The following are today’s upgrades for Validea’s Growth Investor model based on the published strategy of Martin Zweig. This strategy looks for growth stocks with persistent accelerating earnings and sales growth, reasonable valuations and low debt.
ABBOTT LABORATORIES (ABT) is a large-cap growth stock in the Medical Equipment & Supplies industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Abbott Laboratories (Abbott) is engaged in the discovery, development, manufacture, and sale of a diversified line of health care products. The Company operates through four segments: Established Pharmaceutical Products, Diagnostic Products, Nutritional Products, and Medical Devices. Its products include a line of rhythm management, electrophysiology, heart failure, vascular and structural heart devices for the treatment of cardiovascular diseases, and diabetes care products for people with diabetes, as well as neuromodulation devices for the management of chronic pain and movement disorders. The Company’s products are sold directly to wholesalers, distributors, government agencies, health care facilities, pharmacies, and independent retailers from Abbott-owned distribution centers and public warehouses. It offers cardiovascular and metabolic products, including Lipanthyl, TriCor, Teveten, Teveten Plus, Physiotens, and Synthroid.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ABBOTT LABORATORIES
JPMORGAN CHASE & CO. (JPM) is a large-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services and asset management. It operates in four segments, as well as a Corporate segment. Its segments are Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking and Asset Management. The Consumer & Community Banking segment offers services to consumers and businesses through bank branches, automatic teller machines, online, mobile and telephone banking. The Corporate & Investment Bank segment, comprising Banking and Markets and Investor Services, offers investment banking, market-making, prime brokerage, and treasury and securities products and services to corporations, investors, financial institutions, and government and municipal entities. The Commercial Banking segment provides financial solutions, including lending, treasury services, investment banking and asset management. The Asset Management segment comprises investment and wealth management.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of JPMORGAN CHASE & CO.
KULICKE AND SOFFA INDUSTRIES INC. (KLIC) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Kulicke and Soffa Industries, Inc. designs, manufactures and sells capital equipment and expendable tools used to assemble semiconductor devices, including integrated circuits (ICs), high and low powered discrete devices, light-emitting diodes (LEDs) and power modules. The Company also services, maintains, repairs and upgrades equipment, all used to assemble semiconductor devices. The Company supplies a range of bonding equipment. It operates through two segments: Capital Equipment and Aftermarket Products and Services (APS). The Capital Equipment segment manufactures and sells a line of ball bonders, wedge bonders, advanced packaging and surface mount technology solutions. The APS segment manufactures and sells expendable tools for a range of semiconductor packaging applications. Its customers primarily consist of semiconductor device manufacturers, outsourced semiconductor assembly and test providers (OSATs), other electronics manufacturers and automotive electronics suppliers.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of KULICKE AND SOFFA INDUSTRIES INC.
QCR HOLDINGS, INC. (QCRH) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: QCR Holdings, Inc. is a multi-bank holding company. The Company serves the Quad Cities, Cedar Rapids, Waterloo/Cedar Falls, Des Moines/Ankeny and Rockford communities through its banking subsidiaries, Quad City Bank and Trust Company (QCBT), Cedar Rapids Bank and Trust Company (CRBT), Community State Bank (CSB), and Guaranty Bank and Trust Company, which provide full-service commercial and consumer banking and trust and asset management services. It is also engaged in direct financing lease contracts through m2 Lease Funds, LLC (m2), a subsidiary of QCBT. Its principal business consists of attracting deposits and investing those deposits in loans/leases and securities. The Company and its subsidiaries provide a range of commercial and retail lending/leasing, and investment services to corporations, partnerships, individuals and government agencies. It offers a range of loans, including one-to four-family residential loans and multi-family loans.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of QCR HOLDINGS, INC.
RBB BANCORP (RBB) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: RBB Bancorp (the Bank) is a bank holding company with the principal business to serve as the holding company for its wholly-owned banking subsidiaries, including Royal Business Bank (Bank) and RBB Asset Management Company (RAM). The Company operates Royal Business Bank, which is a California state-chartered commercial bank. The Bank is focused on providing commercial banking services. The Bank’s offerings include traditional commercial real estate loans, secured commercial and industrial loans, and trade finance services for companies doing business in China, Taiwan and other Asian countries. The non-qualified single-family residential mortgage loans, small business administration loans. As of March 31, 2017, the Company had total consolidated assets of $1.5 billion, total consolidated deposits of $1.2 billion and total consolidated shareholders equity of $183.5 million.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of RBB BANCORP
FREEDOM HOLDING CORP (FRHC) is a mid-cap growth stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Freedom Holding Corp, through its subsidiaries, provides financial services including retail securities brokerage, research, investment counseling, securities trading, market making, corporate investment banking and underwriting services in Eastern Europe and Central Asia. The Company has retail locations in Russia, Kazakhstan, Ukraine, Uzbekistan, Kyrgyzstan and Germany. Its subsidiaries include LLC Investment Company Freedom Finance (Freedom RU), a securities broker-dealer; LLC FFIN Bank (FFIN Bank); JSC Freedom Finance (Freedom KZ), a securities broker-dealer; Freedom Finance Cyprus Limited (Freedom CY), a broker-dealer; Freedom Finance Germany TT GmbH (Freedom GE), a tied agent of Freedom CY; LLC Freedom Finance Uzbekistan (Freedom UZ), a broker-dealer and FFIN Securities, Inc. (FFIN). The Company’s retail brokerage services include full-service brokerage, margin lending, investor education and investment research.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of FREEDOM HOLDING CORP
ALLY FINANCIAL INC (ALLY) is a large-cap value stock in the Consumer Financial Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ally Financial Inc. is a digital financial services company. The Company is a bank and financial holding company. Its segments include Automotive Finance operations, Insurance operations, Mortgage Finance operations, Corporate Finance operations, and Corporate and Other. The Automotive Finance operations segment provides the United States-based automotive financing services to consumers and automotive dealers, and automotive and equipment financing services to companies and municipalities. The Insurance operations segment offers both consumer finance protection and insurance products sold through the automotive dealer channel, and commercial insurance products sold directly to dealers. The Mortgage Finance operations segment consists of the management of a held-for-investment consumer mortgage finance loan portfolio. The Corporate Finance operations segment provides senior secured leveraged cash flow and asset-based loans to mostly the United States-based middle market companies.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ALLY FINANCIAL INC
INVESTORS BANCORP INC (ISBC) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Investors Bancorp, Inc. is the holding company for Investors Bank (the Bank). The Bank is a New Jersey-chartered savings bank. The Bank is in the business of attracting deposits from the public through its branch network and borrowing funds in the wholesale markets to originate loans and to invest in securities. The Bank originates multi-family loans, commercial real estate loans, commercial and industrial (C&I) loans, one- to four-family residential mortgage loans secured by one- to four-family residential real estate, construction loans and consumer loans, the majority of which are home equity loans, home equity lines of credit and cash surrender value lending on life insurance contracts. Its securities primarily include mortgage-backed securities, the United States Government and Federal Agency obligations, and other securities. Deposits are the primary source of funds used for its lending and investment activities. In addition, it uses a significant amount of borrowings.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of INVESTORS BANCORP INC
BANK FIRST CORP (BFC) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 89% to 97% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Bank First Corp, formerly Bank First National Corp, is the holding company for Bank First (the Bank). The Company provides a range of financial services to individual and business customers. The Bank is an independent community bank. It offers personal and business banking services. Its personal banking services include savings, checking, loans and electronic banking. Its personal savings accounts include certificates of deposit (CD), individual retirement account (IRA) savings account and health savings accounts. Its business banking services include savings, checking, credit cards and treasury management. It offers deposit accounts, CD account registry service (CDARS) and health savings accounts. The Bank offers real estate loans, home equity loans, installment and consumer loans, working capital lines of credit, equipment loans, loans for business expansion, real estate loans, construction/development loans, small business administration loans and farm/crop/livestock loans.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BANK FIRST CORP
LKQ CORPORATION (LKQ) is a large-cap growth stock in the Auto & Truck Parts industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: LKQ Corporation (LKQ) is a holding company, which distributes vehicle products, including replacement parts, components and systems used in the repair and maintenance of vehicles, as well as specialty vehicle products and accessories, and automotive glass products. The Company’s segments include Wholesale- North America, Europe and Specialty. It offers its customers a range of replacement systems, components, equipment and parts to repair and accessorize automobiles, trucks, and recreational and performance vehicles. It distributes a range of products to collision and mechanical repair shops, including aftermarket collision and mechanical products, recycled collision and mechanical products, refurbished collision products, such as wheels, bumper covers and lights, and re-manufactured engines. It also has operations in North America, Europe and Taiwan.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of LKQ CORPORATION
NEXSTAR MEDIA GROUP INC (NXST) is a mid-cap value stock in the Broadcasting & Cable TV industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Nexstar Media Group, Inc., formerly Nexstar Broadcasting Group, Inc., is a television broadcasting and digital media company. The Company is focused on the acquisition, development and operation of television stations and interactive community Websites, and digital media services in medium-sized markets in the United States. The Company’s segments include Broadcasting and Other. The Company’s broadcast segment includes television stations and related community-focused Websites that it owns, operates, programs or provides sales and other services to in various markets across the United States. The other activities of the Company include corporate functions, eliminations and other operations. As of December 31, 2016, it owned, operated, programmed or provided sales and other services to 104 full power television stations in 62 markets in the states of Alabama, Arizona, Arkansas, California, Colorado, Florida, New York, Utah, Vermont, Virginia, West Virginia and Wisconsin, among others.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of NEXSTAR MEDIA GROUP INC
SYNNEX CORPORATION (SNX) is a large-cap value stock in the Computer Hardware industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Synnex Corporation provides a range of distribution, logistics and integration services for the technology industry. The Company operates through Technology Solutions segment. The Company’s Technology Solutions segment distributes peripherals, information technology (IT) systems, including data center server and storage solutions, system components, software, networking/communications/security equipment, and consumer electronics (CE) and complementary products. Within its Technology Solutions segment, the Company also provides systems design and integration solutions.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | FAIL |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SYNNEX CORPORATION
WESTERN ALLIANCE BANCORPORATION (WAL) is a large-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Western Alliance Bancorporation is a bank holding company. The Company provides a range of deposit, lending, treasury management, international banking and online banking products and services through its banking subsidiary, Western Alliance Bank (WAB). The Company’s regional segments include Arizona, Nevada, Southern California and Northern California, which provide banking and related services to their respective markets. The operations from the regional segments correspond to the banking divisions, which include Alliance Bank of Arizona (ABA) in Arizona, Bank of Nevada (BON) and First Independent Bank (FIB) in Nevada, Torrey Pines Bank (TPB) in Southern California, and Bridge Bank in Northern California. The Company’s specialized financial services include Alliance Association Bank, Corporate Finance, Mortgage Warehouse Lending, Equity Fund Resources, Hotel Franchise Finance (HFF), Public & Nonprofit Finance, Renewable Resource Group, Resort Finance, and Technology Finance.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of WESTERN ALLIANCE BANCORPORATION
ARES CAPITAL CORPORATION (ARCC) is a mid-cap value stock in the Misc. Financial Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ares Capital Corporation is a specialty finance company. The Company operates as a closed-end, non-diversified management investment company. The Company’s investment objective is to generate both current income and capital appreciation through debt and equity investments. It invests primarily in the United States middle-market companies. It may from time to time invest in larger or smaller (in particular, for investments in early-stage and/or venture capital-backed) companies. It invests primarily in first lien senior secured loans (including unitranche loans, which are loans that combine both senior and mezzanine debt, generally in a first lien position), second lien senior secured loans, and mezzanine debt, which in some cases includes an equity component. It invests in various industries, such as automotive services, business services, consumer products, and containers and packaging. Ares Capital Management LLC serves as its investment advisor.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ARES CAPITAL CORPORATION
AMERIS BANCORP (ABCB) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ameris Bancorp is a financial holding company. The Company’s business is conducted through its banking subsidiary, Ameris Bank (the Bank), which provides a range of banking services to its retail and commercial customers. The Company operates through four segments: the Banking Division, the Retail Mortgage Division, the Warehouse Lending Division and the SBA Division. The Banking Division is engaged in the delivery of financial services, which include commercial loans, consumer loans and deposit accounts. The Retail Mortgage Division is engaged in the origination, sales and servicing of one- to four-family residential mortgage loans. The Warehouse Lending Division is engaged in the origination and servicing of warehouse lines to other businesses that are secured by underlying one- to four-family residential mortgage loans. The SBA Division is engaged in the origination, sales and servicing of small business administration (SBA) loans.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of AMERIS BANCORP
BCB BANCORP, INC. (BCBP) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: BCB Bancorp, Inc. is the holding company parent of BCB Community Bank (the Bank). The Bank is a community-oriented financial institution. The Bank’s business is to offer Federal Deposit Insurance Corporation (FDIC)-insured deposit products and to invest funds held in deposit accounts at the Bank, together with funds generated from operations, in loans and investment securities. The Bank offers loans, including commercial and multi-family real estate loans, one-to four-family mortgage loans, home equity loans, construction loans, consumer loans and commercial business loans; FDIC-insured deposit products, such as savings and club accounts, interest and non-interest bearing demand accounts, money market accounts, certificates of deposit and individual retirement accounts, and retail and commercial banking services, including wire transfers, money orders, safe deposit boxes, a night depository, debit cards, online banking, mobile banking, gift cards and fraud detection (positive pay).
