Core Insights - Identifying stocks with healthy returns can be challenging, and liquidity levels serve as a good indicator of a company's financial health [1][2] - High liquidity stocks are in demand due to their potential for maximum returns, but investors should also consider asset utilization efficiency [2][3] Liquidity Measures - **Current Ratio**: Measures current assets against current liabilities; a ratio below 1 indicates more liabilities than assets, while a range of 1-3 is ideal [4] - **Quick Ratio**: Indicates a company's ability to pay short-term obligations, with a desirable ratio of more than 1 [5] - **Cash Ratio**: The most conservative measure, focusing on cash and equivalents relative to current liabilities; a ratio greater than 1 is desirable but may indicate inefficiency [6] Screening Parameters - Asset utilization is included as a screening criterion, defined as total sales over the last 12 months divided by the average total assets over the last four quarters; a higher ratio than the industry average indicates efficiency [7][8] - Stocks are further screened using a proprietary Growth Score, with a Zacks Rank of 1 (Strong Buy) and a Growth Score of A or B to ensure solid growth potential [9] Selected Stocks - **Avino Silver & Gold Mines Ltd. (ASM)**: Reported an 8% increase in silver equivalent production year-over-year, with Q4 2024 revenues surging 95% to $24 million, surpassing estimates [11] - **Pagaya Technologies Ltd. (PGY)**: Achieved total revenues of $290 million, an 18% increase year-over-year, and raised $1.4 billion through three transactions [13][14] - **EverQuote, Inc. (EVER)**: Total revenues increased 83% year-over-year to $166.6 million, with automotive insurance revenues rising 97% [15][16] - **Sezzle Inc. (SEZL)**: Reported a 123.3% year-over-year revenue increase, raising its 2025 outlook due to strong demand [17][18]

Wall Street expects a year-over-year increase in earnings on higher revenues when Avino Silver (ASM) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on May 13, 2025, might help the stock move higher if these key numbers are better than expecta ...

Group 1 - ASM International N.V. has initiated a share buyback program worth €150 million, starting on April 30, 2025 [2][3] - As of May 2, 2025, the company has repurchased a total of 7,931 shares at an average price of €432.27, amounting to a total repurchased value of €3,428,346 [1][2] - The share buyback program has seen 2.3% of the total amount repurchased so far [2] Group 2 - ASM International is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment for semiconductor device production [3] - The company's common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [3]

Group 1 - The article emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets rather than merely low multiples [1] - It highlights the misconception that low multiple stocks are inherently cheap, advocating for a focus on steady long-term growth and minimal cyclicality [1] - The author acknowledges the risks associated with investing in successful companies, particularly the potential to overpay, while also noting that in certain situations, the growth potential can outweigh immediate price concerns [1]

Group 1 - ASM International N.V. announces a share buyback program of €150 million, starting on April 30, 2025, and expected to conclude by January 2026 [1][2] - The program is authorized by the Management Board and will be executed within the limits of relevant laws and regulations, with a maximum of 4,714,465 shares to be repurchased [2] - ASM intends to use the repurchased shares to fulfill existing and future obligations under ongoing share programs for employees and board members [2] Group 2 - ASM will provide weekly updates on the progress of the share buyback program starting May 5, 2025, with information published on its website [3] - ASM International is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment for semiconductor device production [4]

Financial Performance - ASM International reported Q1 2025 results with new orders of €834 million, a 14% increase year-on-year at constant currencies, and a 20% increase as reported, driven by strong GAA 2nm orders and contributions from the Chinese market [1][3] - Revenue for Q1 2025 reached €839 million, reflecting a 26% increase at constant currencies and a 31% increase as reported, surpassing the guidance midpoint of €810-850 million [1][2] - Gross profit margin improved to 53.4%, up from 52.9% in Q1 2024 and 50.3% in Q4 2024, attributed to a favorable product and customer mix [1][4] - Adjusted operating result margin increased to 32.3%, a rise of 2.3 percentage points year-on-year and 4.2 percentage points quarter-on-quarter, due to higher gross profit margins and reduced operating expenses [1][4] Market Conditions - Demand in AI-related segments, particularly in leading-edge logic/foundry and DRAM HBM memory, remained strong, while other market segments were sluggish [3][4] - The cash position improved to over €1.1 billion, supported by robust free cash flow of €264 million [3] Outlook - For 2025, ASM expects sales to grow by a double-digit percentage range of 10-20% year-on-year at constant currencies, outpacing the WFE market, which is forecasted to grow slightly [5] - Q2 2025 sales are anticipated to increase by 1% to 6% compared to Q1, indicating continued double-digit year-on-year growth [6] - The company remains confident in strong GAA sales for 2025, with healthy memory sales expected, although lower than the strong levels seen in 2024 [7][8] Corporate Actions - ASM announced a regular dividend proposal of €3.00 per common share at the upcoming Annual General Meeting scheduled for May 12, 2025 [9] - A new share repurchase program of up to €150 million for the 2025/2026 period was authorized, set to commence on April 30, 2025 [10]

