Validea Motley Fool Strategy Daily Upgrade Report – 8/1/2022
THere are today’s updates for Validea Small-cap growth investor model based on the published strategy of Motley fool. This strategy seeks small cap growth stocks with strong fundamentals and strong price performance.
HAWTHORN BANCSHARES, INC. (HWBK) is a small cap value stock in the regional banking sector. The rating according to our strategy based on Motley Fool has increased from 45% to 72% 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: Hawthorn Bancshares, Inc. is a bank holding company. The activities of the Company are limited to the ownership, indirectly through its subsidiary, Union State Bancshares, Inc. (Union), of the outstanding share capital of Hawthorn Bank. Hawthorn Bank is a full-service bank engaged in general banking and fiduciary business, providing its customers with checking and savings accounts, internet banking, debit cards, certificates of deposit, fiduciary services, banking services. brokerage, safety deposit boxes, and a range of loan services including commercial and industrial loans, single payment personal loans, installment loans, and commercial and residential real estate loans. Its subsidiaries include Union State Bancshares, Inc., Hawthorn Bank, Jefferson City IHC, LLC, Hawthorn Real Estate, LLC, and Hawthorn Risk Management, Inc.
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.
| PROFIT MARGIN: | PAST |
| RELATIVE STRENGTH: | TO FAIL |
| COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: | TO FAIL |
| INSIDER PARTICIPATIONS: | TO FAIL |
| CASH FLOWS FROM OPERATIONS: | PAST |
| CONSISTENCY OF PROFIT MARGIN: | PAST |
| R&D IN PERCENTAGE OF SALES: | NEUTRAL |
| CASH AND CASH EQUIVALENTS: | PAST |
| “THE FOOL RATIO” (GROWTH P / E): | PAST |
| AVERAGE SHARES IN CIRCULATION: | PAST |
| SALES: | PAST |
| DAILY VOLUME IN DOLLARS: | TO FAIL |
| THE PRICE: | PAST |
| INCOME TAX PERCENTAGE: | TO FAIL |
Detailed analysis of HAWTHORN BANCSHARES, INC.
OP BANCORP (OPBK) is a small capitalization security in the Regional Banks sector. The rating under our Motley Fool-based strategy fell from 69% to 76% 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: OP Bancorp is a bank holding company. The Company, through its subsidiary Open Bank, provides commercial banking services to small and medium-sized businesses, their owners and retail customers, with a focus on the Korean-American community. The Company’s lending activities are diversified and include commercial (CRE), commercial and industrial real estate, Small Business Administration (SBA) guarantee, mortgages and consumer loans. The Company attracts retail deposits through its branch network which offers a range of deposit products to business and personal banking customers. It offers a multitude of other products and services to its clients to complement loan and deposit activities. The Company offers a range of online banking solutions, including access to account balances, online transfers, online bill payment and electronic delivery of customer statements, mobile banking solutions for iPhone and Android phones, including including remote check deposit with mobile bill payment.
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.
| PROFIT MARGIN: | PAST |
| RELATIVE STRENGTH: | PAST |
| COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: | PAST |
| INSIDER PARTICIPATIONS: | TO FAIL |
| CASH FLOWS FROM OPERATIONS: | TO FAIL |
| CONSISTENCY OF PROFIT MARGIN: | TO FAIL |
| R&D IN PERCENTAGE OF SALES: | NEUTRAL |
| CASH AND CASH EQUIVALENTS: | PAST |
| “THE FOOL RATIO” (GROWTH P / E): | PAST |
| AVERAGE SHARES IN CIRCULATION: | PAST |
| SALES: | PAST |
| DAILY VOLUME IN DOLLARS: | TO FAIL |
| THE PRICE: | PAST |
| INCOME TAX PERCENTAGE: | PAST |
Detailed analysis of the BANCORP PO
More details on Validea’s Motley Fool strategy
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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
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