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BCB BANCORP, INC.
DORMAN PRODUCTS INC. (DORM) is a mid-cap growth stock in the Auto & Truck Parts industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Dorman Products, Inc. is a supplier of replacement parts and fasteners for passenger cars, light trucks and heavy duty trucks in the automotive aftermarket. As of December 31, 2016, the Company distributed and marketed approximately 155,000 different stock keeping units (SKU’s) of automotive replacement parts and fasteners. As of December 31, 2016, approximately 83% of its products were sold under brands that it owned and the remainder of its products were sold for resale under customers’ private labels, other brands or in bulk. Its products are sold in the United States through automotive aftermarket retailers, national, regional and local warehouse distributors, and specialty markets, and salvage yards. It also distributes automotive replacement parts outside the United States, with sales primarily into Canada, Mexico, Europe, the Middle East, and Australia. Its parts are marketed under the OE Solutions, TECHoice, AutoGrade, Conduct-Tite, FirstStop and HD Solutions brand names.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of DORMAN PRODUCTS INC.
ROCKY BRANDS INC (RCKY) is a small-cap value stock in the Footwear industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Rocky Brands, Inc. is a designer, manufacturer and marketer of footwear and apparel marketed under a portfolio of brand names, including Rocky, Georgia Boot, Durango, Lehigh and the licensed brand Michelin. The Company operates its business through three segments: wholesale, retail and military. In its wholesale segment, the Company distributes its products through a range of distribution channels representing over 10,000 retail store locations in the United States and Canada, as well as in other international markets. Its wholesale channels vary by product line and include sporting goods stores, outdoor retailers, independent shoe retailers, hardware stores, catalogs, mass merchants and uniform stores. In its retail segment, the Company sells its products directly to consumers through its consumer and business direct Websites and its Rocky outlet store. In its military segment, the Company sells footwear under the Rocky label to the United States military.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ROCKY BRANDS INC
SAIA INC (SAIA) is a mid-cap growth stock in the Trucking industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Saia, Inc., is a transportation company. The Company provides regional and interregional less-than-truckload (LTL) services. The Company also offers a range of other value-added services, including non-asset truckload, expedited and logistics services across North America. The Company’s subsidiary Saia Motor Freight Line, LLC (Saia LTL Freight) is a LTL carrier. Saia LTL Freight serves approximately 34 states in the South, Southwest, Midwest, Pacific Northwest and West and portions of the Northeast. Saia LTL Freight specializes in offering its customers a range of regional and interregional LTL services, including time-definite and expedited options. Saia LTL Freight primarily provides its customers with solutions for shipments approximately between 100 and 10,000 pounds, but also provides truckload services. It operated a network consisting of approximately 166 owned and leased locations.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SAIA INC
BLACKROCK MUNIHOLDINGS QUALITYFND II INC (MUE) is a small-cap growth stock in the Misc. Financial Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: BlackRock MuniHoldings Quality Fund II, Inc. (the Fund) is a non-diversified, closed-end management investment company. The Fund’s investment objective is to provide shareholders with current income exempt from federal income taxes. The Fund seeks to achieve its investment objective by investing primarily in long-term, investment grade municipal obligations exempt from federal income taxes (except that the interest may be subject to the federal alternative minimum tax). Under normal market conditions, the Fund invests at least 80% of its assets in municipal obligations with remaining maturities of one year or more at the time of investment. The Fund may invest directly in such securities or synthetically through the use of derivatives. The Fund’s portfolio includes its investments in various sectors, including transportation, utilities, health, education, housing and tobacco. The Fund’s investment advisor is BlackRock Advisors, LLC.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BLACKROCK MUNIHOLDINGS QUALITYFND II INC
MAIN STREET CAPITAL CORPORATION (MAIN) is a mid-cap value stock in the Misc. Financial Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Main Street Capital Corporation (MSCC) is a principal investment firm. MSCC’s principal investment objective is to maximize its portfolio’s total return by generating current income from the Company’s debt investments and capital appreciation from its equity and equity related investments, including warrants, convertible securities and other rights to acquire equity securities in a portfolio company. It is primarily focused on providing customized debt and equity financing to lower middle market (LMM) companies and debt capital to middle market (Middle Market) companies. It invests primarily in secured debt investments, equity investments, warrants and other securities of LMM companies and in secured debt investments of Middle Market companies. Its investment portfolio includes its investments in LMM portfolio companies, investments in Middle Market portfolio companies and Other Portfolio investments, among others. MSC Adviser I, LLC is the External Investment Manager.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of MAIN STREET CAPITAL CORPORATION
TEXTAINER GROUP HOLDINGS LIMITED (TGH) is a small-cap value stock in the Rental & Leasing industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Textainer Group Holdings Limited is a holding company. The Company is involved in the purchase, ownership, management, leasing and disposal of a fleet of intermodal containers. The Company operates in three segments: Container Ownership, which owns containers; Container Management, which manages containers on behalf of affiliated and unaffiliated container investors, and provides acquisition, management and disposal services, and total managed containers, and Container Resale, which sells containers from its fleet when they reach the end of their useful lives in marine service, and also purchases and leases or resells containers from shipping line customers, container traders and other sellers of containers. The Company is a lessor of intermodal containers based on fleet size. The Company is also a seller of used containers. The Company’s subsidiaries include Textainer Equipment Management Limited (TEML) and Textainer Limited (TL).
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of TEXTAINER GROUP HOLDINGS LIMITED
AMES NATIONAL CORPORATION (ATLO) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ames National Corporation is a bank holding company. The Company operates through banking segment. The Company owns banking subsidiaries, including First National Bank, Ames; Boone Bank & Trust Co., Boone; Iowa State Savings Bank, Creston; State Bank & Trust Co., Nevada; Reliance State Bank, Story City; and United Bank & Trust, Marshalltown. All of its operations are conducted in the State of Iowa and primarily within the central and north central Iowa counties of Boone, Hancock, Marshall, Polk and Story where the Company’s banking subsidiaries are located. The Banks offer a range of deposit services, including checking accounts, savings accounts and time deposits of various types, ranging from money market accounts to longer-term certificates of deposit. The Banks also offer retirement accounts, such as individual retirement accounts (IRAs). It provides financial products, such as Internet banking and trust services for customers and communities.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of AMES NATIONAL CORPORATION
PINNACLE FINANCIAL PARTNERS INC (PNFP) is a mid-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Pinnacle Financial Partners, Inc. is a bank holding company. The Company operates through its subsidiary, Pinnacle Bank. The Company operates as a community bank primarily in the urban markets of Nashville, Knoxville, Memphis and Chattanooga, Tennessee and other counties. It provides the personalized service associated with small community banks, while seeking to offer the products and services, such as investments and treasury management. Pinnacle Bank offers an array of convenience-centered products and services, including round the clock telephone and Internet banking, mobile banking, debit and credit cards, direct deposit, remote deposit and cash management services for small- to medium-sized businesses. In addition, Pinnacle Bank is associated with a network of automated teller machines of other financial institutions that its clients are able to use throughout Tennessee and other regions.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of PINNACLE FINANCIAL PARTNERS INC
FARMERS NATIONAL BANC CORP (FMNB) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Farmers National Banc Corp. is a one-bank holding company. The Company’s principal business consists of owning and supervising its subsidiaries. The Company operates through tree segments: the Bank, Trust and Retirement Consulting. The Company operates principally through its subsidiaries, The Farmers National Bank of Canfield (the Bank or Farmers Bank), Farmers Trust Company (Trust or Farmers Trust), National Associates, Inc. (NAI) and Farmers National Captive, Inc. (Captive). The Bank’s subsidiaries include Farmers National Insurance, LLC (Farmers Insurance) and Farmers of Canfield Investment Co. (Farmers Investments). The banking operation offers loans, investments and deposits; the trust operations provide trust services, and the retirement consulting operations offer consulting services. The Company and its subsidiaries operate in the domestic banking, trust, retirement consulting, insurance and financial management industries.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of FARMERS NATIONAL BANC CORP
MEDIFAST INC (MED) is a mid-cap growth stock in the Biotechnology & Drugs industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Medifast, Inc. produces, distributes and sells weight loss, weight management, and healthy living products, and other consumable health and nutritional products. The Company’s product lines include weight loss, weight management, and healthy living meal replacements, snacks, hydration products, and vitamins. Its business units include Optavia, Medifast Direct, Franchise Medifast Weight Control Centers (MWCC) and Medifast Wholesale. Optavia is a personal coaching division of the Company that consists of Optavia Coaches, who provides coaching and support to clients utilizing the Optavia platform. Medifast Direct is its direct-to-consumer business unit that allows customers to order Medifast products directly through its Website or its in-house call center. The MWCC business unit sells product through franchise and reseller locations, which offers structured programs and a team of professionals to help customers achieve weight-loss and weight-management success at center locations.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of MEDIFAST INC
BROWN & BROWN, INC. (BRO) is a large-cap growth stock in the Insurance (Miscellaneous) industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Brown & Brown, Inc. is a diversified insurance agency, wholesale brokerage, insurance programs and service company. The Company markets and sells insurance products and services, in the property, casualty and employee benefits areas. The Company provides its customers with non-investment insurance contracts, as well as other customized risk management products and services. It operates through four segments: the Retail Segment, which provides a range of insurance products and services to commercial, public and quasi-public entities, and to professional and individual customers; the National Programs Segment, which acts as a managing general agent, provides professional liability and related package products; the Wholesale Brokerage Segment, which markets and sells excess and surplus commercial and personal lines insurance, and the Services Segment, which provides insurance-related services, including third-party claims administration and medical utilization management services.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BROWN & BROWN, INC.
TRUSTMARK CORP (TRMK) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Trustmark Corporation is a bank holding company. The Company’s principal subsidiary is Trustmark National Bank (TNB). Through TNB and its subsidiaries, the Company operates as a financial services company providing banking and other financial solutions. It operates through three segments: General Banking, Wealth Management and Insurance. The General Banking Segment is responsible for all traditional banking products and services, including loans and deposits. The Wealth Management Segment provides customized solutions for customers by integrating financial services with traditional banking products and services, such as money management, full-service brokerage, financial planning, personal and institutional trust and retirement services. Through Fisher Brown Bottrell Insurance, Inc. (FBBI), a subsidiary of TNB, the Insurance Segment provides a range of retail insurance products, including commercial risk management products, bonding, group benefits and personal lines coverage.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of TRUSTMARK CORP
UMB FINANCIAL CORP (UMBF) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: UMB Financial Corporation is a diversified financial holding company. The Company supplies banking services, institutional investment management, asset servicing and payment solutions to its customers in the United States and around the globe. The Company’s segments include Bank, which provides a range of banking services to commercial, retail, government and correspondent bank customers through the Company’s branches, call center, Internet banking and automated teller machine network; Institutional Investment Management, which provides equity and fixed income investment strategies in the intermediary and institutional markets, and Asset Servicing, which provides services to the asset management industry, supporting a range of investment products, including mutual funds, alternative investments and managed accounts. The Company’s subsidiary includes UMB Fund Services, Inc. (UMBFS).
