Below are today’s upgrades from Validea. low PE investor model based on the published strategy of John NeffThis strategy looks for companies that trade at a discount to earnings growth and dividend yields and exhibit sustained earnings growth.
Green County Bancorp Inc. (GCBC) A small-cap value stock in the regional banking industry. Our strategic rating under John Neff has been revised from 62% to 81% 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 stock, and a score of over 90% usually indicates strong interest.
Company Profile: Greene County Bancorp, Inc. is the holding company of The Bank of Greene County. The bank’s primary business was collecting personal deposits from the general public in the areas surrounding its branches, and those deposits were generated primarily from operations and borrowings such as mortgages, commercial real estate loans, consumer loans, and home equity. It consists of investing in funds. Loans and commercial business loans. In addition, the Bank invests a significant portion of its assets in state and political segmented securities and mortgage-backed securities. The Bank was engaged in residential and commercial mortgages, consumer and commercial loans, other types of securities, as well as deposit accounts, debit cards and life insurance. We offer our clients investment options. The bank’s subsidiaries include commercial bank Green County Commercial Bank and real estate investment trust Green Property Holdings Limited.
The following table summarizes whether a stock meets each test of this strategy. Not all criteria in the table below are equally weighted or independent, but this table provides a quick overview of a security’s strengths and weaknesses in the context of the strategy’s criteria. .
| PER: | pass |
| EPS growth: | pass |
| Future EPS growth: | failure |
| Sales growth: | pass |
| Total Return/PE: | pass |
| Free cash flow: | pass |
| EPS Persistence: | pass |
Detailed analysis of GREENE COUNTY BANCORP INC
Toriko Bankshares (TCBK) Small cap value stock in the money center banking industry. Our strategic rating under John Neff has been revised 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 stock, and a score of over 90% usually indicates strong interest.
Company Profile: TriCo Bancshares is the bank holding company of Tri-Counties Bank (Bank). The Bank is a California state chartered bank engaged in general commercial banking operations in approximately 31 California counties. We offer a variety of consumer, small business and commercial banking services through a network of stand-alone and in-store branches in communities throughout California. Banks provide personal, small business, and commercial finance, including claims, savings, acceptance of term deposits, making small business, commercial, real estate, and consumer loans, and various financial management services and other conventional banking activities. We offer a wide range of services. service. In addition to California’s community bank network, the bank offers online and mobile banking, a nationwide shared network of ATMs, and bankers available by phone 7 days a week. Brokerage services are provided by Tri Counties Advisors in partnership with Raymond James Financial Services, Inc.
The following table summarizes whether a stock meets each test of this strategy. Not all criteria in the table below are equally weighted or independent, but this table provides a quick overview of a security’s strengths and weaknesses in the context of the strategy’s criteria. .
| PER: | pass |
| EPS growth: | pass |
| Future EPS growth: | failure |
| Sales growth: | pass |
| Total Return/PE: | pass |
| Free cash flow: | failure |
| EPS Persistence: | failure |
Detailed analysis of TRICO BANCSHARES
Enterprise Financial Services Corporation (EFSC) Small cap value stock in the money center banking industry. Our Strategic Rating under John Neff has been revised from 60% to 79% based on the valuation of the company’s underlying fundamentals and stock. A score of 80% or higher usually indicates that the strategy has some interest in the stock, and a score of over 90% usually indicates strong interest.
Company Profile: Enterprise Financial Services Corporation (EFSC) is the holding company of Enterprise Bank & Trust (the bank). The bank provides banking and wealth management services to individual and corporate customers in Arizona, California, Kansas, Missouri, Nevada and New Mexico. Its business purpose is to generate attractive shareholder returns primarily by providing comprehensive financial services to privately held companies, their owners’ families, and other success-oriented individuals. The Company provides a wide range of business and personal banking services, including wealth management services. Lending services include commercial and industrial (C&I), commercial real estate (CRE), real estate construction and development, residential real estate, small business administration (SBA), and consumer and tax credit related loan products . It offers a range of deposit products, a range of financial management and international trade services, as well as tax credit brokerage activities.
