Validea Motley Fool Strategy Daily Upgrade Report – 09/28/2021

THere are today’s updates for Validea Small-cap growth investor model based on the published strategy of Motley fool. This strategy seeks small cap growth stocks with strong fundamentals and strong price performance.

INDEPENDENT BANK CORP (MICHIGAN) (IBCP) is a small cap security in the Regional Banks sector. The rating according to our strategy based on Motley Fool has increased from 49% to 76% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Business Description: Independent Bank Corporation is a banking holding company. The Company provides banking services to customers located primarily in the Lower Peninsula of Michigan. The Company is engaged in banking operations only in the commercial banking sector. It offers a range of personal and business banking services, including checking and savings accounts, commercial loans, direct and indirect consumer finance, mortgages and safe deposit box services. Its primary markets are the rural and suburban communities of Lower Michigan, which are served by the bank’s main office in Grand Rapids, Michigan, and a total of approximately 51 branches. It also has two loan production offices in Columbus and Fairlawn, Ohio. The Company’s numerous bank branches offer full lobby and drive-thru services, as well as automated teller machines (ABMs). In addition, it provides customers with internet and mobile banking functionality.

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

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

Detailed analysis of INDEPENDENT BANK CORP (MICHIGAN)

Comprehensive Guru Analysis for IBCP

Full Factor Report for IBCP

COMMUNITY FINANCIAL CORP (MARYLAND) (TCFC) is a small capitalization security in the Regional Banks sector. The rating according to our strategy based on Motley Fool has increased from 49% to 76% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Company Description: Community Financial Corporation is a banking holding company. The Company owns a commercial bank, the Community Bank of the Chesapeake (the Bank). The bank serves the southern Maryland counties of Charles, Calvert and St. Mary’s, Anne Arundel, Maryland and neighboring communities, as well as the Fredericksburg area of ​​Virginia. In addition, the bank has more than four loan production offices (LPOs) in La Plata, Prince Frederick, Leonardtown, Maryland and Fredericksburg, Virginia. The Bank carries out commercial and retail banking activities, including accepting deposits and granting loans to individuals, associations, partnerships and companies. Its principal deposit products are demand, savings and term deposits, and its principal lending products are commercial and residential mortgages, commercial loans, construction and land development loans, home equity and second mortgages and business equipment loans.

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

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

Detailed analysis of COMMUNITY FINANCIAL CORP (MARYLAND)

Complete Guru Analysis for TCFC

Full Factor Report for TCFC

KEARNY FINANCIAL CORP. (KRNY) is a small-cap growth share in the Regional Banks sector. The rating under our Motley Fool-based strategy fell from 47% to 80% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Company Description: Kearny Financial Corp. is a holding company for Kearny Bank (the Bank). The Bank is a New Jersey savings bank. The Bank is primarily concerned with attracting deposits from the general public in New Jersey and New York and using these deposits, along with other funds, to create or purchase loans for its portfolio and to sell them on the secondary market. The Bank’s loan portfolio consists primarily of multi-family loans, non-residential real estate loans, commercial business loans, construction loans, family residential mortgages, home equity loans, lines of credit and consumer loans. The Bank also holds a portfolio of investment securities, consisting primarily of US agency mortgage-backed securities, municipal bonds qualified by banks, corporate bonds, asset-backed securities, bonds secured loans and subordinated debt. The bank operates approximately 48 branches in New Jersey.

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

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

Detailed analysis of KEARNY FINANCIAL CORP.

Full Guru Analysis for KRNY

Full factor ratio for KRNY

ALTABANCORP (ALTA) is a small-cap growth stock in the Regional Banks sector. The rating according to our strategy based on Motley Fool has increased from 67% to 80% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Company Description: Altabancorp is a banking holding company for Altabank. Altabank provides lending, deposit and cash management services to businesses and individuals through 25 branches from Preston, Idaho, to St. George, Utah. The Company provides banking services primarily to small to medium-sized businesses and individuals in its major markets, including Utah, Salt Lake, Davis, Cache, Box Elder and Washington counties. It also provides a range of personal banking products and services, including residential mortgages, personal chequing and savings accounts, and online banking. The Company’s portfolio includes loans, real estate, commercial and industrial (non-real estate) loans, consumer loans and SBA loans. The Company offers a variety of loan products including acquisition, development and construction, commercial and industrial financing (C&I), homebuilder financing, multi-family residences, single-family residences, home equity lines. , equipment financing and other consumer loans.

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

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

Detailed analysis of ALTABANCORP

Full Guru Analysis for ALTA

Full Factor Report for ALTA

More details on Validea’s Motley Fool strategy

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

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