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of UMB FINANCIAL CORP
CAMDEN NATIONAL CORPORATION (CAC) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 89% to 97% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Camden National Corporation is a bank holding company. The Company is a diversified financial services provider. The primary business of the Company and its subsidiary, Camden National Bank (the Bank), is to attract deposits from, and to extend loans to, consumer, institutional, municipal, non-profit and commercial customers. The Company, through the Bank, offers commercial and consumer banking products and services, and through Camden Financial Consultants and Camden National Wealth Management, divisions of the Bank, brokerage and insurance services, as well as investment management and fiduciary services. The Bank is a national banking association. The Company had 61 banking centers, 84 automated teller machines and three lending offices as of December 31, 2016. The Company operates and manages the Bank’s business within Maine’s various regions, including Mid Coast, Southern, Central, Bangor and Downeast. Healthcare Professional Funding Corporation is a subsidiary of the Bank.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of CAMDEN NATIONAL CORPORATION
QUANTA SERVICES INC (PWR) is a large-cap growth stock in the Construction Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Quanta Services, Inc. is a provider of specialty contracting services, offering infrastructure solutions primarily to the electric power and oil and gas industries in the United States, Canada and Australia and selected other international markets. The Company operates through two segments: Electric Power Infrastructure Services, which provides network solutions to customers in the electric power industry, and Oil and Gas Infrastructure Services, which provides network solutions to customers involved in the development and transportation of natural gas, oil and other pipeline products. The services it provides include the design, installation, upgrade, repair and maintenance of infrastructure within each of the industries it serves, such as electric power transmission and distribution networks, substation facilities, renewable energy facilities, pipeline transmission and distribution systems and facilities, and infrastructure services for the offshore and inland water energy markets.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of QUANTA SERVICES INC
GUARANTY BANCSHARES, INC. (GNTY) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Guaranty Bancshares, Inc. is the holding company for Guaranty Bank & Trust (Guaranty). Guaranty offers various solutions, such as personal banking, business banking, mortgage and wealth management. Its personal banking solutions include checking accounts, which include compare accounts, green checking, student checking, choice checking, guaranty interest checking, order checks and debit cards; savings accounts, which include regular savings, premier money market, certificate of deposit, individual retirement account (IRA) options and health savings account, and online banking, which includes money desktop and e-statements. Guaranty offers various loans, including line of credit, small business administration loans and real estate loans. Guaranty also offers mobile banking solutions, mortgage warehouse lending solutions and treasury management solutions. It has approximately 30 bank locations in over 20 Texas communities.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of GUARANTY BANCSHARES, INC.
HORIZON BANCORP INC (HBNC) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Horizon Bancorp Inc, formerly Horizon Bancorp, is a bank holding company. The Company provides a range of banking services in Northern and Central Indiana and Southwestern and Central Michigan through its bank subsidiary, Horizon Bank, N.A. (the Bank) and other affiliated entities and Horizon Risk Management, Inc. The Company operates through commercial banking segment. The Bank is a full-service commercial bank offering commercial and retail banking services, corporate and individual trust and agency services and other services incident to banking. Horizon Risk Management, Inc. is a captive insurance company. LSB Risk Management, Inc. is a captive insurance company. As of September 1, 2017, the Bank operated through 60 offices throughout northern and central Indiana and southern Michigan and Ohio. The Bank’s loan portfolio consists of commercial loans, real estate loans, mortgage warehouse loans and consumer loans.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of HORIZON BANCORP INC
WILLIAMS-SONOMA, INC. (WSM) is a large-cap value stock in the Retail (Specialty) industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Williams-Sonoma, Inc. is a specialty retailer of sustainable products for the home. The Company operates in the United States, Puerto Rico, Canada, Australia, and the United Kingdom. The Company offers international shipping worldwide and has franchisees stores in the Middle East, the Philippines, Mexico, South Korea, and India as well as e-commerce Websites. The Company’s merchandise includes Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, and Mark and Graham, which sell its products through the Company’s e-commerce Websites, direct-mail catalogs, and retail stores.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of WILLIAMS-SONOMA, INC.
SIMPSON MANUFACTURING CO, INC. (SSD) is a mid-cap growth stock in the Misc. Fabricated Products industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Simpson Manufacturing Co., Inc., through its subsidiary, Simpson Strong-Tie Company Inc. (SST), designs, engineers and manufactures wood construction products, including connectors, truss plates, fastening systems, fasteners and pre-fabricated lateral systems used in light-frame construction. The Company’s segments are North America, Europe, Asia/Pacific, and Administrative & All Other. The North America segment includes operations primarily in the United States and Canada. The Europe segment includes operations primarily in France, the United Kingdom, Germany, Denmark, Switzerland, Portugal, Poland, the Netherlands and Belgium. The Asia/Pacific segment includes operations primarily in Australia, New Zealand, South Africa, China, Taiwan and Vietnam. The Company manufactures concrete construction products used for concrete, masonry, steel construction and for concrete repair, protection and strengthening, including adhesives, chemicals and mechanical anchors.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SIMPSON MANUFACTURING CO, INC.
TORONTO-DOMINION BANK (TD) is a large-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 54% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: The Toronto-Dominion Bank (the Bank) operates as a bank in North America. The Company’s segments include Canadian Retail, U.S. Retail, Wholesale Banking and corporate. Canadian Retail segment serves customers in the Canadian personal and commercial banking, wealth, and insurance businesses. Personal Banking provides financial products and advice through its network of automated teller machines (ATM), telephone, digital and mobile banking. U.S. Retail comprises the Bank’s personal and business banking operations under the brand TD Bank and wealth management in the United States. Wholesale Banking offers a range of capital markets and corporate and investment banking services, including underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures, and meeting the daily trading, funding, and investment needs of its clients.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of TORONTO-DOMINION BANK
ENCORE WIRE CORPORATION (WIRE) is a small-cap value stock in the Misc. Fabricated Products industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Encore Wire Corporation is a manufacturer of electrical building wire and cable. The Company is a supplier of building wire for interior electrical wiring in commercial and industrial buildings, homes, apartments, and manufactured housing. The Company manufactures electric building wire, principally NM-B cable, for use primarily as interior wiring in homes, apartments and manufactured housing, and THHN/THWN-2 cable and metal-clad and armored cable for use primarily as wiring in commercial and industrial buildings. It offers an electrical building wire product line that consists primarily of UF-B cable and other types of wire products, including metal-clad and armored cable. All of these products are manufactured with copper or aluminum as the conductor. NM-B cable consists of either two or three insulated copper wire conductors, with an uninsulated ground wire, all sheathed in a polyvinyl chloride (PVC) jacket.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ENCORE WIRE CORPORATION
FIRST FINANCIAL CORP (THFF) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Financial Corporation is a financial holding company. The Company, through its subsidiaries, offers financial services, including commercial, mortgage and consumer lending, lease financing, trust account services, depositor services and insurance services. The Company’s subsidiaries include First Financial Bank, N.A. (the Bank), The Morris Plan Company of Terre Haute (Morris Plan), First Chanticleer Corporation and FFB Risk Management Co., Inc. The Bank has two investment subsidiaries, Portfolio Management Specialists A (Specialists A) and Portfolio Management Specialists B (Specialists B), which holds and manages certain assets to manage various income streams and provides opportunities for capital creation as needed. The Bank’s loan portfolio includes commercial loans, residential loans and consumer loans. Its deposits include non-interest-bearing demand deposits, interest-bearing demand deposits, savings deposits, time deposits: $100,000 or more, and other time deposits.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of FIRST FINANCIAL CORP
GERMAN AMERICAN BANCORP., INC. (GABC) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: German American Bancorp, Inc. is a bank holding company. The Company, through its banking subsidiary German American Bank, operates approximately 74 banking offices in 20 contiguous southern Indiana counties and six counties in Kentucky. Its segments are core banking, trust and investment advisory services, insurance, and other. The core banking segment involves attracting deposits from the general public and using such funds to originate consumer, commercial and agricultural, commercial and agricultural real estate, and residential mortgage loans, primarily in its local markets. The core banking segment also involves the sale of residential mortgage loans in the secondary market. The trust and investment advisory services segment involves providing trust, investment advisory, and brokerage services to customers. The insurance segment offers a range of personal and corporate property and casualty insurance products, in its banking subsidiary’s local markets.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of GERMAN AMERICAN BANCORP., INC.
HAVERTY FURNITURE COMPANIES, INC. (HVT) is a small-cap value stock in the Furniture & Fixtures industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Haverty Furniture Companies, Inc. is a retailer of residential furniture and accessories. The Company sells home furnishings in its retail stores and through its Website, havertys.com. As of December 31, 2016, the Company had 124 stores in 16 states in the Southern and Midwest regions. As of December 31, 2016, the Company’s retail store space totaled approximately 4.5 million square feet for 124 stores. It also offers financing through a third-party finance company, as well as an internal revolving charge credit plan. The Company’s retail locations are operated using the Havertys name. It offers mattress product lines, such as Sealy, Tempur-Pedic, Serta, Stearns & Foster and Beautyrest Black. The Company’s customers are college educated women in middle to upper-middle income households. The Company stores are located in areas, including Florida, Texas, North Carolina, Tennessee and Maryland.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of HAVERTY FURNITURE COMPANIES, INC.
HORACE MANN EDUCATORS CORPORATION (HMN) is a small-cap value stock in the Insurance (Prop. & Casualty) industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Horace Mann Educators Corporation (HMEC) is an insurance holding company. Through its subsidiaries, HMEC markets and underwrites personal lines of property and casualty (primarily personal lines automobile and homeowners) insurance, retirement annuities (primarily tax-qualified products) and life insurance in the United States. The Company’s operating segments include Property and Casualty segment, comprising primarily personal lines automobile and homeowners products; Retirement segment, comprising primarily tax-qualified fixed and variable annuities; Life segment life insurance, and Corporate and Other. It markets and services its products through a sales force of full-time agents supported by its Customer Contact Center. These agents sell HMEC’s products and limited additional third-party vendor products. As of December 31, 2016, its property and casualty subsidiaries and its life insurance subsidiary were licensed to write business in over 48 states and the District of Columbia.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of HORACE MANN EDUCATORS CORPORATION
CAPITAL SOUTHWEST CORPORATION (CSWC) is a small-cap value stock in the Misc. Financial Services industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Capital Southwest Corporation is an investment company that specializes in providing customized financing to middle market companies in a range of industry segments located primarily in the United States. The Company is a specialty lending company. Its principal investment objective is to produce risk-adjusted returns by generating current income from debt investments and capital appreciation from its equity and equity related investments. It focuses on partnering with business owners, management teams and financial sponsors to provide financing solutions to fund growth, changes of control, or other corporate events. In allocating future investments, it focuses on investing in senior and subordinated debt securities secured by security interests in portfolio company assets, coupled with equity interests. It targets senior and subordinated investments in the lower middle market and private loan transactions, as well as first and second lien syndicated loans in middle market companies.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of CAPITAL SOUTHWEST CORPORATION
CLEAN HARBORS INC (CLH) is a mid-cap growth stock in the Waste Management Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Clean Harbors, Inc. is a provider of environmental, energy and industrial services throughout North America. The Company is also a re-refiner and recycler of used oil in the world and a provider of parts cleaning and related environmental services to commercial, industrial and automotive customers in North America. The Company operates in six segments: Technical Services, Industrial Services, Field Services, Safety-Kleen, Oil and Gas Field Services, and Lodging Services. The Company is also a service provider in the recovery and decontamination of pollutants. The Company provides services to protect the ozone layer from the effects of chlorofluorocarbons (CFCs). It offers brands, such as Performance Plus brand and green brand EcoPower. The Company also offers CleanPack services, which include the collection, identification and categorization, packaging, transportation and disposal of laboratory chemicals and household hazardous waste. It also provides hydro excavation services.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of CLEAN HARBORS INC
CREDIT ACCEPTANCE CORP. (CACC) is a large-cap value stock in the Consumer Financial Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Credit Acceptance Corporation offers financing programs that enable automobile dealers to sell vehicles to consumers. The Company’s financing programs are offered through a network of automobile dealers. The Company has two Dealers financing programs: the Portfolio Program and the Purchase Program. Under the Portfolio Program, the Company advances money to dealers (Dealer Loan) in exchange for the right to service the underlying consumer loans. Under the Purchase Program, the Company buys the consumer loans from the dealers (Purchased Loan) and keeps the amounts collected from the consumer. Dealer Loans and Purchased Loans are collectively referred to as Loans. As of December 31, 2016, the Company’s target market included approximately 60,000 independent and franchised automobile dealers in the United States. The Company has market area managers located throughout the United States that market its programs to dealers, enroll new dealers and support active dealers.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of CREDIT ACCEPTANCE CORP.
