Validea John Neff Strategy Daily Update Report – 10/02/2021

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THere are today’s upgrades for Validea’s low PE investor model based on John Neff’s published strategy. This strategy looks for companies with persistent earnings growth and trading at a discount to earnings growth and dividend yield.

WINTRUST FINANCIAL CORP (WTFC) is a mid-capitalization security in the Regional Banks sector. The rating according to our strategy based on John Neff has increased from 60% to 79% 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: Wintrust Financial Corporation is a financial holding company. The Company operates in three segments: community banking, specialty finance and wealth management. The Company provides community banking services to individuals, small and medium-sized businesses, local government units and institutional clients residing in local bank service areas. Through the specialized financing segment, it offers insurance premium financing for businesses and individuals; financing of customer accounts, outsourced administrative services with added value; and other specialized financial activities. It offers wealth management services through its subsidiaries, including trust and investment services, tax-deferred similar exchange services, asset management solutions, brokerage services in securities and pension plan services. It offers MaxSafe deposit accounts, which provide customers with insurance coverage by distributing a customer’s deposit among its banks.

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.

P / E RATIO: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: TO FAIL
PERSISTENCE OF EPS: PAST

Detailed analysis of WINTRUST FINANCIAL CORP

Full Guru Analysis for WTFC

Full Factor Report for WTFC

COLONY BANKCORP INC (CBAN) is a small cap value in the Regional Banks sector. The rating according to our strategy based on John Neff has increased from 60% to 79% 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: Colony Bankcorp, Inc. (Colony) is a banking holding company. The Company operates its business through its subsidiary, Colony Bank (the Bank). The Bank offers traditional banking products and services to business and consumer customers in its markets. The Bank’s product line includes loans to small and medium enterprises, residential and commercial construction and land development loans, commercial real estate loans, commercial loans, agri-food and household loans. production, residential mortgages, home equity loans, consumer loans and a range of demand, savings and term deposit products, among others. The Bank also offers Internet banking services, electronic bill payment services, safe rental, telephone banking, credit and debit card services, remote deposit products and access to a network of automatic teller machines (ABMs) for its customers. It conducts full-service commercial, consumer and mortgage banking operations through approximately 33 offices in various cities.

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.

P / E RATIO: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: TO FAIL
PERSISTENCE OF EPS: PAST

Detailed analysis of COLONY BANKCORP INC

Complete Guru Analysis for CBAN

Full Factor Report for CBAN

EAGLE BANCORP, INC. (EGBN) is a small capitalization security in the Regional Banks sector. The rating according to our strategy based on John Neff has increased from 62% to 81% 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.

Business Description: Eagle Bancorp, Inc. is a banking holding company for EagleBank (the Bank). The Bank is a chartered commercial bank engaged in full-service community banking business primarily in Northern Virginia, suburban Maryland, and Washington, DC. The main financial services offered by the Bank include real estate, commercial and consumer loans, as well as traditional deposit and repo products. The Bank offers its products and services through approximately 19 bank offices, five credit centers and various electronic capabilities, including remote deposit and mobile banking services. The Bank has three active direct subsidiaries: Bethesda Leasing, LLC, Eagle Insurance Services, LLC and Landroval Municipal Finance, Inc. Bethesda Leasing, LLC holds title to and operates real estate owned and acquired by foreclosure. Eagle Insurance Services, LLC provides access to insurance products and services through a referral program with a third party insurance broker.

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.

P / E RATIO: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: PAST
PERSISTENCE OF EPS: PAST

Detailed analysis of EAGLE BANCORP, INC.

Full Guru Analysis for EGBN

Full Factor Report for EGBN

TOWNEBANK (TOWN) is a mid-cap value in the Regional Banks sector. The rating according to our strategy based on John Neff has increased from 62% to 81% 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.

Business Description: TowneBank is a community bank. The Bank offers banking services to individuals and banking services to businesses. The Bank operates in three sectors: Banking, Real Estate and Insurance. The banking industry provides loan and deposit services to retail and commercial customers. The Real Estate segment provides residential real estate services, origination of a range of mortgages, management of resort properties, and residential and commercial title insurance. The Insurance segment offers non-life insurance, as well as social and group benefits. The Bank provides checking accounts, cards, savings accounts, money markets and certificates of deposit (CDs), mobile banking services, financial management software, private banking services and switching kits. The Bank also offers auto loans, home equity loans, construction loans, land loans, recreational vehicles, mortgages, land acquisition loans, construction loans, loans. development, personal loans and lines of credit.

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.

P / E RATIO: PAST
GROWTH IN EPS: PAST
FUTURE GROWTH OF BPA: TO FAIL
SALES GROWTH: PAST
TOTAL RETURN / EP: PAST
FREE MOVEMENT OF CAPITAL: PAST
PERSISTENCE OF EPS: PAST

Detailed analysis of TOWNEBANK

Full Guru Analysis for TOWN

Full Factor Report for CITY

More details on Validea’s John Neff strategy

About John Neff: Despite being known as the manager many top managers trusted with their own money, Neff was far from the high profile, talkative Wall Streeter one would expect. He was gentle and low-key, and the same could be said of the Windsor Fund, which he managed for over three decades. In fact, Neff himself described the fund as “relatively prosaic, boring, [and] However, his results were not boring. From 1964 to 1995, Neff guided Windsor to an average annual return of 13.7%, easily surpassing the 10.6% return of the S&P 500 during that time. This 3.1 percentage point difference is huge over time. – an investment of $ 10,000 in Windsor (with reinvested dividends) at the start of Neff’s tenure would have reached more than $ 564,000 at the time of his retirement, more than double what the same investment in the S&P would have yielded ( approximately $ 233,000). Given the length of his tenure, this record may be the best ever for a manager of such a large fund.

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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