The following table summarizes whether a stock meets each test of this strategy. Not all criteria in the table below are equally weighted or independent, but this table provides a quick overview of a security’s strengths and weaknesses in the context of the strategy’s criteria. .
| PER: | pass |
| EPS growth: | pass |
| Future EPS Growth: | failure |
| Sales growth: | pass |
| Total Return/PE: | pass |
| Free cash flow: | failure |
| EPS Persistence: | pass |
Detailed analysis of ENTERPRISE FINANCIAL SERVICES CORP
NEXTERA ENERGY PARTNERS LP (NEP) is a mid-cap stock in the electric utility industry. Our Strategic Rating under John Neff has been revised from 60% to 79% based on the valuation of the company’s underlying fundamentals and stock. A score of 80% or higher usually indicates that the strategy has some interest in the stock, and a score of over 90% usually indicates strong interest.
Company Profile: Nextera Energy Partners, LP (NEP) is a limited partnership formed to acquire, manage and own committed clean energy projects with stable long-term cash flows. The Company owns an approximately 45.3% limited partner interest in NextEra Energy Operating Partners, LP (NEP OpCo) and NextEra Energy, Inc. (NEE) owns a non-controlling 54.7% limited partner interest in NEP OpCo. I’m here. Through NEP OpCo, the Company has ownership interests in a portfolio of contract renewable generation assets consisting of wind and solar projects and a portfolio of contract natural gas pipeline assets. NEP’s portfolio is geographically diverse across the United States. In addition, NEP’s portfolio includes wind and solar power facilities, solar plus storage projects, and natural gas pipelines.
The following table summarizes whether a stock meets each test of this strategy. Not all criteria in the table below are equally weighted or independent, but this table provides a quick overview of a security’s strengths and weaknesses in the context of the strategy’s criteria. .
| PER: | pass |
| EPS growth: | pass |
| Future EPS Growth: | pass |
| Sales growth: | pass |
| Total Return/PE: | failure |
| Free cash flow: | failure |
| EPS Persistence: | pass |
Detailed analysis of NEXTERA ENERGY PARTNERS LP
First Merchants Corporation (FRME) A mid-cap stock in the money center banking industry. Our strategic rating under John Neff has been revised from 62% 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 stock, and a score of over 90% usually indicates strong interest.
Company Profile: First Merchants Corporation is a financial holding company.[Business description]Banking operations are carried out through a subsidiary, First Merchants Bank (the Bank). The bank also operates First Merchants Private Wealth Advisors, a division of the bank. The bank has approximately 109 banking locations in Indiana, Ohio, Michigan and Illinois. In addition to its branch network, the company offers its customers comprehensive electronic and mobile distribution channels. The Company operates through its Community Banking segment. Through our banks, we offer a variety of financial services such as accepting fixed deposits, savings deposits and demand deposits. Making consumer, commercial, agribusiness, public finance and real estate mortgage loans. Provide personal and corporate trust services. Provides full-service brokerage and private wealth management. Providing Letters of Credit, Repurchase Agreements, and Other Business Services.
The following table summarizes whether a stock meets each test of this strategy. Not all criteria in the table below are equally weighted or independent, but this table provides a quick overview of a security’s strengths and weaknesses in the context of the strategy’s criteria. .
| PER: | pass |
| EPS growth: | pass |
| Future EPS Growth: | failure |
| Sales growth: | pass |
| Total Return/PE: | pass |
| Free cash flow: | failure |
| EPS Persistence: | pass |
Detailed Analysis of First Merchants Corporation
About John Neff: While many top managers were known as the ones who keep their money, Neff was far from the mouthy, high-profile Wall Streeter you’d expect. He was mild-mannered and reserved, and the same could be said of the Windsor Foundation, which he has managed for over 30 years. In fact, Neff himself describes the fund as “relatively mundane, boring, [and] But there was nothing dull about his results. From 1964 to his 1995, Neff led Windsor to his average annual return of 13.7%, during which he easily beat the S&P 500’s 10.6% return. This 3.1% difference for him grows over time. – His $10,000 investment (dividends reinvested) in Windsor at the start of Neff’s term will bring him over $564,000 by the time he retires, a profit that the same investment in the S&P would have earned. (about $233,000) more than double his. Given his tenure, the track record may be the best ever by a manager of such a large fund.
About Validia: Validea is an investment research service that follows the published strategies of investment legends. Validea offers both equity analysis and model portfolios based on long-term market outperformers such as Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information on Validia, click here
The views and opinions expressed herein are those of the authors and do not necessarily reflect those of Nasdaq, Inc.