Have you been paying attention to shares of Avino Silver (ASM) ? Shares have been on the move with the stock up 11.2% over the past month. The stock hit a new 52-week high of $2.2 in the previous session. Avino Silver has gained 147.5% since the start of the year compared to the 4.7% move for the Zacks Basic Materials sector and the 18.8% return for the Zacks Mining - Silver industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, as it hasn't missed our ...

Company Performance - Avino Silver (ASM) closed at $1.93, reflecting a -1.53% change from the previous day, underperforming the S&P 500 which gained 2.51% [1] - Over the past month, Avino Silver's shares increased by 10.11%, outperforming the Basic Materials sector's decline of 5.46% and the S&P 500's loss of 8.86% [1] Upcoming Earnings - The company's earnings report is scheduled for May 13, 2025, with an expected EPS of $0.01, indicating a 50% decrease from the same quarter last year [2] - The Zacks Consensus Estimate projects revenue of $15.9 million, representing a 28.33% increase from the previous year [2] Annual Forecast - For the entire year, the Zacks Consensus Estimates predict earnings of $0.07 per share and revenue of $69.6 million, reflecting changes of -53.33% and +5.17% respectively compared to the prior year [3] Analyst Estimates - Recent changes to analyst estimates for Avino Silver are important as they often indicate near-term business trends, with positive revisions suggesting analyst optimism about the company's profitability [3][4] Zacks Rank - Avino Silver currently holds a Zacks Rank of 3 (Hold), with the Zacks Rank system showing a strong track record of performance, particularly for stocks rated 1 [5] Valuation Metrics - The company has a Forward P/E ratio of 30.15, which is a premium compared to the industry's average Forward P/E of 20.82 [6] Industry Context - The Mining - Silver industry, part of the Basic Materials sector, has a Zacks Industry Rank of 64, placing it in the top 26% of over 250 industries [6][7]

Core Insights - The article highlights the investment strategies and achievements of Paul Franke, a seasoned investor with 38 years of trading experience, emphasizing his contrarian stock selection style and algorithmic analysis [1] Group 1: Investment Strategies - Paul Franke developed a system called "Victory Formation," which focuses on identifying supply/demand imbalances through specific stock price and volume movements [1] - The "Bottom Fishing Club" articles target deep-value stocks or those showing significant upward technical momentum reversals [1] - The "Volume Breakout Report" articles analyze positive trend changes supported by strong price and volume trading actions [1] Group 2: Performance and Recognition - Franke was consistently ranked among the top investment advisors nationally during the 1990s and achieved the 1 position in the Motley Fool® CAPS stock picking contest in 2008 and 2009 out of over 60,000 portfolios [1] - As of September 2024, he is ranked in the Top 3% of bloggers by TipRanks® for 12-month stock picking performance over the last decade [1] Group 3: Risk Management - Franke advises investors to implement stop-loss levels of 10% or 20% on individual stock choices and to maintain a diversified portfolio of at least 50 well-positioned stocks to enhance regular stock market outperformance [1]

Almere, the NetherlandsApril 10, 2025 ASM International N.V. (Euronext Amsterdam: ASM) will report its first quarter 2025 financial results at approximately 6:00 p.m. CET on Tuesday, April 29, 2025. ASM will host the quarterly earnings conference call and webcast on Wednesday, April 30, 2025, at 3:00 p.m. CET. Conference-call participants should pre-register using this link to receive the dial-in numbers, passcode and a personal PIN, which are required to access the conference call. A simultaneous audio web ...