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Validea Motley Fool Strategy Daily Upgrade Report – 8/4/2022

The following are today’s upgrades for Validea’s Small-Cap Growth Investor model based on the published strategy of Motley Fool. This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.

HARBORONE BANCORP INC (HONE) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 73% to 87% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: HarborOne Bancorp, Inc. is the holding company of HarborOne Bank (the Bank) and its subsidiaries. The Company operates through two segments: HarborOne Bank and HarborOne Mortgage. The HarborOne Bank segment consists primarily of interest earned on loans and investment securities and service charges on deposit accounts. The HarborOne Mortgage segment is comprised of interest earned on loans and fees received as a result of the residential mortgage origination, sale and servicing process. The residential real estate portfolio loans are originated by HarborOne Mortgage segment and purchased by the Bank. The Company provides a range of financial services to individuals and businesses through approximately 27 full-service branches in Massachusetts and Rhode Island, and commercial lending offices in each of Boston, Massachusetts and Providence, Rhode Island. HarborOne Mortgage maintains more than 30 offices in Massachusetts, Rhode Island, New Hampshire, and Maine.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E TO GROWTH): PASS
AVERAGE SHARES OUTSTANDING: PASS
YOU GO OUT: PASS
DAILY DOLLAR VOLUME: PASS
PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed Analysis of HARBORONE BANCORP INC

Full Guru Analysis for HONE

Full Factor Report for HONE

EASTERN BANKSHARES INC (EBC) is a mid-cap growth stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 59% to 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Eastern Bankshares, Inc. is a bank holding company for Eastern Bank (the Bank). Through the Bank and its wholly owned subsidiary, Eastern Insurance Group LLC, the Company provides a range of banking, trust and investment and insurance services. The Company’s segments include banking and insurance agencies. Its diversified products and services include lending, deposit, wealth management and insurance products. The Bank offers a range of demand deposit accounts, interest checking accounts, money market accounts, savings accounts and time certificates of deposit accounts. Its lending focuses on the loan categories: commercial and industrial, including its asset-based lending portfolio, commercial real estate, commercial construction, small business banking, residential real estate and home equity loans. Its primary market consists of the greater Boston area, specifically eastern and central Massachusetts, southern New Hampshire, including the seacoast region and northern Rhode Island.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: PASS
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: FAIL
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E TO GROWTH): PASS
AVERAGE SHARES OUTSTANDING: PASS
YOU GO OUT: FAIL
DAILY DOLLAR VOLUME: PASS
PRICE: PASS
INCOME TAX PERCENTAGE: FAIL

Detailed Analysis of EASTERN BANKSHARES INC

Full Guru Analysis for EBC

Full Factor Report for EBC

PIONEER NATURAL RESOURCES CO. (PXD) is a large-cap value stock in the Oil & Gas – Integrated industry. The rating according to our strategy based on Motley Fool changed from 65% to 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Pioneer Natural Resources Company is an oil and gas exploration and production company. The Company explores for, develops and produces oil, natural gas liquids (NGLs) and gas in the Midland Basin in West Texas. The Company conducts exploitation and exploration activities in the Spraberry/Wolfcamp oil field located in the Midland Basin in West Texas. The Company holds approximately 976,000 gross acres, of which 961,000 gross acres are located in the Spraberry/Wolfcamp field in the Midland Basin of West Texas. The oil produced from the Spraberry/Wolfcamp field in the Midland Basin is West Texas Intermediate Sweet, and the gas produced is casinghead gas with an average energy content of 1,400 British thermal unit (Btu). The oil and gas are produced primarily from six formations, the Spraberry, the Jo Mill, the Dean, the Wolfcamp, the Strawn and the Atoka. Its subsidiaries include Pioneer Natural Resources USA, Inc., Pioneer Sands LLC and Pioneer Uravan, Inc., among others.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: PASS
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: FAIL
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
INVENTORY TO SALES: PASS
ACCOUNTS RECEIVABLE TO SALES: PASS
LONG-TERM DEBT/EQUITY RATIO: FAIL
“THE FOOL RATIO” (P/E TO GROWTH): PASS
AVERAGE SHARES OUTSTANDING: PASS
YOU GO OUT: FAIL
DAILY DOLLAR VOLUME: FAIL
PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed Analysis of PIONEER NATURAL RESOURCES CO

Full Guru Analysis for PXD

Full Factor Report for PXD

OXFORD INDUSTRIES INC. (OXM) is a small-cap value stock in the Retail (Apparel) industry. The rating according to our strategy based on Motley Fool changed from 63% to 76% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Oxford Industries, Inc. is a branded apparel company. The Company designs, sources, markets and distributes products bearing the trademarks of its Tommy Bahama, Lilly Pulitzer and Southern Tide lifestyle brands and other brands. The Company distributes primarily through its direct-to-consumer channels of distribution, which consist of its brand-specific full-price retail stores, brand-specific e-commerce websites, Tommy Bahama food and beverage operations and its Tommy Bahama outlets. The Company’s remaining sales are generated through its wholesale distribution channels. Its wholesale operations consist of distribution of products bearing its lifestyle brands, which complement its direct-to-consumer operations and provide access to a larger group of consumers It operates 222 stores, which includes 102 Tommy Bahama retail stores, 21 Tommy Bahama retail-restaurant locations, 35 Tommy Bahama outlets, 59 Lilly Pulitzer retail stores, four Southern Tide retail stores and one TBBC stores.

The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: PASS
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: FAIL
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
INVENTORY TO SALES: PASS
ACCOUNTS RECEIVABLE TO SALES: PASS
LONG-TERM DEBT/EQUITY RATIO: PASS
“THE FOOL RATIO” (P/E TO GROWTH): PASS
AVERAGE SHARES OUTSTANDING: PASS
YOU GO OUT: FAIL
DAILY DOLLAR VOLUME: PASS
PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed Analysis of OXFORD INDUSTRIES INC

Full Guru Analysis for OXM

Full Factor Report for OXM

More details on Validea’s Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats in public appearances, but they’re hardly fools — at least not the kind whose advice you should readily dismiss. The Gardners are the founders of the popular Motley Fool web site, which offers frank and often irreverent commentary on investing, the stock market, and personal finance. The Gardners’ “Fool” really is a multi-media endeavor, offering not only its web content but also several books written by the brothers, a weekly syndicated newspaper column, and subscription newsletter services.

About Validea: Validea is an investment research service that follows 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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