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Validea Peter Lynch Strategy Daily Upgrade Report - 5/5/2021

The following are today's upgrades for Validea's P/E/Growth Investor model based on the published strategy of Peter Lynch. This strategy looks for stocks trading at a reasonable price relative to earnings growth that also possess strong balance sheets.

HANNON ARMSTRONG SUSTNBL INFRSTR CAP INC (HASI) is a mid-cap growth stock in the Misc. Financial Services industry. The rating according to our strategy based on Peter Lynch changed from 87% to 91% 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: Hannon Armstrong Sustainable Infrastructure Capital, Inc. makes debt and equity investments in sustainable infrastructure, including energy efficiency and renewable energy. The Company focuses on providing preferred or senior level capital to sponsors and obligors for assets that generate long-term, recurring and predictable cash flows. The Company focuses its investment activities primarily on Energy Efficiency Projects, which include projects typically undertaken by energy service companies, which reduce a building's or facility's energy usage or cost by installing various building components, including heating, ventilation and air conditioning systems, lighting, energy controls, roofs, windows, building shells, and/or combined heat and power systems, and Renewable Energy Projects, which include projects that deploy cleaner energy sources, such as solar and wind to generate power production. It may also invest in other projects, such as water or communications infrastructure.

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.

P/E/GROWTH RATIO:PASS
SALES AND P/E RATIO:NEUTRAL
EPS GROWTH RATE:PASS
TOTAL DEBT/EQUITY RATIO:NEUTRAL
EQUITY/ASSETS RATIO:PASS
RETURN ON ASSETS:PASS
FREE CASH FLOW:NEUTRAL
NET CASH POSITION:NEUTRAL

Detailed Analysis of HANNON ARMSTRONG SUSTNBL INFRSTR CAP INC

Full Guru Analysis for HASI

Full Factor Report for HASI

THOMSON REUTERS CORP (TRI) is a large-cap value stock in the Computer Services industry. The rating according to our strategy based on Peter Lynch changed from 56% to 93% 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: Thomson Reuters Corporation, formerly The Thomson Corporation, is a provider of electronically delivered information and decision support tools to businesses and professionals. The Company and Thomson Reuters PLC are the parent companies of Thomson Reuters, and follow a dual listed company (DLC) structure. It provides content and technology platforms to customers in the financial, legal, tax and accounting, healthcare and scientific sectors. The Company is organized into two divisions: Markets and Professional. The Markets division consists of the former Reuters Group PLC's (Reuters) business combined with the Financial division (Thomson Financial) of the former Thomson Corporation (Thomson). The Professional division consists of Thomson's non-financial business segments, which includes Legal, Tax and Accounting, Scientific and Healthcare. On April 17, 2008, Thomson completed the acquisition of Reuters, forming Thomson Reuters.

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.

P/E/GROWTH RATIO:PASS
SALES AND P/E RATIO:PASS
INVENTORY TO SALES:PASS
EPS GROWTH RATE:PASS
TOTAL DEBT/EQUITY RATIO:PASS
FREE CASH FLOW:NEUTRAL
NET CASH POSITION:NEUTRAL

Detailed Analysis of THOMSON REUTERS CORP

Full Guru Analysis for TRI

Full Factor Report for TRI

SYNAPTICS, INCORPORATED (SYNA) is a mid-cap growth stock in the Computer Hardware industry. The rating according to our strategy based on Peter Lynch changed from 87% to 91% 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: Synaptics Incorporated is engaged in the development, marketing and sale of intuitive human interface solutions for electronic devices and products. The Company is a developer and supplier of custom-designed human interface product solutions that enable people to interact with a range of mobile computing, communications, entertainment and other electronic devices. It operates in the market of smartphones, tablets, personal computer (PC) products, Internet of things, (IoT) products and other electronic devices, including devices in automobiles. Its products include ClearPad, ClearView, TouchView, Natural ID, TouchPad, SecurePad, ClickPad and ForcePad. Its other product solutions include dual pointing solutions, TouchStyk, and TouchButtons. The Company's dual pointing solutions offer TouchPad with a pointing stick in a single notebook computer, enabling users to select their interface of choice.

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.

