Validea Martin Zweig Strategy Daily Upgrade Report – 07/20/2022


JHere are today’s updates for Validea’s growth investor model based on Martin Zweig’s published strategy. This strategy seeks growth stocks with persistently accelerating earnings and sales growth, reasonable valuations and low leverage.

BANK OF MONTREAL (BMO) is a large-cap stock in the Regional Banks sector. The rating under our Martin Zweig-based strategy rose from 77% to 85% depending on the company’s underlying 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: Bank of Montreal (the Bank) is a financial services provider based in Canada. The Bank offers a range of personal and commercial banking, wealth management, global markets and investment banking products and services. The Bank operates through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets. Personal and Commercial Banking includes two Personal and Commercial Banking operating segments: Canadian Personal and Commercial Banking and US Personal and Commercial Banking. Its BMO Wealth Management business serves a range of customer segments, from retail to high net worth and institutional clients, with an offering of wealth management products and services, including insurance. Its BMO Capital Markets business offers a range of products and services to businesses, institutions and governments, through its investment and corporate banking and global markets business segments.

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.

P/E RATIO: PASS
REVENUE GROWTH VS EPS GROWTH: FAIL
SALES GROWTH RATE: PASS
CURRENT QUARTER BENEFITS: PASS
QUARTERLY PROFITS FROM A YEAR AGO: PASS
POSITIVE GROWTH RATE OF RESULTS FOR THE CURRENT QUARTER: PASS
EARNINGS GROWTH RATE OVER THE LAST SEVERAL QUARTER: PASS
EPS GROWTH FOR THE CURRENT QUARTER MUST BE HIGHER THAN THE PREVIOUS 3 QUARTERS: PASS
EPS GROWTH FOR THE CURRENT QUARTER MUST BE ABOVE HISTORICAL GROWTH RATE: PASS
PERSISTENCE OF BENEFITS: FAIL
LONG-TERM EPS GROWTH: PASS
INSIDER TRADING: PASS

Detailed analysis of the BANK OF MONTREAL

Complete Guru Analysis for BMO

Full factor report for BMO

SERVISFIRST BANCSHARES, INC. (SFBS) is an average growth value for the Regional Banks sector. The rating under our Martin Zweig-based strategy rose from 69% to 85% depending on the company’s underlying 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: ServisFirst Bancshares, Inc. is a bank holding company engaged in the business of accepting deposits from the public and making loans and other investments. Through its subsidiary ServisFirst Bank (the Bank), provides financial services to businesses and individuals from locations in Birmingham, Huntsville, Mobile, Montgomery and Dothan, Alabama, Northwest Florida, Central Florida -West, Nashville, Tennessee, Atlanta, Georgia and Charleston, South Carolina. The Bank provides commercial, consumer and other loans and accepts deposits, provides electronic banking services, such as online and mobile banking, including remote deposit entry, provides treasury and management services cash, and provides correspondent banking services to other financial institutions. Banks offer a range of loans to retail customers in communities. The Bank’s consumer loans include home equity loans, vehicle financing, deposit-backed loans, and secured and unsecured personal loans.

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.

P/E RATIO: PASS
REVENUE GROWTH VS EPS GROWTH: FAIL
SALES GROWTH RATE: PASS
CURRENT QUARTER BENEFITS: PASS
QUARTERLY PROFITS FROM A YEAR AGO: PASS
POSITIVE GROWTH RATE OF RESULTS FOR THE CURRENT QUARTER: PASS
EARNINGS GROWTH RATE OVER THE LAST SEVERAL QUARTER: FAIL
EPS GROWTH FOR THE CURRENT QUARTER MUST BE HIGHER THAN THE PREVIOUS 3 QUARTERS: PASS
EPS GROWTH FOR THE CURRENT QUARTER MUST BE ABOVE HISTORICAL GROWTH RATE: PASS
PERSISTENCE OF BENEFITS: PASS
LONG-TERM EPS GROWTH: PASS
INSIDER TRADING: PASS

Detailed analysis of SERVISFIRST BANCSHARES, INC.

Complete Guru Analysis for SFBS

Full Factor Report for SFBS

More details on Validea’s Martin Zweig strategy

About Martin Zweig: Over the 15 years of tracking, Zweig’s stock recommendation newsletter has returned an average of 15.9% per year, during which time it was ranked number one based on risk-adjusted returns by Hulbert Financial Digest . Zweig has managed both mutual funds and hedge funds during his career, and he’s put the fortune he amassed to good use. He’s owned what Forbes has reported to be New York’s most expensive apartment, a $70 million penthouse that sits atop Manhattan’s Pierre Hotel, and he’s a collector of all manner of pop culture. and historical memorabilia – among his purchases are the gun used by Clint Eastwood in ‘Dirty Harry’, a stock certificate signed by Commodore Vanderbilt, and even two old-fashioned gas pumps similar to the ones he had seen at a nearby gas station while growing up in Cleveland, according to published reports.

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.

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