The next are right now’s upgrades for Validea’s Contrarian Investor mannequin primarily based on the printed technique of David Dreman. This contrarian technique finds essentially the most unpopular mid- and large-cap shares out there and appears for enhancing fundamentals.
LINCOLN NATIONAL CORP (LNC) is a mid-cap worth inventory within the Insurance coverage (Life) trade. The ranking based on our technique primarily based on David Dreman modified from 69% to 99% primarily based on the agency’s underlying fundamentals and the inventory’s valuation. A rating of 80% or above sometimes signifies that the technique has some curiosity within the inventory and a rating above 90% sometimes signifies sturdy curiosity.
Firm Description: Lincoln Nationwide Company is a holding firm, which operates a number of insurance coverage and retirement companies by way of subsidiary corporations. Its segments embody Annuities, Life Insurance coverage, Group Safety and Retirement Plan Providers. The Annuities section offers tax-deferred funding development and lifelong revenue alternatives for its shoppers by providing variable annuities, fastened annuities and listed variable annuities. The Life Insurance coverage section offers life insurance coverage merchandise, together with time period insurance coverage, listed common life insurance coverage (IUL) and variable common life insurance coverage (VUL) merchandise, linked-benefit merchandise, and important sickness and long-term care riders. The Group Safety section affords group non-medical insurance coverage services, together with short- and long-term incapacity, statutory incapacity and paid household medical go away administration. The Retirement Plan Providers section offers employers with retirement plan services.
The next desk summarizes whether or not the inventory meets every of this technique’s exams. Not all standards within the under desk obtain equal weighting or are impartial, however the desk offers a quick overview of the sturdy and weak factors of the safety within the context of the technique’s standards.
| MARKET CAP: | PASS |
| EARNINGS TREND: | PASS |
| EPS GROWTH RATE IN THE IMMEDIATE PAST AND FUTURE: | PASS |
| P/E RATIO: | PASS |
| PRICE/CASH FLOW (P/CF) RATIO: | FAIL |
| PRICE/BOOK (P/B) VALUE: | PASS |
| PRICE/DIVIDEND (P/D) RATIO: | PASS |
| PAYOUT RATIO: | PASS |
| RETURN ON EQUITY: | PASS |
| PRE-TAX PROFIT MARGINS: | PASS |
| YIELD: | PASS |
Detailed Evaluation of LINCOLN NATIONAL CORP
About David Dreman: Dreman’s Kemper-Dreman Excessive Return Fund was one of many best-performing mutual funds ever, rating as the perfect of 255 funds in its peer teams from 1988 to 1998, based on Lipper Analytical Providers. On the time Dreman printed Contrarian Funding Methods: The Subsequent Technology, the fund had been ranked primary in additional time durations than any of the three,175 funds in Lipper’s database. Along with managing cash, Dreman can be a longtime Forbes journal columnist.
About Validea: Validea is aninvestment researchservice that follows the printed methods of funding legends. Validea affords each inventory evaluation and mannequin portfolios primarily based on gurus who’ve outperformed the market over the long-term, together with Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For extra details about Validea, click here
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially replicate these of Nasdaq, Inc.
