Validea’s Best Consumer Discretionary Stocks Based on Benjamin Graham – 11/16/2023

Below are the top-rated consumer discretionary stocks according to Validea’s Value Investor model based on the published strategy of Benjamin Graham. This deep value methodology screens stocks that have low P/B and P/E ratios, along with low debt and strong long-term earnings growth.

Winnebago Industries (WGO) It is a small cap stock in the motorhome and recreational vehicle industry. The rating according to our strategy based on Benjamin Graham is 100% based on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher typically indicates that the strategy has some interest in the stock, and a score above 90% typically indicates strong interest.

Company Description: Winnebago Industries, Inc. Manufactures recreational vehicles and marine products with a diversified portfolio used primarily for leisure travel and outdoor recreational activities. It also designs and manufactures advanced battery solutions that provide home power, support interior electrical features and devices for a range of outdoor products including recreational vehicles, boats, utility vehicles and other low-speed vehicles, as well as other industrial applications. Produces towable RV units in Indiana. its mobile recreational vehicle units in Iowa and Indiana; Its marine units are in Indiana and Florida, and its battery solutions are in Florida. Its products are offered under the Winnebago, Grand Design, Chris-Craft, Newmar, and Barletta brands, which are primarily used in leisure travel and outdoor recreational activities. Its segments include Grand Design towables, Winnebago towables, Winnebago motorhomes, Newmar motorhomes, Chris-Craft Marine, Barletta Marine, Winnebago Specialty Vehicles and Lithionics.

The following table summarizes whether the stock meets each test of this strategy. Not all criteria in the table below receive equal weight or are independent, but the table provides a brief overview of the strengths and weaknesses of a security in the context of the strategy’s criteria.

Detailed analysis of WINNEBAGO INDUSTRIES, INC.

WGO Guru Analysis

WGO fundamental analysis

Malibu Boating Company (MBUU) It is a small cap stock in the Entertainment Products industry. The rating according to our strategy based on Benjamin Graham is 86% based on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher typically indicates that the strategy has some interest in the stock, and a score above 90% typically indicates strong interest.

Company Description: Malibu Boats, Inc. is a designer, manufacturer and marketer of a variety of recreational powerboats, including performance sportboats, outboard boats and outboard boats. The company’s brands include Malibu, Access, Pursuit, Maverick, Cobia, Pathfinder, Hughes and Cobalt. The company’s Malibu segment includes the manufacturing, distribution, marketing and sale of Malibu and Access high-performance sport boats worldwide. The company’s product portfolio of premium brands is used for a wide range of recreational boating activities including, among others, water sports, general recreational boating and fishing. The Company’s Saltwater Fishing segment manufactures, distributes, markets and sells Pursuit boats and Maverick Boat Group boats (Maverick, Cobia, Pathfinder and Hewes) worldwide. The Company’s Cobalt segment is engaged in the manufacture, distribution, marketing and sale of Cobalt boats worldwide.

The following table summarizes whether the stock meets each test of this strategy. Not all criteria in the table below receive equal weight or are independent, but the table provides a brief overview of the strengths and weaknesses of a security in the context of the strategy’s criteria.

Detailed analysis of MALIBU BOATS INC

Analysis of MBUU teacher

MBUU fundamental analysis

Nike Inc (the) It is a major growth stock in the footwear industry. The rating according to our strategy based on Benjamin Graham is 71% based on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher typically indicates that the strategy has some interest in the stock, and a score above 90% typically indicates strong interest.

Company Description: NIKE, Inc. In the design, marketing and distribution of sports shoes, apparel, equipment, accessories and services for sports and fitness activities. The company’s operating segments include North America; Europe, Middle East and Africa (EMEA); Greater China; and Asia Pacific and Latin America (APLA). It sells a range of equipment and accessories under the Nike brand name, including bags, socks, sports balls, eyewear, watches, digital devices, rackets, gloves, protective equipment and other equipment designed for sporting activities. It also designs products specifically for Jordan Brand and Converse. Jordan Brand designs, distributes and licenses athletic and casual footwear, apparel and accessories predominantly focused on basketball performance and culture using the Jumpman brand. The company also designs, distributes and licenses athletic footwear, casual apparel and accessories under the Chuck Taylor, All Star, One Star, Star Chevron and Jack Purcell brands.

