Validea Daily Strategy Update Report James P. O’Shaughnessy – 12/11/2021


THere are today’s updates for Validea Growth / value investor model based on the published strategy of James P. O’Shaughnessy. This two-strategy approach offers a large-cap value model and a growth approach that seeks persistent earnings growth and strong relative strength.

PERDOCEO EDUCATION CORP (PRDO) is a small cap value stock in the schools sector. The rating according to our strategy based on James P. O’Shaughnessy has increased from 75% 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: Perdoceo Education Corporation, through its academic institutions, is focused on educating its students while continuously investing in student service processes, academic programs, and other initiatives. The Company offers post-secondary education primarily online to a diverse student body, as well as campus and blended learning programs. Its institutions, Colorado Technical University (CTU) and the American InterContinental University System (AIU), offer degree programs at the master’s or doctoral level as well as at the associate and bachelor’s level. Its segments include CTU and AIU. Its CTU University offers academic programs in business and management, nursing, healthcare management, computer science, engineering, information systems and technology, project management, cybersecurity, and criminal justice. Its AIU offers academic programs in Business Studies, Information Technology, Education, Health Sciences, and Criminal Justice.

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: PAST
PERSISTENCE OF EARNINGS PER SHARE: PAST
PRICE / SALE RATIO: PAST
RELATIVE STRENGTH: PAST

Detailed analysis of PERDOCEO EDUCATION CORP

Full Guru Analysis for PRDO

Full Factor Report for PRDO

JPMORGAN CHASE & CO. (JPM) is a large cap value share in the investment services industry. The rating according to our strategy based on James P. O’Shaughnessy has increased from 80% 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: JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services and asset management. It operates in four segments, as well as a Corporate segment. Its segments are Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking and Asset Management. The Consumer & Community Banking segment provides services to consumers and businesses through bank branches, ATMs, online, mobile and telephone banking. The Corporate and Investment Banking segment, which comprises banking and markets and investor services, offers investment banking, market making, blue chip brokerage, treasury and securities products and services securities to businesses, investors, financial institutions and government and municipal entities. The Commercial Banking segment provides financial solutions, including loans, treasury services, investment banking services and asset management. The Asset Management segment comprises investment and wealth management.

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: PAST
CASH FLOWS PER SHARE: PAST
OUTSTANDING SHARES: PAST
SALE OF 12 MONTHS OF TRACKING: PAST
DIVIDEND: PAST

Detailed analysis of JPMORGAN CHASE & CO.

Full Guru Analysis for JPM

Full Factor Report for JPM

More details on Validea’s James P. O’Shaughnessy strategy

About James P. O’Shaughnessy: Research guru and fund manager James O’Shaughnessy forced many professional and hobby investors to rethink their investing beliefs when he released his bestseller 1996, What Works on Wall Street. O’Shaughnessy back-tested 44 years of stock market data from Standard & Poor’s Compustat’s comprehensive database to find out which quantitative strategies have worked over the years and which haven’t. To the surprise of many, he concluded that price-to-earnings ratios are not the best indicator of a stock’s value, and that small company stocks, contrary to popular wisdom, do not have as a group an advantage over the stocks of large companies. . Today, O’Shaughnessy is the Chief Investment Officer of O’Shaughnessy Asset Management.

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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