AFLAC INCORPORATED (AFL) is a large-cap value stock in the Insurance (Accident & Health) industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Aflac Incorporated is a holding company. The Company is involved in supplemental health and life insurance, which is marketed and administered through its subsidiary, American Family Life Assurance Company of Columbus (Aflac). The Company’s insurance business consists of two segments: Aflac Japan and Aflac U.S. Aflac Japan are designed to help consumers pay for medical and non-medical costs that are not reimbursed under Japan’s national health insurance system. It offers insurance products, such as cancer, medical, and income support insurance. Its protection products include whole life, GIFT, and WAYS and Child Endowment. The Company designs the United States insurance products to provide supplemental coverage for people having medical or primary insurance coverage. Aflac U.S. offers accident coverage on both an individual and group basis. It offers cancer plans, critical illness plans, and critical care and recovery plans.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of AFLAC INCORPORATED
ALLEGHANY CORPORATION (Y) is a mid-cap value stock in the Insurance (Life) industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Alleghany Corporation is an insurance holding company. The Company, through its subsidiary Alleghany Insurance Holdings LLC (AIHL) and its subsidiaries, is engaged in the property and casualty insurance business. AIHL’s insurance operations are conducted by its subsidiaries RSUI Group, Inc. (RSUI), CapSpecialty, Inc. (CapSpecialty) and Pacific Compensation Corporation (PacificComp). Its segments include reinsurance and insurance. Its reinsurance segment consists of property and casualty reinsurance operations conducted by Transatlantic Holdings, Inc. reinsurance operating subsidiaries. Its insurance segment consists of property and casualty insurance operations conducted by AIHL through its insurance operating subsidiaries RSUI, CapSpecialty and PacificComp. AIHL Re LLC, which is a captive reinsurance company, provides reinsurance to its insurance operating subsidiaries and affiliates.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ALLEGHANY CORPORATION
AMEDISYS INC (AMED) is a mid-cap growth stock in the Healthcare Facilities industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Amedisys, Inc. is a healthcare services company. The Company’s segments are Home Health, Hospice, Personal Care and Other. The Company is a provider of home health, hospice and personal care services. The Company owns and operates approximately 524 centers in 39 states and the District of Columbia. The Company’s Home Health segment provides compassionate healthcare to help its patients recover from surgery or illness, live with chronic diseases, and prevent avoidable hospital readmissions. The Hospice segment provides support for those who are dealing with a terminal illness, such as heart disease, pulmonary disease, Alzheimer’s and Human Immunodeficiency Virus (HIV)/Acquired Immuno Deficiency Syndrome (AIDS). The Personal care segment provides patients with assistance with the essential activities of daily living.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of AMEDISYS INC
ARROW FINANCIAL CORPORATION (AROW) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Arrow Financial Corporation (Arrow) is a bank holding company. The Company’s banking subsidiaries are Glens Falls National Bank and Trust Company (Glens Falls National) and Saratoga National Bank and Trust Company (Saratoga National). It operates in community banking industry segment. The Company’s business consists primarily of the ownership, supervision and control of its two banks. It provides advisory and administrative services and coordinates the general policies and operation of the banks. The Company offers a range of commercial and consumer banking, and financial products. Its deposit base consists of deposits derived from the communities it serves. Through its banks’ trust operations, the Company provides retirement planning, trust and estate administration services for individuals, and pension, profit-sharing and employee benefit plan administration for corporations.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ARROW FINANCIAL CORPORATION
BALL CORPORATION (BLL) is a large-cap growth stock in the Containers & Packaging industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ball Corporation is focused on suppling aluminum packaging for the beverage, personal care and household products industries. The Company’s sustainable and aluminum packaging products are produced for a various of end uses and are manufactured in facilities worldwide. It also provides aerospace and other technologies and services to governmental and commercial customers within its aerospace segment. The Company’s segments include beverage packaging, North and Central America; beverage packaging, Europe, Middle East and Africa (beverage packaging, EMEA); beverage packaging, South America and aerospace. The Company produces spacecraft, instruments and sensors, radio frequency systems and components, data exploitation solutions and a range of advanced technologies and products that enable weather prediction and climate change monitoring.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BALL CORPORATION
SELECTIVE INSURANCE GROUP INC (SIGI) is a mid-cap value stock in the Insurance (Prop. & Casualty) industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Selective Insurance Group, Inc. is a holding company. As of December 31, 2016, the Company had 10 insurance subsidiaries, nine of which were licensed by various state departments of insurance to write specific lines of property and casualty insurance business. The remaining subsidiary is authorized by various state insurance departments to write property and casualty insurance in the excess and surplus lines (E&S) market. Its segments include Standard Commercial Lines, which consists of insurance products and services provided in the standard marketplace; Standard Personal Lines, which consists of insurance products and services, including flood insurance coverage that it writes through the National Flood Insurance Program (NFIP); E&S Lines, which consists of insurance products and services provided to customers not obtaining coverage in the standard marketplace, and investment segment invests insurance premiums, as well as amounts generated through its capital management strategies.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SELECTIVE INSURANCE GROUP INC
MICROSOFT CORPORATION (MSFT) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Microsoft Corporation is a technology company. The Company develops and supports a range of software products, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Company’s products include operating systems; cross-device productivity applications; server applications; business solution applications; desktop and server management tools; software development tools; and video games. It also designs, manufactures, and sells devices, including personal computers (PCs), tablets, gaming and entertainment consoles, other intelligent devices, and related accessories. It offers an array of services, including cloud-based solutions that provide customers with software, services, platforms, and content, and it provides solution support and consulting services. It markets and distributes its products and services through original equipment manufacturers, direct, and distributors and resellers.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of MICROSOFT CORPORATION
ORACLE CORPORATION (ORCL) is a large-cap growth stock in the Software & Programming industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Oracle Corporation (Oracle) provides products and services that address enterprise information technology (IT) environments. The Company’s businesses include cloud and license, hardware and services. Its products and services include applications and infrastructure offerings that are delivered through a variety of IT deployment models. Its customers include government agencies, educational institutions and resellers. Using Oracle technologies, its customers build, deploy, run, manage and support their internal and external products, services and business operations. Its Oracle Cloud Services offerings includes Oracle Software as a Service (SaaS) and Oracle infrastructure as a service (IaaS) offering, which provides a stack of applications and infrastructure services delivered via cloud-based deployment models. Oracle Cloud Services integrate the software, hardware and services on a customer’s behalf in a cloud-based IT environment.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ORACLE CORPORATION
T ROWE PRICE GROUP INC (TROW) is a large-cap growth stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: T. Rowe Price Group, Inc. is a financial services holding company. The Company provides global investment management services through its subsidiaries to investors across the world. It provides a range of United States mutual funds, sub advised funds, separately managed accounts, collective investment trusts, and other products, which include open-ended investment products offered to investors outside the United States and products offered through variable annuity life insurance plans in the United States. The Company distributes its products in countries located within three geographical regions: Americas, Europe, Middle East and Africa (EMEA), and Asia Pacific (APAC). It also offers specialized advisory services, including management of stable value investment contracts and a distribution management service for the disposition of equity securities its clients receive from third-party venture capital investment pools. It serves clients in approximately 51 countries across the world.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of T ROWE PRICE GROUP INC
SOUTH PLAINS FINANCIAL INC (SPFI) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: South Plains Financial Inc. is a bank holding company for City bank (the Bank). The Bank provides wide range of commercial and consumer financial services to small and medium-sized businesses and individuals in its market areas. Its principal business activities include commercial and retail banking, along with insurance, investment, trust and mortgage services. The Bank operates 26 branch offices and 13 production offices both in banking markets and in certain areas that primarily focus on mortgage loan production. The Bank operates through two reportable segments: banking and insurance.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SOUTH PLAINS FINANCIAL INC
BAIN CAPITAL SPECIALTY FINANCE INC (BCSF) is a small-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Bain Capital Specialty Finance, Inc. is a managed specialty finance company focused on lending to middle market companies. The fund seeks to invest in senior investments with a first or second lien on collateral, senior first lien, stretch senior, senior second lien, unitranche, mezzanine debt, junior securities, other junior investments, and secondary purchases of assets or portfolios that primarily consist of middle-market corporate debt. The Company’s investment portfolio also includes corporate bonds, investment vehicles, equity interest, and preferred equity. It focuses on structuring, monitoring, and managing each of its current and prospective portfolio company investments. The Company also draws on the broader capabilities within Bain Capital’s platform of investment professionals around the world.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BAIN CAPITAL SPECIALTY FINANCE INC
UFP INDUSTRIES INC (UFPI) is a mid-cap value stock in the Forestry & Wood Products industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: UFP Industries, Inc., formerly Universal Forest Products, Inc., is a holding company. The Company, through its subsidiaries, supplies wood, wood composite and other products to three primary markets, such as retail, construction and industrial. Its segments include North, South, West, Alternative Materials, International, idX Holdings, Inc. (idX) and Corporate divisions. idX is a designer, manufacturer and installer of in-store environments. It designs, manufactures and markets wood and wood-alternative products for national home centers and other retailers; structural lumber and other products for the manufactured housing industry; engineered wood components for residential and commercial construction; specialty wood packaging, components and packing materials for various industries, and customized interior fixtures used in a range of retail stores, commercial and other structures.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of UFP INDUSTRIES INC
RATTLER MIDSTREAM LP (RTLR) is a small-cap value stock in the Oil Well Services & Equipment industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Rattler Midstream LP provides crude oil, natural gas and water-related midstream services to Diamondback Energy, Inc. (Diamondback). The Company’s services include fresh water services, saltwater disposal services, crude oil gathering, natural gas gathering and real estate contracts. The Company owns, operates, develops and acquires midstream infrastructure assets in the Midland and Delaware Basins of the Permian. The Company operates through two segments: midstream services and real estate operations. The Company owned and operated 781 miles of pipeline across the Midland and Delaware Basins with approximately 232,000 barrels per day (Bbl/d) of crude oil gathering capacity, 2.720 million Bbl/d of saltwater disposal, or SWD, capacity, 575,000 Bbl/d of fresh water gathering capacity, 80,000 thousand cubic feet per day (Mcf/d) of natural gas compression capability and 150,000 Mcf/d of natural gas gathering capacity.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of RATTLER MIDSTREAM LP
IAA INC (IAA) is a mid-cap growth stock in the Retail (Specialty) industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: IAA, Inc. is a provider of auction solutions for total loss, damaged and low-value vehicles. The Company facilitates the sale of total loss, damaged and low-value vehicles for a range of sellers, including insurance companies, dealerships, rental car companies, fleet lease companies and charitable organizations. Its solutions provide buyers with the vehicles they need to fulfill their vehicle rebuild requirements, replacement part inventory or scrap demand. Its services include CSAToday, IAA Market Value, Mobile Vehicle Assignment, BidFast, Catastrophe (CAT) Services, Multi-Channel Auction Model, i-Bid LIVE, IAA Buy Now and IAA Screen Sale. The Company operates as Insurance Auto Auctions, Inc. (IAA) in the United States, Impact Auto Auctions Ltd in Canada and HBC Vehicle Services Limited (HBC) in the United Kingdom.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of IAA INC
HARBORONE BANCORP INC (HONE) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: HarborOne Bancorp, Inc is the bank holding company for HarborOne Bank. The Bank serves the financial needs of consumers, businesses, and municipalities throughout Eastern Massachusetts and Rhode Island through a network of over 26 full-service branches located in Massachusetts and Rhode Island, and a commercial lending office in each of Boston, Massachusetts and Providence, Rhode Island. The Bank also provides a range of educational services through HarborOne U, with classes on small business, financial literacy and personal enrichment at two campuses located adjacent to its Brockton and Mansfield locations. HarborOne Mortgage, LLC, a subsidiary of HarborOne Bank, is a full-service mortgage lender with more than 30 offices in Massachusetts, Rhode Island, New Hampshire, Maine, New Jersey and Florida.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | FAIL |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of HARBORONE BANCORP INC
BANCO BBVA ARGENTINA SA (ADR) (BBAR) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 69% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Banco Bbva Argentina SA, formerly known as BBVA French Bank, is an Argentina-based banking institution. Through its banking platform, the Bank provides a broad range of financial and non-financial services to both individuals and companies. It manages three business lines: Retail Banking, Small and Medium-Sized Companies and Corporate and Investment Banking (C&IB). Retail Banking offers checking and savings accounts, time deposits, credit cards, loans, mortgages, insurance and investment products, among others. Small and Medium-Sized Companies targets local private-sector companies providing financing products, factoring, checking accounts, time deposits, transactional and payroll services, insurance and investment products, among others. C&IB offers financial services to corporations and multinational companies, as well as global transaction services, global markets solutions, long term financing, among others. The Bank is active locally, mostly.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BANCO BBVA ARGENTINA SA (ADR)
CARLYLE GROUP INC (CG) is a large-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: The Carlyle Group Inc., formerly The Carlyle Group L.P., is a diversified multi-product global alternative asset management firm. The Company advises on various investment funds and other investment vehicles that invests across a range of industries, geographies, asset classes and investment strategies, and seeks to deliver returns for its fund investors. The Company operates in four segments: Corporate Private Equity (CPE), Real Assets, Global Credit and Investment Solutions. The Corporate Private Equity segment is comprised of the operations that advise a diverse group of funds that invest in buyout, middle market and growth capital transactions that focus on either a geography or a particular industry. The Real Assets segment is comprised of the operations that advise United States and international funds focused on real estate, infrastructure, energy and renewable energy transactions.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of CARLYLE GROUP INC
