Business

Validea Motley Fool Strategy Daily Upgrade Report – 2022-04-15


JHere are today’s updates for Validea’s Small-Cap Growth Investor model based on Motley Fool’s published strategy. This strategy seeks small cap growth stocks with strong fundamentals and strong price performance.

NATIONAL SECURITY FINANCIAL COMPANY (SNFCA) is a small-cap value stock in the consumer financial services sector. The rating under our Motley Fool-based strategy increased from 69% to 83% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Security National Financial Corporation is a life insurance company that operates the life insurance, cemeteries and mortuaries, and mortgage businesses. The Life Insurance segment is engaged in the sale and servicing of selected lines of life insurance, annuity products and accident and health insurance. The Cemetery and Mortuary segment includes eight morgues and five cemeteries in the State of Utah, one cemetery in the State of California and one cemetery and four mortuaries in the State of New Mexico. The Company is also engaged in the sale of funeral, cemetery, morgue and cremation services through its operations in Utah, California and New Mexico. The Mortgage Lending segment originates and underwrites or otherwise purchases residential and commercial loans for new construction, existing homes and other real estate projects. The mortgage segment operates through approximately 113 retail offices in approximately 23 states.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: TO FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: TO FAIL
INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed analysis of SECURITY NATIONAL FINANCIAL CORP

Full Guru Analysis for SNFCA

Full Factor Report for SNFCA

AMERICAN EQUITY INVESTMENT LIFE HOLDING (AEL) is a mid-cap value stock in the insurance (life) sector. The rating under our Motley Fool-based strategy increased from 59% to 72% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: American Equity Investment Life Holding Company is engaged in the development and sale of fixed index and fixed rate annuity products. The Company issues fixed annuity products through its life insurance subsidiaries, American Equity Investment Life Insurance Company (American Equity Life), American Equity Investment Life Insurance Company of New York (American Equity Life of New York) and Eagle Life Insurance Company (Eagle Life). The Company operates through a segment, which includes the sale of fixed index and fixed rate annuities. Its product types include fixed index annuities, annual reset fixed rate annuities, multi-year fixed rate annuities and single premium immediate annuities. The Company markets its products through a variable cost distribution network, comprising independent agents through independent marketing organizations (IMOs), brokers/dealers, banks and registered investment advisers. .

The following table summarizes whether the stock meets each of the tests for this strategy. Not all criteria in the table below are given the same weight or are independent, but the table provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: TO FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: TO FAIL
INSIDER HOLDINGS: TO FAIL
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: TO FAIL
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: TO FAIL

Detailed analysis of AMERICAN EQUITY INVESTMENT LIFE HOLDING

Full Guru Analysis for AEL

Full factor report for AEL

More details on Validea’s Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats in public appearances, but they’re not fools – at least not the kind whose advice you should easily dismiss. The Gardners are the founders of the popular website Motley Fool, which offers candid and often irreverent commentary on investing, the stock market and personal finance. The Gardners’ “Fool” is truly a multimedia company, offering not only its web content, but also several books written by the brothers, a weekly column in a syndicated newspaper, and subscription newsletter services.

About Validea: Validea is an investment research service that tracks the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information on Validea, click here

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


nasdaq

Not all news on the site expresses the point of view of the site, but we transmit this news automatically and translate it through programmatic technology on the site and not from a human editor.
Back to top button