Validea Motley Fool Strategy Daily Upgrade Report – 04/01/2021

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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.

COASTAL FINANCIAL CORP (EVERETT) (CCB) is a small-cap growth company in the Regional Banks sector. The rating according to our strategy based on Motley Fool has increased from 56% to 83% 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: Coastal Financial Corporation is the banking holding company of Coastal Community Bank (the Bank). The Company provides a full range of banking services to small and medium-sized businesses, professionals and individuals. The main activity of the Bank is to attract deposits from the general public, enterprises and commercial industries, and to use these funds to generate consumer loans, commercial enterprise loans, commercial real estate loans, mortgages. housing, boat and recreational vehicle loans, and land and land development. ready. It operates from 11 branches in Seattle, one branch in King County, 10 branches in Snohomish County and 2 branches in Island County.

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: 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: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: PAST

Detailed analysis of COASTAL FINANCIAL CORP (EVERETT)

Full Guru Analysis for CCB

Full Factor Report for CCB

WILLIAMS-SONOMA, INC. (WSM) is a large-cap growth stock in the (specialty) retail sector. The rating according to our strategy based on Motley Fool has increased from 65% 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: Williams-Sonoma, Inc. is a multi-channel specialty retailer of home products. The Company operates retail stores in the United States, Canada, Puerto Rico, Australia and the United Kingdom. It operates through two segments: e-commerce and retail. The e-commerce segment has various merchandising strategies, such as Williams-Sonoma, Pottery Barn, Pottery Barn Kids, West Elm, PBteen, Williams-Sonoma Home, Rejuvenation, and Mark and Graham, which sell their products on commerce websites. company electronics. and direct mail catalogs. The retail industry has various merchandising strategies, such as Williams-Sonoma, Pottery Barn, Pottery Barn Kids, West Elm and Rejuvenation, which sell its products through the Company’s retail stores. The Company franchises its brands to third parties in a number of countries in the Middle East, the Philippines and Mexico. The Company’s products are also available to customers through its catalogs and online around the world.

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: PAST
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
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: TO FAIL
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: PAST

Detailed analysis of WILLIAMS-SONOMA, INC.

Full Guru Analysis for WSM

Full Factor Report for WSM

CURO GROUP HOLDINGS CORP (CURO) is a small cap value stock in the consumer financial services industry. The rating according to our strategy based on Motley Fool has increased 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: CURO Group Holdings Corp. The Company operates in the United States under three main brands: Speedy Cash, Rapid Cash and Avio Credit. It also offers demand deposit accounts in the United States under Revolve Finance and prepaid debit cards in North America under the Opt + brand. The Company operates in Canada under the Cash Money and LendDirect brands. It operates in approximately seven Canadian provinces and offers its online services in approximately five Canadian provinces. The Company has approximately 412 stores in 14 US states, including Texas, California, Nevada, Arizona, Tennessee, Kansas, Illinois, Alabama, Missouri, Louisiana, Colorado, Oregon, Washington State and Mississippi. The Company also provides point-of-sale (POS) loan services.

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
SALES RECEIVABLE ACCOUNTS: PAST
“THE FOOL RATIO” (GROWTH P / E): PAST
AVERAGE SHARES IN CIRCULATION: PAST
SALES: TO FAIL
DAILY VOLUME IN DOLLARS: PAST
THE PRICE: PAST
INCOME TAX PERCENTAGE: TO FAIL

Detailed analysis of CURO GROUP HOLDINGS CORP

Full Guru Analysis for CURO

Full Factor Report for CURO

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. “Fool” by the Gardners is truly a multimedia company, offering not only its web content, but also several books written by the brothers, a 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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