FIRST REPUBLIC BANK (FRC) is a large-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Republic Bank (the Bank) is a commercial bank and trust company. The Bank specializes in providing services, including private banking, private business banking, real estate lending and wealth management services, including trust and custody services, to clients in selected metropolitan areas in the United States. It operates through two segments: Commercial Banking and Wealth Management. The principal business activities of the Commercial Banking segment are gathering deposits, originating and servicing loans and investing in investment securities. The principal business activities of the Wealth Management segment include the investment management activities of First Republic Investment Management, Inc. (FRIM), which manages investments for individuals and institutions; money market mutual fund activities through third-party providers and the brokerage activities of First Republic Securities Company, LLC (FRSC) and its foreign exchange activities conducted on behalf of clients.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of FIRST REPUBLIC BANK
MANNING AND NAPIER INC (MN) is a small-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Manning & Napier, Inc. (Manning & Napier) is an independent investment management firm. The Company provides its clients with a range of financial solutions and investment strategies, including wealth management services. The Company’s investment strategies are powered by multiple research engines, employing fundamental and quantitative approaches, and are offered as both single- and multi-asset class portfolios. The Company provides investment management services to separately managed accounts, mutual funds and collective investment trust funds. The Company’s separate accounts are primarily distributed through wealth management sales channel, where its financial consultants form relationships with high-net-worth individuals, endowments, foundations, and retirement plans. Its mutual funds and collective investment trusts are primarily distributed through financial intermediaries, including brokers, financial advisors, retirement plan advisors and platform relationships.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of MANNING AND NAPIER INC
HANMI FINANCIAL CORP (HAFC) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Hanmi Financial Corporation is the holding company for Hanmi Bank (the Bank). The Bank is a community bank conducting general business banking, with its primary market encompassing the Korean-American community, as well as other ethnic communities across California, Colorado, Georgia, Illinois, New York, Texas, Virginia and Washington. The Bank’s client base reflects the multi-ethnic composition of these communities. The Bank maintains a branch network of full-service branch offices in California, Illinois, New Jersey, New York, Texas and Virginia, and loan production offices in California, Colorado, Texas, Virginia and Washington State. Its lending activities include real estate loans (commercial property, construction and residential property), commercial and industrial loans (commercial term loans, commercial lines of credit and international), and consumer loans and small business administration (SBA) loans. Its revenues are derived from interest and fees on its loans.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of HANMI FINANCIAL CORP
HOMESTREET INC (HMST) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: HomeStreet, Inc. is a financial services company serving customers primarily in the western United States, including Hawaii. The Company is principally engaged in real estate lending, including mortgage banking activities, and commercial and consumer banking. The Company’s operating segments include Commercial and Consumer Banking, and Mortgage Banking. It provides financial products and services to its commercial and consumer customers through retail deposit branches and commercial lending centers, automated teller machines (ATMs), and online, mobile and telephone banking. The Company originates single family residential mortgage loans for sale in the secondary markets. Its mortgage loans are sold to or securitized by Fannie Mae, The Federal Home Loan Mortgage Corporation (Freddie Mac) or The Government National Mortgage Association (Ginnie Mae), while it retains the right to service these loans. It also provides insurance products and services for consumers and businesses.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of HOMESTREET INC
ARES COMMERCIAL REAL ESTATE CORP (ACRE) is a small-cap value stock in the Misc. Financial Services industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Ares Commercial Real Estate Corporation is a specialty finance company. The Company is primarily engaged in originating and investing in commercial real estate (CRE) loans and related investments. The Company operates through principal lending segment. Its target investments include senior mortgage loans, subordinated debt, preferred equity, mezzanine loans and other CRE investment opportunities, including commercial mortgage-backed securities. These investments are generally held for investment and are secured, directly or indirectly, by office, multifamily, retail, industrial, lodging, senior-living, self-storage and other commercial real estate properties, or by ownership interests therein. Through the Company’s manager, Ares Commercial Real Estate Management LLC, it has investment professionals located across the United States and Europe who directly source loan opportunities for the Company with owners, operators and sponsors of CRE properties.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ARES COMMERCIAL REAL ESTATE CORP
FACEBOOK INC (FB) is a large-cap growth stock in the Computer Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Facebook, Inc. is focused on building products that enable people to connect and share through mobile devices, personal computers virtual reality headsets, and in-home devices. The Company’s products include Facebook, Instagram, Messenger, WhatsApp and Facebook Reality Labs. Facebook enables people to connect, share, discover and communicate with each other on mobile devices and personal computers. Instagram is a place where people can express themselves through photos, videos, and private messaging, and connect with and shop from their favorite businesses and creators. Messenger is a messaging application for people to connect with friends, family, groups, and businesses across platforms and devices. WhatsApp is a messaging application that is used by people around the world to communicate and transact in a private way. Its Facebook Reality Labs offers augmented and virtual reality products, which include Oculus virtual reality technology and content platform.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of FACEBOOK INC
POPULAR INC (BPOP) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Popular, Inc. (Popular) is a financial holding company. The Company operates in two segments: Banco Popular de Puerto Rico (BPPR), which includes its Puerto Rico business, and Banco Popular North America (BPNA), which includes its the United States mainland business. The Company has operations in Puerto Rico, the United States and the Caribbean. The Company’s BPPR segment provides retail, mortgage and commercial banking services through its banking subsidiary, Banco Popular de Puerto Rico, as well as auto and equipment leasing and financing, investment banking, broker-dealer and insurance services through specialized subsidiaries. The Company’s BPNA segment consists of Popular North America, Inc. (PNA) functioning as the holding company for its operations in the United States. It also operates PNA’s subsidiary, E-LOAN, Inc. The banking operations of BPNA in the United States mainland are based in New York, Florida and New Jersey, conducted under the name of Popular Community Bank.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of POPULAR INC
NATIONAL BANK HOLDINGS CORP (NBHC) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: National Bank Holdings Corporation is a bank holding company. The Company’s primary operations are conducted through its subsidiary, NBH Bank (the Bank), through which it provides a range of banking products to both commercial and consumer clients. Through NBH Bank, it operates under the brand names: Bank Midwest in Kansas and Missouri; Community Banks of Colorado in Colorado, and Hillcrest Bank in Texas. In addition to traditional banking activities, it provides an array of treasury management solutions to its clients, including online and mobile banking, wire transfers, automated clearing house services, electronic bill payment, lock box services, remote deposit capture services, merchant processing services, cash vault, controlled disbursements, positive pay and other auxiliary services (including account reconciliation, collections, repurchase accounts, zero balance accounts and sweep accounts).
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | FAIL |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of NATIONAL BANK HOLDINGS CORP
SHUTTERSTOCK INC (SSTK) is a mid-cap growth stock in the Motion Pictures industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Shutterstock, Inc. (Shutterstock) is a global technology company that operates a two-sided marketplace for professionals to license content. The Company’s library of content includes digital imagery, which consists of licensed photographs, vectors, illustrations and video clips that customers use in their visual communications, such as Websites, digital and print marketing materials, corporate communications, books, publications and video content, and commercial music, which consists of music tracks and sound effects and which is often used to complement digital imagery. It also offers digital asset management services through its cloud-based digital asset management platform (webdam). Its global marketplace brings together users and contributors of content by providing a collection of content its customers can pay to license and incorporate into their work and by compensating contributors as their content is licensed to customers.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SHUTTERSTOCK INC
LIVE OAK BANCSHARES INC (LOB) is a mid-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Live Oak Bancshares, Inc. is a bank holding company. The Company conducts business operations primarily through its commercial bank subsidiary, Live Oak Banking Company (the Bank). The Bank specializes in providing lending services to small businesses nationwide in targeted industries. The loans originated 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 the United States Government agencies, residential mortgage-backed securities and mutual fund. The Company’s deposits include non-interest-bearing deposits and interest-bearing deposits, such as interest-bearing checking, money market and time deposits.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of LIVE OAK BANCSHARES INC
HOULIHAN LOKEY INC (HLI) is a mid-cap growth stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Houlihan Lokey, Inc. is a global independent investment bank that focuses on mergers and acquisitions (M&A), capital markets, financial restructuring, valuation, and strategic consulting. The Company operates through three segments: Corporate Finance, Financial Restructuring and Financial and Valuation Advisory. The Company provides financial professionals with an integrated platform that enables them to deliver advice to its clients. The Corporate Finance activities include two categories: M&A and capital markets advisory. The Financial and Valuation Advisory segment includes financial opinions, and a range of valuation and financial consulting services in the United States. It also provides strategic consulting services to clients. The Financial Restructuring segment provides advice to debtors and creditors.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of HOULIHAN LOKEY INC
ALLEGIANCE BANCSHARES INC (ABTX) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Allegiance Bancshares, Inc. is a bank holding company. Through its subsidiary, Allegiance Bank (the Bank), the Company provides a range of commercial banking services primarily to Houston metropolitan area-based small to medium-sized businesses, professionals and individual customers. In addition to banking during normal business hours, the Company offers extended drive-in hours, automated teller machines (ATMs) and banking by telephone, mail and Internet. The Company also provides debit card services, cash management services and wire transfer services, and offers night depository, direct deposits, cashier’s checks, letters of credit and mobile deposits. It also offers safe deposit boxes, automated teller machines, drive-in services and round the clock depository facilities. The Company maintains an Internet banking Website that allows customers to obtain account balances and transfer funds among accounts.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ALLEGIANCE BANCSHARES INC
ALPHABET INC (GOOGL) is a large-cap growth stock in the Computer Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Alphabet Inc. is a holding company. The Company’s segments include Google and Other Bets. The Company’s Google segment includes Google Services and Google Cloud. Its Google Services products and platforms include Android, Chrome, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Its Google Cloud Platform enables developers to build, test, and deploy applications on its infrastructure. Its Google Workspace collaboration tools include applications like Gmail, Docs, Drive, Calendar, Meet. The Google segment is engaged in advertising, sales of digital content, applications and cloud offerings. Its hardware products include Pixel phones, Chromecast with Google TV and the Google Nest Hub smart display. The Other Bets segment is engaged in the sales of Internet and television services, licensing and research and development (R&D) services.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ALPHABET INC
WILLIS TOWERS WATSON PLC (WLTW) is a large-cap growth stock in the Insurance (Miscellaneous) industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Willis Towers Watson Public Limited Company (Willis Towers Watson) is a holding company. The Company operates as a global advisory, broking and solutions company. It is engaged in offering risk management, insurance broking, consulting, technology and solutions, and private exchanges. The Company operates through eight segments: Willis International; Willis North America; Willis Capital, Wholesale & Reinsurance (CWR); Willis GB; Towers Watson Benefits; Towers Watson Exchange Solutions; Towers Watson Risk and Financial Services; and Towers Watson Talent and Rewards. The Willis GB segment comprises four business units: Property and Casualty, Transport, Financial Lines and Retail Networks. The Willis Capital Wholesale and Reinsurance segment includes Willis Re; Willis Capital Markets & Advisory; Willis’ wholesale business, and Willis Portfolio Underwriting Services. The Willis North America segment provides risk management, insurance brokerage and related risk services.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of WILLIS TOWERS WATSON PLC
ATKORE INC (ATKR) is a mid-cap value stock in the Constr. – Supplies & Fixtures industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Atkore Inc., formerly Atkore International Group Inc., is a manufacturer of electrical raceway products. The Company operates in two segments: Electrical segment and Safety and Infrastructure segment. Through the electrical segment, it manufactures products that deploy, isolate and protect a structure’s electrical circuitry from the original power source to the final outlet. The Company’s electrical segment products are used in the construction of electrical power systems including conduit, cable, and installation accessories. Its Safety and Infrastructure segment designs and manufactures solutions, including metal framing, mechanical pipe, perimeter security and cable management for the protection and reliability of critical infrastructure. The Company’s products are primarily offered for non-residential construction and renovation markets, and safety and infrastructure solutions for the construction and industrial markets.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ATKORE INC
MEDPACE HOLDINGS INC (MEDP) is a mid-cap growth stock in the Biotechnology & Drugs industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Medpace Holdings, Inc. is a clinical contract research organization. The Company provides clinical research-based drug and medical device development services. The Company partners with pharmaceutical, biotechnology, and medical device companies in the development and execution of clinical trials. The Company’s drug development services focus on full service Phase I-IV clinical development services and include development plan design, coordinated central laboratory, project management, regulatory affairs, clinical monitoring, data management and analysis, pharmacovigilance new drug application submissions, and post-marketing clinical support. The Company also provides bio-analytical laboratory services, clinical human pharmacology, imaging services, and electrocardiography reading support for clinical trials. The Company’s operations are principally based in North America, Europe, and Asia.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | FAIL |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of MEDPACE HOLDINGS INC
