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.
SUNCOR ENERGY INC. (United States) (US) is a large-cap value stock in the oil and gas operations 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: Suncor Energy Inc. is a Canada-based integrated energy company. The Company’s segments include Oil Sands, Exploration and Production (E&P), and Refining and Marketing. The Oil Sands segment includes the Company’s owned operations in the Athabasca oil sands in Alberta to explore, develop and produce bitumen, synthetic crude oil and related products, through the recovery and upgrading of bitumen from mining and in situ operations. The E&P segment includes offshore activity on the east coast of Canada, with interests in the Hibernia, Terra Nova, White Rose and Hebron oilfields, exploration and production of crude oil and natural gas at Buzzard and Golden Eagle Area Development in the UK, and exploration and production of crude oil and gas in Oda. The Refining and Marketing segment includes the refining of crude oil products as well as the distribution, marketing, transportation and risk management of refined and petrochemical products and other purchased products.
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: | PAST |
| RELATIVE STRENGTH: | PAST |
| COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: | PAST |
| INSIDER HOLDINGS: | FAIL |
| CASH FLOW FROM OPERATIONS: | PAST |
| CONSISTENCY OF THE PROFIT MARGIN: | FAIL |
| R&D AS A PERCENTAGE OF SALES: | NEUTRAL |
| CASH AND CASH EQUIVALENTS: | PAST |
| SALES INVENTORY: | PAST |
| SALES ACCOUNTS RECEIVABLE: | PAST |
| LONG-TERM DEBT / EQUITY RATIO: | FAIL |
| “THE FOOL RATIO” (P/E ON GROWTH): | PAST |
| AVERAGE OUTSTANDING SHARES: | PAST |
| SALES: | FAIL |
| DAILY VOLUME IN DOLLARS: | FAIL |
| THE PRICE: | PAST |
| INCOME TAX PERCENTAGE: | PAST |
Detailed analysis of SUNCOR ENERGY INC. (USA)
Full Guru Analysis for SU
Full factor ratio for SU
LUTHER BURBANK CORP (LBC) is a small-cap stock in the Regional Banks sector. The rating under our Motley Fool-based strategy increased from 69% to 83% 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: Luther Burbank Corporation is a bank holding company. The Company operates primarily through its subsidiary, Luther Burbank Savings (the Bank). It also owns Burbank Financial Inc., a real estate investment trust, and Luther Burbank Statutory Trusts I and II, entities created to issue trust preferred securities. Its core business is accepting deposits from the public and investing those funds in a range of loans, including permanent mortgages and construction loans secured by residential, multi-family and commercial real estate. She specializes in secured home loans in West Coast metropolitan areas and focuses on multi-family residential, non-conforming jumbo single-family residential and commercial real estate loans. The Bank has approximately 10 full-service California branches located in Sonoma, Marin, Santa Clara and Los Angeles counties and one full-service Washington branch located in King County. It also operates loan origination offices.
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: | PAST |
| RELATIVE STRENGTH: | FAIL |
| COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: | FAIL |
| INSIDER HOLDINGS: | PAST |
| CASH FLOW FROM OPERATIONS: | PAST |
| CONSISTENCY OF THE PROFIT MARGIN: | PAST |
| R&D AS A PERCENTAGE OF SALES: | NEUTRAL |
| CASH AND CASH EQUIVALENTS: | PAST |
| “THE FOOL RATIO” (P/E ON GROWTH): | PAST |
| AVERAGE OUTSTANDING SHARES: | PAST |
| SALES: | PAST |
| DAILY VOLUME IN DOLLARS: | FAIL |
| THE PRICE: | PAST |
| INCOME TAX PERCENTAGE: | PAST |
Detailed analysis of LUTHER BURBANK CORP
Full Guru Analysis for LBC
Full factor report for LBC
CONSUMER WALLET SERVICES, INC. (CPSS) is a small-cap value stock in the consumer financial services sector. The rating under our Motley Fool-based strategy increased from 83% to 91% 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: Consumer Portfolio Services, Inc. is a specialty finance company. The Company’s business is to purchase and service automotive retail contracts entered into primarily by franchise automobile dealerships and certain independent dealerships in the United States in the sale of new and used automobiles, light trucks and vans. . Through its automotive contract purchases, the Company provides indirect financing to dealership customers who have a limited credit history or prior credit problems, whom it designates as high-risk customers. It serves as an alternative source of financing for dealerships, facilitating sales to customers. The Company offers approximately eight different financing programs and prices to its customers, each program based on relative credit risk. Its financing programs are First Time Buyer, Mercury/Delta, Standard, Alpha, Alpha Plus, Super Alpha and Preferred.
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: | PAST |
| RELATIVE STRENGTH: | PAST |
| COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: | FAIL |
| INSIDER HOLDINGS: | PAST |
| CASH FLOW FROM OPERATIONS: | PAST |
| CONSISTENCY OF THE PROFIT MARGIN: | PAST |
| R&D AS A PERCENTAGE OF SALES: | NEUTRAL |
| CASH AND CASH EQUIVALENTS: | PAST |
| SALES ACCOUNTS RECEIVABLE: | PAST |
| “THE FOOL RATIO” (P/E ON GROWTH): | PAST |
| AVERAGE OUTSTANDING SHARES: | PAST |
| SALES: | PAST |
| DAILY VOLUME IN DOLLARS: | PAST |
| THE PRICE: | PAST |
| INCOME TAX PERCENTAGE: | FAIL |
Detailed analysis of CONSUMER PORTFOLIO SERVICES, INC.
Complete Guru Analysis for CPSS
Full factor report for CPSS
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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