Validea Martin Zweig Strategy Daily Upgrade Report – 10/23/2021
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TBelow 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 sustained accelerated earnings and sales growth, reasonable valuations, and low leverage.
AMERICAN NATIONAL BANKSHARES INC (AMNB) is a small cap value stock in the regional banking industry. The rating according to our Martin Zweig-based strategy changed from 69% to 85%, based on the underlying fundamentals of the company and the valuation of the stock. A value of 80% or more usually indicates the strategy has some interest in the stock, and a value greater than 90% usually indicates a strong interest.
Company description: American National Bankshares Inc. is a one-bank holding company. The American National Bank and Trust Company (the Bank) is the Company’s sole banking subsidiary. The bank offers a range of residential, commercial and secondary market mortgage loans, as well as trust and investment services, including non-deposit products such as mutual funds and insurance policies. The company operates in two segments: community banking and fiduciary and investment services. The Community Banking segment encompasses the granting of loans to and the generation of deposits from individuals and companies. The company’s assets and liabilities as well as investment income from securities are allocated to the Community Banking segment. The fiduciary and investment services include estate planning, fiduciary account management, investment management, and retail brokerage. Fiduciary and Investment Services receives fees for investment and administrative services.
The following table summarizes whether the stock passes all of the tests for this strategy. Not all of the criteria in the following table are weighted equally or are independent, but the table provides a brief overview of the security’s strengths and weaknesses in the context of the strategyâs criteria.
P / E ratio: | HAPPEN |
SALES GROWTH IN RELATION TO EPS GROWTH: | HAPPEN |
SALES GROWTH RATE: | HAPPEN |
CURRENT QUARTERLY RESULTS: | HAPPEN |
QUARTERLY INCOME ONE YEAR AGO: | HAPPEN |
POSITIVE EARNINGS GROWTH RATE FOR THE CURRENT QUARTER: | HAPPEN |
PROFIT GROWTH RATE IN THE PAST QUARTERS: | HAPPEN |
The EPS GROWTH FOR THE CURRENT QUARTER MUST BE GREATER THAN THE 3 QUARTERS AGO: | HAPPEN |
EPS GROWTH FOR THE CURRENT QUARTER MUST BE HIGHER THAN THE HISTORICAL GROWTH RATE: | HAPPEN |
MERIT PERSISTENCE: | FAIL |
LONG TERM EPS GROWTH: | FAIL |
Insider Transactions: | HAPPEN |
Detailed analysis of AMERICAN NATIONAL BANKSHARES INC
ATHENE HOLDING LTD (ATH) is a large cap value stock in the insurance (life) industry. The rating under our Martin Zweig-based strategy changed from 85% to 92%, based on the underlying fundamentals of the company and the valuation of the stock. A value of 80% or more usually indicates the strategy has some interest in the stock, and a value greater than 90% usually indicates a strong interest.
Company description: Athene Holding Ltd is a pension company. The company issues, reinsures and purchases retirement products. It operates through the retirement provision segment. Retirement Services comprises its US and Bermuda operations, issuing and reinsuring retirement and institutional products. Retirement Services has retail stores that provide retirement solutions to their policyholders. The Retirement Services segment also has reinsurance businesses that reinsure multi-year guaranteed annuities, fixed indexed annuities, traditional one-year guaranteed fixed deferred annuities, immediate annuities and institutional products from its reinsurance partners. In addition, the institutional business, including financing agreements and pension risk transfer obligations (PRT), is included in the pension segment. The products include individual pensions and group pensions.
The following table summarizes whether the stock passes all of the tests for this strategy. Not all of the criteria in the following table are weighted equally or are independent, but the table provides a brief overview of the security’s strengths and weaknesses in the context of the strategyâs criteria.
P / E ratio: | HAPPEN |
SALES GROWTH IN RELATION TO EPS GROWTH: | HAPPEN |
SALES GROWTH RATE: | HAPPEN |
CURRENT QUARTERLY RESULTS: | HAPPEN |
QUARTERLY INCOME ONE YEAR AGO: | HAPPEN |
POSITIVE EARNINGS GROWTH RATE FOR THE CURRENT QUARTER: | HAPPEN |
PROFIT GROWTH RATE IN THE PAST QUARTERS: | HAPPEN |
The EPS GROWTH FOR THE CURRENT QUARTER MUST BE GREATER THAN THE 3 QUARTERS AGO: | HAPPEN |
EPS GROWTH FOR THE CURRENT QUARTER MUST BE HIGHER THAN THE HISTORICAL GROWTH RATE: | HAPPEN |
MERIT PERSISTENCE: | FAIL |
LONG TERM EPS GROWTH: | HAPPEN |
Insider Transactions: | HAPPEN |
Detailed analysis of ATHENE HOLDING LTD
BAYCOM CORP (BCML) is a small cap value stock in the regional banking industry. The rating under our Martin Zweig-based strategy changed from 82% to 89% based 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 of over 90% usually indicates a strong interest.