FNCB BANCORP INC (FNCB) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: FNCB Bancorp Inc. is a bank holding company for First National Community Bank (the Bank). The Company’s primary activity consists of owning and operating the Bank, which provides customary retail and commercial banking services to individuals and businesses. The Bank’s operations are conducted from over 17 full-service branch offices. The Bank provides a range of traditional banking products and services to individuals and businesses, including online, mobile and telephone banking, debit cards, check imaging and electronic statements. Deposit products include various checking, savings and certificate of deposit products, as well as a line of preferred products for higher-balance customers. The Bank offers its retail and business customers several overdraft protection products including bounce protection, instant money and transfers from another FNCB checking or savings account.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of FNCB BANCORP INC
JANUS HENDERSON GROUP PLC (JHG) is a mid-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Janus Henderson Group PLC is an independent global asset manager. The Company specializes in active investment across all asset classes. It operates through the investment management business segment. It manages a broad range of investment products for institutional and retail investors across five capabilities: Equities, Quantitative Equities, Fixed Income, Multi-Asset and Alternatives. It operates across various product lines, distribution channels and geographic regions. Its regional focus includes United States, Europe, Asia and Australia.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of JANUS HENDERSON GROUP PLC
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC (KNX) is a mid-cap growth stock in the Trucking industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Knight-Swift Transportation Holdings Inc., formerly Swift Transportation Company, provides truckload services in North America. The Company also provides rail intermodal and non-asset based freight brokerage and logistics management services. The Company provides its services across United States, Mexico and Canada using its dry van, refrigerated, flatbed and specialized trailers, and intermodal containers. As of September 10, 2017, the Company had a fleet of approximately 23,000 tractors and 77,000 trailers. It operates through its Knight Transportation, Swift Transportation, and Barr-Nunn branded subsidiaries.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC
METROPOLITAN BANK HOLDING CORP (MCB) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Metropolitan Bank Holding Corp. is a bank holding company. Through its subsidiary, Metropolitan Commercial Bank, the Bank provides a range of business, commercial and retail banking products and services to small businesses, middle-market enterprises, public entities and affluent individuals in the New York metropolitan area. In addition to the traditional commercial banking products, it offers cash management and retail banking services. The Bank also serve as an issuing bank for debit card programs nationwide. The Bank’s products and services include lending products and services and retail product and services.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | FAIL |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of METROPOLITAN BANK HOLDING CORP
RELIANT BANCORP INC (RBNC) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Reliant Bancorp, Inc., formerly Commerce Union Bancshares, Inc., serves as the bank holding company for Reliant Bank. The Company has two segments: Retail Banking and Residential Mortgage Banking. Retail Banking provides deposit and lending services to consumer and business customers within its primary geographic markets. Its customers are serviced through branch locations, automated teller machines (ATMs), online banking and mobile banking. Residential Mortgage Banking originates first lien residential mortgage loans throughout the United States. These loans are typically underwritten to government agency standards and sold to third-party secondary market mortgage investors. Reliant Bank provides a range of traditional banking services throughout the Middle Tennessee Region and the Nashville-Davidson-Murfreesboro-Franklin Metropolitan Statistical Area. Reliant Bank provides commercial banking services for businesses and individuals.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of RELIANT BANCORP INC
LEVEL ONE BANCORP INC (LEVL) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Level One Bancorp, Inc is a bank holding company operating through its wholly owned subsidiary, Level One Bank. The Bank offers a comprehensive range of loan products to residential and commercial markets, as well as retail and business banking services. The Bank operates over 17 offices, including 11 full-service banking centers in Metro Detroit, one banking center in Grand Rapids, one banking center in Jackson, three banking centers in Ann Arbor and one mortgage loan production office in Ann Arbor. The Bank provides a wide range of business and consumer financial services in southeastern Michigan and west Michigan. Its primary deposit products are checking, interest-bearing demand, money market and savings, and term certificate accounts, and its primary lending products are commercial real estate, commercial and industrial, residential real estate and consumer loans.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of LEVEL ONE BANCORP INC
SPIRIT OF TEXAS BANCSHARES INC (STXB) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Spirit of Texas Bancshares, Inc. is a bank holding company. Through its subsidiary, Spirit of Texas Bank SSB, offers a range of commercial and retail banking services. The Company primarily operates through Community Banking. It operates through 36 full-service branches located primarily in the Houston and Dallas/Fort Worth, Bryan/College Station, Corpus Christi and Tyler metropolitan areas, along with offices in North Central Texas. It delivers relationship-driven financial services to small and medium sized businesses, as well as individuals. It offers a range of loans, including commercial and industrial loans, small business administration loans, construction, land and development real estate loans, commercial real estate loans (including multifamily) and municipal loans. It also offers various loans and leases to individuals and professionals including residential real estate loans, home equity loans, installment loans, personal lines of credit, and standby letters of credit.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SPIRIT OF TEXAS BANCSHARES INC
KKR & CO INC (KKR) is a large-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: KKR & Co. Inc is a global investment company. The Company offers alternative asset management and capital markets and insurance solutions. The Company manages investments funds that invest in private equity, credit and real assets and hedge funds. It offers a range of investment management services to its fund investors, and provides capital markets services to its firm, its portfolio companies and third parties. The Company conducts its business with offices across the world, providing it with a global platform for sourcing transactions, raising capital and carrying out capital markets activities. The Company operates through four business lines: Private Markets, Public Markets, Capital Markets and Principal Activities. The Company also offers annuities for individuals through a network of banks, broker-dealers, and insurance agencies.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of KKR & CO INC
BANK OZK (OZK) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Bank Ozk, formerly Bank of the Ozarks, Inc., is a state chartered bank that provides retail and commercial banking services. Its deposit services include checking, savings, money market, time deposit and individual retirement accounts. Its loan services include various types of real estate, consumer, commercial, industrial and agricultural loans and various leasing services. It also provides mortgage lending; treasury management services for businesses, individuals and non-profit and governmental entities, including wholesale lock box services; remote deposit capture services; trust and wealth management services for businesses, individuals and non-profit and governmental entities, including financial planning, money management, custodial services and corporate trust services; real estate appraisals; ATMs; telephone banking; online and mobile banking services, including electronic bill pay and consumer mobile deposits, and debit cards, gift cards and safe deposit boxes.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BANK OZK
CAPITAL BANCORP INC (CBNK) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Capital Bancorp, Inc. is a bank holding company. The Company operates through its wholly owned subsidiary, Capital Bank, N.A., a commercial-focused community bank. The Company serves financial solutions to businesses, not-for-profit associations and entrepreneurs. The Company operates through three divisions: Commercial Banking; Church Street Mortgage, its residential mortgage banking platform, and OpenSky, credit card platform. Its Commercial Banking division provides advices and solutions to commercial clients. The Church Street Mortgage division originates residential mortgage loans for sale into the secondary market. The OpenSky division provides credit cards to under-banked populations. OpenSky’s cards operate on a digital and mobile enabled platform with all marketing and application procedures conducted through its Website and mobile applications.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of CAPITAL BANCORP INC
INDEPENDENT BANK GROUP INC (IBTX) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Independent Bank Group, Inc. is a bank holding company. Through the Company’s subsidiary, Independent Bank (the Bank), the Company provides a range of commercial banking products and services tailored to meet the needs of businesses, professionals and individuals. As of December 31, 2016, the Company operated 41 banking offices in the Dallas/North Texas area, the Austin/Central Texas area, and the Houston metropolitan area. The Company offers residential mortgages through its mortgage brokerage division. As a mortgage broker, the Company originates residential mortgages, which are sold into the secondary market shortly after closing. The Company also provides wealth management services to its customers, including investment advisory and other related services. The Company offers a range of commercial and retail lending products to businesses, professionals and individuals. Deposits are the Company’s principal source of funds for use in lending and other general banking purposes.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of INDEPENDENT BANK GROUP INC
FIRST INTERNET BANCORP (INBK) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: First Internet Bancorp is a bank holding company that conducts its business activities through its subsidiary, First Internet Bank of Indiana (the Bank). The Company offers a complement of products and services on a nationwide basis. The Company conducts its deposit operations primarily over the Internet. The Company also offers commercial real estate (CRE) lending, including nationwide single tenant lease financing and commercial and industrial (C&I) lending, including business banking/treasury management services. The Bank provides commercial and retail banking services, with operations conducted on the Internet at www.firstib.com. It offers residential real estate loans, home equity loans and lines of credit, and consumer loans, and loans to commercial clients, which include commercial loans, commercial real estate loans, letters of credit and single tenant lease financing. The Bank’s subsidiary, JKH Realty Services, LLC manages real estate owned properties.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of FIRST INTERNET BANCORP
STERLING BANCORP (STL) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Sterling Bancorp is a financial holding company. The Company is a bank holding company that owns the Sterling National Bank (the Bank). The Bank specializes in the delivery of services and solutions to business owners, their families and consumers within the communities it serves. The Bank offers a line of commercial, business, and consumer banking products and services. The Bank is engaged in the origination of commercial loans and commercial mortgage loans. The Company also originates residential mortgage loans and consumer loans. The Bank offers services in the New York Metro Market, which includes Manhattan and Long Island, and the New York Suburban Market, which consists of Rockland, Orange, Sullivan, Ulster, Putnam and Westchester counties in New York and Bergen County in New Jersey. Its deposit products include non-interest bearing demand deposits, interest bearing demand deposits, savings, money market and certificate of deposits.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of STERLING BANCORP
LGI HOMES INC (LGIH) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: LGI Homes, Inc is a homebuilder and developer. The Company is engaged in the design, construction, and sale of new homes in markets in Texas, Arizona, Florida, Georgia, New Mexico, Colorado, North Carolina, South Carolina, Washington, Tennessee, Minnesota, Oklahoma, Alabama, California, Oregon, Nevada, West Virginia, Virginia and Pennsylvania. It operates through segments such as the Central division, the Southeast division, the Northwest division, the West division and the Florida divisions. The Company’s product offerings include entry-level homes, including both detached and attached homes, and move-up homes, which are sold under its LGI Homes brand, and its luxury series homes, which are sold under its Terrata Homes brand. The Company provides information regarding floor plans and pricing and conduct tours of its homes based on the customer’s needs and budget.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of LGI HOMES INC
NMI HOLDINGS INC (NMIH) is a small-cap value stock in the Insurance (Prop. & Casualty) industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: NMI Holdings, Inc. (NMIH) provides private mortgage guaranty insurance through its insurance subsidiaries. The Company’s primary insurance subsidiary, National Mortgage Insurance Corporation (NMIC), is a mortgage insurance (MI) provider on loans purchased by the Government-sponsored enterprises (GSEs). Its reinsurance subsidiary, National Mortgage Reinsurance Inc One (Re One), provides reinsurance to NMIC on certain loans insured by NMIC. NMIH’s subsidiary, NMI Services, Inc. (NMIS), provides outsourced loan review services to mortgage loan originators. Its Primary mortgage insurance provides mortgage default protection on individual loans at specified coverage percentages. Primary insurance may be written on a flow basis, in which loans are insured as loan originations occur in individual, loan-by-loan transactions, or an aggregated basis, in which each loan in a portfolio of loans is individually insured in a single transaction, typically after the loans have been originated.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of NMI HOLDINGS INC
ARTISAN PARTNERS ASSET MANAGEMENT INC (APAM) is a mid-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Artisan Partners Asset Management Inc. is an investment management company. The Company provides a range of the United States, non-United States and global investment strategies, each of which is managed by one of its investment teams. The Company provides investment management services to separate accounts, mutual funds and other pooled investment vehicles. The Company offers its investment management services primarily to institutions and through intermediaries that operate with institutional-like decision-making processes and have long-term investment horizons. The Company provides clients with multiple equity investment strategies spanning market capitalization segments and investing styles in both the United States and non-United States markets. The Company also offers one fixed income strategy, the Artisan High Income strategy. Each strategy is managed by one of the investment teams.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of ARTISAN PARTNERS ASSET MANAGEMENT INC
INVESCO LTD. (IVZ) is a large-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Invesco Ltd. (Invesco) is an independent investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a set of investment vehicles, to help clients achieve their investment objectives. It has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa (EMEA), and Asia-Pacific. Its Jemstep solution provides wealth management home offices and their advisors with a suite of technology solutions that are customizable and are integrated into existing systems. The solution offers advisors an open architecture platform that includes Invesco’s fundamental and factor-based investment strategies. It offers retail products within various asset classes. It offers a suite of domestic and global strategies, including traditional and quantitative equities, fixed income and absolute return strategies.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of INVESCO LTD.
