Validea Motley Fool Strategy Daily Upgrade Report – 09/23/2021

THere 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.

META FINANCIAL GROUP INC. (CASH) is a small capitalization security in the Regional Banks sector. The rating according to our strategy based on Motley Fool has increased from 69% 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: 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 business / other services. MetaBank is both a community-based financial institution providing a range of financial services to meet the needs of the communities it serves and a payments company providing services nationwide. It operates in both the banking and payments sectors through MetaBank, its retail banking business; Meta Payment Systems (MPS), its electronic payments division; AFS / IBEX Financial Services Inc. (AFS / IBEX), its insurance premium finance 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 banking subsidiary, Crestmark Bank, provides business-to-business commercial financing.

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: PAST
COMPARE SALES AND EPS GROWTH AT THE SAME TIME LAST YEAR: TO FAIL
INSIDER PARTICIPATIONS: TO FAIL
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: TO FAIL
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 GROUPE FINANCIER META INC.

Full Guru Analysis for CASH

Full Factor Report for CASH

CLEARFIELD INC (CLFD) is a small-cap growth stock in the communications equipment sector. The rating according to our strategy based on Motley Fool has increased from 73% to 87% 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: Clearfield, Inc. manufactures, markets and sells a fiber and enclosure management platform that consolidates, distributes and protects fiber as it travels from the indoor plant to the outdoor plant and to the home, business and cell site. The Company’s products include Clearview Cassette, which is the cornerstone of its product platform; Connectivity and optical components; FieldSmart, which is a series of panels, cabinets, wall boxes and other enclosures that house Clearview components; FieldShield, which is a fiber delivery method for broadband deployment; CraftSmart, which is a line of optical protective field housings, and cable assemblies. Its products are sold by broadband service providers, including traditional telephone companies, competitive local service operators, multiple service operators (cable television), wireless service providers, and municipal utilities that use fiber in their business and consumer service offerings.

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: PAST
INSIDER PARTICIPATIONS: PAST
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: PAST
R&D IN PERCENTAGE OF SALES: PAST
CASH AND CASH EQUIVALENTS: PAST
INVENTORY FOR SALE: PAST
SALES RECEIVABLE ACCOUNTS: PAST
LONG-TERM DEBT / EQUITY RATIO: 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 CLEARFIELD INC

Full Guru Analysis for CLFD

Full Factor Report for CLFD

CALIX INC (CALX) is a mid-cap growth stock in the IT services industry. The rating under our Motley Fool-based strategy fell from 65% to 72% 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: Calix, Inc. is a provider of cloud and software platforms, systems and services focused on the access network, the part of the network that governs the available bandwidth and determines the range of services that can be offered to subscribers. The Company develops and markets its platforms and services to communication service providers (CSPs) through its direct sales force as well as selected resellers. The Company’s products include Calix Cloud, which comes in three basic role editions, Calix Marketing Cloud, Calix Support Cloud and Calix Operations Cloud; EXOS, which is marketed as the Experience Innovation Platform; and AXOS, marketed as the Network Innovation Platform. Its role-based clouds allow CSP teams, such as operations, marketing, and support, to leverage real-time behavioral analysis to anticipate subscriber needs.

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: PAST
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: TO FAIL
CASH AND CASH EQUIVALENTS: PAST
INVENTORY FOR SALE: PAST
SALES RECEIVABLE ACCOUNTS: PAST
LONG-TERM DEBT / EQUITY RATIO: PAST
“THE FOOL RATIO” (GROWTH P / E): TO FAIL
AVERAGE SHARES IN CIRCULATION: TO FAIL
SALES: TO FAIL
DAILY VOLUME IN DOLLARS: PAST
THE PRICE: PAST
INCOME TAX PERCENTAGE: TO FAIL

Detailed analysis of CALIX INC

Comprehensive Guru Analysis for CALX

Full Factor Report for CALX

FIRST NORTHWEST BANCORP (FNWB) is a small cap security in the Regional Banks sector. The rating according to our strategy based on Motley Fool has increased from 52% to 79% 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: First Northwest Bancorp is the banking holding company of the First Federal Savings and Loan Association of Port Angeles (the Bank). The Bank is a community-based financial institution serving primarily the Olympic Peninsula area of ​​northern Washington. The Bank offers a range of products and services focused on the lending and deposit needs of the communities it serves. The Bank provides commercial and personal banking services to individuals and businesses located primarily on the Olympic Peninsula in Washington State. These services include deposit and lending operations which are supplemented by borrowing and investing activities. The main lending activities of the Bank are focused on senior mortgages for one to four families and commercial and multi-family real estate loans. The Bank also provides construction and land loans (including lot loans), business enterprise loans, and 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): PAST
AVERAGE SHARES IN CIRCULATION: PAST
SALES: PAST
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: TO FAIL

FIRST NORTHWEST BANCORP detailed analysis

Full Guru Analysis for FNWB

Full Factor Report for FNWB

More details on Validea’s Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats during public appearances, but they’re not at all silly – at least not the kind whose advice you should easily dismiss. The Gardners are the founders of the popular Motley Fool website, 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 subscribed weekly newspaper column and subscription newsletter services.

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

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

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