Validea Martin Zweig Strategy Daily Update Report – 3/6/2021

0


TToday’s updates for Validea’s growth investor model are based on Martin Zweig’s published strategy. This strategy seeks growth stocks with a persistent acceleration in earnings and sales growth, reasonable valuations and low leverage.

WATERSTONE FINANCIAL INC (WSBF) is a small capitalization value share in the Regional Banks sector. The rating according to our strategy based on Martin Zweig has increased from 77% to 85% depending on the underlying fundamentals of the company and the valuation of the share. 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: Waterstone Financial Inc. is a holding company of WaterStone Bank SSB (the Bank). WaterStone Bank is a community bank. The Bank operates community banking from approximately 11 bank offices located in Milwaukee, Washington and Waukesha, Wisconsin counties, as well as a loan production office in Minneapolis, Minnesota. The Bank’s loan portfolio includes residential real estate loans, including individual family loans, multi-family loans and home equity loans; construction and land loans, commercial real estate loans, commercial loans and consumer loans. Its residential mortgages for one to four families have fixed or adjustable rates. Its multi-family home loans are secured by properties located in its primary market area. It offers a range of deposit instruments, including checks, savings accounts, money market deposit accounts and fixed-term certificates of deposit.

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.

P / E RATIO: PAST
REVENUE GROWTH IN RELATION TO EPS GROWTH: FAIL
SALES GROWTH RATE: FAIL
CURRENT QUARTER PROFIT: PAST
QUARTERLY PROFIT ONE YEAR AGO: PAST
POSITIVE PROFIT GROWTH RATE FOR THE CURRENT QUARTER: PAST
PROFIT GROWTH RATE OVER THE PAST SEVERAL QUARTERS: PAST
EPS GROWTH FOR THE CURRENT QUARTER MUST BE GREATER THAN THE PREVIOUS THREE QUARTERS: PAST
EPS GROWTH FOR THE CURRENT QUARTER MUST BE ABOVE HISTORICAL GROWTH RATE: PAST
PERSISTENCE OF EARNINGS: PAST
LONG-TERM EPS GROWTH: PAST
INSIDER TRADING: PAST

Detailed analysis of FINANCIÈRE WATERSTONE INC

Full Guru Analysis for WSBF

Full Factor Report for WSBF

TORONTO-DOMINION BANK (TD) is a large cap value stock in the regional banking sector. The rating according to our strategy based on Martin Zweig has increased from 77% to 85% depending on the underlying fundamentals of the company and the valuation of the share. 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: The Toronto-Dominion Bank (the Bank) operates as a bank in North America. The Company’s segments include retail in Canada, retail in the United States, wholesale banking and corporate. The Canadian Retail segment serves clients in personal and commercial banking, wealth management and insurance businesses in Canada. Personal Banking offers financial products and advice through its network of automated teller machines (ABMs), telephone, digital and mobile banking services. US Retail comprises the Bank’s personal and commercial banking operations under the TD Bank brand and wealth management in the United States. Wholesale banking offers a range of banking services to capital markets and corporate and investment, including underwriting and distribution of new debt and equity issues, providing advice on acquisitions and divestitures strategic, and meeting the daily trading, financing and investment needs of its clients.

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.

P / E RATIO: PAST
REVENUE GROWTH IN RELATION TO EPS GROWTH: FAIL
SALES GROWTH RATE: PAST
CURRENT QUARTER PROFIT: PAST
QUARTERLY PROFIT ONE YEAR AGO: PAST
POSITIVE PROFIT GROWTH RATE FOR THE CURRENT QUARTER: PAST
PROFIT GROWTH RATE OVER THE PAST SEVERAL QUARTERS: PAST
EPS GROWTH FOR THE CURRENT QUARTER MUST BE GREATER THAN THE PREVIOUS THREE QUARTERS: PAST
EPS GROWTH FOR THE CURRENT QUARTER MUST BE ABOVE HISTORICAL GROWTH RATE: PAST
PERSISTENCE OF EARNINGS: PAST
LONG-TERM EPS GROWTH: FAIL
INSIDER TRADING: PAST

Detailed analysis of the TORONTO-DOMINION BANK

Complete TD Guru Analysis

Full Factor Report for TD

WORLD ACCEPTANCE CORP. (WRLD) is a small cap value stock in the consumer financial services industry. The rating according to our strategy based on Martin Zweig has increased from 69% to 85% depending on the underlying fundamentals of the company and the valuation of the share. 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: World Acceptance Corporation operates a small loan consumer credit business in 15 states and Mexico as of March 31, 2016. The company offers short term loans, larger medium term loans, insurance credit and related ancillary products. Particular services. The Company offers standardized installment loans generally between $ 300 and $ 4,000 at 1,339 branches in Alabama, Georgia, Idaho, Illinois, Indiana, Kentucky, Louisiana, Mississippi, Missouri, New Mexico, Oklahoma, South Carolina, Texas , Tennessee, Wisconsin and Mexico as of March 31, 2016. The Company generally serves individuals with limited access to other sources of consumer credit, such as banks, credit unions, other credit companies consumer and credit card lenders. At branches in the United States, the Company also provides tax preparation services to its lending clients and other individuals.

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.

P / E RATIO: PAST
REVENUE GROWTH IN RELATION TO EPS GROWTH: PAST
SALES GROWTH RATE: PAST
CURRENT QUARTER PROFIT: PAST
QUARTERLY PROFIT ONE YEAR AGO: PAST
POSITIVE PROFIT GROWTH RATE FOR THE CURRENT QUARTER: PAST
PROFIT GROWTH RATE OVER THE PAST SEVERAL QUARTERS: PAST
EPS GROWTH FOR THE CURRENT QUARTER MUST BE GREATER THAN THE PREVIOUS THREE QUARTERS: PAST
EPS GROWTH FOR THE CURRENT QUARTER MUST BE ABOVE HISTORICAL GROWTH RATE: PAST
PERSISTENCE OF EARNINGS: FAIL
LONG-TERM EPS GROWTH: FAIL
INSIDER TRADING: PAST

Detailed analysis of WORLD ACCEPTANCE CORP.

Full Guru Analysis for WRLD

Full Factor Report for WRLD

More details on Validea’s Martin Zweig strategy

About Martin Zweig: Over the 15 years of monitoring, Zweig’s stock recommendations newsletter averaged 15.9% per year, during which time it was ranked number one on the basis of risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual funds and hedge funds during his career, and he put the wealth he has accumulated to interesting uses. He owned what Forbes reported to be New York’s most expensive apartment, a $ 70 million penthouse that sits atop the Pierre Hotel in Manhattan, and he’s a collector of all kinds of pop culture. and historical memorabilia – among his purchases are the weapon Clint Eastwood used in “Dirty Harry,” a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to the ones he had. seen at a nearby gas station while growing up in Cleveland, according to published reports.

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.



Source link

Leave A Reply

Your email address will not be published.