CLEARFIELD INC (CLFD) is a small-cap growth stock in the Communications Equipment industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Clearfield, Inc. manufactures, markets and sells fiber management and enclosure platform that consolidates, distributes and protects fiber as it moves from the inside plant to the outside plant and all the way to the home, business and cell site. The Company’s products include Clearview Cassette, which is the building block of its product platform; Connectivity and Optical Components; FieldSmart, which is a series of panels, cabinets, wall boxes and other enclosures that house the Clearview components; FieldShield, which is a fiber delivery method for broadband deployment; CraftSmart, which is a line of optical protection field enclosures, and Cable Assemblies. Its products are sold across broadband service providers, including traditional telephone companies, competitive local exchange carriers, multiple service operators (cable television), wireless service providers, and municipal-owned utilities that utilize fiber in their service offerings to businesses and consumers.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of CLEARFIELD INC
VIRTUS INVESTMENT PARTNERS INC (VRTS) is a mid-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Virtus Investment Partners, Inc. (Virtus) is a provider of investment management and related services to individuals and institutions. The Company provides its products in various forms and through multiple distribution channels. Its retail products include open-end mutual funds, closed-end funds, exchange traded funds, variable insurance funds, undertakings for collective investments in transferable securities (UCITS) and separately managed accounts. Its open-end mutual funds are distributed through intermediaries. Its closed-end funds trade on the New York Stock Exchange. Its variable insurance funds are available as investment options in variable annuities and life insurance products distributed by life insurance companies. Separately managed accounts consists of intermediary programs, sponsored and distributed by unaffiliated brokerage firms, and private client accounts, which are offered to the high net-worth clients of its affiliated managers.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of VIRTUS INVESTMENT PARTNERS INC
APOLLO COMMERCIAL REAL EST. FINANCE INC (ARI) is a mid-cap value stock in the Misc. Financial Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Apollo Commercial Real Estate Finance, Inc. is a real estate investment trust. The Company primarily originates, acquires, invests in and manages performing commercial first mortgage loans, subordinate financings, commercial mortgage-backed securities (CMBS) and other commercial real estate-related debt investments. The Company targets investments that are secured by institutional quality real estate. The Company’s principal business objective is to make investments in its target assets in order to provide attractive risk adjusted returns to its stockholders over the long term, primarily through dividends and secondarily through capital appreciation. The Company is externally managed and advised by ACREFI Management, LLC.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of APOLLO COMMERCIAL REAL EST. FINANCE INC
PZENA INVESTMENT MANAGEMENT, INC. (PZN) is a small-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Pzena Investment Management, Inc. is a holding company. The Company is the sole managing member of Pzena Investment Management, LLC. Pzena Investment Management, LLC is an investment management company. The Company also serves as the general partner of Pzena Investment Management, LP. The Company offers institutional investment products to public and corporate pension funds, endowments, foundations and certain commingled vehicles geared toward institutional investors. The Company also offers access to certain of its global and non-United States strategies through private placement vehicles and collective investment trusts. Pzena Investment Management, LLC is its operating company. Pzena Investment Management, LLC consists of Class A and Class B membership units.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of PZENA INVESTMENT MANAGEMENT, INC.
GRUPO FINANCIERO GALICIA S.A. (ADR) (GGAL) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Grupo Financiero Galicia SA is an Argentina-based financial services holding company. The Company does not have operations of its own and conduct its business through its subsidiaries. Banco Galicia is the Company’s main subsidiary and one of Argentina’s service banks. The Company’s goal is to consolidate its position as one of Argentina’s comprehensive financial services providers while continuing to strengthen Banco Galicia’s position as one of Argentina’s banks. The Company seeks to broaden and complement the operations and businesses of Banco Galicia, through holdings in companies and undertakings whose objectives are related to and/or can produce synergies with financial activities. The Company’s non-banking subsidiaries operate in financial and related activities.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of GRUPO FINANCIERO GALICIA S.A. (ADR)
META FINANCIAL GROUP INC. (CASH) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Meta Financial Group, Inc. is a unitary savings and loan holding company. The Company operates through its banking subsidiary, MetaBank (the Bank). Its segments include Payments, Banking, and Corporate Services/Other. MetaBank is both a community-oriented financial institution offering a range of financial services to meet the needs of the communities it serves and a payments company providing services on a nationwide basis. It operates in both the banking and payments industries through MetaBank, its retail banking operation; Meta Payment Systems (MPS), its electronic payments division; AFS/IBEX Financial Services Inc. (AFS/IBEX), its insurance premium financing division, and Refund Advantage, EPS Financial, LLC (EPS) Financial and Specialty Consumer Services, its tax-related financial solutions divisions. The Company, through its Meta Commercial Finance Division, which includes its state-chartered bank subsidiary, Crestmark Bank, provides business-to-business commercial financing.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of META FINANCIAL GROUP INC.
TOWNEBANK (TOWN) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: TowneBank is a community bank. The Bank offers personal banking services and business banking services. The Bank operates through three segments: Banking, Realty and Insurance. The Banking segment provides loan and deposit services to retail and commercial customers. The Realty segment provides residential real estate services, originations of a range of mortgage loans, resort property management, and residential and commercial title insurance. The Insurance segment provides property and casualty insurance, as well as employee and group benefits. The Bank provides checking accounts, cards, savings, money markets and certificate of deposits (CDs), mobile banking, financial management software, private banking and switch kit. The Bank also offers auto loans, home equity loans, construction loans, lot loans, recreational vehicles, mortgage loans, land acquisition loans, construction loans, development Loans, and personal loans and lines of credit.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of TOWNEBANK
LAZARD LTD (LAZ) is a mid-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Lazard Ltd (Lazard) is a financial advisory and asset management company. The Company operates through two segments: Financial Advisory and Asset Management. It serves a range of clients around the world, including corporations, governments, institutions, partnerships and individuals. The Financial Advisory business segment offers corporate, partnership, institutional, government, sovereign and individual clients across the globe a range of financial advisory services regarding mergers and acquisitions (M&A) and other strategic matters, restructurings, capital structure, capital raising and various other financial matters to corporate, partnership, institutional, government, sovereign and individual clients. The Asset Management business provides investment solutions and investment management services in equity and fixed income strategies, alternative investments and private equity funds to corporations, public funds and sovereign entities.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of LAZARD LTD
SVB FINANCIAL GROUP (SIVB) is a large-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: SVB Financial Group is a financial services company, as well as a bank holding and a financial holding company. Its segments include Global Commercial Bank (GCB), SVB Private Bank, SVB Capital and SVB Leerink. The GCB segment consists of the operations of its Commercial Bank, its Global Fund Banking, SVB Wine and its Debt Fund Investments. SVB Private Bank is the private banking and wealth management division of the Bank, which provides personal financial solutions for its clients. SVB Capital is the venture capital investment arm of SVB Financial Group, which focuses on funds management. The Company, through its subsidiaries and divisions, offers a range of banking and financial products and services to clients across the United States. It offers services in the technology, life science/healthcare, private equity/venture capital and wine industries. The Bank and its subsidiaries, also offer asset management, private wealth management, brokerage and other investment services.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SVB FINANCIAL GROUP
PARKE BANCORP, INC. (PKBK) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Parke Bancorp, Inc. is a bank holding company of Parke Bank (the Bank). The Bank is a full commercial service bank, with focus on providing personal and business financial services to individuals and small to mid-sized businesses in Gloucester, Atlantic and Cape May Counties in New Jersey and the Philadelphia area in Pennsylvania. It focuses its commercial loan originations on small and mid-sized businesses. Its commercial loan products include residential and commercial real estate construction loans; working capital loans and lines of credit; demand, term and time loans, and equipment, inventory and accounts receivable financing. It also offers a range of deposit products to its commercial customers. It offers contemporary products and services, such as debit cards, Internet banking and online bill payment. Its retail lending activities include residential mortgage loans, home equity lines of credit, fixed rate second mortgages, new and used auto loans and overdraft protection.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of PARKE BANCORP, INC.
PRIMERICA, INC. (PRI) is a mid-cap value stock in the Insurance (Life) industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Primerica Inc. (Primerica) is a distributor of financial products to middle-income households in the United States and Canada. The Company operates through three segments: Term Life Insurance, Investment and Savings Products, and Corporate and Other Distributed Products. The Term Life Insurance segment includes underwriting profits on its in-force book of term life insurance policies, net of reinsurance, which are underwritten by its life insurance company subsidiaries. The Investment and Savings Products segment includes retail and managed mutual funds, and annuities distributed through licensed broker-dealer subsidiaries and includes segregated funds, an individual annuity savings product that it underwrites in Canada through Primerica Life Insurance Company of Canada (Primerica Life Canada). In the United States, it distributes mutual fund and annuity products of various third-party companies. It also earns fees for account servicing on a subset of the mutual funds it distributes.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of PRIMERICA, INC.
VALLEY NATIONAL BANCORP (VLY) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Valley National Bancorp is the bank holding company for Valley National Bank (the Bank). The Bank provides a range of commercial, retail, insurance and wealth management financial services products. The Company’s segments include Consumer Lending, Commercial Lending, Investment Management, and Corporate and Other Adjustments. The Consumer Lending segment primarily includes residential mortgages, home equity loans and automobile loans. The Commercial Lending segment primarily includes floating rate and adjustable rate commercial and industrial loans, as well as fixed rate owner occupied and commercial real estate loans. The Investment Management segment includes the Company’s investments in various types of securities. As of July 26, 2017, the Bank operated 200 branch locations serving northern and central New Jersey, the New York City boroughs of Manhattan, Brooklyn, Queens and Long Island, and Florida.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of VALLEY NATIONAL BANCORP
WERNER ENTERPRISES, INC. (WERN) is a mid-cap value stock in the Trucking industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Werner Enterprises, Inc. is a transportation and logistics company. The Company is engaged in transporting truckload shipments of general commodities in both interstate and intrastate commerce. It operates through two segments: Truckload and Werner Logistics. It provides logistics services through its Werner Logistics division. As of December 31, 2016, it had a fleet of approximately 7,100 trucks, of which 6,305 were company-operated and 795 were owned and operated by independent contractors. Its Werner Logistics division operated 74 intermodal drayage trucks as of December 31, 2016. Its Truckload segment comprises the One-Way Truckload and Specialized Services units. It operates in several provinces of Canada to provide through-trailer service into and out of Mexico. Its Werner Logistic segment is a non-asset-based transportation and logistics provider and comprises four operating units: truck brokerage, freight management, the intermodal and Werner Global Logistics international.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of WERNER ENTERPRISES, INC.
