Validea John Neff Strategy Daily Upgrade Report – 05/11/2022

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Here are today’s updates for Validea Investor with low PE model based on the published strategy of John Neff. This strategy looks for companies with persistent earnings growth that are trading at a discount to their earnings growth and dividend yield.

ARBOR REAL ESTATE TRUST INC (ABR) is a mid-cap value stock in the construction services sector. The rating under our John Neff-based strategy increased from 58% to 77% 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: Arbor Realty Trust, Inc. is a real estate investment trust. The Company invests in a portfolio of structured finance assets in the multi-family, single-family (SFR) and commercial rental real estate markets, consisting primarily of bridge and mezzanine loans, including junior interests in first mortgages and preferred and direct shares. The Company operates in two segments: Structured Business and Agency Business. It also invests in real estate-related joint ventures and in real estate-related notes and certain mortgage-related securities. The Company focuses on investment types, which include bridge financing, preferred equity investments, mezzanine financing, junior crowdfunding, single family rental portfolio financing, structured transactions, government sponsored enterprises ( GSE) and Housing and Urban Development Agency (HUD) Loan and Private Label. It also underwrites, issues and manages permanent fixed rate long-term loans on SFR properties.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

P/E RATIO: PASS
EPS GROWTH: PASS
FUTURE EPS GROWTH: FAIL
SALES GROWTH: PASS
TOTAL YIELD/PE: PASS
FREE MOVEMENT OF CAPITAL: FAIL
EPS PERSISTENCE: FAIL

ARBOR REALTY TRUST INC Detailed Analysis

Full Guru Analysis for ABR

Full factor ratio for ABR

OAK VALLEY BANCORP (OVLY) is a small cap value stock in the money banking sector. The rating under our John Neff-based strategy increased from 60% to 79% depending on the company’s underlying fundamentals and the stock’s 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: Oak Valley Bancorp is a bank holding company of Oak Valley Community Bank (the Bank). The Bank offers a range of commercial banking services designed for individuals and small and medium enterprises in the two regions, such as the Central Valley and the Eastern Sierras. The Bank offers a complement of professional checking and savings accounts to its professional customers. The Bank also offers commercial and real estate loans, as well as lines of credit. The Bank offers other personal and business services including online banking, remote deposit capture, mobile banking, merchant services, night deposit, extended hours, wire transfer of funds, cash collection and automatic teller machines (ATMs) in a nationwide network. . The Bank operates approximately 17 full-service branches located in the cities of Oakdale, Sonora, Modesto, Bridgeport, Mammoth Lakes, Bishop, Escalon, Patterson, Turlock, Ripon, Stockton, Manteca, Tracy and Sacramento, California.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

P/E RATIO: PASS
EPS GROWTH: PASS
FUTURE EPS GROWTH: FAIL
SALES GROWTH: PASS
TOTAL YIELD/PE: PASS
FREE MOVEMENT OF CAPITAL: PASS
EPS PERSISTENCE: FAIL

Detailed analysis of OAK VALLEY BANCORP

Full Guru Analysis for OVLY

Full factor report for OVLY

SYNOVUS FINANCIAL CORP. (SNV) is a mid-cap value stock in the money banking sector. The rating under our John Neff-based strategy increased from 60% to 79% depending on the company’s underlying fundamentals and the stock’s 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: Synovus Financial Corp. is a financial services company. The Company provides its customers with commercial and consumer banking products and services, including private banking, cash management, wealth management, mortgage services, premium financing, asset-based lending, structured and international banking services. The Company’s segments include Community Banking, Wholesale Banking and Financial Management Services (FMS). Commercial banking services include cash management, asset management, capital market services, institutional trust services, and commercial, financial and real estate lending. Its consumer banking services include accepting the usual types of demand deposit and savings accounts; mortgage, installment and other consumer loans; investment and brokerage services; safety deposit box services; automated banking services; automated fund transfers; Internet banking services; and credit and debit card banking services, including Visa and MasterCard services.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

P/E RATIO: PASS
EPS GROWTH: PASS
FUTURE EPS GROWTH: FAIL
SALES GROWTH: PASS
TOTAL YIELD/PE: PASS
FREE MOVEMENT OF CAPITAL: PASS
EPS PERSISTENCE: FAIL

Detailed analysis of SYNOVUS FINANCIAL CORP.

Complete Guru Analysis for SNV

Full Factor Report for SNV

More details on Validea’s John Neff strategy

About John Neff: Although known as the manager many top managers trusted with their own money, Neff was far from the high profile, talkative Wall Streeter one would expect. He was gentle and low-key, and the same could be said of the Windsor Fund, which he managed for more than three decades. In fact, Neff himself described the fund as “relatively prosaic, boring, [and] However, there was nothing dull about his results. From 1964 to 1995, Neff guided Windsor to an average annual return of 13.7%, easily outpacing the 10.6% return of the S&P 500 during that period. That 3.1 percentage point difference is huge over time. — a $10,000 investment in Windsor (dividends reinvested) at the start of Neff’s tenure would have returned more than $564,000 by the time he retired, more than double what the same investment in the S&P would have returned (about $233,000). Given the length of his tenure, this record could be the best ever for a manager of such a large fund.

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 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.

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