Validea Motley Fool Strategy Daily Upgrade Report – 05/11/2022

Here are today’s upgrades for Validea’s Small-Cap Growth Investor model based on Motley Fool’s published strategy. This strategy seeks small cap growth stocks with strong fundamentals and strong price performance.

DELEK LOGISTICS PARTNERS LP (DKL) is a mid-cap growth stock in the oil country services and equipment sector. The rating under our Motley Fool-based strategy increased from 65% to 72% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Delek Logistics Partners, LP is a limited partnership that owns and operates crude oil, midstream and refined product pipelines and transportation, storage, wholesale marketing, terminalling and offloading assets. It has three segments. The Pipelines and Transportation segment includes pipelines, trucks and ancillary assets, which provide crude oil and crude oil gathering, midstream and refined product transportation and storage services to independent third parties and Delek US Holdings, Inc. (Delek Holdings). The Wholesale Marketing and Terminalling segment provides marketing services for refined product production from Delek Holdings’ refineries and provides terminalling services at its refined product terminals to independent third parties and Delek Holdings. The Partnership owns a portion of three joint ventures that have constructed separate crude oil pipeline systems and associated related assets, which serve third parties and subsidiaries of Delek Holdings.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: FAIL
SALES INVENTORY: PASS
SALES ACCOUNTS RECEIVABLE: PASS
LONG-TERM DEBT / EQUITY RATIO: PASS
“THE FOOL RATIO” (P/E ON GROWTH): FAIL
AVERAGE OUTSTANDING SHARES: PASS
SALES: FAIL
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: FAIL

Detailed analysis of DELEK LOGISTICS PARTNERS LP

Full Guru Analysis for DKL

Full factor ratio for DKL

FIDUS INVESTMENT CORP (FDUS) is a small cap value stock in the investment services sector. The rating under our Motley Fool-based strategy increased from 69% to 76% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Fidus Investment Corporation operates as an externally managed, non-diversified, closed-end business development company. The Company offers customized debt and equity financing solutions to lower middle market businesses. The Company’s investment objective is to provide attractive risk-adjusted returns by generating both income from its debt securities investments and capital appreciation from its equity-linked investments. The Company’s equity securities generally consist of a direct minority investment in common or preferred stock or equity interests in a holding company, or it may receive warrants to purchase a minority interest in a holding company as part of a an investment by debt. It invests primarily in unitranche or senior secured loans. The Company’s investment activities are managed by Fidus Investment Advisors, LLC, its investment advisor.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: FAIL
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
SALES ACCOUNTS RECEIVABLE: PASS
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: FAIL

Detailed analysis of FIDUS INVESTMENT CORP

Full Guru Analysis for FDUS

Full factor report for FDUS

S&T BANCORP INC (STBA) is a small cap value stock in the money banking sector. The rating under our Motley Fool-based strategy increased from 69% to 76% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: S&T Bancorp, Inc. is a bank holding company. The company’s principal subsidiary, S&T Bank, operates in five markets, including western Pennsylvania, eastern Pennsylvania, northeast Ohio, central Ohio and northern Illinois. New York State. The Company offers a full range of financial services with retail and commercial banking products, cash management services, trust and brokerage services. Its portfolio segments include construction, commercial real estate (CRE), trade and industry (C&I), corporate banking, consumer real estate and other consumer goods. CRE segment comprising both owner-occupied properties and investment properties for various purposes, such as hotels, retail, multi-family buildings and healthcare. The C&I segment provides loans to operating companies or manufacturers for production, operating capacity, accounts receivable, inventory or equipment financing. The commercial construction industry provides loans to finance the construction of buildings or other structures.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: PASS
INSIDER HOLDINGS: FAIL
CASH FLOW FROM OPERATIONS: PASS
CONSISTENCY OF THE PROFIT MARGIN: FAIL
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E ON GROWTH): FAIL
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: FAIL

Detailed Analysis of S&T BANCORP INC

Complete Guru Analysis for STBA

Full factor report for STBA

TIMBERLAND BANCORP, INC. (TSBK) is a small-cap stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 65% to 72% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Timberland Bancorp, Inc. is the holding company of Timberland Savings Bank, SSB (the Bank). The Bank is a community-oriented bank, which offers a range of savings products to its retail customers while focusing its lending activities on real estate mortgages and commercial business loans. The Bank’s principal lending activity is the origination of loans secured by real estate, including residential construction loans, residential loans for one to four families, multi-family loans and commercial real estate loans. The Bank also provides commercial business loans and other consumer loans. It originates two types of residential construction loans: custom construction and owner/builder loans, and speculative construction loans. It serves consumers and businesses in Grays Harbor, Thurston, Pierce, King, Kitsap, and Lewis counties, Washington.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: PASS
RELATIVE STRENGTH: PASS
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: FAIL
INSIDER HOLDINGS: PASS
CASH FLOW FROM OPERATIONS: FAIL
CONSISTENCY OF THE PROFIT MARGIN: PASS
R&D AS A PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PASS
“THE FOOL RATIO” (P/E ON GROWTH): FAIL
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: FAIL
THE PRICE: PASS
INCOME TAX PERCENTAGE: FAIL

Detailed analysis of TIMBERLAND BANCORP, INC.

Full Guru Analysis for TSBK

Full Factor Report for TSBK

More details on Validea’s Motley Fool strategy

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About Validea: Validea is an investment research service that tracks 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 on Validea, click here

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