The following are today's upgrades for Validea's Contrarian Investor model based on the published strategy of David Dreman . This contrarian strategy finds the most unpopular mid- and large-cap stocks in the market and looks for improving fundamentals.
BRIGHTHOUSE FINANCIAL INC ( BHF ) is a mid-cap value stock in the Insurance (Life) industry. The rating according to our strategy based on David Dreman changed from 43% 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: Brighthouse Financial, Inc. is a provider of life insurance and annuity products in the United States. The Company offers a range of products and services, which include variable, fixed, index-linked and income annuities, as well as variable, universal, term and whole life products. These products and services are marketed through various third party retail distribution channels in the United States. Fixed income annuities provide a guaranteed monthly income for a specified period of years and/or for the life of the annuitant. The Company operating segments include Annuities, Life and Run-off.
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.
|MARKET CAP: ||PASS |
|EARNINGS TREND: ||PASS |
|EPS GROWTH RATE IN THE IMMEDIATE PAST AND FUTURE: ||FAIL |
|P/E RATIO: ||PASS |
|PRICE/CASH FLOW (P/CF) RATIO: ||FAIL |
|PRICE/BOOK (P/B) VALUE: ||PASS |
|PRICE/DIVIDEND (P/D) RATIO: ||FAIL |
|PAYOUT RATIO: ||PASS |
|RETURN ON EQUITY: ||FAIL |
|PRE-TAX PROFIT MARGINS: ||PASS |
|YIELD: ||FAIL |
For a full detailed analysis using NASDAQ's Guru Analysis tool, click here
Since its inception, Validea's strategy based on David Dreman has returned 106.69% vs. 176.10% for the S&P 500. For more details on this strategy, click here
About David Dreman : Dreman's Kemper-Dreman High Return Fund was one of the best-performing mutual funds ever, ranking as the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. At the time Dreman published Contrarian Investment Strategies: The Next Generation, the fund had been ranked number one in more time periods than any of the 3,175 funds in Lipper's database. In addition to managing money, Dreman is also a longtime Forbes magazine columnist.
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