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.
SIEBERT FINANCIAL CORP. ( SIEB ) is a small-cap growth stock in the Investment Services 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: Siebert Financial Corp. is a holding company that conducts retail discount brokerage business through its subsidiary, Muriel Siebert & Co., Inc. (Siebert). The Company's Siebert's principal activity is providing online and traditional brokerage and related services to retail investors. It is also an investment advisor through a subsidiary, Siebert Investment Advisors, Inc. (SIA). SIA offers advice to clients regarding asset allocation and the selection of investments. A subsidiary, Siebert's Women's Financial Network Inc. (WFN), is engaged in providing products, services and information devoted to women's financial needs. Siebert develops and maintains its retail customer base through printed advertising in financial publications, Internet advertising and social media. The Retail Division includes discount brokerage and related services, independent retail execution services, retail customer service, retirement accounts, customer financing, and information and communications systems.
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: ||PASS |
|CASH FLOW FROM OPERATIONS: ||PASS |
|PROFIT MARGIN CONSISTENCY: ||FAIL |
|R&D AS A PERCENTAGE OF SALES: ||NEUTRAL |
|CASH AND CASH EQUIVALENTS: ||FAIL |
|ACCOUNTS RECEIVABLE TO SALES: ||PASS |
|"THE FOOL RATIO" (P/E TO GROWTH): ||FAIL |
|AVERAGE SHARES OUTSTANDING: ||PASS |
|SALES: ||PASS |
|DAILY DOLLAR VOLUME: ||FAIL |
|PRICE: ||PASS |
|INCOME TAX PERCENTAGE: ||FAIL |
For a full detailed analysis using NASDAQ's Guru Analysis tool, click here
Since its inception, Validea's strategy based on Motley Fool has returned 513.24% vs. 179.21% for the S&P 500. For more details on this strategy, click here
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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