATIO (P / D): TO FAIL
THE DISTRIBUTION RATIO: PAST
RETURN ON EQUITY: TO FAIL
PROFIT MARGINS BEFORE TAX: PAST
YIELD: TO FAIL

Detailed analysis of MGIC INVESTMENT CORP.

Full Guru Analysis for MTG

Full Factor Report for MTG

SYNCHRONY FINANCIAL (SYF) is a large cap value stock in the consumer financial services industry. The rating according to our strategy based on David Dreman has increased from 76% to 83% 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: Synchrony Financial is a consumer financial services company. The Company offers a range of credit products through programs it has established with a group of national and regional retailers, local traders, manufacturers, buying groups, industry associations and service providers. health. The Company’s revenue activities are managed through three sales platforms: Retail Card, Payment Solutions and CareCredit. It offers its credit products through its subsidiary Synchrony Bank (the Bank). Through the Bank, it offers a range of deposit products insured by the Federal Deposit Insurance Corporation (FDIC), including certificates of deposit, individual retirement accounts (IRA), money market accounts, and bank accounts. savings. The Company offers three types of credit products: credit cards, trade credit products and consumer installment loans. The Company also offers a debt cancellation product. It offers two types of credit cards: private label credit cards and dual cards.

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.

MARKET CAPITALIZATION: PAST
PROFIT TREND: TO FAIL
RATE OF GROWTH OF BPA IN THE IMMEDIATE PAST AND FUTURE: PAST
P / E RATIO: PAST
PRICE / CASH FLOW RATIO (P / CF): PAST
PRICE / BOOK VALUE (P / B): TO FAIL
PRICE / DIVIDEND RATIO (P / D): TO FAIL
THE DISTRIBUTION RATIO: PAST
RETURN ON EQUITY: PAST
PROFIT MARGINS BEFORE TAX: PAST
YIELD: TO FAIL

Detailed analysis of SYNCHRONY FINANCIAL

Full Guru Analysis for SYF

Full Factor Report for SYF

VIRTU FINANCIAL INC (VIRT) is a mid-cap value share in the investment services industry. The rating according to our strategy based on David Dreman has increased from 69% to 83% 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: Virtu Financial, Inc. is a holding company. The Company is a technology-driven market maker and fulfillment service provider. It is committed to the development of a multi-asset and multi-currency technological platform and integrates with stock exchanges, liquidity centers and its clients. Its technological modules for market data, order routing, transaction processing, risk management and market surveillance manage its market making and institutional agency activities. She is involved in the buying and selling of securities and other financial instruments and earns small bid / ask spreads. It operates through Virtu Financial LLC (Virtu Financial) and its subsidiaries. It operates through segments such as market making and execution services. The Market Maker segment consists of market making in the spot, futures and options markets. The Execution Services segment includes client-based trading and trading platforms, offering execution services on stocks, options, futures and fixed income securities.

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.

MARKET CAPITALIZATION: PAST
PROFIT TREND: PAST
RATE OF GROWTH OF BPA IN THE IMMEDIATE PAST AND FUTURE: TO FAIL
P / E RATIO: PAST
PRICE / CASH FLOW RATIO (P / CF): PAST
PRICE / BOOK VALUE (P / B): TO FAIL
PRICE / DIVIDEND RATIO (P / D): TO FAIL
THE DISTRIBUTION RATIO: PAST
RETURN ON EQUITY: PAST
PROFIT MARGINS BEFORE TAX: PAST
YIELD: TO FAIL

Detailed analysis of VIRTU FINANCIAL INC

Full Guru Analysis for VIRT

Full Factor Report for VIRT

NRG ENERGY INC (NRG) is a mid-cap value stock in the electric utility industry. The rating according to our strategy based on David Dreman has increased from 64% to 83% 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: NRG Energy, Inc. (NRG) is an integrated electricity company. The Company generates electricity and provides energy and natural gas solutions to residential, small business, commercial and industrial customers through its diverse portfolio of retail brands. The Company’s segments are Texas, East and West / Other. The Company’s Texas segment includes all activities related to customer, plant and market operations in Texas. Its Eastern segment includes all customer operations related to energy solutions in North America. The West / Other segment of the Company includes the operations of the Cottonwood Power Plant and other solar power generation assets.

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.

MARKET CAPITALIZATION: PAST
PROFIT TREND: PAST
RATE OF GROWTH OF BPA IN THE IMMEDIATE PAST AND FUTURE: TO FAIL
P / E RATIO: PAST
PRICE / CASH FLOW RATIO (P / CF): PAST
PRICE / BOOK VALUE (P / B): TO FAIL
PRICE / DIVIDEND RATIO (P / D): TO FAIL
CURRENT RATIO: PAST
THE DISTRIBUTION RATIO: TO FAIL
RETURN ON EQUITY: PAST
PROFIT MARGINS BEFORE TAX: PAST
YIELD: PAST
LOOK AT TOTAL DEBT / EQUITY: TO FAIL

Detailed analysis of NRG ENERGY INC

Full Guru Analysis for NRG

Full Factor Report for NRG

More details on Validea’s David Dreman strategy

About David Dreman: Dreman’s Kemper-Dreman High Yield Fund was one of the best performing mutual funds of all time, ranking among the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. By the time Dreman published Contrarian Investment Strategies: The Next Generation, the fund had been ranked number one in more time periods than any of the 3,175 funds in Lipper’s database. In addition to managing money, Dreman is also a longtime columnist for Forbes magazine.

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.


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