Markets

Validea Motley Fool Strategy Daily Upgrade Report - 5/8/2019

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.

NICOLET BANKSHARES INC (NCBS) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 53% to 80% 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: Nicolet Bankshares, Inc. is a bank holding company. The Company conducts operations through its subsidiary, Nicolet National Bank (the Bank), which is a commercial bank. The Company also owns investment advisory firms, Brookfield Investment Partners, LLC, which provides investment strategy and transactional services to select community banks, and Nicolet Advisory Services, LLC, which conducts brokerage and financial advisory services primarily to individual consumers. The Bank is a service community bank, which offers traditional banking products and services, and wealth management products and services to businesses and individuals. The Company's principal business is banking, consisting of lending and deposit gathering, as well as ancillary banking-related products and services, to businesses and individuals of the communities it serves, and the operational support to deliver, fund and manage banking products and services.

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): FAIL
AVERAGE SHARES OUTSTANDING: PASS
SALES: PASS
DAILY DOLLAR VOLUME: PASS
PRICE: PASS
INCOME TAX PERCENTAGE: PASS

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

VISHAY PRECISION GROUP INC (VPG) is a small-cap growth stock in the Electronic Instr. & Controls industry. The rating according to our strategy based on Motley Fool changed from 73% to 80% 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: Vishay Precision Group, Inc. (VPG) is a designer, manufacturer and marketer of sensors and sensor-based measurement systems, as well as specialty resistors and strain gages. The Company operates through three business segments: Foil Technology Products, Force Sensors, and Weighing and Control Systems. Its Foil Technology Products segment includes foil resistor and strain gage operating segments. The Foil Technology Products segment's brands include Alpha Electronics, Micro-Measurements, Powertron and Vishay Foil Resistors. The Force Sensors segment includes load cells and force measurement transducers that are offered as precision sensors for industrial and commercial use. The Weighing and Control Systems segment designs and manufactures systems that consists of load cells and instrumentation for weighing and force control/measurement for a range of uses, including on-board weighing and overload monitor systems. The segment's brands include BLH Nobel, KELK and VPG Onboard Weighing.

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

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

LPL FINANCIAL HOLDINGS INC (LPLA) is a mid-cap value stock in the Investment Services 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: LPL Financial Holdings Inc. is a broker-dealer, a custodian for registered investment advisors and an independent consultant to retirement plans. The Company provides a platform of brokerage and investment advisory services to independent financial advisors, including financial advisors at financial institutions across the country. It also supported approximately 4,000 financial advisors, affiliated and licensed with insurance companies through customized clearing services, advisory platforms and technology solutions, as of December 31, 2016. Through its advisors, it is a distributor of financial products and services in the United States. It provides its technology and service to advisors through a technology platform that is server-based and Web-accessible. Its technology offerings are designed to permit its advisors to manage various aspects of their businesses. It automates time-consuming processes, such as account opening and management, document imaging and account rebalancing.

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

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

SEASPAN CORPORATION (SSW) is a mid-cap value stock in the Water Transportation 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: Seaspan Corporation is an independent charter owner and manager of containerships. The Company charters pursuant to long-term, fixed-rate time charters with various container liner companies. As of February 20, 2017, it had operated a fleet of 88 containerships and had entered into contracts for the purchase of an additional eight new building containerships. Its operating vessels include YM Wish, YM Wellhead, YM Witness, COSCO Glory, COSCO Development, COSCO Harmony, COSCO Excellence, COSCO Hope, COSCO Fortune, Seaspan Yangtze, CSCL Zeebrugge, CSCL Long Beach, CSCL Oceania, COSCO Vietnam, MOL Emissary, Seaspan Chiwan, Seaspan Ningbo, Seaspan Felixstowe, CSCL Brisbane, Seaspan Santos, Seaspan Loncomilla, Seaspan Lingue, CSCL Montevideo, CSCL Callao, Guayaquil Bridge and Calicanto Bridge. The Company is engaged in the operation and management of vessel, including maintaining the vessel, periodic dry-docking, cleaning and painting and performing work required by regulations.

