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.
COASTAL FINANCIAL CORP (EVERETT) (CCB) is a small-cap value stock in the Regional Banks industry. The rating according to our strategy based on Motley Fool changed from 49% to 76% 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: Coastal Financial Corporation is the bank holding company for the Coastal Community Bank (the Bank). The Company provides a full range of banking services to small and medium-sized businesses, professionals, and individuals. The Bank’s principal business consists of attracting deposits from the general public, businesses and commercial industries, and using these funds to originate consumer, commercial business loans, commercial real estate loans, residential mortgage loans, boat and recreational vehicle loans, and land and land development loans. It conducts its business from 11 branches in Seattle, one branch in King County, 10 branches in Snohomish County, and 2 branches in Island County.
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: | FAIL |
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): | PASS |
AVERAGE SHARES OUTSTANDING: | PASS |
SALES: | PASS |
DAILY DOLLAR VOLUME: | FAIL |
PRICE: | PASS |
INCOME TAX PERCENTAGE: | PASS |
For a full detailed analysis using NASDAQ’s Guru Analysis tool, click here
INMODE LTD (INMD) is a small-cap value stock in the Medical Equipment & Supplies industry. The rating according to our strategy based on Motley Fool changed from 52% 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: Inmode Ltd is an Israel-based company. It designs, develops, manufactures and commercializes energy-based, minimally-invasive surgical aesthetic and medical treatment solutions. The Company’s proprietary technologies are used by physicians to remodel subdermal adipose, or fatty, tissue in a variety of procedures including fat reduction with simultaneous skin tightening, face and body contouring and ablative skin rejuvenation treatments. Its products target a wide array of procedures including simultaneous fat killing and skin tightening, permanent hair reduction, skin appearance and texture, among others. The Company’s products may be used on a variety of body parts, including the face, neck, abdomen, upper arms, thighs and intimate feminine regions. It owns six product platforms: BodyTite, Optimas, Votiva, Contoura, Triton and EmbraceRF. All are market and sell traditionally to plastic and facial surgeons, aesthetic surgeons and dermatologists, among others.
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 |
INVENTORY TO SALES: | PASS |
ACCOUNTS RECEIVABLE TO SALES: | PASS |
LONG TERM DEBT/EQUITY RATIO: | PASS |
“THE FOOL RATIO” (P/E TO GROWTH): | PASS |
AVERAGE SHARES OUTSTANDING: | PASS |
SALES: | PASS |
DAILY DOLLAR VOLUME: | FAIL |
PRICE: | PASS |
INCOME TAX PERCENTAGE: | FAIL |
For a full detailed analysis using NASDAQ’s Guru Analysis tool, click here
ATLAS CORP (BRITISH COLUMBIA) (ATCO) is a small-cap value stock in the Water Transportation industry. The rating according to our strategy based on Motley Fool changed from 41% 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: Atlas Corp is a global asset manager and operator. The Company operates through its subsidiaries, Seaspan Corp (Seaspan) and APR Energy. Seaspan is an independent charter owner and operator of containerships with integrated ship management services. Seaspan’s operating fleet consists of approximately 118 vessels. The Company, through APR Energy, provides power and mobile power solutions. It builds, owns and operates power plants. Its power solutions include interim power, long-term power and power services. Its mobile technology solutions include mobile gas turbines, gensets, solar hybrid and long-term technologies. It offers customized solutions, including flexible plant design, fast-track installation, balance of plant, and decommissioning.
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 |
ACCOUNTS RECEIVABLE TO SALES: | PASS |
LONG TERM DEBT/EQUITY RATIO: | FAIL |
“THE FOOL RATIO” (P/E TO GROWTH): | PASS |
AVERAGE SHARES OUTSTANDING: | FAIL |
SALES: | FAIL |
DAILY DOLLAR VOLUME: | PASS |
PRICE: | PASS |
INCOME TAX PERCENTAGE: | FAIL |
For a full detailed analysis using NASDAQ’s Guru Analysis tool, click here
DIODES INCORPORATED (DIOD) is a mid-cap value stock in the Semiconductors industry. The rating according to our strategy based on Motley Fool changed from 69% to 76% 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: Diodes Incorporated is a manufacturer and supplier of application-specific standard products within the discrete, logic, analog and mixed-signal semiconductor markets, serving the consumer electronics, computing, communications, industrial and automotive markets. The Company’s products include diodes; rectifiers; transistors; metal-oxide semiconductor field-effect transistors (MOSFETs); protection devices; amplifiers and comparators; Hall-effect and temperature sensors, and power management devices, including light emitting diode (LED) drivers, alternating current (AC)-direct current (DC) and DC-DC switching, linear voltage regulators and voltage references, along with special function devices, such as universal serial bus (USB) power switches, load switches, voltage supervisors and motor controllers. It also holds interests in Pericom Semiconductor Corporation, which designs, develops and markets integrated circuits (ICs) and frequency control products (FCPs).
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: | PASS |
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: | FAIL |
CASH AND CASH EQUIVALENTS: | PASS |
INVENTORY TO SALES: | PASS |
ACCOUNTS RECEIVABLE TO SALES: | PASS |
LONG TERM DEBT/EQUITY RATIO: | FAIL |
“THE FOOL RATIO” (P/E TO GROWTH): | PASS |
AVERAGE SHARES OUTSTANDING: | PASS |
SALES: | FAIL |
DAILY DOLLAR VOLUME: | PASS |
PRICE: | PASS |
INCOME TAX PERCENTAGE: | PASS |
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 416.38% vs. 149.03% 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.