Validea John Neff Strategy Daily Upgrade Report – 02/10/2022

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

CURO GROUP HOLDINGS CORP (CURO) is a small-cap value stock in the consumer financial services sector. The rating under our John Neff-based strategy increased from 60% to 77% depending on the company’s underlying 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: CURO Group Holdings Corp. is a technology-driven consumer finance company that serves a wide range of unprivileged consumers in the United States (US) and Canada. The Company’s segments include Direct Lending in the United States, Canada and Canada. Its direct loans in the United States and Canada offer revolving line of credit (LOC) loans and installment loans, which include one-time payment loans and vehicle title loans, check cashing, money transfer, reloadable prepaid debit cards and a number of other ancillary financial products and services. to its customers in the United States and Canada. It operates 160 outlets in the United States. Canada Direct Lending operates 201 stores. Canada POS Lending serves Canadian customers with POS financing available at approximately 7,400 retail outlets and online with nearly 2,350 merchant partners in 10 provinces and two territories. The Company’s brands include Speedy Cash, Rapid Cash, Cash Money, LendDirect, Flexiti, Avio Credit, Opt+ and Revolve Finance.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

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

Detailed analysis of CURO GROUP HOLDINGS CORP

Full Guru Analysis for CURO

Full factor report for CURO

ARCH CAPITAL GROUP LTD. (ACGL) is a large-cap value stock in the insurance sector (Prop. & Casualty). 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: Arch Capital Group Ltd. (ACGL) provides insurance, reinsurance and mortgage insurance through its wholly owned subsidiaries. The Company offers a range of property and casualty, property and mortgage insurance and reinsurance lines. The Company’s segments include Insurance, Reinsurance, Mortgage, Other and Corporate. The insurance industry product lines include construction and national accounts; excess and surplus losses; products from lenders; professional lines; programs; real estate, energy, marine and aviation; travel, accident and health, and others. The product lines of the reinsurance sector include property and casualty insurance; navy and aviation; other specialty; real estate disaster; non-catastrophic goods, and others. The Mortgages segment includes mortgage insurance and reinsurance operations in the United States and overseas as well as government-sponsored enterprise (GSE) credit risk sharing operations. The other segment includes the results of Watford Holdings Ltd. (Watford Re).

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

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

Detailed analysis of ARCH CAPITAL GROUP LTD.

Complete Guru Analysis for ACGL

Full Factor Report for ACGL

MDU RESOURCE GROUP INC (MDU) is a mid-cap value stock in the natural gas utility sector. The rating under our John Neff-based strategy increased from 40% to 79% depending on the company’s underlying 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: MDU Resources Group Inc. is a regulated energy delivery and construction materials and services company. The Company’s segments are Power, Natural Gas Distribution, Pipelines, Building Materials and Contracting, and Construction Services. The Electric segment generates, transmits and distributes electricity. The Natural Gas Distribution segment distributes natural gas. The Pipelines segment provides underground natural gas transportation and storage services through a network of regulated pipelines primarily in the Rocky Mountain and Great Plains regions of the northern United States. The Building Materials and Entrepreneurship segment extracts, processes and sells construction aggregates, crushed stone, sand and gravel; produces and sells bituminous mixes and supplies ready-mixed concrete. The Construction Services segment provides indoor and outdoor specialty contracting services in approximately 44 states plus Washington D.C.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all 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 criteria.

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

Detailed analysis of MDU RESOURCES GROUP INC

Complete Guru Analysis for MDU

Full factor ratio for MDU

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 term 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 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.

About Ruben V. Albin

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