Profit ratio

Validea Kenneth Fisher Strategy Daily Upgrade Report – 06/18/2022

JHere are today’s updates for Validea Investor Price/Sales model based on the published strategy of Kenneth Fisher. This value strategy rewards stocks with low P/S ratios, long-term earnings growth, strong free cash flow and consistent profit margins.

HELIX ENERGY SOLUTIONS GROUP INC (HLX) is a small-cap value stock in the oil country services and equipment industry. The rating under our Kenneth Fisher-based strategy has increased from 50% to 80% depending on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Helix Energy Solutions Group, Inc. is an international offshore energy services company that provides specialist services to the offshore energy industry. The Company operates through three segments: Well Intervention, Robotics and Production Facilities. Its Well Intervention segment provides services that enable its clients to safely access offshore wells for the purpose of performing production enhancement or well decommissioning operations. Its Robotics segment provides offshore construction, trenching, seabed clearance, inspection, repair and maintenance (IRM) services to the global oil and gas and renewable energy markets. Its production facilities segment includes the Helix Producer I (the HP I), the Helix Fast Response System (the HFRS) and its ownership of oil and gas properties. It provides a range of services to the oil and gas and renewable energy markets, primarily in deep waters in the Gulf of Mexico, Brazil, North Sea, Asia-Pacific and Africa regions. from West.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PRICE/SALES RATIO: PASS
TOTAL DEBT/EQUITY RATIO: PASS
PRICE/SEARCH RATIO: PASS
PRICE/SALES RATIO: PASS
LONG-TERM EPS GROWTH RATES: FAIL
FREE CASH PER SHARE: PASS
AVERAGE PROFIT MARGIN OVER THREE YEARS: FAIL

Detailed analysis of HELIX ENERGY SOLUTIONS GROUP INC

Complete Guru Analysis for HLX

Full factor report for HLX

LANTRONIX INC (LTRX) is a small-cap value stock in the communications equipment industry. The rating under our Kenneth Fisher-based strategy increased from 40% to 60% depending on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Lantronix, Inc. (Lantronix) is a global provider of software as a service (SaaS), engineering services, connectivity services, hardware and turnkey solutions for the Internet of Things (IoT) and remote environmental management (REM). Lantronix’s portfolio of services and products covers every layer of the IoT stack, including collect, connect, compute, control and understand, enabling its customers to deploy IoT and REM solutions. Its services and products have focused on the integration of a SaaS management platform with the development of custom applications overlaid on external and embedded hardware, enabling edge computing, secure communications, location tracking and position, as well as environmental sensing and reporting. Lantronix solutions are deployed in data centers, offices and remote sites serving a wide range of industries including energy, agriculture, medical, security, manufacturing, distribution, transportation, retail, finance, environment, infrastructure and government.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PRICE/SALES RATIO: PASS
TOTAL DEBT/EQUITY RATIO: PASS
PRICE/SEARCH RATIO: PASS
PRICE/SALES RATIO: FAIL
LONG-TERM EPS GROWTH RATES: FAIL
FREE CASH PER SHARE: FAIL
AVERAGE PROFIT MARGIN OVER THREE YEARS: FAIL

Detailed Analysis of LANTRONIX INC

Full Guru Analysis for LTRX

Full factor report for LTRX

OASIS PETROLEUM INC. (AEO) is a mid-cap value stock in the oil and gas operations sector. The rating under our Kenneth Fisher-based strategy has risen from 48% to 60% based on underlying company fundamentals and stock valuation. A score of 80% or higher generally indicates that the strategy has some interest in the stock and a score above 90% generally indicates strong interest.

Company Description: Oasis Petroleum Inc. is an independent exploration and production (E&P) company. The Company is focused on the acquisition and development of unconventional onshore crude oil and natural gas resources in the United States. The Company’s E&P is engaged in the acquisition and development of oil and gas properties. Its E&P activities are carried out by Oasis Petroleum North America LLC (OPNA), which owns its oil and gas properties located in the North Dakota and Montana regions of the Williston Basin. The Company is focused on its operating acreage in McKenzie, Mountrail and Williams counties. The Williston Basin produces crude by horizontal drilling. Its production in the basin comes primarily from two areas: The Middle Williston and The Three Forks.

The following table summarizes whether the stock 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 provides a brief overview of the stock’s strengths and weaknesses in the context of the strategy’s criteria.

PRICE/SALES RATIO: PASS
TOTAL DEBT/EQUITY RATIO: PASS
PRICE/SEARCH RATIO: PASS
PRICE/SALES RATIO: FAIL
LONG-TERM EPS GROWTH RATES: FAIL
FREE CASH PER SHARE: FAIL
AVERAGE PROFIT MARGIN OVER THREE YEARS: FAIL

Detailed analysis of OASIS PETROLEUM INC.

Full Guru Analysis for OAS

Full Factors Report for OAS

More details on Validea’s Kenneth Fisher strategy

About Kenneth Fisher: Son of Philip Fisher, considered the “Father of Growth Investing”, Kenneth Fisher is a money manager, bestselling author and longtime Forbes columnist. Young Fisher caught Wall Street in the mid-1980s when his book Super Stocks first popularized the idea of ​​using the price-to-sales ratio (PSR) as a way to identify attractive stocks. According to his alma mater, Humboldt State University, Fisher is also one of the world’s foremost experts on 19th century logging. Fittingly, Fisher’s company, Fisher Investments, is located in a lush forest in Woodside, Calif., where the contrary-minded Fisher says he and his employees can get away from Wall’s groupthink. Street.

About Validea: Validea is an investment research service that tracks 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. 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.