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Validea Daily Strategy Update Report James P. O’Shaughnessy – 02/23/2021

By on March 11, 2021 0

THere are today’s updates for Validea Growth / value investor model based on the published strategy of James P. O’Shaughnessy. This two-strategy approach offers a large-cap value model and a growth approach that seeks persistent earnings growth and strong relative strength.

DOLLAR GENERAL CORP. (DG) is a large-cap growth stock in the retail industry (department and remittance). The rating according to our strategy based on James P. O’Shaughnessy has increased from 50% to 100% 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.

Business Description: Dollar General Corporation is a discount retailer. The company offers a selection of merchandise, including consumables, seasonal products, home products and clothing. The Company’s consumables category includes paper and cleaning products (such as paper towels, toilet paper and other household cleaning products); packaged foods (such as grains, spices, sugar and flour); perishable goods (such as milk, beer and wine); snacks (such as candies, cookies, and soft drinks); health and beauty (such as over-the-counter drugs and personal care products); pet (pet food and supplies) and tobacco products. Its seasonal products include decorations, toys, batteries, stationery, prepaid phones and accessories, and home office supplies. Its home products include cookware, craft and kitchen supplies, as well as bed and bath toiletries. Its clothing products include casual everyday wear for infants, toddlers, girls, boys, women and men, as well as socks, underwear, disposable diapers, shoes and accessories.

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.

MARKET CAPITALIZATION: PAST
PERSISTENCE OF EARNINGS PER SHARE: PAST
PRICE / SALE RATIO: PAST
RELATIVE STRENGTH: PAST

Detailed analysis of DOLLAR GENERAL CORP.

Full Guru Analysis for DG

Full Factor Report for DG

LEXINFINTECH HOLDINGS LTD – ADR (LX) is a mid-cap growth stock in the consumer financial services industry. The rating according to our strategy based on James P. O’Shaughnessy has increased from 50% to 100% 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: LexinFintech Holdings Ltd. is a holding company. The Company is primarily engaged in providing online direct selling services and online consumer credit services. The Company’s online consumer credit platform, Fenqile, offers customers personal installment loans, installment purchase loans and other loan products. Through its online investment platform, Juzi Licai, the Company combines the financing of individual investors with customer loans. The Company also offers the Le Card credit line to its customers. The Company serves the credit needs of customers aged 18 to 36 in China.

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.

MARKET CAPITALIZATION: PAST
PERSISTENCE OF EARNINGS PER SHARE: PAST
PRICE / SALE RATIO: PAST
RELATIVE STRENGTH: PAST

Detailed analysis of LEXINFINTECH HOLDINGS LTD – ADR

Full Guru Analysis for LX

Full Factor Report for LX

JOHNSON & JOHNSON (JNJ) is a large-cap growth stock in the biotechnology and drugs sector. The rating according to our strategy based on James P. O’Shaughnessy has increased from 80% to 100% 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: Johnson & Johnson is a holding company engaged in the research and development, manufacture and sale of a range of products in the field of health. It operates through three segments: Consumer, Pharmaceuticals and Medical Devices. Its main focus is products related to human health and well-being. The Consumer segment includes a range of products used in the baby care, oral care, skin care, over-the-counter pharmaceutical, women’s health and wound care markets. The pharmaceutical segment focuses on five therapeutic areas, including immunology, infectious diseases, neuroscience, oncology, and cardiovascular and metabolic diseases. The medical devices segment includes a range of products used in the fields of orthopedics, surgery, cardiovascular care, diabetes and vision care. Its research facilities are located in the United States, Belgium, Brazil, Canada, China, France, Germany, India, Israel, Japan, the Netherlands, Singapore, Switzerland and the United States. UK.

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.

MARKET CAPITALIZATION: PAST
CASH FLOWS PER SHARE: PAST
OUTSTANDING SHARES: PAST
SALE OF 12 MONTHS OF TRACKING: PAST
DIVIDEND: PAST

JOHNSON & JOHNSON detailed analysis

Full Guru Analysis for JNJ

Full Factor Report for JNJ

BASF SE (ADR) (BASFY) is a large-cap growth stock in the Chemicals – Plastics & Rubber sector. The rating according to our strategy based on James P. O’Shaughnessy has increased from 60% to 100% 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: BASF SE is a chemical company based in Germany. The Company operates through six segments, which include chemicals, materials, industrial solutions, surface technologies, nutrition and care, and agricultural solutions. The Chemicals segment includes the Petrochemicals and Intermediates divisions. The Materials segment comprises the Performance Materials and Monomers divisions. The Industrial Solutions segment comprises the Dispersions & Pigments and Performance Chemicals divisions. The surface technologies segment includes the Catalysts and Coatings divisions. The Nutrition & Care segment comprises the Care Chemicals and Nutrition & Health divisions. The Agricultural Solutions segment comprises the Agricultural Solutions division, which focuses on the provision of crop protection and seed products.

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.

MARKET CAPITALIZATION: PAST
CASH FLOWS PER SHARE: PAST
OUTSTANDING SHARES: PAST
SALE OF 12 MONTHS OF TRACKING: PAST
DIVIDEND: PAST

Detailed analysis of BASF SE (ADR)

Full Guru Analysis for BASFY

Full Factor Report for BASFY

More details on Validea’s James P. O’Shaughnessy strategy

About James P. O’Shaughnessy: Research guru and fund manager James O’Shaughnessy forced many professional and hobby investors to rethink their investing beliefs when he released his bestseller of 1996, What Works on Wall Street. O’Shaughnessy back-tested 44 years of stock market data from Standard & Poor’s comprehensive Compustat database to find out which quantitative strategies have worked over the years and which haven’t. To the surprise of many, he concluded that price-to-earnings ratios are not the best indicator of a stock’s value, and that small company stocks, contrary to popular wisdom, do not have as a group an advantage over the stocks of large companies. . Today, O’Shaughnessy is the Chief Investment Officer of O’Shaughnessy Asset Management.

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

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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