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 strong 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 robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial 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 turnaround plays at highly attractive valuations [3]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Pentair plc (PNR) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 11.5%, with projected EPS growth of 12% this year, significantly outperforming the industry average of 6.3% [5] Group 2: Key Growth Metrics - Pentair's asset utilization ratio is 0.63, indicating that the company generates $0.63 in sales for every dollar in assets, surpassing the industry average of 0.61 [6] - The company's sales are expected to grow by 1.6% this year, compared to the industry average of 0.8% [7] Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Pentair have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month, indicating positive momentum [8] Group 4: Investment Potential - Pentair has achieved a Growth Score of A and holds a Zacks Rank 2, suggesting it is a solid choice for growth investors and a potential outperformer [9][10]

In this module, you'll learn how to use Guru Focus's professional-grade research tools to identify stocks that meet your unique approach. We'll discuss things like screeners, model portfolios, and trade data from top investors and company insiders. First, we have to talk about stock screeners.Screeners are incredibly powerful tools that let you quickly filter through thousands of stocks and identify just the ones that meet the criteria you're most interested in. By setting different parameters such as valua ...

Investment Strategy & Asset Allocation - A great company isn't necessarily a great investment unless it fits an investor's plan, highlighting the importance of a tailored strategy [1] - Asset allocation should be tailored to personal goals, risk tolerance, and time horizon [2] - Time horizon is crucial when deciding asset allocation between stocks and less risky assets like bonds; shorter time horizons may warrant shifting to less risky assets [4][5] - Neither asset allocation nor overall strategy is static; it should evolve as life circumstances change [6] Investment Styles - Common investment philosophies include deep value investing, high-quality investing, growth investing, and dividend investing, each with different places in a portfolio [7][8] - Deep value investing focuses on companies priced significantly below their intrinsic value, even if they are not exceptional companies [9][10] - High-quality investing focuses on financially strong companies with competitive advantages, held for long-term compounding [11][12] - Growth investing targets companies with revenue growth outpacing the broader market, often in technology sectors, but with higher risk [12][13] - Dividend investing prioritizes recurring dividend payments for a steady income stream, typically from larger, more mature companies with less price volatility but slower capital appreciation [14][15]

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 strong 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 robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment thesis typically has an 18 to 24 month outlook for realization [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 emphasizes turnaround plays at highly attractive valuations [3]

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 strong 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 robust fundamentals and turnaround potential [3] Investment Strategy - The strategy combines price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued stocks while capitalizing on beaten-down stocks that have recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and attractive valuations [3]

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 strong 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 robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment thesis typically has an 18 to 24 month outlook for realization [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 emphasizes turnaround plays at highly attractive valuations [3]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns. However, identifying such stocks can be challenging due to inherent volatility and risks associated with growth stocks [1]. Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics. Grupo Cibest (CIB) is currently highlighted as a recommended stock due to its favorable Growth Score and top Zacks Rank [2]. - Stocks with a Growth Score of A or B and a Zacks Rank of 1 (Strong Buy) or 2 (Buy) have been shown to consistently outperform the market [3]. Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive as it signals strong future prospects. Grupo Cibest has a historical EPS growth rate of 58.3%, with a projected EPS growth of 10.3% for the current year, surpassing the industry average of 9.6% [4][5]. Group 3: Cash Flow Growth - Cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding. Grupo Cibest's year-over-year cash flow growth stands at 6.6%, significantly higher than the industry average of -8.1%. The company's annualized cash flow growth rate over the past 3-5 years is 8.2%, compared to the industry average of 4.6% [6][7]. Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with stock price movements. Grupo Cibest has seen upward revisions in current-year earnings estimates, with the Zacks Consensus Estimate increasing by 1.7% over the past month [8][9]. Group 5: Overall Assessment - Grupo Cibest has achieved a Zacks Rank of 2 and a Growth Score of A, indicating its potential as an outperformer and a solid choice for growth investors based on the discussed metrics [10][11].

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates is challenging due to inherent volatility and risks [1] Group 1: HCI Group's Growth Potential - HCI Group is recommended as a strong growth stock based on its favorable Growth Score and top Zacks Rank [2] - The historical EPS growth rate for HCI Group is 152.2%, with projected EPS growth of 130.5% this year, significantly higher than the industry average of 11.8% [4] - HCI Group has an asset utilization ratio of 0.35, indicating it generates $0.35 in sales for every dollar in assets, which is more efficient than the industry average of 0.34 [5] - The company's sales are expected to grow by 18.9% this year, compared to the industry average of 5% [6] Group 2: Earnings Estimate Revisions - The current-year earnings estimates for HCI Group have been revised upward, with the Zacks Consensus Estimate increasing by 4.6% over the past month [8] - The positive trend in earnings estimate revisions correlates strongly with near-term stock price movements, supporting HCI Group's growth outlook [7] Group 3: Overall Positioning - HCI Group holds a Zacks Rank of 2 (Buy) and a Growth Score of B, positioning it well for potential outperformance in the growth stock category [10]

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 strong 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 robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment thesis typically has an 18 to 24 month outlook for realization [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 turnaround plays at highly attractive valuations [3]