Validea Peter Lynch Daily Strategy Update Report – 10/30/2021

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THere are today’s updates for Validea’s P / E / Growth Investor model based on Peter Lynch’s published strategy. This strategy looks for stocks that are trading at a reasonable price relative to earnings growth and that also have strong balance sheets.

DAVITA INC (DVA) is a large cap value equity in the healthcare facility sector. The rating according to our strategy based on Peter Lynch has increased from 72% to 74% 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: DaVita Inc., formerly DaVita HealthCare Partners Inc., operates a division: DaVita Kidney Care (Kidney Care). The Kidney Care division includes the Company’s dialysis and related laboratory services in the United States, ancillary services and strategic initiatives, including international operations, and corporate administrative support. The Company’s segments include dialysis and related laboratory services in the United States, as well as other ancillary services and strategic initiatives. Its US dialysis and related laboratory services business line provides kidney dialysis services in the US for patients with chronic kidney disease, also known as end-stage renal disease (ESRD). . In addition, as of March 31, 2019, the Company operated or provided administrative services to 243 ambulatory dialysis centers located in nine countries outside of the United States.

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.

PER / GROWTH RATIO: PAST
SALES AND P / E Ratio: PAST
INVENTORY FOR SALE: PAST
BPA GROWTH RATE: PAST
TOTAL DEBT / EQUITY RATIO: TO FAIL
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH : NEUTRAL

Detailed analysis of DAVITA INC

Complete analysis of the guru for DVA

Full Factor Report for DVA

XP INC (XP) is a large cap growth stock in the investment services industry. The rating according to our strategy based on Peter Lynch has increased from 72% to 74% 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: Xp Inc is a Brazil-based company engaged in the financial services sector. The Company offers financial products and services through several channels, such as brokerage, investment advisory and asset management services. Its business activities include educating new categories of investors, democratizing access to multiple financial services, developing financial products and technology applications, and providing customer service. The Company operates the Open Product Platform, a financial products platform, which provides clients with access to more than 600 investment products, including equities and fixed income, mutual and hedge funds, structured products, life insurance, pension plans, real estate investment funds (REITs), among others. The Company serves retail clients, international clients, and corporate and institutional clients in Brazil, such as US fund managers, private banks, corporate treasuries and insurance companies.

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.

PER / GROWTH RATIO: PAST
SALES AND P / E Ratio: PAST
BPA GROWTH RATE: TO FAIL
TOTAL DEBT / EQUITY RATIO: NEUTRAL
EQUITY / ASSETS RATIO: PAST
RETURN ON ASSETS: PAST
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH : NEUTRAL

Detailed analysis of XP INC

Full Guru Analysis for XP

Full Factor Report for XP

TURNING POINT BRANDS INC (TPB) is a small cap value stock of the tobacco industry. The rating according to our strategy based on Peter Lynch has increased from 72% to 74% 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: Turning Point Brands, Inc. is a manufacturer, distributor and distributor of branded consumer products containing active ingredients. The Company sells a range of products to adult consumers, including commodities with its Zig-Zag and Stoker’s brands to its next generation products. It operates through three segments: Zig-Zag Products, Stoker Products and NewGen Products. The Zig-Zag Products segment markets and distributes rolling papers, tubes and related products; and finished cigars and DIY cigar wraps. The Products segment of Stoker manufactures and markets wet snuff, and subcontracts and markets leaf chewing tobacco products. The NewGen Products segment markets and distributes cannabidiol, liquid vapor products and certain other tobacco and / or nicotine free products; distributes a wide assortment of products to non-traditional outlets through VaporBeast; and markets and distributes an assortment of products to individual consumers through the VaporFi B2C online platform.

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.

PER / GROWTH RATIO: PAST
SALES AND P / E Ratio: NEUTRAL
INVENTORY FOR SALE: PAST
BPA GROWTH RATE: PAST
TOTAL DEBT / EQUITY RATIO: TO FAIL
FREE MOVEMENT OF CAPITAL: NEUTRAL
NET CASH : NEUTRAL

Detailed analysis of TURNING POINT BRANDS INC

Full Guru Analysis for TPB

Full Factor Report for TPB

More details on Validea’s Peter Lynch strategy

Ideas for action Peter Lynch

About Peter Lynch: Perhaps the greatest mutual fund manager of all time, Lynch guided Fidelity Investment’s Magellan fund to an average annual return of 29.2% from 1977 until his retirement in 1990, nearly doubling the 15.8% annual return of the S&P 500 during that period. Lynch’s sane approach and quick-wittedness have made him one of Wall Street’s top-rated investors. (“Pick a business that any idiot can run – because sooner or later any idiot is probably going to run it,” is one of his many pearls of wisdom.) Lynch One’s bestseller Up on Wall Street is sort of a “stocks for everyone / all woman,” breaking down its approach into easy-to-understand concepts.

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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