The following table summarizes whether the stock meets each test of this strategy. Not all criteria in the table below receive equal weight or are independent, but the table provides a brief overview of the strengths and weaknesses of a security in the context of the strategy’s criteria.

Detailed analysis of Nike Inc

Analysis Guru

Fundamental analysis

Haverty Furniture Company (HVT) They are small cap stocks in the furniture and fixtures industry. The rating according to our strategy based on Benjamin Graham is 71% based on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher typically indicates that the strategy has some interest in the stock, and a score above 90% typically indicates strong interest.

Company Description: Haverty Furniture Companies, Inc. is a retail company specializing in residential furniture and accessories. The company’s product categories include furniture, decor, accessories, mattresses, and beds. Its furniture category includes living room, bedroom, dining room, office and outdoor. Its living room product line includes sofas, sleeper beds, chairs, lounge chairs, and more. Its bedroom product line includes beds, dressers, chests and more. Its dining room product line includes dining chairs, dining tables, bar stools and more. Its line of office products includes office chairs, filing cabinets, desks, desks, and more. Its outdoor product line includes outdoor dining, outdoor seating, outdoor tables and more. The decor and accessories category includes rugs, lighting, wall decor, mirrors, pillows, throws and accent decorations. They carry mattress product lines such as Tempur-Pedic, Serta, Sealy, Stearns, and Foster. The company operates about 122 stores.

The following table summarizes whether the stock meets each test of this strategy. Not all criteria in the table below receive equal weight or are independent, but the table provides a brief overview of the strengths and weaknesses of a security in the context of the strategy’s criteria.

Detailed Analysis of HAVERTY FURNITURE COMPANIES, INC.

HVT expert analysis

Fundamental analysis HVT

M/I Homes Inc (MHO) It is a mid-cap value stock in the construction services industry. The rating according to our strategy based on Benjamin Graham is 71% based on the company’s underlying fundamentals and the stock’s valuation. A score of 80% or higher typically indicates that the strategy has some interest in the stock, and a score above 90% typically indicates strong interest.

Company Description: M/I Homes, Inc. It is a builder of single-family homes. The company designs, markets, builds, and sells single-family homes and attached townhomes to first-time buyers, move-up buyers, empty nesters, and luxury buyers. The company primarily builds homes in planned developments and mixed-use communities. The company offers homes for sale in 196 communities within 17 markets located in 10 states. The company operates through two distinct operations: homebuilding and financial services. Its homebuilding operations are grouped for reporting purposes into two reporting segments – the Northern and Southern regions. Home building operations include the sale of land and lots. Its financial services operations support homebuilding operations by providing mortgage loans and title services to homebuilding customers. Financial Services also provides mortgage banking services to homebuyers through its subsidiary M/I Financial, LLC (M/I Financial).

The following table summarizes whether the stock meets each test of this strategy. Not all criteria in the table below receive equal weight or are independent, but the table provides a brief overview of the strengths and weaknesses of a security in the context of the strategy’s criteria.

Detailed analysis of M/I HOMES INC

MHO teacher analysis

Fundamental analysis of MHO

Benjamin Graham wallet

Top benjamin graham stocks

About Benjamin Graham: The late Benjamin Graham may be the oldest of our teachers, but his influence on the world of investing continued decades after his death in 1976. Known as the “Father of Value Investing” and the founder of the entire field of investment in security analysis, Graham mentored many of the greatest investors in history – Including Warren Buffett – and inspired a slew of others, including John Templeton, Mario Gabelli, and another of Validia’s mentors, John Neff. Graham built his fortune and reputation after living through very difficult times, including the Great Depression and his family’s financial problems after his father died when Benjamin was young. His investment company generated annual returns of about 20 percent from 1936 to 1956, far exceeding the average market return of 12.2 percent during that period.

About ValidiaValidea is an investment research service that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on experts who have outperformed the market over the long term, including Warren Buffett, Benjamin Graham, Peter Lynch, and Martin Zweig. For more information about Validia, 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.