Zacks Investment Researchยท2025-06-06 05:53Market Overview & Investment Strategy - The podcast focuses on growth stocks, noting a potential breakout in the S&P 500 in the summer of 2025 following a trade war selloff [1] - Zacks' premium screens, which utilize the Zacks Rank, are highlighted as a tool for identifying promising growth stocks [3][4] - The podcast aims to explore growth stocks using Zacks' screening tools, offering insights into both basic and premium screening options [2][3] Featured Stocks & Analysis - Apploving (AP): A technology platform in the advertising sector with a market cap of $136 billion, showing strong earnings growth and positive analyst revisions [22][37][43] - Anglo Gold Ashanti (AU): A gold mining company with a market cap of $19.9 billion, benefiting from rising gold prices and showing significant earnings growth [23][49] - Birkenstock (BIRK): A shoe manufacturer with a market cap of $10 billion, demonstrating strong sales and earnings growth despite potential tariff concerns [23][57] - Cyber Arc Software (CYBR): A cyber security company with a market cap of $19.5 billion, experiencing robust growth in a booming industry [25][63] - European Wax Center (EWCZ): A personal care franchise with a smaller market cap of $284 million, showing potential for growth and value combination [26][67] - NB Bankore (NBBK): A regional bank with a market cap of $676 million, exhibiting growth in earnings and revenue, and considered undervalued with a low price-to-book ratio [28][73] Key Metrics & Financial Highlights - Apploving's sales are expected to grow by 243% in 2025, with earnings up by 852% [43] - Anglo Gold Ashanti's 2025 estimates show a 95% increase, driven by rising gold prices [50] - Birkenstock's PEG ratio is 11%, indicating reasonable growth at 28 times earnings [57] - Cyber Arc Software's earnings growth is projected at 170% for 2025, with sales also in double digits [63] - European Wax Center's forward PE is 84%, with a PEG of 46, indicating a value PEG [71] - NB Bankore has a price-to-book ratio of 094, suggesting it is undervalued [77]