BANK OF MONTREAL (USA) (BMO) is a large-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Bank of Montreal (the Bank) is a financial services provider. The Bank provides a range of personal and commercial banking, wealth management and investment banking products and services. The Bank conducts its business through three operating groups: Personal and Commercial Banking (P&C), Wealth Management and BMO Capital Markets. The P&C business includes two retail and business banking operating segments, such as Canadian Personal and Commercial Banking (Canadian P&C), and the United States Personal and Commercial Banking (U.S. P&C). The Bank’s Wealth Management business serves a range of client segments, from mainstream to ultra-high net worth and institutional, with an offering of wealth management products and services, including insurance. BMO Capital Markets is a North American-based financial services provider offering a range of products and services to corporate, institutional and government clients. The Bank has over 900 bank branches in Canada and the United States.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of BANK OF MONTREAL (USA)
HINGHAM INSTITUTION FOR SAVINGS (HIFS) is a small-cap value stock in the S&Ls/Savings Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Hingham Institution for Savings (the Bank) is a Massachusetts-chartered savings bank (the Bank). The Bank is principally engaged in the business of residential and commercial real estate mortgage lending, funded by a retail deposit network and borrowings. The Bank provides a range of financial services to individuals and small businesses through its approximately 10 offices in Boston and southeastern Massachusetts. Its primary deposit products are savings, checking, and term certificate accounts, and its primary lending products are residential and commercial mortgage loans secured by properties in Eastern Massachusetts. The Bank offers personal checking accounts, money market and savings accounts, as well as longer term certificates of deposit for individuals, businesses, non-profits, cities and towns. The Bank’s loan portfolio includes residential real estate, commercial real estate, construction, home equity, commercial and consumer segments.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of HINGHAM INSTITUTION FOR SAVINGS
SIMMONS FIRST NATIONAL CORPORATION (SFNC) is a mid-cap value stock in the Regional Banks industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Simmons First National Corporation is a financial holding company. The Company, through its subsidiary bank, Simmons Bank, provides financial services to individuals and businesses throughout the market areas they serve. As of December 31, 2016, Simmons Bank conducted banking operations through 150 financial centers located in communities throughout Arkansas, Kansas, Missouri, Tennessee, Colorado, Oklahoma and Texas. Simmons Bank offers consumer, real estate and commercial loans, checking and savings deposits. Simmons Bank and its subsidiaries have also developed products and services, which include credit cards, investments, agricultural finance lending, equipment lending, insurance and small business administration lending. The securities within the portfolio are classified as either held-to-maturity, available-for-sale or trading. The Company offers deposits, including non-interest bearing transaction accounts; interest bearing transaction accounts, and time deposits.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of SIMMONS FIRST NATIONAL CORPORATION
STIFEL FINANCIAL CORP (SF) is a mid-cap value stock in the Investment Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Stifel Financial Corp. is a financial holding company. Its principal subsidiary is Stifel, Nicolaus & Company, Incorporated, a retail and institutional wealth management and investment banking firm. It operates through three segments: Global Wealth Management, Institutional Group and Other. The Global Wealth Management segment consists of the Private Client Group and Stifel Bank businesses. The Institutional Group segment includes research, equity and fixed income institutional sales and trading, investment banking, public finance and syndicate. The Other segment includes interest income from stock borrow activities and interest income. Its principal activities are private client services, including securities transaction and financial planning services; institutional equity and fixed income sales, trading, research and municipal finance; investment banking services, and retail and commercial banking, including personal and commercial lending programs.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | FAIL |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of STIFEL FINANCIAL CORP
STURM RUGER & COMPANY INC (RGR) is a small-cap value stock in the Recreational Products industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Sturm, Ruger & Company, Inc. is engaged in the design, manufacture, and sale of firearms to domestic customers. The Company operates through two segments: firearms and castings. The firearms segment manufactures and sells rifles, pistols, and revolvers principally to a range of federally licensed, independent wholesale distributors primarily located in the United States. The castings segment manufactures and sells steel investment castings and metal injection molding (MIM) parts. The Company’s design and manufacturing operations are located in the United States. The Company primarily offers products in three industry product categories: rifles, pistols, and revolvers. The Company’s firearms are sold through independent wholesale distributors, principally to the commercial sporting market. The Company manufactures firearm products under the Ruger name. The Company also manufactures and sells accessories and replacement parts for its firearms.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of STURM RUGER & COMPANY INC
NVR, INC. (NVR) is a large-cap growth stock in the Construction Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: NVR, Inc. is engaged in the construction and sale of single-family detached homes, townhomes and condominium buildings. The Company’s segments are Homebuilding Mid Atlantic, Homebuilding North East, Homebuilding Mid East, Homebuilding South East and Mortgage Banking. Its Homebuilding Mid Atlantic segment operates in various geographic regions, which include Maryland, Virginia, West Virginia, Delaware and Washington, District of Columbia (D.C.). Its Homebuilding North East segment operates in various geographic regions, which include New Jersey and Eastern Pennsylvania. Its Homebuilding Mid East segment operates in various geographic regions, which include New York, Ohio, Indiana and Illinois, The Homebuilding South East segment operates in various geographic regions, which include North Carolina, South Carolina, Florida and Tennessee. The Mortgage Banking segment provides mortgage-related services to home building customers through its mortgage banking operations.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of NVR, INC.
OLD DOMINION FREIGHT LINE INC (ODFL) is a large-cap growth stock in the Trucking industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Old Dominion Freight Line, Inc. is a North American less-than-truckload (LTL) motor carrier’s company. The Company provide regional, inter-regional and national LTL services through a single integrated, union-free organization union-free motor carrier. Its service offerings include expedited transportation, which are provided through a network of service centers located throughout the continental United States. It also provides LTL services throughout North America. In addition to its core LTL services, it offers a range of value-added services including container drayage, truckload brokerage and supply chain consulting. Its service centers are responsible for the pickup and delivery of freight within their local service area. Its network includes breakbulk facilities located in Atlanta, Georgia; Columbus, Ohio; Indianapolis, Indiana; Greensboro, North Carolina; Harrisburg, Pennsylvania; Memphis and Morristown, Tennessee; Dallas, Texas; and Salt Lake City, Utah.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of OLD DOMINION FREIGHT LINE INC
PULTEGROUP, INC. (PHM) is a large-cap value stock in the Construction Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: PulteGroup, Inc. is a homebuilder in the United States. The Company’s segments include Homebuilding and Financial Services. Its Homebuilding operations are engaged in the acquisition and development of land primarily for residential purposes within the United States and the construction of housing on such land. Its Financial Services operations consist principally of mortgage banking and title operations. The Company conducts its financial services business, through Pulte Mortgage LLC (Pulte Mortgage) and other subsidiaries. Pulte Mortgage arranges financing through the origination of mortgage loans. The Company’s subsidiaries are engaged in the homebuilding business. It offers a product line to meet the needs of homebuyers in its focused markets. Through its brands, which include Centex, Pulte Homes, Del Webb, DiVosta Homes, and John Wieland Homes and Neighborhoods, the Company offers a range of home designs, including single-family detached, townhouses, condominiums and duplexes.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of PULTEGROUP, INC.
MERITAGE HOMES CORP (MTH) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Meritage Homes Corporation operates as a holding company. The Company is a designer and builder of single-family homes. The Company operates through two segments: homebuilding and financial services. The homebuilding segment is engaged in the business of acquiring and developing land, constructing homes, marketing and selling those homes, and providing warranty and customer services. It builds homes in the regions of the United States and offers a range of homes that are designed for a range of homebuyers, including first-time, move-up, active adult and luxury. As of December 31, 2016, it had homebuilding operations in three regions: West, Central and East, which were consisted of nine states: Arizona, California, Colorado, Texas, Florida, Georgia, North Carolina, South Carolina and Tennessee. It also operates Carefree Title Agency, Inc. (Carefree Title) company. Carefree Title’s core business includes title insurance and closing/settlement services it offers to its homebuyers.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of MERITAGE HOMES CORP
M.D.C. HOLDINGS, INC. (MDC) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: M.D.C. Holdings, Inc. is engaged in two primary operations, including homebuilding and financial services. The Company’s segments include West, including segments located in Arizona, California, Nevada and Washington; Mountain, including segments located in Colorado and Utah; East, including segments located in Virginia, Florida and Maryland, which includes Pennsylvania and New Jersey; mortgage operations, including HomeAmerican Mortgage Corporation, and Other, which includes Allegiant Insurance Company, Inc., StarAmerican Insurance Ltd., American Home Insurance Agency, Inc. and American Home Title and Escrow Company. The homebuilding operations consist of subsidiary companies that purchases finished lots or develop lots necessary for the construction and sale of single-family detached homes to first-time and first-time move-up homebuyers under the name Richmond American Homes. It also includes land acquisition and development, home construction, and sales and marketing.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | FAIL |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of M.D.C. HOLDINGS, INC.
JOHNSON OUTDOORS INC. (JOUT) is a small-cap value stock in the Recreational Products industry. The rating according to our strategy based on Martin Zweig changed from 85% to 92% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Johnson Outdoors Inc. is a manufacturer and marketer of branded seasonal, outdoor recreation products. The Company operates through four segments: Marine Electronics, Outdoor Equipment, Watercraft and Diving. Its Marine Electronics segment’s brands are Minn Kota, Humminbird and Cannon. Its Outdoor Equipment segment’s brands are Eureka!, Jetboil and Silva. Its Watercraft segment designs and markets Necky sea touring kayaks; sit on top Ocean Kayaks, and Old Town canoes and kayaks for family recreation, touring, angling and tripping. The Company manufactures and markets underwater diving products for recreational divers, which it sells and distributes under the SCUBAPRO brand name. It markets a line of underwater diving and snorkeling equipment, including regulators, buoyancy compensators, dive computers and gauges, wetsuits, masks, fins, snorkels and accessories. The Company’s products are used for fishing from a boat, diving, paddling, hiking and camping.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of JOHNSON OUTDOORS INC.
INSTEEL INDUSTRIES INC (IIIN) is a small-cap value stock in the Misc. Fabricated Products industry. The rating according to our strategy based on Martin Zweig changed from 77% to 85% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Insteel Industries, Inc. is a manufacturer of steel wire reinforcing products for concrete construction applications. The Company’s operations are focused on the manufacture and marketing of steel wire reinforcing products for concrete construction applications. Its concrete reinforcing products consist of two product lines: prestressed concrete strand (PC strand) and welded wire reinforcement (WWR). PC strand is a seven-wire strand that is used to impart compression forces into precast concrete elements and structures, providing reinforcement for bridges, parking decks, buildings and other concrete structures. WWR is produced as an engineered reinforcing product for use in nonresidential and residential construction. Its products are sold primarily to manufacturers of concrete products that are used in nonresidential construction. The Company sells its products nationwide across the United States, Canada, Mexico, and Central and South America.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | PASS |
| SALES GROWTH RATE: | PASS |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | FAIL |
| LONG-TERM EPS GROWTH: | FAIL |
| TOTAL DEBT/EQUITY RATIO: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of INSTEEL INDUSTRIES INC
INVESTORS TITLE COMPANY (ITIC) is a small-cap value stock in the Insurance (Prop. & Casualty) industry. The rating according to our strategy based on Martin Zweig changed from 82% to 89% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Investors Title Company is an insurance holding company. The Company, through its subsidiaries, Investors Title Insurance Company (ITIC) and National Investors Title Insurance Company (NITIC), is engaged in issuance of residential and commercial title insurance, Investors Title Insurance Company (ITIC) and National Investors Title Insurance Company (NITIC). The Company also provides tax-deferred real property exchange services through its subsidiaries, Investors Title Exchange Corporation (ITEC) and Investors Title Accommodation Corporation (ITAC); investment management and trust services to individuals, trusts and other entities through its subsidiary, Investors Trust Company (Investors Trust), and management services to title insurance agencies through its subsidiary, Investors Title Management Services (ITMS). In addition, the Company operates in the issuance of residential and commercial title insurance through ITIC and NITIC segment.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.
| P/E RATIO: | PASS |
| REVENUE GROWTH IN RELATION TO EPS GROWTH: | FAIL |
| SALES GROWTH RATE: | FAIL |
| CURRENT QUARTER EARNINGS: | PASS |
| QUARTERLY EARNINGS ONE YEAR AGO: | PASS |
| POSITIVE EARNINGS GROWTH RATE FOR CURRENT QUARTER: | PASS |
| EARNINGS GROWTH RATE FOR THE PAST SEVERAL QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN PRIOR 3 QUARTERS: | PASS |
| EPS GROWTH FOR CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | PASS |
| EARNINGS PERSISTENCE: | PASS |
| LONG-TERM EPS GROWTH: | PASS |
| INSIDER TRANSACTIONS: | PASS |
Detailed Analysis of INVESTORS TITLE COMPANY
More details on Validea’s Martin Zweig strategy
About Martin Zweig: During the 15 years that it was monitored, Zweig’s stock recommendation newsletter returned an average of 15.9 percent per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest. Zweig has managed both mutual and hedge funds during his career, and he’s put the fortune he’s compiled to some interesting uses. He has owned what Forbes reported was the most expensive apartment in New York, a $70 million penthouse that sits atop Manhattan’s Pierre Hotel, and he is a collector of all sorts of pop culture and historical memorabilia — among his purchases are the gun used by Clint Eastwood in “Dirty Harry”, a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he’d seen at a nearby gas station while growing up in Cleveland, according to published reports.
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. For more information about 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.