Core Insights - Momentum investors focus on "buying high and selling higher" rather than traditional strategies of buying low and waiting for recovery [1] - Identifying the right entry point for fast-moving stocks can be challenging, as they may lose momentum if future growth does not justify their high valuations [2] - A safer investment strategy involves targeting bargain stocks that exhibit recent price momentum [3] Company Analysis: Salzgitter AG (SZGPY) - Salzgitter AG has shown a price increase of 3.1% over the past four weeks, indicating growing investor interest [4] - The stock has gained 10.9% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - SZGPY has a beta of 1.5, suggesting it moves 50% more than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of A, suggesting it is an opportune time to invest [6] - An upward trend in earnings estimate revisions has led SZGPY to earn a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - SZGPY is currently trading at a Price-to-Sales ratio of 0.18, indicating it is undervalued at 18 cents for each dollar of sales [7] Investment Opportunities - SZGPY appears to have significant potential for growth at a fast pace, making it an attractive investment option [8] - There are additional stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8]

Core Viewpoint - The Virtus Terranova U.S. Quality Momentum ETF (JOET) has successfully utilized a quantitative approach to identify high-potential stocks, outperforming the Invesco S&P 500 Equal Weight ETF (RSP) this year [1][2]. Investment Strategy - The ETF's holdings are selected based on a strict rules-based methodology, screening the 500 largest U.S. companies for those with the highest positive momentum over the past 12 months, resulting in a selection of the top 250 stocks [2]. - These selected stocks are then evaluated on three quality factors: return on equity, debt-to-equity ratio, and annualized sales growth rate over the past three years, leading to a final selection of the top 125 stocks for the ETF [3]. Fund Management - Although JOET is not actively managed in a traditional sense, it undergoes quarterly rebalancing, allowing the strategy to capture alpha without emotional biases [4]. - The fund has demonstrated the ability to identify and capitalize on market trends, such as the early investment in Palantir, which has seen significant price appreciation [5][6]. Future Plans - The company plans to expand its suite of ETF products to include other asset classes, such as small-cap and European equities, while maintaining its successful investment strategy [7]. - The JOET fund has an expense ratio of 0.29% and manages approximately $240 million in assets [8].

Group 1: Roku - Roku is the leading TV streaming platform provider in the United States, Canada, and Mexico, with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Roku's current year earnings increased by 83.3% over the last 60 days [1] - Roku's shares gained 8% over the last three months, outperforming the S&P 500's gain of 4.5% [2] Group 2: Northrim BanCorp - Northrim BanCorp is a full-service commercial bank offering a complete range of personal and business banking services, with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Northrim BanCorp's current year earnings increased by 6.4% over the last 60 days [2] - Northrim BanCorp's shares gained 6.5% over the last three months, also outperforming the S&P 500's gain of 4.5% [3] Group 3: Electromed - Electromed manufactures, markets, and sells products that provide airway clearance therapy to patients with compromised pulmonary function, holding a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Electromed's current year earnings increased by 2.9% over the last 60 days [3] - Electromed's shares gained 28.3% over the last three months, significantly outperforming the S&P 500's gain of 4.5% [4]

Core Viewpoint - Jeffrey Gundlach, CEO of DoubleLine Capital, warns that many assets are overpriced and suggests investors maintain 20% of their portfolios in cash to guard against a potential downturn [1][2]. Market Conditions - Gundlach describes the current stock market as dangerously speculative, indicating it is among the least healthy he has observed in his career [2]. - He highlights speculative excess in AI-related stocks and data-center investments, cautioning that momentum investing during a boom can lead to negative outcomes [2]. Private Credit Concerns - Gundlach expresses significant concern over the rapid growth of the private credit market, valued at $1.7 trillion, which lends directly to companies [3]. - He compares the current situation in private credit to the subprime mortgage crisis, noting that lenders are making "garbage loans" [3][4]. - Recent failures in the sector, such as auto lender Tricolor and car parts supplier First Brands Group, are seen as early warning signs of potential issues [3]. Risks of Retail Investment in Private Credit - Gundlach criticizes the trend of selling private credit funds to retail investors, labeling it a "perfect mismatch" due to the promise of easy withdrawals despite the illiquid nature of these assets [4]. - He warns that if investors withdraw funds, it may force these funds to sell at significant losses [4]. Investment Strategy - Despite his warnings, Gundlach acknowledges the difficulty in profiting directly from this perspective, stating he will not short junk bonds due to ongoing losses [5]. - He maintains a positive view on gold but has reduced his recommended allocation from 25% to 15%, citing persistent inflation concerns driven by tariffs on import prices [5].