Company description: BayCom Corp is a bank holding company. The company provides a range of financial services primarily to local small and medium-sized businesses, service professionals and individuals through its wholly-owned subsidiary United Business Bank (the Bank). It offers a full line of credit products including commercial and multi-family home loans (including owner-occupier and investor real estate loans), commercial and industrial loans (including equipment loans and working capital lines), U.S. Small Business Administration (SBA) loans, including income-generating real estate loans, and small business loans . It offers consumer loans that include installment loans, unsecured and secured personal credit lines, and overdrafts. It offers a variety of deposit accounts, including sight accounts, savings accounts, money market accounts, certificates of deposit, and individual retirement accounts. It also offers online banking and mobile banking solutions.
The following table summarizes whether the stock passes all of the tests for this strategy. Not all of the criteria in the following table are weighted equally or are independent, but the table provides a brief overview of the security’s strengths and weaknesses in the context of the strategyâs criteria.
P / E ratio: | HAPPEN |
SALES GROWTH IN RELATION TO EPS GROWTH: | HAPPEN |
SALES GROWTH RATE: | HAPPEN |
CURRENT QUARTERLY RESULTS: | HAPPEN |
QUARTERLY INCOME ONE YEAR AGO: | HAPPEN |
POSITIVE EARNINGS GROWTH RATE FOR THE CURRENT QUARTER: | HAPPEN |
PROFIT GROWTH RATE IN THE PAST QUARTERS: | FAIL |
The EPS GROWTH FOR THE CURRENT QUARTER MUST BE GREATER THAN THE 3 QUARTERS AGO: | HAPPEN |
EPS GROWTH FOR THE CURRENT QUARTER MUST BE GREATER THAN THE HISTORICAL GROWTH RATE: | HAPPEN |
MERIT PERSISTENCE: | FAIL |
LONG TERM EPS GROWTH: | HAPPEN |
Insider Transactions: | HAPPEN |
Detailed analysis by BAYCOM CORP
Complete guru analysis for BCML
Complete Factors Report for BCML
BANK OF PRINCETON (BPRN) is a small cap value stock in the regional banking industry. The rating under our Martin Zweig-based strategy changed from 82% to 89%, based 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 of over 90% usually indicates a strong interest.
Company Description: The Bank of Princeton (the Bank) is a federally accredited bank. The bank offers personal and business credit and deposit services. It operates in 19 offices in New Jersey, Princeton, Bordentown, Browns Mills, Chesterfield, Cream Ridge, Deptford, Hamilton, Lambertville, Lawrenceville, Monroe, Montgomery, New Brunswick, Pennington and Sicklerville. The bank’s loan portfolio consists of variable-rate and fixed-rate loans with a focus on commercial real estate loans. The loan portfolio consists of commercial real estate and multi-family, commercial and industrial loans, construction loans, residential mortgage loans, home equity loans, and lines of credit and consumer loans. The deposit services include a range of deposit products including checking accounts, savings accounts, attorney escrow accounts, money market accounts and certificates of deposit.
The following table summarizes whether the stock passes all of the tests for this strategy. Not all of the criteria in the following table are weighted equally or are independent, but the table provides a brief overview of the security’s strengths and weaknesses in the context of the strategyâs criteria.
P / E ratio: | HAPPEN |
SALES GROWTH IN RELATION TO EPS GROWTH: | HAPPEN |
SALES GROWTH RATE: | HAPPEN |
CURRENT QUARTERLY RESULTS: | HAPPEN |
QUARTERLY INCOME ONE YEAR AGO: | HAPPEN |
POSITIVE EARNINGS GROWTH RATE FOR THE CURRENT QUARTER: | HAPPEN |
PROFIT GROWTH RATE IN THE PAST QUARTERS: | HAPPEN |
The EPS GROWTH FOR THE CURRENT QUARTER MUST BE GREATER THAN THE 3 QUARTERS AGO: | HAPPEN |
EPS GROWTH FOR THE CURRENT QUARTER MUST BE HIGHER THAN THE HISTORICAL GROWTH RATE: | HAPPEN |
MERIT PERSISTENCE: | FAIL |
LONG TERM EPS GROWTH: | FAIL |
Insider Transactions: | HAPPEN |
Detailed analysis of the BANK OF PRINCETON
More details on Validea’s Martin Zweig strategy
About Martin Zweig: Zweig’s stock recommendation newsletter averaged 15.9 percent annually for the 15 years of its observation, topping Hulbert Financial Digest’s risk-adjusted returns during that time. Zweig has managed both mutual and hedge funds throughout his career and used the wealth he has amassed for interesting purposes. He owns the most expensive apartment in New York according to Forbes, a $ 70 million penthouse located above the Pierre Hotel in Manhattan, and he collects all kinds of pop culture and historical memorabilia – among his purchases the weapon is that of Clint Eastwood in “Dirty Harry,” a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to those he saw 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. More information about Validea, Click here
The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.
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