Validea Kenneth Fisher Strategy Daily Upgrade Report – 01/22/2022

0

JHere are today’s updates for Validea’s Price/Sales Investor model based on Kenneth Fisher’s published strategy. This value strategy rewards stocks with low P/S ratios, long-term earnings growth, strong free cash flow and consistent profit margins.

HERITAGE-CRYSTAL CLEAN, INC. (HCCI) is a small-cap value stock in the waste management services industry. The rating under our Kenneth Fisher-based strategy increased from 68% to 80% depending on the company’s underlying fundamentals and the stock’s 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: Heritage-Crystal Clean, Inc. provides parts cleaning services, containerized hazardous and non-hazardous waste, waste oil collection, sewage vacuuming, antifreeze recycling and field services, primarily to industrial and maintenance customers of small and medium-sized vehicles. The Company operates through two segments: Environmental Services and Petroleum Activities. The environmental services segment includes parts cleaning, containerized waste management, sewage vacuuming services, antifreeze recycling business and field services. The Oil Business segment includes used oil collection, sale of recycled fuel oil, used oil refining business and used oil filter removal and disposal services. It owns and operates a used oil refinery where it refines used oils and sells base oil for lubricants as well as other refinery products. It also operates wastewater treatment plants and antifreeze recycling facilities. Its locations are in the United States and Ontario, Canada.

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.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: TO FAIL
LONG-TERM EPS GROWTH RATES: PAST
FREE CASH PER SHARE: PAST
AVERAGE PROFIT MARGIN OVER THREE YEARS: TO FAIL

Detailed analysis of HERITAGE-CRYSTAL CLEAN, INC.

Complete Guru Analysis for HCCI

Full factor ratio for HCCI

EVERQUOTE INC (NEVER) is a small-cap value stock in the IT services sector. The rating under our Kenneth Fisher-based strategy increased from 40% to 60% depending on the company’s underlying fundamentals and the stock’s 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: EverQuote, Inc. operates an online marketplace to purchase insurance and connect consumers to insurance providers. The Company’s data and technology platform matches and connects consumers seeking insurance with options from its network of insurance providers. Its technology platform combines in-house, third-party and open-source software. Its websites, mobile applications and support services, as well as its development and test environments, are hosted by various cloud providers. Its internal data and analytics tools are hosted in a third-party data center in Boston, Massachusetts. The Company also sells consumer referrals to insurance customers, consisting of insurers, agents and indirect distributors in the United States. Crosspointe Insurance & Financial Services, LLC and EverQuote NI Limited are subsidiaries of the Company.

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.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: TO FAIL
LONG-TERM EPS GROWTH RATES: TO FAIL
FREE CASH PER SHARE: TO FAIL
AVERAGE PROFIT MARGIN OVER THREE YEARS: TO FAIL

Detailed Analysis of EVERQUOTE INC

Full Guru Analysis for EVER

Full factor report for EVER

AERSALE CORP (ASLE) is a small-cap value stock in the aerospace and defense industry. The rating under our Kenneth Fisher-based strategy has risen from 48% to 60% 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: AerSale Corporation provides comprehensive assistance to owners and operators of pre-owned commercial aircraft that lack infrastructure. It operates through two segments. The Asset Management Solutions segment acquires commercial aircraft and mid-life engines from airlines and leasing companies as raw material to support its business operations. The asset management solutions business includes the sale and lease of aircraft and engines, as well as the stripping of these assets for components, such as used repairable material (USM), which is used to support sales to third parties and reduce the cost of maintaining its portfolio of leased assets. The TechOps segment provides comprehensive maintenance, repair and overhaul (MRO) services on commercial aircraft, engines and components, serving the passenger, cargo and government sectors. Through its collective MRO facilities based in the United States, the Company provides maintenance and modification services for aircraft and their individual components.

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.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: TO FAIL
LONG-TERM EPS GROWTH RATES: TO FAIL
FREE CASH PER SHARE: TO FAIL
AVERAGE PROFIT MARGIN OVER THREE YEARS: TO FAIL

Detailed analysis of AERSALE CORP

Complete Guru Analysis for ASLE

Full factor report for ASLE

NEWEGG COMMERCE INC (NEGG) is a mid-cap value stock in the retail (catalog and mail-order) sector. The rating under our Kenneth Fisher-based strategy has risen from 48% to 60% 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: Newegg Commerce Inc, formerly Lianluo Smart Ltd, is a China-based technology-driven e-commerce company engaged in the sale of electronic products. The Company operates business-to-consumer (B2C), business-to-business (B2B) and other online platforms. Through Newegg.com, it operates direct sales and marketplace models for information technology (IT) computer components, consumer electronics (CE), entertainment products, smart home and gaming and provides certain third-party logistics services globally. Newegg Marketplace operations allow customers to discover and purchase products from qualified third-party sellers around the world. The Newegg Marketplace offers a portfolio of categories, including emerging smart home automation, virtual reality (VR) and lifestyle electronics, health and beauty tech products, and is home to online stores of select brands of the technology industry.

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.

PRICE/SALES RATIO: PAST
TOTAL DEBT/EQUITY RATIO: PAST
PRICE/SEARCH RATIO: PAST
PRICE/SALES RATIO: TO FAIL
LONG-TERM EPS GROWTH RATES: TO FAIL
FREE CASH PER SHARE: TO FAIL
AVERAGE PROFIT MARGIN OVER THREE YEARS: TO FAIL

Detailed Analysis of NEWEGG COMMERCE INC

Full Guru Analysis for NEGG

Full Factor Report for NEGG

More details on Validea’s Kenneth Fisher strategy

About Kenneth Fisher: Son of Philip Fisher, considered the “Father of Growth Investing”, Kenneth Fisher is a money manager, bestselling author and longtime Forbes columnist. Young Fisher caught Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of ​​using the price-to-sales ratio (PSR) as a means of identifying attractive stocks. According to his alma mater, Humboldt State University, Fisher is also one of the world’s foremost experts on 19th century logging. Fittingly, Fisher’s company, Fisher Investments, is located in a lush forest in Woodside, Calif., where the contrary-minded Fisher says he and his employees can get away from Wall’s groupthink. Street.

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

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Share.

About Author

Comments are closed.