Validea John Neff Strategy Daily Update Report – 09/25/2021

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THere are today’s upgrades for Validea’s low PE investor model based on John Neff’s published strategy. This strategy looks for companies with persistent earnings growth and trading at a discount to earnings growth and dividend yield.

FEDEX CORPORATION (FDX) is a large cap value stock in the air mail industry. The rating according to our strategy based on John Neff has increased from 79% to 98% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Business Description: FedEx Corporation (FedEx) provides a portfolio of transportation, e-commerce and business services through collectively competing and independently operating businesses under the FedEx brand. The Company’s segments include FedEx Express, FedEx Ground, FedEx Freight and FedEx Services. The FedEx Express segment provides a range of domestic and international shipping services to the United States for the delivery of packages and freight. The FedEx Ground segment provides small parcel ground delivery services, which include overnight service to any business address in the United States and Canada, as well as residential delivery services through its FedEx Home Delivery service. . The FedEx Freight segment offers partial load freight (LTL) services. The FedEx Services segment provides sales, marketing, information technology, communications, customer service, technical support, billing and collections services, as well as certain back-office functions that support the segments. operational operations of the Company.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

P / E RATIO: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: PAST
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: PAST
PERSISTENCE OF EPS: TO FAIL

Detailed analysis of FEDEX CORPORATION

Full Guru Analysis for FDX

Full Factor Report for FDX

FIRST COMMONWEALTH FINANCIAL CORP (FCF) is a small capitalization security in the Regional Banks sector. The rating according to our strategy based on John Neff has increased from 62% to 81% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Company Description: First Commonwealth Financial Corporation is a financial holding company for First Commonwealth Bank (the Bank). First Commonwealth Bank is a Pennsylvania bank and trust company. The Bank offers a diverse range of banking services to individuals and businesses. It also provides trust and wealth management services and offers insurance products through the Bank and its other operating subsidiaries. The bank operates approximately 120 community banking offices in western and central Pennsylvania and northeast, central and southwestern Ohio, as well as business banking centers in Pittsburgh, Pennsylvania, and Columbus, Canton and Cleveland, Ohio, and mortgage credit bureaus in Wexford, Pennsylvania. , and Hudson, Westlake and Lewis Center, Ohio. The Bank also operates a network of 139 automated teller machines (ABMs) at various branches and off-site locations.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

P / E RATIO: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: PAST
PERSISTENCE OF EPS: PAST

FIRST COMMONWEALTH FINANCIAL CORP detailed analysis

Full Guru Analysis for FCF

Full factor ratio for FCF

ATLANTIC UNION BANKSHARES CORP (AUB) is a mid-cap share in the Regional Banks sector. The rating according to our strategy based on John Neff has increased from 62% to 81% depending on the underlying fundamentals of the company and the valuation of the stock. A score of 80% or more usually indicates that the strategy has some interest in the stock and a score above 90% generally indicates a strong interest.

Company Description: Atlantic Union Bankshares Corporation, formerly Union Bankshares Corporation, is a financial holding company and a banking holding company. The Company operates through a community banking segment. The Company provides financial services through its community banking subsidiary, Union Bank & Trust (the Bank) and three affiliated non-bank financial services companies. The Company’s non-bank financial services affiliates include Union Insurance Group, LLC, which offers various lines of insurance products; Old Dominion Capital Management, Inc., Outfitter Advisors, Ltd., and Dixon, Hubard, Feinour & Brown, Inc., which provide investment advisory services. The community banking segment included a banking subsidiary, which provided lending, investment and trust services to retail and commercial clients.

The following table summarizes whether the title meets each of the tests for this strategy. Not all of the criteria in the table below are given the same weight or are independent, but the table gives a brief overview of the strengths and weaknesses of the title in the context of the strategy criteria.

P / E RATIO: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: PAST
PERSISTENCE OF EPS: PAST

Detailed analysis of ATLANTIC UNION BANKSHARES CORP

Full Guru Analysis for AUB

Full Factor Report for AUB

More details on Validea’s John Neff strategy

About John Neff: Despite being known as the manager many top managers trusted with their own money, Neff was far from the high profile, talkative Wall Streeter one would expect. He was gentle and low-key, and the same could be said of the Windsor Fund, which he managed for over three decades. In fact, Neff himself described the fund as “relatively prosaic, boring, [and] However, his results were not boring. From 1964 to 1995, Neff guided Windsor to an average annual return of 13.7%, easily surpassing the 10.6% return of the S&P 500 during that time. This 3.1 percentage point difference is huge over time. – an investment of $ 10,000 in Windsor (with reinvested dividends) at the start of Neff’s tenure would have reached more than $ 564,000 at the time of his retirement, more than double what the same investment in the S&P would have yielded ( approximately $ 233,000). Given the length of his tenure, this record may be the best ever for a manager of such a large fund.

About Validea: Validea is an investment research service that tracks strategies published by investment legends. Validea offers both equity 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 on 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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