Validea Warren Buffett Daily Strategy Update Report – 11/27/2021

THere are today’s upgrades for Validea’s patient investor model based on Warren Buffett’s published strategy. This strategy looks for companies with predictable long-term profitability and low leverage that are trading at reasonable valuations.

WILLIAMS-SONOMA, INC. (WSM) is a large-cap growth stock in the (specialty) retail sector. The rating according to our strategy based on Warren Buffett 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.

Business Description: Williams-Sonoma, Inc. (Williams-Sonoma) is a specialty retailer of home products. The Company’s brands include Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation and Mark and Graham, which sell its products through the Company’s e-commerce websites, catalogs direct mail and retail stores. These brands are also part of the company’s free loyalty program which offers members exclusive benefits within the Williams-Sonoma family of brands. The Company operates approximately 581 stores, including 538 stores in 42 states, Washington, DC and Puerto Rico, 21 stores in Canada, 19 stores in Australia and three stores in the United Kingdom. It also has franchise agreements with third parties in the Middle East, Philippines, Mexico, South Korea, and India that operate approximately 136 franchise sites, as well as e-commerce websites in select locations.

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.

PROFIT PREDICTABILITY: PAST
DEBT SERVICE: PAST
RETURN ON EQUITY: PAST
RETURN ON TOTAL CAPITAL: PAST
FREE MOVEMENT OF CAPITAL: PAST
USE OF UNDISPORTED PROFITS: PAST
REDEMPTION OF SHARES: PAST
INITIAL RATE OF RETURN: PAST
EXPECTED RETURN: PAST

Detailed analysis of WILLIAMS-SONOMA, INC.

Full Guru Analysis for WSM

Full Factor Report for WSM

WALKER & DUNLOP, INC. (WD) is a mid-cap growth stock in the consumer financial services industry. The rating according to our strategy based on Warren Buffett has increased from 77% to 85% 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: Walker & Dunlop, Inc. is a holding company that operates its business through Walker & Dunlop, LLC. The Company provides commercial and financial real estate services. She creates, sells and manages a range of commercial real estate lending and equity financing products and provides brokerage and valuation services for multi-family properties. It is also engaged in the management of commercial real estate investments. The Company provides housing market research and provides investment banking and advisory services related to real estate. Through its agency products, the Company contracts and sells loans under the programs of the Federal National Mortgage Association, the Federal Home Loan Mortgage Corporation and the Federal Housing Administration. Through its debt brokerage products, the Company provides loans and, in some cases, services, to various life insurance companies, commercial banks, issuers of commercial mortgage-backed securities and other investors. institutional.

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.

PROFIT PREDICTABILITY: PAST
RETURN ON EQUITY: PAST
RETURN ON ASSETS: PAST
FREE MOVEMENT OF CAPITAL: TO FAIL
USE OF UNDISPORTED PROFITS: PAST
REDEMPTION OF SHARES: NEUTRAL
INITIAL RATE OF RETURN: PAST
EXPECTED RETURN: PAST

Detailed analysis of WALKER & DUNLOP, INC.

Full Guru Analysis for WD

Full Factor Report for WD

FOX FACTORY HOLDING CORP (FOXF) is a mid-cap growth stock in the auto and truck parts industry. The rating according to our strategy based on Warren Buffett has increased from 73% 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: Fox Factory Holding Corp. is a designer, manufacturer and distributor of products and systems that define performance. The Company’s performance definition products and systems are primarily used on bicycles, side-by-side vehicles, road vehicles with and without off-road capabilities, off-road vehicles and trucks, off-road vehicles ( ATVs), snowmobiles, specialty vehicles and applications, motorcycles and commercial trucks. Its brands include FOX, FOX RACING SHOX and RACE FACE. Its products include 32, 34 and 36 Factory Series FLOAT FIT4, which reduces overall fork weight, offers external tuning with its fourth generation FOX Isolated Technology (FIT) closed cartridge damper, and includes the negative chamber air spring. self-adjusting for more quiet operation and ease of adjustment. X2 technology is used in its Factory Series FLOAT and DH rear shocks, allowing the rider to independently adjust compression at high and low speed and rebound at high and low speed.

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.

PROFIT PREDICTABILITY: PAST
DEBT SERVICE: PAST
RETURN ON EQUITY: PAST
RETURN ON TOTAL CAPITAL: TO FAIL
FREE MOVEMENT OF CAPITAL: PAST
USE OF UNDISPORTED PROFITS: PAST
REDEMPTION OF SHARES: NEUTRAL
INITIAL RATE OF RETURN: PAST
EXPECTED RETURN: PAST

Detailed analysis of FOX FACTORY HOLDING CORP

Full Guru Analysis for FOXF

Full Factor Report for FOXF

More details on Validea’s Warren Buffett strategy

Ideas for actions Warren Buffett

About Warren Buffett: Warren Buffett is considered by many to be the greatest investor of all time. As chairman of Berkshire Hathaway, Buffett consistently outperformed the S&P 500 for decades and thus became one of the richest men in the world. (Forbes estimates his net worth at $ 37 billion.) Despite his fortune, Buffett is known to lead a modest life, by billionaire standards. His primary residence remains the gray Nebraska stucco house he bought for $ 31,500 almost 50 years ago, according to Forbes, and his Midwestern folk ways and penchant for simple pleasures – a cherry coke. , a good burger and a good book are all close to the top of the list – have been well documented.

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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