Validea John Neff Strategy Daily Update Report – 6/8/2021

0

THere are today’s updates for Validea Low PE investor model based on the published strategy of John neff. This strategy looks for companies with persistent earnings growth and trading at a discount to earnings growth and dividend yield.

FIRST CITIZENS BANCSHARES INC (DELAWARE (FCNCA) is a mid-cap value stock in the regional banking sector. The rating according to our strategy based on John Neff has increased from 62% to 81% depending on the underlying fundamentals of the Company and stock valuation A score of 80% or higher usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: First Citizens BancShares, Inc. (BancShares) is a holding company of First-Citizens Bank & Trust Company (FCB). As of December 31, 2016, BancShares operated in 21 states and offered a range of financial services to individuals, businesses and professionals. FCB offers a range of retail and commercial banking services. Its lending services include various types of commercial, commercial and consumer loans. Its deposit services include checking, savings, money market and term accounts. FCB also provides mortgages, full-service trust service, wealth management services for businesses and individuals, and other ancillary activities to commercial banking. FCB’s subsidiaries, First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc., provide a variety of investment products, including annuities, discount brokerage services, and third-party mutual funds to clients primarily through the ‘intermediary of the bank’s branch network, as well as investment advice and 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.

P / E RATIO: TO PASS
GROWTH IN EPS: TO PASS
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: TO PASS
TOTAL RETURN / EP: TO PASS
FREE MOVEMENT OF CAPITAL: TO PASS
PERSISTENCE OF EPS: TO PASS

Detailed analysis of FIRST CITIZENS BANCSHARES INC (DELAWARE

Full Guru Analysis for FCNCA

Full Factor Report for FCNCA

OWENS & MINOR, INC. (OMI) is a mid-cap value stock in the medical equipment and supplies sector. The rating according to our strategy based on John Neff has increased from 62% to 81% 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: Owens & Minor, Inc. is a healthcare solutions company with integrated technologies, products and services. The Company operates through two segments: Global Solutions and Global Products. The Global Solutions segment includes its US distribution, outsourced logistics and value-added services activities. Global Products manufactures and sources medical surgical products through its production and kitting operations. The Global Solutions segment offers a portfolio of products and services to healthcare providers and manufacturers. Its portfolio of medical and surgical supplies includes products purchased from manufacturers and its own proprietary products. The Global Products segment provides medical supplies and solutions for the prevention of nosocomial infections through both acute and alternative channels. Its manufacturing plants are located in the United States, Thailand, Honduras, Mexico and Ireland.

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.

P / E RATIO: TO PASS
GROWTH IN EPS: TO PASS
FUTURE GROWTH OF BPA: TO PASS
SALES GROWTH: TO FAIL
TOTAL RETURN / EP: TO PASS
FREE MOVEMENT OF CAPITAL: TO PASS
PERSISTENCE OF EPS: TO PASS

Detailed analysis of OWENS & MINOR, INC.

Full Guru Analysis for OMI

Full Factor Report for IMO

METLIFE INC (MET) is a large cap value share in the (life) insurance industry. The rating according to our strategy based on John Neff has increased from 60% 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.

Company Description: MetLife, Inc. (MetLife) is a financial services company. The Company is primarily engaged in the provision of insurance, annuity, employee benefits and asset management services. The Company’s segments include the United States; Asia; Latin America; Europe, Middle East and Africa (EMEA); and MetLife Holdings. Its US segment is organized into group insurance, retirement and income solutions. The Company’s Asia segment offers products, in particular life insurance; accident and health insurance, and retirement and savings products. Latin America offers products, including life insurance, retirement and savings products. Life insurance includes universal, variable and term life insurance products. The EMEA offers products including life insurance, accident and health insurance products, retirement and savings products, and credit insurance. MetLife operates in approximately 40 markets around the world, including the United States, Japan, Latin America, Asia, Europe and the Middle East.

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.

P / E RATIO: TO PASS
GROWTH IN EPS: TO PASS
FUTURE GROWTH OF BPA: TO PASS
SALES GROWTH: TO FAIL
TOTAL RETURN / EP: TO PASS
FREE MOVEMENT OF CAPITAL: TO PASS
PERSISTENCE OF EPS: TO FAIL

Detailed analysis of METLIFE INC

Complete Guru Analysis for MET

Full Factor Report for MET

SIMMONS FIRST NATIONAL CORPORATION (SFNC) is a mid-cap value in the Regional Banks sector. The rating according to our strategy based on John Neff has increased from 60% 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.

Company Description: Simmons First National Corporation is a financial holding company. The Company, through its banking subsidiary, Simmons Bank, provides financial services to individuals and businesses in the market areas they serve. As of December 31, 2016, Simmons Bank was banking in 150 financial centers located in communities in Arkansas, Kansas, Missouri, Tennessee, Colorado, Oklahoma and Texas. Simmons Bank offers consumer, real estate and business loans, chequing and savings deposits. Simmons Bank and its subsidiaries have also developed products and services, which include credit cards, investments, farm finance loans, equipment loans, insurance, and small business administration loans. The securities in the portfolio are classified as held to maturity, available for sale or for trading. The Company offers deposits, including non-interest bearing transaction accounts; interest-bearing transaction accounts and term deposits.

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.

P / E RATIO: TO PASS
GROWTH IN EPS: TO PASS
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: TO PASS
TOTAL RETURN / EP: TO PASS
FREE MOVEMENT OF CAPITAL: TO PASS
PERSISTENCE OF EPS: TO FAIL

Detailed analysis of SIMMONS FIRST NATIONAL CORPORATION

Full Guru Analysis for SFNC

Full Factor Report for SFNC

More details on Validea’s John Neff strategy

About John Neff: Despite being 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 over three decades. In fact, Neff himself described the fund as “relatively prosaic, boring, [and] However, his results were not boring. From 1964 to 1995, Neff guided Windsor to an average annual return of 13.7%, easily surpassing the 10.6% return of the S&P 500 during that time. This 3.1 percentage point difference is huge over time. – an investment of $ 10,000 in Windsor (with reinvested dividends) at the start of Neff’s tenure would have reached more than $ 564,000 at the time of his retirement, more than double what the same investment in the S&P would have yielded ( approximately $ 233,000). Given the length of his tenure, this record may be the best ever for a manager of such a large fund.

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.


Source link

Share.

About Author

Leave A Reply