The next are at this time’s upgrades for Validea’s Small-Cap Growth Investor mannequin primarily based on the printed technique of Motley Fool. This technique seems to be for small cap progress shares with strong fundamentals and powerful worth efficiency.
WISDOMTREE INC (WT) is a small-cap progress inventory within the Funding Providers business. The ranking in keeping with our technique primarily based on Motley Idiot modified from 63% to 76% primarily based on the agency’s underlying fundamentals and the inventory’s valuation. A rating of 80% or above usually signifies that the technique has some curiosity within the inventory and a rating above 90% usually signifies robust curiosity.
Firm Description: WisdomTree, Inc is a worldwide monetary firm. The Firm is providing a well-diversified suite of exchange-traded merchandise (ETPs), fashions, options and merchandise leveraging blockchain know-how. The Firm can also be engaged in creating next-generation digital merchandise, companies and constructions, together with digital or blockchain-enabled mutual funds (Digital Funds) and tokenized property, in addition to its blockchain – native digital pockets, WisdomTree Prime. WisdomTree Prime is a blockchain-native pockets developed for saving, spending, and investing in each native crypto property and tokenized variations of mainstream monetary property. The Firm’s ETPs cowl fairness, commodities, fastened revenue, leveraged-and-inverse, foreign money, options, and cryptocurrencies. It operates as an ETP sponsor and asset supervisor, offering funding advisory companies globally via its subsidiaries in the USA and Europe.
The next desk summarizes whether or not the inventory meets every of this technique’s assessments. Not all standards within the beneath desk obtain equal weighting or are impartial, however the desk gives a short overview of the robust and weak factors of the safety within the context of the technique’s standards.
| PROFIT MARGIN: | PASS |
| RELATIVE STRENGTH: | FAIL |
| COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: | FAIL |
| INSIDER HOLDINGS: | PASS |
| CASH FLOW FROM OPERATIONS: | PASS |
| PROFIT MARGIN CONSISTENCY: | PASS |
| R&D AS A PERCENTAGE OF SALES: | NEUTRAL |
| CASH AND CASH EQUIVALENTS: | PASS |
| ACCOUNTS RECEIVABLE TO SALES: | PASS |
| “THE FOOL RATIO” (P/E TO GROWTH): | FAIL |
| AVERAGE SHARES OUTSTANDING: | PASS |
| SALES: | PASS |
| DAILY DOLLAR VOLUME: | PASS |
| PRICE: | PASS |
| INCOME TAX PERCENTAGE: | FAIL |
Detailed Evaluation of WISDOMTREE INC
PRIMEENERGY RESOURCES CORP (PNRG) is a small-cap worth inventory within the Oil & Fuel Operations business. The ranking in keeping with our technique primarily based on Motley Idiot modified from 59% to 72% primarily based on the agency’s underlying fundamentals and the inventory’s valuation. A rating of 80% or above usually signifies that the technique has some curiosity within the inventory and a rating above 90% usually signifies robust curiosity.
Firm Description: PrimeEnergy Sources Company is an impartial oil and pure gasoline firm engaged in buying, creating, and producing oil and pure gasoline. The Firm owns leasehold, mineral and royalty pursuits in producing and non-producing oil and gasoline properties throughout the USA, primarily in Oklahoma, and Texas. By means of its subsidiaries Prime Working Firm, Japanese Oil Properly Service Firm, and EOWS Midland Firm, it acts as operator and gives well-servicing assist operations for most of the onshore oil and gasoline wells it operates, in addition to for third events. It operates roughly 534 lively wells and owns non-operating pursuits and royalties in roughly 952 further wells. It maintains an acreage place of roughly 16,407 gross (9,341 web) acres within the Permian Basin in West Texas, primarily in Reagan, Upton, Martin and Midland counties. It has over 511 producing wells within the Mid-Continent space, of which 128 wells are operated by the Firm.
The next desk summarizes whether or not the inventory meets every of this technique’s assessments. Not all standards within the beneath desk obtain equal weighting or are impartial, however the desk gives a short overview of the robust and weak factors of the safety within the context of the technique’s standards.
| PROFIT MARGIN: | PASS |
| RELATIVE STRENGTH: | FAIL |
| COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: | PASS |
| INSIDER HOLDINGS: | PASS |
| CASH FLOW FROM OPERATIONS: | FAIL |
| PROFIT MARGIN CONSISTENCY: | PASS |
| R&D AS A PERCENTAGE OF SALES: | NEUTRAL |
| CASH AND CASH EQUIVALENTS: | FAIL |
| ACCOUNTS RECEIVABLE TO SALES: | PASS |
| LONG TERM DEBT/EQUITY RATIO: | PASS |
| “THE FOOL RATIO” (P/E TO GROWTH): | PASS |
| AVERAGE SHARES OUTSTANDING: | PASS |
| SALES: | PASS |
| DAILY DOLLAR VOLUME: | FAIL |
| PRICE: | PASS |
| INCOME TAX PERCENTAGE: | FAIL |
Detailed Evaluation of PRIMEENERGY RESOURCES CORP
NAPCO SECURITY TECHNOLOGIES INC (NSSC) is a small-cap progress inventory within the Communications Gear business. The ranking in keeping with our technique primarily based on Motley Idiot modified from 69% to 76% primarily based on the agency’s underlying fundamentals and the inventory’s valuation. A rating of 80% or above usually signifies that the technique has some curiosity within the inventory and a rating above 90% usually signifies robust curiosity.
