Validea David Dreman Daily Strategy Update Report – 08/17/2021

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THere are today’s updates for Validea’s annoying investor model based on David Dreman’s published strategy. This contrarian strategy finds the most unpopular mid and large cap stocks in the market and seeks to improve fundamentals.

GOLDMAN SACHS GROUP INC (GS) is a large cap value share in the investment services industry. The rating according to our strategy based on David Dreman has increased from 76% to 83% 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: The Goldman Sachs Group, Inc. is a global financial institution providing a range of financial services in the areas of investment banking, securities, investment management and consumer banking to a diverse clientele including businesses, financial institutions, governments and individuals. The Company operates through four business segments: Investment Banking, Global Markets, Asset Management, and Consumer and Wealth Management. The Investment Banking segment includes financial advisory, underwriting and corporate lending activities. The Global Markets segment includes fixed income, currencies and commodities (FICC) and equities activities, as well as intermediation and financing activities. The Asset Management segment provides investment services to help clients preserve and develop their financial assets. The Consumer & Wealth Management segment provides a range of banking and wealth advisory services including financial planning, investment management, deposit taking and lending.

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.

MARKET CAPITALIZATION: TO PASS
PROFIT TREND: TO FAIL
RATE OF GROWTH OF BPA IN THE IMMEDIATE PAST AND FUTURE: TO PASS
P / E RATIO: TO PASS
PRICE / CASH FLOW RATIO (P / CF): TO PASS
PRICE / BOOK VALUE (P / B): TO FAIL
PRICE / DIVIDEND RATIO (P / D): TO FAIL
THE DISTRIBUTION RATIO: TO PASS
RETURN ON EQUITY: TO PASS
PROFIT MARGINS BEFORE TAX: TO PASS
YIELD: TO FAIL

Detailed analysis of GOLDMAN SACHS GROUP INC

Full Guru Analysis for GS

Full Factor Report for GS

COMPANHIA SIDEURGICA NACIONAL (ADR) (SID) is a large cap value share of the Misc. Manufactured products industry. The rating according to our strategy based on David Dreman has increased from 84% to 91% 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: Companhia Siderurgica Nacional is a Brazilian company engaged in the steel industry. The Company operates across the entire steel production chain, from iron ore mining to the production and sale of a range of steel products, including coated galvanized flat steel and tinplate. The Company operates through five segments: Steel, Mining, Cement, Logistics and Energy. The Steel segment is focused on the production, distribution and sale of flat steel, long steel, metal containers and galvanized steel, with operations in Brazil, the United States, Portugal and Germany. The Mining segment encompasses iron ore and tin mining activities. The Cement segment is responsible for the production, distribution and sale of cement. The Logistics segment manages the port terminal for containers, as well as the rail networks. The Energy segment includes the production of electricity. The Company is controlled by Vicunha Acos SA.

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.

MARKET CAPITALIZATION: TO PASS
PROFIT TREND: TO FAIL
RATE OF GROWTH OF BPA IN THE IMMEDIATE PAST AND FUTURE: TO PASS
P / E RATIO: TO PASS
PRICE / CASH FLOW RATIO (P / CF): TO PASS
PRICE / BOOK VALUE (P / B): TO FAIL
PRICE / DIVIDEND RATIO (P / D): TO PASS
CURRENT RATIO: TO PASS
THE DISTRIBUTION RATIO: TO PASS
RETURN ON EQUITY: TO PASS
PROFIT MARGINS BEFORE TAX: TO PASS
YIELD: TO PASS
LOOK AT TOTAL DEBT / EQUITY: TO FAIL

COMPANHIA SIDEURGICA NACIONAL (ADR) detailed analysis

Full Guru Analysis for SID

Full Factor Report for SID

UBS GROUP AG (USA) (UBS) is a large cap value share in the investment services industry. The rating according to our strategy based on David Dreman has increased from 86% to 93% 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: UBS Group AG is a holding company and operates through UBS AG and its subsidiaries. The Company comprises Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and Investment Bank. The Wealth Management division provides tailored financial advice and services to high net worth private clients worldwide, except those served by Wealth Management Americas. The Wealth Management Americas division is a wealth manager in the Americas in terms of financial advisor productivity and invested assets per financial advisor. The Personal & Corporate Banking division offers financial products and services to private, professional and institutional clients in Switzerland. The Asset Management division provides investment management products and services, platform solutions and advisory support. The Investment Bank division provides investment advice, financial solutions and access to capital markets.

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.

MARKET CAPITALIZATION: TO PASS
PROFIT TREND: TO PASS
RATE OF GROWTH OF BPA IN THE IMMEDIATE PAST AND FUTURE: TO PASS
P / E RATIO: TO PASS
PRICE / CASH FLOW RATIO (P / CF): TO PASS
PRICE / BOOK VALUE (P / B): TO PASS
PRICE / DIVIDEND RATIO (P / D): TO PASS
THE DISTRIBUTION RATIO: TO PASS
RETURN ON EQUITY: TO FAIL
PROFIT MARGINS BEFORE TAX: TO PASS
YIELD: TO PASS

Detailed analysis of UBS GROUP AG (USA)

Full Guru Analysis for UBS

Full Factor Report for UBS

VIACOMCBS INC (VIAC) is a large cap value stock in the broadcast and cable television industry. The rating according to our strategy based on David Dreman has increased from 64% to 76% 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: ViacomCBS Inc., formerly CBS Corp, is a global media and entertainment company. The company is focused on creating premium content and experiences for audiences around the world. It operates through various brands including CBS, Showtime Networks, Paramount Pictures, Nickelodeon, MTV, Comedy Central, BET, CBS All Access, Pluto TV, and Simon & Schuster, among others. It also offers production, distribution and advertising solutions for partners on five continents. BET is BET Networks’ leading channel, providing entertainment, music, news and public affairs television programming to African American audiences. The CBS Sports brand is a television sports broadcaster. Its Paramount Pictures brand is a global producer and distributor of film entertainment. Its CBS Television Studios are a program provider with more than 70 series in production on broadcast and cable networks, streaming services and other platforms. Its brands also include Bellator MMA and COLORS.

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.

MARKET CAPITALIZATION: TO PASS
PROFIT TREND: TO PASS
RATE OF GROWTH OF BPA IN THE IMMEDIATE PAST AND FUTURE: TO PASS
P / E RATIO: TO PASS
PRICE / CASH FLOW RATIO (P / CF): TO PASS
PRICE / BOOK VALUE (P / B): TO FAIL
PRICE / DIVIDEND RATIO (P / D): TO FAIL
CURRENT RATIO: TO PASS
THE DISTRIBUTION RATIO: TO FAIL
RETURN ON EQUITY: TO FAIL
PROFIT MARGINS BEFORE TAX: TO PASS
YIELD: TO FAIL
LOOK AT TOTAL DEBT / EQUITY: TO PASS

Detailed analysis of VIACOMCBS INC

Full Guru Analysis for VIAC

Full Factor Report for VIAC

More details on Validea’s David Dreman strategy

About David Dreman: Dreman’s Kemper-Dreman High Yield Fund was one of the best performing mutual funds of all time, ranking among the best of 255 funds in its peer groups from 1988 to 1998, according to Lipper Analytical Services. By the time Dreman published Contrarian Investment Strategies: The Next Generation, the fund had been ranked number one in more time periods than any of the 3,175 funds in Lipper’s database. In addition to managing money, Dreman is also a longtime columnist for Forbes magazine.

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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