James P. O’Shaughnessy Validea Strategy Daily Upgrade Report – 01/15/2022


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

DOLLAR GENERAL CORP. (DG) is a large-cap growth stock in the retail (department and discount) sector. The rating under our strategy based on James P. O’Shaughnessy has increased from 50% to 100% 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: Dollar General Corporation is a discount retailer. It offers merchandise, including consumables, seasonal items, home products and apparel. Its merchandise includes manufacturer brands, as well as its own private label selections with brand name discount prices. Its consumables category includes paper and cleaning products, packaged food, perishables, snacks, health and beauty, pets and tobacco products. Its seasonal products include vacation items, toys, batteries, small electronics, greeting cards, stationery, prepaid phones and accessories, gardening supplies, hardware, automotive and office supplies. home. Its home products include kitchen utensils, cooking utensils, small appliances, light bulbs, storage containers, picture frames, candles, craft supplies, and kitchen, bed and bath items. bath. Its apparel products include everyday casual wear for infants, toddlers, girls, boys, women and men, as well as socks, underwear, disposable diapers, shoes and diapers. accessories.

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.


Detailed analysis of DOLLAR GENERAL CORP.

Full Guru Analysis for DG

Full factor report for DG

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 amateur investors to rethink their investment beliefs when he published his 1996 bestseller, What Works on Wall Street. O’Shaughnessy backtested 44 years of stock market data from Standard & Poor’s Compustat database to find out which quantitative strategies worked over the years and which didn’t. To the surprise of many, he concluded that price/earnings ratios are not the best indicator of a stock’s value and that small company stocks, contrary to popular wisdom, do not as a group advantage over large company stocks. . Today, O’Shaughnessy is Chief Investment Officer of O’Shaughnessy Asset Management.

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.


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