Quantcast

Validea James P. O'Shaughnessy Strategy Daily Upgrade Report - 9/20/2018


Shutterstock photo

The following are today's upgrades for Validea's Growth/Value Investor model based on the published strategy of James P. O'Shaughnessy . This two strategy approach offers a large-cap value model and a growth approach that looks for persistent earnings growth and strong relative strength.

GOLDEN STAR RESOURCES LTD. ( USA ) ( GSS ) is a small-cap value stock in the Gold & Silver industry. The rating according to our strategy based on James P. O'Shaughnessy changed from 75% to 100% 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: Golden Star Resources Ltd. is a gold mining and exploration company. The Company's segments include Wassa, Bogoso/Prestea, Other and Corporate. The Company, through its subsidiary, Golden Star (Wassa) Limited, owns and operates the Wassa open-pit gold mine, the Wassa underground mine and a carbon-in-leach ( CIL ) processing plant (Wassa). The Wassa mine is located in the southwestern region of Ghana approximately 35 kilometers northeast of the town of Tarkwa. The Company, through its subsidiary Golden Star (Bogoso/Prestea) Limited, owns and operates the Bogoso gold mining and processing operations (Bogoso), the Prestea open-pit mining operations and the Prestea underground development project. The Prestea Underground is located 16 kilometers south of the existing Bogoso processing plant. The Company holds interests in various gold exploration projects in Ghana and other parts of West Africa, and in South America the Company holds and manages exploration properties in Brazil.

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 PER SHARE PERSISTENCE: PASS
PRICE/SALES RATIO: PASS
RELATIVE STRENGTH: PASS

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

UNITED PARCEL SERVICE, INC. ( UPS ) is a large-cap growth stock in the Air Courier industry. The rating according to our strategy based on James P. O'Shaughnessy changed from 80% to 100% 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: United Parcel Service, Inc. ( UPS ) is a package delivery company. The Company is a provider of global supply chain management solutions. The Company operates through three segments: U.S. Domestic Package operations, International Package operations, and Supply Chain & Freight operations. As of December 31, 2016, the Company delivered packages in over 220 countries and territories. The Company offers a spectrum of the United States domestic guaranteed ground and air package transportation services. The International Package segment includes the small package operations in Europe, Asia-Pacific, Canada and Latin America, the Indian sub-continent, the Middle East and Africa. The Supply Chain & Freight segment includes its forwarding and logistics services, truckload freight brokerage, UPS Freight and its financial offerings through UPS Capital. The Company serves the global market for logistics services, which include transportation, distribution, contract logistics and ground freight.

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
CASH FLOW PER SHARE: PASS
SHARES OUTSTANDING: PASS
TRAILING 12 MONTH SALES: PASS
DIVIDEND: PASS

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

CHINA TELECOM CORPORATION LIMITED (ADR) ( CHA ) is a large-cap value stock in the Communications Services industry. The rating according to our strategy based on James P. O'Shaughnessy changed from 80% to 100% 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: China Telecom Corporation Limited is an investment holding company principally engaged in telecommunications and related businesses. The Company provides integrated information services, including wireline and mobile telecommunications services, Internet access services, information services and other value-added telecommunications services. The Company mainly operates its business in domestic market.

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
CASH FLOW PER SHARE: PASS
SHARES OUTSTANDING: PASS
TRAILING 12 MONTH SALES: PASS
DIVIDEND: PASS

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

HAWAIIAN HOLDINGS, INC. (HA) is a mid-cap value stock in the Airline industry. The rating according to our strategy based on James P. O'Shaughnessy changed from 75% to 100% 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: Hawaiian Holdings, Inc. is a holding company. The Company is engaged in the scheduled air transportation of passengers and cargo amongst the Hawaiian Islands (the Neighbor Island routes), between the Hawaiian Islands and certain cities in the United States (the North America routes), and between the Hawaiian Islands and the South Pacific, Australia, New Zealand and Asia (the International routes), collectively referred to as its Scheduled Operations. It offers non-stop service to Hawai'i from United States gateway cities. As of December 31, 2016, it also provided approximately 160 daily flights between the Hawaiian Islands. The Company operates various charter flights. As of December 31, 2016, the Company's fleet consisted of 20 Boeing 717-200 aircraft for the Neighbor Island routes, eight Boeing 767-300 aircraft, and 23 Airbus A330-200 aircraft for the North America, International, and charter routes.

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 PER SHARE PERSISTENCE: PASS
PRICE/SALES RATIO: PASS
RELATIVE STRENGTH: PASS

For a full detailed analysis using NASDAQ's Guru Analysis tool, click here

Since its inception, Validea's strategy based on James P. O'Shaughnessy has returned 276.83% vs. 190.67% for the S&P 500. For more details on this strategy, click here

About James P. O'Shaughnessy : Research guru and money manager James O'Shaughnessy forced many professional and amateur investors alike to rethink their investment beliefs when he published his 1996 bestseller, What Works on Wall Street. O'Shaughnessy back-tested 44 years of stock market data from the comprehensive Standard & Poor's Compustat database to find out which quantitative strategies have worked over the years and which haven't. To the surprise of many, he concluded that price/earnings ratios aren't the best indicator of a stock's value, and that small-company stocks, contrary to popular wisdom, don't as a group have an edge on large-company stocks. Today O'Shaughnessy heads O'Shaughnessy Asset Management.

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.



This article appears in: Investing , Stocks
Referenced Symbols: USA , GSS , CIL , UPS , CHA



More from Validea

Subscribe






Validea
Contributor:

Validea

Stock Analysis










Research Brokers before you trade

Want to trade FX?