Validea Motley Fool Strategy Daily Upgrade Report – 2022-05-14

JHere are today’s updates 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.

HANMI FINANCIAL CORP (HAFC) is a small-cap stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 67% to 80% 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: Hanmi Financial Corporation is a holding company of Hanmi Bank (the Bank). The Bank is a community bank engaged in general banking, with its primary market encompassing the Korean American community and other Asian American communities across California, Colorado, Georgia, Illinois, New Jersey, New York, Texas, Virginia and Washington. The Bank’s full-service offices are located in markets where many businesses are owned by immigrants and other minority groups. The Bank’s clientele reflects the multi-ethnic composition of these communities. The Bank issues loans for its own portfolio and for sale on the secondary market. Lending activities include real estate lending (commercial property, construction and residential property), commercial and industrial lending (commercial term, commercial and international lines of credit), equipment lease financing and consumer lending. Small Business Administration (SBA).

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: TO FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: TO FAIL
INSIDER HOLDINGS: TO FAIL
CASH FLOW FROM OPERATIONS: PASS
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): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: PASS
THE PRICE: PASS
INCOME TAX PERCENTAGE: PASS

Detailed analysis of HANMI FINANCIAL CORP

Full Guru Analysis for HAFC

Full factor report for HAFC

AERSALE CORP (ASLE) is a small-cap growth stock in the aerospace and defense 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: AerSale Corporation provides a support service to owners and operators of pre-owned commercial aircraft that lack infrastructure. The Company’s segments include Asset Management Solutions and Technical Operations (TechOps). The Asset Management Solutions business includes the sale and lease of aircraft and engines, as well as the stripping of assets for components that can be used to support third-party sales and reduce the cost of maintenance of its portfolio of leased assets. offers an alternative to the supply of new aircraft, engines and parts traditionally sold by OEMs or delivered new and leased by pure-play aircraft and engine leasing companies. The TechOps segment provides comprehensive maintenance, repair and overhaul services on commercial aircraft, engines and components. TechOps also 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.

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

Detailed analysis of AERSALE CORP

Complete Guru Analysis for ASLE

Full factor report for ASLE

CHEMUNG FINANCIAL CORP. (CHMG) is a small-cap stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 65% to 79% 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: Chemung Financial Corporation is a financial services holding company. The Company, through its subsidiaries, Chemung Canal Trust Company (the Bank) and CFS Group, Inc. (CFS), provides a range of financial services, including demand, savings and term deposits, commercial, residential and consumer loans, interest rate swaps, letters of credit, wealth management services, employee benefit plans, insurance products, mutual funds and brokerage services. It manages its operations through two segments: Core Banking and Wealth Management Group (WMG). The Core Banking segment receives deposits from the general public and uses these funds to originate consumer, commercial, commercial real estate and residential mortgage loans, primarily in its local markets and to invest in securities. The WMG Services segment provides trust and investment advisory services to clients. The Bank operates approximately 31 branches located in 13 counties in New York and Bradford County in Pennsylvania.

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: TO FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: TO 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: PASS
“THE FOOL RATIO” (P/E ON GROWTH): PASS
AVERAGE OUTSTANDING SHARES: PASS
SALES: PASS
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PASS
INCOME TAX PERCENTAGE: TO FAIL

Detailed analysis of CHEMUNG FINANCIAL CORP.

Complete Guru Analysis for CHMG

Full factor report for CHMG

More details on Validea’s Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats in public appearances, but they’re not fools – at least not the kind whose advice you should easily dismiss. The Gardners are the founders of the popular website Motley Fool, which offers candid and often irreverent commentary on investing, the stock market and personal finance. The Gardners’ “Fool” is truly a multimedia company, offering not only its web content, but also several books written by the brothers, a weekly column in a syndicated newspaper, and subscription newsletter services.

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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