P/E/GROWTH RATIO:PASS
SALES AND P/E RATIO:PASS
INVENTORY TO SALES:PASS
EPS GROWTH RATE:PASS
TOTAL DEBT/EQUITY RATIO:PASS
FREE CASH FLOW:NEUTRAL
NET CASH POSITION:NEUTRAL

Detailed Analysis of SYNAPTICS, INCORPORATED

Full Guru Analysis for SYNA

Full Factor Report for SYNA

MOSAIC CO (MOS) is a large-cap value stock in the Chemical Manufacturing industry. The rating according to our strategy based on Peter Lynch changed from 0% to 91% 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: The Mosaic Company is a producer and marketer of concentrated phosphate and potash crop nutrients. The Company operates through three segments: Phosphates, Potash and Mosaic Fertilizantes. It serves customers in approximately 40 countries. The Phosphates segment owns and operates mines and production facilities in Florida, which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants in Louisiana, which produces concentrated phosphate crop nutrients. The Potash segment mines and processes potash in Canada and the United States, and sells potash in North America and internationally. The Mosaic Fertilizantes segment owns and operates mines, chemical plants, crop nutrient blending and bagging facilities, port terminals and warehouses in Brazil and Paraguay, which produce and sell concentrated phosphates crop nutrients, phosphate-based animal feed ingredients and potash fertilizer.

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.

INVENTORY TO SALES:PASS
YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO:PASS
EARNINGS PER SHARE:PASS
TOTAL DEBT/EQUITY RATIO:PASS
FREE CASH FLOW:NEUTRAL
NET CASH POSITION:NEUTRAL

Detailed Analysis of MOSAIC CO

Full Guru Analysis for MOS

Full Factor Report for MOS

VULCAN MATERIALS COMPANY (VMC) is a large-cap growth stock in the Construction - Raw Materials industry. The rating according to our strategy based on Peter Lynch changed from 0% to 74% 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: Vulcan Materials Company is a supplier of construction aggregates (primarily crushed stone, sand and gravel) and a producer of asphalt mix and ready-mixed concrete. The Company operates through four segments: Aggregates, Asphalt Mix, Concrete and Calcium. The Aggregates segment produces and sells aggregates (crushed stone, sand and gravel, sand, and other aggregates) and related products and services (transportation and other). The Company produces and sells asphalt mix in Arizona, California, New Mexico and Texas. The Company produces and sells ready-mixed concrete in Georgia, Maryland, New Mexico, Texas, Virginia, Washington District of Columbia and the Bahamas. The Calcium segment consists of a Florida facility that mines, produces and sells calcium products. As of December 31, 2016, it had 337 active aggregates facilities. The Company sells aggregates that are used as ballast for construction and maintenance of railroad tracks.

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.

P/E/GROWTH RATIO:FAIL
SALES AND P/E RATIO:PASS
INVENTORY TO SALES:PASS
EPS GROWTH RATE:PASS
TOTAL DEBT/EQUITY RATIO:PASS
FREE CASH FLOW:NEUTRAL
NET CASH POSITION:NEUTRAL

Detailed Analysis of VULCAN MATERIALS COMPANY

Full Guru Analysis for VMC

Full Factor Report for VMC

VISHAY INTERTECHNOLOGY INC (VSH) is a mid-cap growth stock in the Semiconductors industry. The rating according to our strategy based on Peter Lynch changed from 0% to 91% 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 Intertechnology, Inc. is a global manufacturer and supplier of discrete semiconductors and passive components. The Company operates through five product segments: MOSFETs, Diodes, Optoelectronic Components, Resistors & Inductors and Capacitors. MOSFETs segment offers low-voltage TrenchFET MOSFETs and high-voltage MOSFETs. Diodes segment's products include rectifiers, small signal diodes, protection diodes, thyristors/silicon-controlled rectifiers (SCRs) and power modules. Optoelectronic Components segment includes infrared (IR) emitters and detectors, IR remote control receivers, optocouplers, solid-state relays, optical sensors, light-emitting diodes (LEDs), 7-segment displays and IR data transceiver modules (IrDA). Resistors and Inductors segment manufactures various types of fixed resistors, both in discrete and network forms, as well as various variable types. Capacitors segment manufactures products based on capacitor technologies.

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.

INVENTORY TO SALES:PASS
YIELD ADJUSTED P/E TO GROWTH (PEG) RATIO:PASS
EARNINGS PER SHARE:PASS
TOTAL DEBT/EQUITY RATIO:PASS
FREE CASH FLOW:NEUTRAL
NET CASH POSITION:NEUTRAL

Detailed Analysis of VISHAY INTERTECHNOLOGY INC

Full Guru Analysis for VSH

Full Factor Report for VSH

More details on Validea's Peter Lynch strategy

Peter Lynch Stock Ideas

About Peter Lynch: Perhaps the greatest mutual fund manager of all-time, Lynch guided Fidelity Investment's Magellan Fund to a 29.2 percent average annual return from 1977 until his retirement in 1990, almost doubling the S&P 500's 15.8 percent yearly return over that time. Lynch's common sense approach and quick wit made him one of the most quoted investors on Wall Street. ("Go for a business that any idiot can run -- because sooner or later, any idiot probably is going to run it," is one of his many pearls of wisdom.) Lynch's bestseller One Up on Wall Street is something of a "stocks for the everyman/everywoman", breaking his approach down into easy-to-understand concepts.

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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