Validea Joel Greenblatt Daily Strategy Update Report – 11/20/2021


THere are today’s updates for Validea Profit Yield Investor model based on the published strategy of Joel greenblatt. This value model seeks companies with high return on capital and high profits.

PRESTIGE CONSUMER HEALTHCARE INC (PBH) is a mid-cap growth stock in the retail sector (drugs). The rating according to our strategy based on Joel Greenblatt has increased from 70% to 80% 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: Prestige Consumer Healthcare Inc. is engaged in the marketing, sale and distribution of over the counter (OTC) health products to mass merchandisers, drug stores, grocery stores, dollar stores, convenience stores and clubs and e-commerce channels in North America (the United States and Canada), as well as in Australia and certain other international markets. The Company operates through two segments: North American OTC Healthcare and International OTC Healthcare. Its brands include BC / Goody’s, Boudreaux’s Butt Paste, Chloraseptic, Clear Eyes, Compound W, Debrox, DenTek, Dramamine, Fleet, Gaviscon, Luden’s, Monistat, Nix, Summer’s Eve, Fess and Hydralyte. Its subsidiaries include Blacksmith Brands, Inc., CB Fleet TopCo, LLC, CB Fleet HoldCo, LLC, CB Fleet, LLC, CB Fleet Company, Incorporated and CB Fleet Investment Corporation.

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.

BENEFICIARY RETURN: NEUTRAL
RETURN ON BODILY CAPITAL: NEUTRAL
FINAL CLASSIFICATION: TO FAIL

Detailed analysis of PRESTIGE CONSUMER HEALTHCARE INC

Complete Guru Analysis for PBH

Full Factor Report for PBH

ITURAN LOCATION AND CONTROL LTD. (US) (ITRN) is a small-cap growth stock in the security systems and services industry. The rating according to our strategy based on Joel Greenblatt has increased from 70% to 80% 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: Ituran Location and Control Ltd. is a provider of tracking services, including stolen vehicle recovery (SVR), fleet management services and other tracking services. The Company also provides wireless communication products used in connection with its location services and various other applications. Its business consists of two segments: location-based services and wireless communications products. Its location services segment includes its SVR and tracking services, fleet management and value-added services including personal tracking services and concierge services. Its wireless communication product segment includes short and medium range two-way machine-to-machine wireless communication products that are used for a variety of applications, including automatic vehicle location (AVL) and automatic vehicle identification. It mainly provides its services, as well as sells and rents its products in Israel, Brazil, Argentina and the United States.

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.

BENEFICIARY RETURN: NEUTRAL
RETURN ON BODILY CAPITAL: NEUTRAL
FINAL CLASSIFICATION: TO FAIL

Detailed analysis of ITURAN LOCATION AND CONTROL LTD. (WE)

Full Guru Analysis for ITRN

Full Factor Report for ITRN

CALERES INC (CAL) is a small cap growth stock in the retail (clothing) sector. The rating according to our strategy based on Joel Greenblatt has increased from 0% to 90% 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: Caleres, Inc. is a global footwear company. Its segments include famous footwear and brand portfolio. Famous Shoes segment includes Famous Shoes, Famous Shoes.com, and Famous Shoes.ca. Famous Footwear operates around 912 stores primarily selling branded footwear for the whole family. The Brand Portfolio segment includes the Company’s wholesale branded footwear business, retail stores and e-commerce sites associated with these brands. The segment sources and markets licensed, branded and private label footwear primarily to online retailers, national chains, department stores, big box and independent retailers as well as to Famous Footwear, such as department stores. Allen Edmonds, Naturalizer and Sam Edelman and e-commerce companies. . Its businesses include the operation of retail shoe stores and e-commerce websites, as well as the design, development, sourcing, manufacturing, marketing and wholesale distribution of footwear.

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.

BENEFICIARY RETURN: NEUTRAL
RETURN ON BODILY CAPITAL: NEUTRAL
FINAL CLASSIFICATION: PAST

Detailed analysis of CALERES INC

Comprehensive Guru Analysis for CAL

Full factor ratio for CAL

BOISE CASCADE CO (BCC) is a mid-cap value share of Constr. – Industry of supplies and accessories. The rating according to our strategy based on Joel Greenblatt has increased from 0% to 100% 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: Boise Cascade Company is a North American producer of engineered wood products (EWP) and plywood and a wholesale distributor of construction products in the United States. The Company operates in two segments: Distribution of wood products and building materials (BMD). The Wood Products segment manufactures laminated veneer lumber (LVL), I-beams and laminated beams. In addition, it manufactures structural, appearance and industrial plywood panels, as well as ponderosa pine lumber. The Building Materials Distribution segment operates a network of distribution facilities that sell a range of building materials, including oriented strand board (OSB), plywood and lumber (collectively referred to as commodities); general items such as siding, composite decks, doors, metal products, insulation and roofing, and EWP. Its products are used in residential housing construction, including single-family, multi-family and manufactured homes, as well as in industrial applications.

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.

BENEFICIARY RETURN: NEUTRAL
RETURN ON BODILY CAPITAL: NEUTRAL
FINAL CLASSIFICATION: PAST

Detailed analysis of BOISE CASCADE CO

Full Guru Analysis for BCC

Full Factor Report for BCC

More details on Validea’s Joel Greenblatt strategy

Joel Greenblatt Ideas for action

About Joel Greenblatt: In his 2005 bestseller, The Little Book That Beats The Market, hedge fund manager Joel Greenblatt presented a surprisingly simple way to beat the market using two – and only two – fundamental variables. The “magic formula,” as he called it, produced ex post-tested returns of 30.8% per annum from 1988 to 2004, more than doubling the 12.4% return of the S&P 500 during that time. Greenblatt also produced exceptional returns as a managing partner of Gotham Capital, a New York-based hedge fund he founded. The company has averaged a remarkable 40% annualized return over more than two decades.

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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