Validea John Neff Strategy Daily Update Report – 11/06/2021

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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.

UNIVERSAL HEALTH SERVICES, INC. (UHS) is a large cap value equity in the healthcare facility 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: Universal Health Services, Inc. is a holding company. The Company operates through its subsidiaries, including its management company. Its core business is the ownership and operation of acute care hospitals and outpatient care facilities, as well as behavioral health facilities. The Company’s business segments include hospital acute care services, behavioral health services and others. It offers approximately 360 inpatient facilities and 39 outpatient and other care facilities located in the United States, Washington, DC, United Kingdom, and Puerto Rico. The services provided by its hospitals include general and specialized surgery, internal medicine, obstetrics, emergency care, radiology, oncology, diagnostic care, coronary care, pediatric services, pharmaceutical services and / or behavioral health services. It also provides management services to its facilities, including information services, financial and control systems, physician recruitment services, administrative personnel management and marketing.

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: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: PAST
SALES GROWTH: TO FAIL
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: PAST
PERSISTENCE OF EPS: TO FAIL

Detailed analysis of UNIVERSAL HEALTH SERVICES, INC.

Complete Guru Analysis for UHS

Full Factor Report for UHS

CAPITAL SOUTHWEST CORPORATION (CSWC) is a small cap value share of Misc. Financial services industry. The rating according to our strategy based on John Neff has increased from 58% to 77% 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: Capital Southwest Corporation (CSWC) is an internally managed investment firm, providing personalized financing to mid-market companies in a range of investment segments located primarily in the United States. The Company’s subsidiary, Capital Southwest Management Corporation (CSMC) has generally incurred all normal operating and administrative expenses, including, but not limited to, salaries and related benefits, rent, equipment. and other administrative costs necessary for its day-to-day operations. The investment objective of the Company is to produce risk-adjusted returns by generating current income from its debt investments and capital appreciation from its equity and equity related investments. The Company invests primarily in senior debt securities, secured by collateral on the assets of the portfolio companies. It also invests in equity interests in the companies in its portfolio alongside its debt securities.

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: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: TO FAIL
PERSISTENCE OF EPS: TO FAIL

Detailed analysis of CAPITAL SOUTHWEST CORPORATION

Full Guru Analysis for CSWC

Full Factor Report for CSWC

AMERICAN NATIONAL BANKSHARES INC (AMNB) is a small cap security in the Regional Banks 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: American National Bankshares Inc. is a single bank holding company. American National Bank and Trust Company (the Bank) is the Company’s sole banking subsidiary. The Bank offers a range of retail, commercial and secondary market mortgages, as well as trust and investment services, which also include deposit-free products such as mutual funds and insurance policies. The Company operates through two segments: community banking and trust and investment services. The community banking segment involves providing loans and generating deposits with individuals and businesses. The assets and liabilities of the Company and the investment income from the securities are attributed to the community banking sector. Trust and investment services include estate planning, administration of trust accounts, investment management and retail brokerage. The Trust and Investment Services division collects fees for investment and administration 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: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: PAST
PERSISTENCE OF EPS: PAST

Detailed analysis of AMERICAN NATIONAL BANKSHARES INC

Full Guru Analysis for AMNB

Full Factor Report for AMNB

TOWNEBANK (TOWN) is a mid-cap value in the Regional Banks 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: TowneBank is a community bank. The Bank offers banking services to individuals and banking services to businesses. The Bank operates in three sectors: Banking, Real Estate and Insurance. The banking industry provides loan and deposit services to retail and commercial customers. The Real Estate segment provides residential real estate services, origination of a range of mortgages, management of resort properties, and residential and commercial title insurance. The Insurance segment offers non-life insurance, as well as social and group benefits. The Bank provides checking accounts, cards, savings accounts, money markets and certificates of deposit (CDs), mobile banking services, financial management software, private banking services and switching kits. The Bank also offers auto loans, home equity loans, construction loans, land loans, recreational vehicles, mortgages, land acquisition loans, construction loans, loans. development, personal loans and lines of credit.

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: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: PAST
PERSISTENCE OF EPS: PAST

Detailed analysis of TOWNEBANK

Full Guru Analysis for TOWN

Full Factor Report for CITY

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.


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