Firm Description: Napco Safety Applied sciences, Inc. (NAPCO) manufactures and designs digital safety units, mobile communication companies and faculty security options. The Firm provides a diversified array of safety merchandise, encompassing entry management programs, door-locking merchandise, intrusion and hearth alarm programs and video surveillance merchandise. The merchandise are utilized by industrial, residential, institutional, industrial and governmental functions, and are offered worldwide to impartial distributors, sellers and installers of safety gear. NAPCO manufactures and markets varied merchandise for alarm programs, which embrace computerized communicators, management panels, mixture management panels/digital communicators and digital keypad programs, hearth alarm management panel and space detectors. It additionally manufactures a wide range of door locking units, together with microprocessor-based digital door locks with push button, card reader and bio-metric operation, door alarms, door locks and bolt locks.
The next desk summarizes whether or not the inventory meets every of this technique’s assessments. Not all standards within the beneath desk obtain equal weighting or are impartial, however the desk gives a short overview of the robust and weak factors of the safety within the context of the technique’s standards.
| PROFIT MARGIN: | PASS |
| RELATIVE STRENGTH: | PASS |
| COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: | FAIL |
| INSIDER HOLDINGS: | FAIL |
| CASH FLOW FROM OPERATIONS: | PASS |
| PROFIT MARGIN CONSISTENCY: | PASS |
| R&D AS A PERCENTAGE OF SALES: | PASS |
| CASH AND CASH EQUIVALENTS: | PASS |
| INVENTORY TO SALES: | PASS |
| ACCOUNTS RECEIVABLE TO SALES: | PASS |
| LONG TERM DEBT/EQUITY RATIO: | PASS |
| “THE FOOL RATIO” (P/E TO GROWTH): | FAIL |
| AVERAGE SHARES OUTSTANDING: | PASS |
| SALES: | PASS |
| DAILY DOLLAR VOLUME: | PASS |
| PRICE: | PASS |
| INCOME TAX PERCENTAGE: | FAIL |
Detailed Evaluation of NAPCO SECURITY TECHNOLOGIES INC
MAREX GROUP PLC (MRX) is a small-cap progress inventory within the Funding Providers business. The ranking in keeping with our technique primarily based on Motley Idiot modified from 69% to 76% primarily based on the agency’s underlying fundamentals and the inventory’s valuation. A rating of 80% or above usually signifies that the technique has some curiosity within the inventory and a rating above 90% usually signifies robust curiosity.
Firm Description: Marex Group plc provides diversified international monetary companies platform offering important liquidity, market entry and infrastructure companies to shoppers throughout vitality, commodities and monetary markets. The Firm present essential companies to its shoppers by connecting them to international exchanges and offering a variety of execution companies. Its segments embrace Clearing, Company and Execution, Market Making, Hedging and Funding Options, and Company. Clearing section acts because the interface between exchanges and shoppers. This section gives the connectivity that enables its shoppers entry to exchanges and central clearing homes. Company and Execution section matches patrons and sellers on an company foundation by facilitating worth discovery primarily throughout vitality and monetary securities markets. Market Making section acts as principal to supply direct market pricing to skilled and wholesale counterparties, primarily metals, agriculture, vitality, and monetary securities markets.
The next desk summarizes whether or not the inventory meets every of this technique’s assessments. Not all standards within the beneath desk obtain equal weighting or are impartial, however the desk gives a short overview of the robust and weak factors of the safety within the context of the technique’s standards.
| PROFIT MARGIN: | FAIL |
| RELATIVE STRENGTH: | PASS |
| COMPARE SALES AND EPS GROWTH TO THE SAME PERIOD LAST YEAR: | FAIL |
| INSIDER HOLDINGS: | PASS |
| CASH FLOW FROM OPERATIONS: | PASS |
| PROFIT MARGIN CONSISTENCY: | PASS |
| R&D AS A PERCENTAGE OF SALES: | NEUTRAL |
| CASH AND CASH EQUIVALENTS: | PASS |
| INVENTORY TO SALES: | PASS |
| ACCOUNTS RECEIVABLE TO SALES: | PASS |
| “THE FOOL RATIO” (P/E TO GROWTH): | FAIL |
| AVERAGE SHARES OUTSTANDING: | PASS |
| SALES: | PASS |
| DAILY DOLLAR VOLUME: | PASS |
| PRICE: | PASS |
| INCOME TAX PERCENTAGE: | FAIL |
Detailed Evaluation of MAREX GROUP PLC
About Motley Idiot: Brothers David and Tom Gardner typically put on humorous hats in public appearances, however they’re hardly fools — a minimum of not the sort whose recommendation it is best to readily dismiss. The Gardners are the founders of the favored Motley Idiot site, which provides frank and sometimes irreverent commentary on investing, the inventory market, and private finance. The Gardners’ “Idiot” actually is a multi-media endeavor, providing not solely its net content material but additionally a number of books written by the brothers, a weekly syndicated newspaper column, and subscription e-newsletter companies.
About Validea: Validea is aninvestment researchservice that follows the printed methods of funding legends. Validea provides 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 writer and don’t essentially replicate these of Nasdaq, Inc.