Core Viewpoint - Momentum investing contrasts with the traditional "buy low and sell high" strategy, focusing instead on "buying high and selling higher" to capitalize on fast-moving stocks [1] Group 1: Momentum Investing Strategy - Investors following momentum investing often face challenges in determining the right entry point, as stocks may lose momentum if future growth does not justify their high valuations [1] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify these opportunities [2] Group 2: Mistras Group (MG) Analysis - Mistras Group (MG) has shown significant recent price momentum, with a four-week price change of 31.1%, indicating growing investor interest [3] - Over the past 12 weeks, MG's stock has gained 29.6%, and it has a beta of 1.26, suggesting it moves 26% more than the market in either direction [4] - MG has a Momentum Score of B, indicating a favorable time to invest based on its momentum characteristics [5] Group 3: Earnings Estimates and Valuation - MG has experienced upward revisions in earnings estimates, earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects as analysts raise their estimates [6] - The stock is currently trading at a Price-to-Sales ratio of 0.55, suggesting it is undervalued, as investors pay only 55 cents for each dollar of sales [6] Group 4: Additional Investment Opportunities - Besides MG, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [7] - The Zacks Premium Screens offer over 45 different strategies tailored to help investors find winning stock picks [8]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" to maximize returns in a shorter time frame [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks can lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify these opportunities [3] Group 2: Lumen Technologies (LUMN) Analysis - LUMN has shown a four-week price change of 15.8%, indicating growing investor interest and recent price momentum [4] - Over the past 12 weeks, LUMN's stock has gained 73.3%, demonstrating its ability to deliver positive returns over a longer time frame [5] - LUMN has a beta of 1.45, suggesting it moves 45% more than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of A, suggesting it is an opportune time to invest in LUMN to capitalize on its momentum [6] - LUMN has a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investor interest [7] - The stock is trading at a Price-to-Sales ratio of 0.65, indicating it is relatively cheap, as investors pay only 65 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides LUMN, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies tailored to help investors find winning stock picks based on their personal investing styles [9]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores serve as complementary indicators to the Zacks Rank, aiding in stock selection with high potential for market outperformance [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum, with higher scores indicating better chances of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios like P/E, PEG, and Price/Sales [3] Growth Score - Concentrates on a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks with upward or downward price trends, utilizing factors like one-week price change and monthly earnings estimate changes [5] VGM Score - Combines all three Style Scores to highlight stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks achieving an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [9] Stock Highlight: EnerSys (ENS) - EnerSys, based in Pennsylvania, specializes in manufacturing and distributing industrial batteries and related products, holding a Zacks Rank of 2 (Buy) with a VGM Score of A [11] - The company is projected to experience year-over-year earnings growth of 1.3% for the current fiscal year, with upward revisions in earnings estimates [12]

Core Viewpoint - Newmont Corporation (NEM) is positioned as a strong investment opportunity due to its strong margins, low-debt capital structure, and robust momentum in the current market environment [2][3]. Financial Performance - Q3 2025 gold prices averaged $3,539 per ounce, contributing to strong margins and improved cost guidance [3]. - Newmont has a nearly zero net debt of $12 million, following the retirement of $2 billion in Q3 and $3.5 billion from asset sales, indicating a low-debt structure [3]. - The company achieved a record $4.5 billion in free cash flow year-to-date, driven by production from the new Ahafo North mine [3]. - Despite a decrease in Q3 gold production from planned activities, the stock price increased by over 123% year-on-year [3]. Revenue and Profitability - Newmont reported a revenue growth of 26.6% for the last twelve months (LTM) and an average growth of 23.9% over the past three years [10]. - The operating cash flow margin stands at approximately 32.6%, with an operating margin averaging 23.9% over the last three years [10]. Market Position and Momentum - Newmont is currently ranked in the top 10 percentile of stocks for "trend strength," indicating strong momentum [10]. - The stock is trading 8.7% below its 52-week peak, suggesting potential for further growth [10]. Investment Strategy - The focus on stocks with strong margins and low-debt capital structures is emphasized as a prudent investment strategy [5]. - The Trefis High Quality Portfolio, which includes Newmont, has a history of outperforming benchmarks with better returns and lower risk [9].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Amer Movil (AMX) - Amer Movil currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [2][3] - The stock has shown significant price increases, with a 22.04% rise over the past quarter and a 52.75% increase over the last year, outperforming the S&P 500's gains of 6.64% and 15.78% respectively [6] Price Performance - Over the past week, AMX shares increased by 2.2%, while the Zacks Wireless Non-US industry declined by 0.92% [5] - The monthly price change for AMX is 8.12%, compared to the industry's performance of 0.58% [5] Trading Volume - AMX has an average 20-day trading volume of 1,687,459 shares, which is a useful indicator of market interest and can signal bullish or bearish trends [7] Earnings Outlook - In the past two months, two earnings estimates for AMX have been revised upwards, increasing the consensus estimate from $1.35 to $1.52 [9] - For the next fiscal year, two estimates have also moved upwards with no downward revisions [9] Conclusion - Given the positive momentum indicators and earnings outlook, Amer Movil is positioned as a strong buy candidate for investors seeking short-term opportunities [11]

Core Insights - Three stocks with strong momentum and buy rankings are highlighted for investors: Flex Ltd., Insulet Corporation, and PRA Group, Inc. [1][2][3] Company Summaries - **Flex Ltd. (FLEX)**: - Provides design, engineering, manufacturing, and supply chain services to original equipment manufacturers - Holds a Zacks Rank 1 with a 5.4% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days - Shares increased by 27.3% over the last three months, outperforming the S&P 500's 6% gain, and has a Momentum Score of A [1][2] - **Insulet Corporation (PODD)**: - Specializes in insulin delivery systems - Also holds a Zacks Rank 1 with a 6.5% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days - Shares gained 6.7% over the last three months, matching the S&P 500's performance, and has a Momentum Score of A [2] - **PRA Group, Inc. (PRAA)**: - Operates in the financial services sector - Holds a Zacks Rank 1 with a 9.9% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days - Shares increased by 11.5% over the last month, compared to the S&P 500's 3% gain, and has a Momentum Score of B [3]