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

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

ZYNEX INC. (ZYXI) is a small-cap growth stock in the Medical Equipment & Supplies industry. The rating according to our strategy based on Motley Fool changed from 75% to 79% 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: Zynex, Inc. operates through the Electrotherapy and Pain Management Products segment. The Company conducts its business through its subsidiaries and the operating subsidiary is Zynex Medical, Inc. (ZMI). Its other subsidiaries include Zynex Monitoring Solutions, Inc. (ZMS) and Zynex Europe, ApS (ZEU). ZMI designs, manufactures and markets medical devices that treat chronic and acute pain, as well as activate and exercise muscles for rehabilitative purposes with electrical stimulation. ZMS is in the process of developing its blood volume monitoring product for non-invasive cardiac monitoring. ZEU intends to focus on sales and marketing its products within the international marketplace, upon receipt of necessary regulatory approvals. It markets and sells Zynex-manufactured products and distributes private labeled products. Its products include NexWave, NeuroMove, InWave, Electrodes and Batteries. ZMI devices are intended for pain management to reduce reliance on drugs and medications.

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 PROFIT MARGIN: PASS PROFIT MARGIN: PASS PROFIT MARGIN: PASS PROFIT MARGIN: PASS
RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: PASS RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: FAIL RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: PASS COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: PASS INSIDER HOLDINGS: FAIL INSIDER HOLDINGS: FAIL INSIDER HOLDINGS: PASS INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS CASH FLOW FROM OPERATIONS: PASS
PROFIT MARGIN CONSISTENCY: PASS PROFIT MARGIN CONSISTENCY: PASS PROFIT MARGIN CONSISTENCY: PASS PROFIT MARGIN CONSISTENCY: PASS PROFIT MARGIN CONSISTENCY: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: PASS R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: NEUTRAL R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS CASH AND CASH EQUIVALENTS: PASS CASH AND CASH EQUIVALENTS: PASS CASH AND CASH EQUIVALENTS: PASS CASH AND CASH EQUIVALENTS: PASS
"THE FOOL RATIO" (P/E TO GROWTH): FAIL INVENTORY TO SALES: PASS ACCOUNTS RECEIVABLE TO SALES: PASS ACCOUNTS RECEIVABLE TO SALES: PASS INVENTORY TO SALES: PASS
AVERAGE SHARES OUTSTANDING: PASS ACCOUNTS RECEIVABLE TO SALES: PASS "THE FOOL RATIO" (P/E TO GROWTH): PASS LONG TERM DEBT/EQUITY RATIO: FAIL ACCOUNTS RECEIVABLE TO SALES: PASS
SALES: PASS LONG TERM DEBT/EQUITY RATIO: FAIL AVERAGE SHARES OUTSTANDING: PASS "THE FOOL RATIO" (P/E TO GROWTH): FAIL LONG TERM DEBT/EQUITY RATIO: PASS
DAILY DOLLAR VOLUME: PASS "THE FOOL RATIO" (P/E TO GROWTH): PASS SALES: FAIL AVERAGE SHARES OUTSTANDING: FAIL "THE FOOL RATIO" (P/E TO GROWTH): FAIL
PRICE: PASS AVERAGE SHARES OUTSTANDING: PASS DAILY DOLLAR VOLUME: FAIL SALES: FAIL AVERAGE SHARES OUTSTANDING: PASS
INCOME TAX PERCENTAGE: PASS SALES: PASS PRICE: PASS DAILY DOLLAR VOLUME: PASS SALES: PASS
DAILY DOLLAR VOLUME: PASS INCOME TAX PERCENTAGE: PASS PRICE: PASS DAILY DOLLAR VOLUME: FAIL
PRICE: PASS INCOME TAX PERCENTAGE: FAIL PRICE: PASS
INCOME TAX PERCENTAGE: 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 531.69% vs. 190.12% for the S&P 500. For more details on this strategy, click here

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.

Latest Markets Videos