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

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TBelow are today’s upgrades to Validea’s small-cap growth investor model based on the Motley Fool’s published strategy. This strategy looks for small-cap growth stocks with solid fundamentals and strong price action.

HAWTHORN BANCSHARES, INC. (HWBK) is a small cap value share in the regional banking industry. The rating under our Motley Fool-based strategy changed from 45% to 72% based on underlying company fundamentals 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 of over 90% usually indicates a strong interest.

Company description: Hawthorn Bancshares, Inc. is a banking holding company. The company’s activities are limited to owning, indirectly through its subsidiary, Union State Bancshares, Inc. (Union), the outstanding capital of Hawthorn Bank. Hawthorn Bank is a full-service bank with general banking and fiduciary business, offering its customers checking and savings accounts, internet banking, debit cards, certificates of deposit, fiduciary services, brokerage services, safe deposit boxes and a range of credit services including commercial and industrial loans, single payment Personal loans, installment loans, and commercial and residential property loans. Subsidiaries include Union State Bancshares, Inc., Hawthorn Bank, Jefferson City IHC, LLC, Hawthorn Real Estate, LLC, and Hawthorn Risk Management, Inc.

The table below summarizes whether the stock passes all of the tests for this strategy. Not all of the criteria in the table below are weighted equally or are independent, but the table provides a brief overview of the security’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: EXIST
RELATIVE STRENGTH: FAIL
COMPARE SALES AND EPS GROWTH WITH THE SAME PERIOD IN THE LAST YEAR: FAIL
INSIDER INVESTMENTS: FAIL
Cash flow from operational business: EXIST
PROFIT MARGIN Consistency: EXIST
R&D AS PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH Equivalents: EXIST
“THE FOOL RATIO” (PER TO GROWTH): EXIST
EXCELLENT AVERAGE SHARES: EXIST
SALES: EXIST
DAILY DOLLAR VOLUME: FAIL
PRICE: EXIST
INCOME TAX PERCENTAGE: FAIL

Detailed analysis by HAWTHORN BANKSHARES, INC.

Complete Guru Analysis for HWBK

Full factor report for HWBK

OP BANCORP (OPBK) is a small cap value stock in the regional banking industry. The rating under our Motley Fool-based strategy changed from 69% to 76% based on underlying company fundamentals 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 of over 90% usually indicates a strong interest.

Company description: OP Bancorp is a bank holding company. Through its subsidiary Open Bank, the company provides commercial banking services to small and medium-sized businesses, their owners and private customers, with a focus on the Korean-American community. The company’s lending activities are diversified and include Commercial Real Estate (CRE), Commercial and Industrial Real Estate, Small Business Administration (SBA) Guaranteed, Mortgage Loans and Consumer Loans. The company attracts retail deposits through its network of branches, which offers a range of deposit products for both business and retail clients. In addition to the loan and deposit business, it offers its customers a variety of other products and services. The company offers a range of online banking solutions including access to account balances, online transfers, online bill payment and electronic client statement delivery, mobile banking solutions for iPhone and Android phones including remote check deposit with mobile bill payment .

The table below summarizes whether the stock passes all of the tests for this strategy. Not all of the criteria in the table below are weighted equally or are independent, but the table provides a brief overview of the security’s strengths and weaknesses in the context of the strategy’s criteria.

PROFIT MARGIN: EXIST
RELATIVE STRENGTH: EXIST
COMPARE SALES AND EPS GROWTH WITH THE SAME PERIOD IN THE LAST YEAR: EXIST
INSIDER INVESTMENTS: FAIL
Cash flow from operational business: FAIL
PROFIT MARGIN Consistency: FAIL
R&D AS PERCENTAGE OF SALES: NEUTRAL
CASH AND CASH Equivalents: EXIST
“THE FOOL RATIO” (PER TO GROWTH): EXIST
EXCELLENT AVERAGE SHARES: EXIST
SALES: EXIST
DAILY DOLLAR VOLUME: FAIL
PRICE: EXIST
INCOME TAX PERCENTAGE: EXIST

Detailed analysis of OP BANCORP

Complete Guru Analysis for OPBK

Full Factor Report for OPBK

More details on Validea’s Motley Fool strategy

About the Motley Fool: Brothers David and Tom Gardner often wear funny hats when they appear in public, but they’re hardly fools – at least not the kind whose advice should be out of hand. The Gardners are the founders of the popular Motley Fool website, which features open and often disrespectful commentary on investing, the stock market, and personal finance. The Gardners “Fool” is truly a multimedia endeavor, offering not only its web content but also several of the brothers’ books, a weekly syndicated newspaper column and subscription newsletter services.

About Validea: Validea is an investment research service that follows the published strategies of investment legends. Validea offers both stock 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. More information about Validea can be found here

The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.

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