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Broadcom: OpenAI Deal Is A True Game Changer (Upgrade) (NASDAQ:AVGO)
Seeking Alpha· 2025-10-14 15:08
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 ...
Broadcom: OpenAI Deal Is A True Game Changer (Upgrade)
Seeking Alpha· 2025-10-14 15:08
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 strong growth potential and significant recovery possibilities [3] Investment Strategy - The strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while focusing on undervalued ones with recovery potential [2] - The investment outlook is typically set for 18 to 24 months, allowing time for the investment thesis to materialize [3] - The group aims to attract investors interested in growth stocks with solid fundamentals and attractive valuations [3]
Why Morgan Stanley (MS) is a Top Growth Stock for the Long-Term
ZACKS· 2025-10-14 14:45
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zac ...
PTY: A Lot Of Income Is Being Generated As Fixed Income Turns The Corner
Seeking Alpha· 2025-10-14 12:45
I 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 income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure:I/we have a beneficial long position in the shares of PTY either t ...
Here is Why Growth Investors Should Buy Sonic Automotive (SAH) Now
ZACKS· 2025-10-13 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Sonic Automotive identified as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Group 1: Earnings Growth - Sonic Automotive's projected EPS growth for the current year is 28.7%, significantly higher than the industry average of 8.4% [5]. - The historical EPS growth rate for Sonic Automotive stands at 4%, but the focus should be on the projected growth which indicates strong future prospects [5][4]. Group 2: Asset Utilization Ratio - The asset utilization ratio for Sonic Automotive is 2.51, indicating that the company generates $2.51 in sales for every dollar in assets, outperforming the industry average of 1.65 [7]. - The company's sales are expected to grow by 4.3% this year, compared to the industry average of 3%, highlighting its efficiency in sales growth [7]. Group 3: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Sonic Automotive, with the Zacks Consensus Estimate for the current year increasing by 1.3% over the past month [8]. - This trend in earnings estimate revisions is correlated with near-term stock price movements, suggesting potential for stock price appreciation [8]. Group 4: Overall Assessment - Sonic Automotive has achieved a Growth Score of B and holds a Zacks Rank of 2, indicating it is a solid choice for growth investors [10].
Microsoft: Time To Outshine The Rest Again (Upgrade) (NASDAQ:MSFT)
Seeking Alpha· 2025-10-13 15:30
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 ...
Microsoft: Time To Outshine The Rest Again (Upgrade)
Seeking Alpha· 2025-10-13 15:30
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 also targets turnaround plays at highly attractive valuations [3]
Eli Lilly: The Rally Has More Room To Run (Rating Upgrade)
Seeking Alpha· 2025-10-13 14:51
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 ...
Is the Schwab US Dividend Equity ETF a Buy Now?
Yahoo Finance· 2025-10-13 12:23
End result? The Vanguard fund's top three holdings right now are Broadcom , Microsoft , and JPMorgan Chase , while the iShares ETF's biggest three positions at this time are Apple , Microsoft, and Johnson & Johnson . They're more different than alike, even if there is some overlap.Take a comparison of the S&P U.S. Dividend Growers Index behind Vanguard's Dividend Appreciation fund to the iShares Core Dividend Growth ETF's Morningstar US Dividend Growth Index as an example. The former consists of U.S.-listed ...
Don't Be Fooled By The Tariff Bears Again
Seeking Alpha· 2025-10-12 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 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]