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TLTW: It May Be Time To Get Bullish While Generating A Double-Digit Yield
Seeking Alpha· 2025-10-06 12:45
Now that the Fed has started cutting rates again, I am looking for value opportunities while everyone else is focusing on the A.I. boom. There are several areas of the market that I think will do wellI am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend inc ...
Vertiv Holdings: You Might Regret Buying More Here (NYSE:VRT)
Seeking Alpha· 2025-10-05 13:30
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
The Trade Desk: Market's Extreme Pessimism Is A Great Buying Opportunity
Seeking Alpha· 2025-10-04 13:00
Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with strong growth potential and turnaround plays [3] Investment Strategy - The focus is on growth investing opportunities that present significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy combines price action analysis with fundamental investing to capitalize on battered stocks with recovery possibilities [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group targets highly attractive valuations for turnaround plays and robust growth stocks [3]
3 Reasons Why Growth Investors Shouldn't Overlook Marubeni (MARUY)
ZACKS· 2025-10-02 17:45
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Sco ...
Pfizer: The Long Suffering Is Finally Over (Rating Upgrade) (NYSE:PFE)
Seeking Alpha· 2025-10-02 13:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
ASM International: Bump On The Road Won't Impair Solid Mid-Term Opportunities
Seeking Alpha· 2025-10-02 09:22
Group 1 - ASM International issued an outlook cut for FY25 due to weaker near-term conditions in cyclical markets such as power and analog [1] - There is a noted caution among logic and foundry customers impacting ASM International's performance [1] Group 2 - The investment focus is on growth companies, particularly in mid-cap segments, with an emphasis on sectors like biotechnologies, computer chips, cloud technology, energy, and commodities [1] - A systematic balance sheet analysis will be conducted to assess the financial health of growing businesses, as many may struggle with funding [1] - Long-term capital appreciation is prioritized over short-term speculation in investment strategies [1]
AMLP: Good Income Diversifier To Hold For The Long Term
Seeking Alpha· 2025-10-02 00:23
Group 1 - Diversification in income sources is crucial for income investors to maintain capital stability, similar to growth investing which aims to enhance price gain stability [1] - The article emphasizes the importance of advanced education in economics, business management, and engineering for professionals in the investment field [1] Group 2 - The author has a beneficial long position in the shares of AMLP, indicating a personal investment interest [2] - The article reflects the author's opinions and does not involve compensation from any company mentioned [2]
3 Reasons Why Growth Investors Shouldn't Overlook Valmont (VMI)
ZACKS· 2025-10-01 17:45
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, it's pretty easy to find cutting-edge growth sto ...
CoreWeave: The Takeoff Recovery Has Already Started (Upgrade)
Seeking Alpha· 2025-10-01 13:39
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Redwood Trust: A Double-Digit Yield With Upside From Non-Agency Credit (NYSE:RWT)
Seeking Alpha· 2025-10-01 13:15
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...