Is the market's week-l long pause working to refresh the bowl for a further climb, or is the market undergoing a midsummer stall much as it did this time last year. Let's ask Avery Sheffield, co-founder and CIO of Vantage Rock Capital. Avery, good to have you here. Great to be here.What is your read on this. It's, you know, we've gone from three months ago this moment of kind of maximum uncertainty to now having a little bit of perceived clarity out there. Does the market have it right that we should feel f ...

Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the iShares S&P Small-Cap 600 Value ETF (IJS) , a passively managed exchange traded fund launched on 07/24/2000.The fund is sponsored by Blackrock. It has amassed assets over $6.39 billion, making it one of the larger ETFs attempting to match the Small Cap Value segment of the US equity market.Why Small Cap ValueThere's a lot of potential to investing in small cap companies, but with market capitalization ...

Market Overview & Strategy - The soft landing trade is currently in effect, but structural and fundamental improvements are needed for consumer discretionary and small-cap sectors to continue outperforming beyond a tactical trade [2] - A bullish narrative for the second half requires cyclical sectors, including consumer discretionary, to perform well and contribute to earnings growth beyond growth-led sectors [7] - The market is currently pricing in a lot of good news, and sentiment is somewhat stretched, requiring earnings season to deliver [12] - Risk-reward is slightly more to the downside than upside, but a bullish case depends on more factors contributing positively [15] Investment Opportunities - AI remains a favored growth theme, with opportunities potentially underpriced in many stocks [4] - Consider AI plays outside the US to complement structural growth names already prominent in the index [4] - Focus on companies globally that are improving quality and efficiency, regardless of the economic backdrop [9] - Companies that are users or adopters of AI tools, like SAP, represent investment opportunities as structural improvers not yet priced to perfection [10] Risks & Concerns - Consumer matters for a bullish second half, with potential issues including inventory pulled in ahead of expected tariffs and credit issues affecting working-class consumers [5][7] - Short-term caution is advised, echoing Jamie Dimon's warning about market complacency on tariffs [10][12] - While not the base case, a surprise Fed rate hike would negatively impact equity markets [11]

If you're interested in broad exposure to the Mid Cap Value segment of the US equity market, look no further than the iShares S&P Mid-Cap 400 Value ETF (IJJ) , a passively managed exchange traded fund launched on 07/24/2000.The fund is sponsored by Blackrock. It has amassed assets over $7.93 billion, making it one of the larger ETFs attempting to match the Mid Cap Value segment of the US equity market.Why Mid Cap ValueWith market capitalization between $2 billion and $10 billion, mid cap companies usually c ...

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today July 7th:Great Lakes Dredge & Dock (GLDD) These company which is the largest provider of dredging services in the US conducting business to maintain and deepen shipping channels, reclaim land from the ocean, and renourish storm damaged coastline, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 39.1% over the last 60 days.Great La ...

Core Viewpoint - The investment landscape is shifting, with traditional high-performing growth stocks losing their leading positions, prompting a search for new growth opportunities in the market [2][3]. Group 1: Uber Technologies - Uber Technologies is experiencing significant growth due to a shift in personal mobility preferences, particularly among younger generations who are less interested in car ownership and driver's licenses [4][5]. - In the previous year, Uber's drivers completed nearly 11.3 billion trips, marking a 19% increase from the prior year, indicating sustained growth potential [6]. - The company's delivery segment is also expanding rapidly, with the online food delivery market expected to grow over 17% annually through 2034 [9]. - The future potential of Uber is further enhanced by the anticipated development of self-driving vehicles, which could halve operational costs, although widespread deployment may take 10 to 20 years [10]. Group 2: Rocket Lab - Rocket Lab is positioned as a viable alternative to larger launch companies like SpaceX, utilizing its Electron rocket for smaller satellite launches, having successfully launched 232 satellites to date [13]. - The company is developing a larger Neutron rocket capable of carrying up to 13,000 kilograms, which will enable deep-space missions, including potential trips to the moon and Mars [15]. - Analysts predict Rocket Lab will achieve profitability by 2027, with the global commercial space launch market expected to grow at nearly 15% annually through 2034 [16]. Group 3: Snap - Snap has seen its daily user base grow to a record 460 million, although growth is primarily outside North America and Europe, where user numbers are declining [18][19]. - The company's revenue increased by 20% in Q1, with North American revenue up 12% year-over-year, indicating strong financial performance despite user growth challenges [20]. - Snap is evolving its platform with new tools for content creators and subscription offerings, which are expected to enhance user engagement and profitability moving forward [22][23].

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Palomar (PLMR) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Palomar has a historical EPS growth rate of 54%, with projected EPS growth of 39.3% for the current year, significantly outperforming the industry average of 2.8% [5]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 45.1%, which is substantially higher than the industry average of 14.3% [6]. - Over the past 3-5 years, Palomar's annualized cash flow growth rate has been 25.5%, compared to the industry average of 11.5% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Palomar have been revised upward, with the Zacks Consensus Estimate increasing by 0.5% over the past month [9]. - This positive trend in earnings estimate revisions contributes to Palomar's Zacks Rank of 1 (Strong Buy) and a Growth Score of B [10]. Group 4: Investment Potential - The combination of strong earnings growth, impressive cash flow growth, and favorable earnings estimate revisions positions Palomar as a potential outperformer and a solid choice for growth investors [11].

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, July 3rd:European Wax Center, Inc. (EWCZ) : This franchisor and operator of out-of-home waxing services carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 96.8% over the last 60 days.European Wax Center has a PEG ratio of 0.50 compared with 3.50 for the industry. The company possesses a  Growth Score of B.Dell Technologies Inc. (DELL) : This in ...

Core Insights - The article emphasizes the importance of a hybrid investment strategy that combines classic dividend growth stocks with Business Development Companies, REITs, and Closed End Funds to enhance investment income while achieving total returns comparable to traditional index funds [1]. Investment Strategy - The investment approach focuses on high-quality dividend stocks and assets that provide long-term growth potential, which can significantly contribute to income generation [1]. - A balanced portfolio that includes both growth and income-generating assets can lead to efficient investment income while maintaining a total return aligned with the S&P [1].

On September 1, 2024, I started tracking an investable universe of what I believe to be 50 high-quality dividend growth stocks. You can find out more about the formation of this investable universeI have a masters degree in Analytics from Northwestern University and a bachelors degree in Accounting. I have worked in the investment arena for over 10 years starting as an analyst and working my way up to a management role. Dividend investing is a personal hobby and I look forward to sharing my thoughts with th ...