Validea Motley Fool Strategy Daily Upgrade Report – 8/1/2022


THere are today’s updates for Validea Small-cap growth investor model based on the published strategy of Motley fool. This strategy seeks small cap growth stocks with strong fundamentals and strong price performance.

HAWTHORN BANCSHARES, INC. (HWBK) is a small cap value stock in the regional banking sector. The rating according to our strategy based on Motley Fool has increased from 45% to 72% 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: Hawthorn Bancshares, Inc. is a bank holding company. The activities of the Company are limited to the ownership, indirectly through its subsidiary, Union State Bancshares, Inc. (Union), of the outstanding share capital of Hawthorn Bank. Hawthorn Bank is a full-service bank engaged in general and fiduciary banking business, providing its customers with checking and savings accounts, internet banking, debit cards, certificates of deposit, fiduciary services, banking services. brokerage, safety deposit boxes, and a range of loan services including commercial and industrial loans, single payment personal loans, installment loans, and commercial and residential real estate loans. Its subsidiaries include Union State Bancshares, Inc., Hawthorn Bank, Jefferson City IHC, LLC, Hawthorn Real Estate, LLC, and Hawthorn Risk Management, Inc.

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.

PROFIT MARGIN: PAST
RELATIVE STRENGTH: TO FAIL
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: TO FAIL
INSIDER PARTICIPATIONS: TO FAIL
CASH FLOWS FROM OPERATIONS: PAST
CONSISTENCY OF PROFIT MARGIN: PAST
R&D IN PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PAST
“THE FOOL RATIO” (GROWTH P / E): PAST
AVERAGE SHARES IN CIRCULATION: PAST
SALES: PAST
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: TO FAIL

Detailed analysis of HAWTHORN BANCSHARES, INC.

Full Guru Analysis for HWBK

Full Factor Report for HWBK

OP BANCORP (OPBK) is a small capitalization security in the Regional Banks sector. The rating under our Motley Fool-based strategy fell from 69% to 76% 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: OP Bancorp is a bank holding company. The Company, through its subsidiary Open Bank, provides commercial banking services to small and medium-sized businesses, their owners and retail customers, with a focus on the Korean-American community. The Company’s lending activities are diversified and include commercial (CRE), commercial and industrial real estate, Small Business Administration (SBA) guarantee, mortgages and consumer loans. The Company attracts retail deposits through its branch network which offers a range of deposit products to commercial and personal banking customers. It offers a multitude of other products and services to its clients to complement loan and deposit activities. The Company offers a range of online banking solutions, including access to account balances, online transfers, online bill payment and electronic delivery of customer statements, mobile banking solutions for iPhone and Android phones, including including remote check deposit with mobile bill payment.

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.

PROFIT MARGIN: PAST
RELATIVE STRENGTH: PAST
COMPARE SALES AND EPS GROWTH AT THE SAME PERIOD LAST YEAR: PAST
INSIDER PARTICIPATIONS: TO FAIL
CASH FLOWS FROM OPERATIONS: TO FAIL
CONSISTENCY OF PROFIT MARGIN: TO FAIL
R&D IN PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH EQUIVALENTS: PAST
“THE FOOL RATIO” (GROWTH P / E): PAST
AVERAGE SHARES IN CIRCULATION: PAST
SALES: PAST
DAILY VOLUME IN DOLLARS: TO FAIL
THE PRICE: PAST
INCOME TAX PERCENTAGE: PAST

Detailed analysis of the BANCORP PO

Full Guru Analysis for OPBK

Full Factor Report for OPBK

More details on Validea’s Motley Fool strategy

About Motley Fool: Brothers David and Tom Gardner often wear funny hats during public appearances, but they’re not at all silly – at least not the kind whose advice you should easily dismiss. The Gardners are the founders of the popular Motley Fool website, 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 subscribed weekly newspaper column and subscription newsletter services.

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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