TThe following are today’s updates for Validea Low PE inverter model based on the published strategy of John Neff. This strategy looks for companies with persistent earnings growth that are trading at a discount relative to earnings growth and dividend yields.

CURO GROUP HOLDINGS CORP (CURO) is a small-cap value stock in the consumer financial services industry. The rating under our John Neff-based strategy changed from 60% to 77% based on the company’s underlying fundamentals and stock valuation. A score of 80% or higher usually indicates that the strategy has some interest in the action, and a score of over 90% usually indicates a high interest.

Company’s description: CURO Group Holdings Corp. is a technology-enabled consumer finance company serving a broad range of subprime consumers in the United States (US) and Canada. The Company’s segments include US Direct Loan, Canada and Canadian POS Loan. Their US and Canada Direct Loans provide revolving line of credit (LOC) loans and installment loans, including car title and lump sum loans, check cashing, money transfer services, reloadable prepaid debit cards and a host of other ancillary financial products and services. to its customers in the US and Canada. It operates 160 retail locations in the US. Canada Direct Lending operates 201 stores. Canada POS Lending serves Canadian customers through POS financing available at approximately 7,400 retail locations and online with nearly 2,350 business partners in 10 provinces and two territories. The company’s brands include Speedy Cash, Rapid Cash, Cash Money, LendDirect, Flexiti, Avio Credit, Opt+ and Revolve Finance.

The following table summarizes whether the stock meets each of the tests for this strategy. Not all criteria in the following table are weighted equally or are independent, but the table provides a brief overview of security strengths and weaknesses in the context of the strategy criteria.

P/E RATIO: APPROVE
EPS GROWTH: APPROVE
FUTURE GROWTH OF UPA: APPROVE
SALES GROWTH: FAIL
TOTAL RETURN/PE: APPROVE
FREE CASH FLOW: FAIL
PERSISTENCE OF BPA: FAIL

Detailed analysis of CURO GROUP HOLDINGS CORP

Full Guru Analysis for CURO

Complete factor report for CURO

ARCH CAPITAL GROUP LTD. (ACGL) is a large-cap value stock in the insurance industry (prop. and casualty). The rating under our John Neff-based strategy has been changed from 60% to 79% based on the firm’s underlying fundamentals and stock valuation. A score of 80% or higher usually indicates that the strategy has some interest in the action, and a score of over 90% usually indicates a high interest.

Company’s description: Arch Capital Group Ltd. (ACGL) provides insurance, reinsurance and mortgage insurance through its wholly owned subsidiaries. The Company offers a variety of property, casualty and mortgage lines of insurance and reinsurance. The Company’s segments include insurance, reinsurance, mortgage, other and corporate. The insurance segment’s product lines include construction and national accounts; excess and surplus casualties; lenders’ products; professional lines; programs; property, energy, marine and aviation; travel, accident and health, and others. The product lines of the reinsurance segment include accidents; marine and aviation; other specialty; real estate catastrophe; property excluding catastrophe property, and others. The mortgage segment includes US and international mortgage insurance and reinsurance operations, as well as government-sponsored enterprise (GSE) credit risk-sharing transactions. The other segment includes the results of Watford Holdings Ltd. (Watford Re).

The following table summarizes whether the stock meets each of the tests for this strategy. Not all criteria in the following table are weighted equally or are independent, but the table provides a brief overview of security strengths and weaknesses in the context of the strategy criteria.

P/E RATIO: APPROVE
EPS GROWTH: FAIL
FUTURE GROWTH OF UPA: APPROVE
SALES GROWTH: APPROVE
TOTAL RETURN/PE: APPROVE
FREE CASH FLOW: APPROVE
PERSISTENCE OF BPA: FAIL

Detailed analysis of ARCH CAPITAL GROUP LTD.

Full Guru Analysis for ACGL

Complete Report of Factors for ACGL

RESOURCE GROUP MDU INC (MDU) is a mid-cap value stock in the natural gas utility industry. The rating under our John Neff-based strategy changed from 40% to 79% based on the company’s underlying fundamentals and stock valuation. A score of 80% or higher usually indicates that the strategy has some interest in the action, and a score of over 90% usually indicates a high interest.

Company’s description: MDU Resources Group Inc. is a regulated energy supply and building materials and services company. The Company’s business segments are electricity, natural gas distribution, gas pipelines, construction materials, and contracting and construction services. The electric segment generates, transmits and distributes electricity. The natural gas distribution segment distributes natural gas. The pipeline segment provides natural gas transportation and underground storage services through a regulated pipeline system primarily in the Rocky Mountain and northern Great Plains regions of the United States. The building and contracting materials segment mines, processes and sells construction aggregates crushed stone, sand and gravel; produces and sells asphalt mix and supplies ready-mix concrete. The Construction Services segment provides specialized in-house and out-house contracting services in approximately 44 states plus Washington DC

The following table summarizes whether the stock meets each of the tests for this strategy. Not all criteria in the following table are weighted equally or are independent, but the table provides a brief overview of security strengths and weaknesses in the context of the strategy criteria.

P/E RATIO: FAIL
EPS GROWTH: APPROVE
FUTURE GROWTH OF UPA: APPROVE
SALES GROWTH: APPROVE
TOTAL RETURN/PE: APPROVE
FREE CASH FLOW: APPROVE
PERSISTENCE OF BPA: FAIL

Detailed analysis of MDU RESOURCES GROUP INC

Full Guru Analysis for MDU

Full factor report for MDU

More details about Validea’s John Neff strategy

About John Neff: While known as the manager many top executives entrusted with their own money, Neff was far from the high-profile, smooth-talking Wall Streeter one might expect. He was affable and discreet, and the same could be said of the Windsor Fund, which he managed for more than three decades. In fact, Neff himself described the background as “relatively prosaic, boring, [and] There was nothing boring about his results, however. From 1964 to 1995, Neff led Windsor to an average annual return of 13.7 percent, easily outperforming the S&P 500’s 10.6 percent return during that time. That 3.1 percentage point difference is huge over time — a $10,000 investment in Windsor (with dividends reinvested) at the start of Neff’s tenure would have ended up at more than $564,000 by the time he retired, more than double of what the same investment in the S&P would have produced (about $233,000.) Considering the length of his tenure, that track record may be the best for a manager of such a large fund.

About Validea: Validea is an investment research service that follows the published strategies of investment legends. Validea offers stock analysis and model portfolios based on gurus who have long outperformed the market, 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.

Previous

Car sellers are encouraged to continue advertising. “Dealers need to stay engaged,” experts say. | Story

Next

Fremont Fire Department Prepares to Launch New State-of-the-Art Fire Truck | Local News

Check Also