James P. O’Shaughnessy Validea Strategy Daily Upgrade Report – 7/26/2022

JHere are today’s updates to Validea’s growth/value investor model based on James P. O’Shaughnessy’s published strategy. This two-strategy approach offers a large-cap value model and a growth approach that seeks persistent earnings growth and solid relative strength.

HILLTOP HOLDINGS INC. (HTH) is a small-cap stock in the Regional Banks sector. The rating under our strategy based on James P. O’Shaughnessy went from 75% to 100% depending on the company’s underlying fundamentals and the stock’s 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: Hilltop Holdings Inc. is a diversified financial holding company. The Company operates through three segments: banking, broker-dealer and mortgage origination. The Banking segment includes the operations of PlainsCapital Bank (the Bank). The banking segment primarily provides corporate and personal banking services from offices located throughout Texas and generates revenue from its portfolio of earning assets. The broker segment includes the business of Securities Holdings, which operates through its wholly owned subsidiaries Hilltop Securities, Momentum Independent Network and Hilltop Securities Asset Management, LLC. This segment offers investment advisory and securities brokerage services. The Mortgage Origination segment includes the business of PrimeLending, which offers a variety of loan products. This segment includes the origination and servicing of loans and the sale of these loans in the secondary market.

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.

MARKET CAPITALIZATION: PASS
EARNINGS PER SHARE STRENGTH: PASS
PRICE/SALES RATIO: PASS
RELATIVE STRENGTH: PASS

Detailed analysis of HILLTOP HOLDINGS INC.

Complete Guru Analysis for HTH

Full factor report for HTH

BERRY GLOBAL GROUP INC (BERY) is a mid-cap stock in the container and packaging industry. The rating under our strategy based on James P. O’Shaughnessy went from 75% to 100% depending on the company’s underlying fundamentals and the stock’s 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: Berry Global Group, Inc. is engaged in providing packaged and engineered products. The Company’s segments include Consumer Packaging International, Consumer Packaging North America, Health, Hygiene & Specialties and Engineered Materials. The Consumer Packaging International segment includes containers, closures and dispensing systems, pharmaceutical devices and packaging, bottles and canisters, and technical components. The Consumer Packaging North America segment includes containers and pails, food service, closures, bottles, prescription vials and tubes. The Health, Hygiene and Specialties segment includes specialty nonwoven materials, tapes and adhesives, and films used in hygiene, infection prevention, personal care, industrial and construction. The Engineered Materials segment includes stretch and shrink films, converter films, institutional can liners, food and consumer films, retail bags and agricultural films. It serves markets, such as beverages, food, and beverages.

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.

MARKET CAPITALIZATION: PASS
EARNINGS PER SHARE STRENGTH: PASS
PRICE/SALES RATIO: PASS
RELATIVE STRENGTH: PASS

Detailed Analysis of BERRY GLOBAL GROUP INC

Complete Guru Analysis for BERY

Full factor report for BERY

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 amateur investors to rethink their investment beliefs when he published his 1996 bestseller, What Works on Wall Street. O’Shaughnessy backtested 44 years of stock market data from Standard & Poor’s Compustat database to find out which quantitative strategies worked over the years and which didn’t. To the surprise of many, he concluded that price/earnings ratios are not the best indicator of a stock’s value and that small company stocks, contrary to popular wisdom, do not as a group advantage over large company stocks. . Today, O’Shaughnessy is Chief Investment Officer of O’Shaughnessy Asset Management.

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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