Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investing can be risky as stocks may lose momentum if future growth does not justify high valuations [1] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [2] Group 2: The Beachbody Company, Inc. (BODI) - BODI has shown a four-week price change of 2.4%, indicating growing investor interest [3] - Over the past 12 weeks, BODI's stock gained 14.6%, demonstrating its ability to deliver positive returns over a longer timeframe [4] - BODI has a beta of 1.23, suggesting it moves 23% higher than the market in either direction [4] - The stock has a Momentum Score of A, indicating a favorable entry point for investors [5] Group 3: Earnings Estimates and Valuation - BODI has a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investors [6] - The stock is trading at a Price-to-Sales ratio of 0.15, meaning investors pay 15 cents for each dollar of sales, indicating a reasonable valuation [6] - BODI appears to have significant potential for growth at a fast pace [7] Group 4: Additional Investment Opportunities - Besides BODI, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [7] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in stock selection [8]

Group 1 - The investment strategy involves buying Nvidia and trimming Broadcom, indicating a shift in portfolio management focus towards Nvidia due to its broader market opportunities in GPUs compared to Broadcom's hyperscaler focus [1][2] - Broadcom's stock has increased by 160% since its purchase in June 2024, suggesting strong long-term performance and significant gains for investors [1] - Cowan has set a target price of $45 for Broadcom ahead of its earnings report on December 11, indicating potential upside for the stock [2][3] Group 2 - Momentum scores for Broadcom, Nvidia, Microsoft, Meta, and Tesla have shown a decline compared to stronger performers like Apple, Alphabet, and Amazon, suggesting a cautious outlook for these stocks [4] - The recommendation is to observe the market before making new purchases, with a preference for buying Nvidia at a new all-time high rather than at current levels due to weakening momentum [5][6]

Core Insights - Three stocks are highlighted with strong momentum characteristics and a buy rank, including Interactive Brokers Group, NatWest Group, and StoneCo Ltd [1][2][3] Group 1: Interactive Brokers Group, Inc. (IBKR) - The company has a Zacks Rank of 1 and a 5.1% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1] - Shares gained 40.1% over the last six months, contrasting with the S&P 500's decline of 16.9% [1] - The company possesses a Momentum Score of A [1] Group 2: NatWest Group plc (NWG) - The company has a Zacks Rank of 1 and a 13.8% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [2] - Shares gained 9.7% over the past three months, while the S&P 500 declined by 6.0% [2] - The company possesses a Momentum Score of B [2] Group 3: StoneCo Ltd. (STNE) - The company has a Zacks Rank of 1 and a 10.4% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [3] - Shares gained 12.6% over the last three months, compared to the S&P 500's decline of 6.0% [3] - The company possesses a Momentum Score of A [3]

Core Insights - Low-cost ETFs are effective tools for building a diversified stock portfolio without incurring high fees [1] - Investors should consider updating their watchlists with top stocks and ETFs for 2026 [1] Vanguard ETFs Overview - Vanguard offers over 50 equity ETFs with low fees, providing exposure to various market segments and strategies [2] - The Vanguard S&P 500 ETF is the largest S&P 500 ETF by net assets, serving as a broad market investment option [3] - The Vanguard Growth ETF and Vanguard Value ETF are highlighted as strong investment choices for different investor preferences [6] Performance Analysis - Megacap tech-focused growth stocks have driven market performance, leading to the Growth ETF outperforming the S&P 500 and Value ETF [4] - The Growth ETF comprises 60% of its investments in ten leading growth stocks, referred to as the "Ten Titans" [8] Vanguard Growth ETF - The Growth ETF is suitable for investors seeking exposure to high-performing growth stocks, allowing for diversified investments [7] - The ETF's holdings include major companies like Nvidia, Microsoft, and Apple, which are currently at all-time highs [8] Vanguard Value ETF - The Value ETF is appealing for investors looking for industry-leading companies at reasonable valuations, featuring a P/E ratio of 20.5 and a dividend yield of 2.1% [10] - The Value ETF includes only one of the "Ten Titans," Oracle, and focuses on companies like JPMorgan Chase and Berkshire Hathaway [11] - The ETF's holdings are characterized by steady earnings and growing dividends, making it suitable for passive income investors [12] Comparison with S&P 500 ETF - Both the Growth and Value ETFs are considered better buys than the Vanguard S&P 500 ETF due to their ability to align with specific investment objectives and risk tolerance [13] - The expense ratios for the Growth and Value ETFs are 0.04%, slightly higher than the S&P 500 ETF's 0.03% [13] Vanguard U.S. Momentum Factor ETF - The Momentum ETF is designed for traders rather than long-term investors, utilizing a quantitative model to invest in stocks with recent price increases [14] - The fund has a high turnover rate of 76.9%, indicating active trading, which contrasts with the lower turnover rates of the Growth and Value ETFs [15][16] - Over the past five years, the S&P 500 ETF has outperformed the Momentum ETF, suggesting that high trading activity may not yield better returns [16]

Group 1: Robinhood Markets, Inc. (HOOD) - The company has a Zacks Rank of 1 and a Momentum Score of A [1] - The Zacks Consensus Estimate for its current year earnings increased by 21.9% over the last 60 days [1] - Robinhood's shares gained 19.6% over the last three months, while the S&P 500 declined by 5.9% [1] Group 2: Fabrinet (FN) - The company has a Zacks Rank of 1 and a Momentum Score of A [2] - The Zacks Consensus Estimate for its current year earnings increased by 8.6% over the last 60 days [2] - Fabrinet's shares gained 40.5% over the past three months, compared to the S&P 500's decline of 5.9% [2] Group 3: TE Connectivity plc (TEL) - The company has a Zacks Rank of 1 and a Momentum Score of A [3] - The Zacks Consensus Estimate for its current year earnings increased by 7.7% over the last 60 days [3] - TE Connectivity's shares gained 24.4% over the last three months, while the S&P 500 declined by 5.9% [3]

Market Overview - Recent market volatility has raised concerns about a potential market top, but optimism returned with a strong recovery in the S&P 500, driven by news of a potential resolution to the government shutdown [1] Company Highlights Lam Research (LRCX) - Lam Research is a leading supplier of wafer-fabrication equipment to the semiconductor industry, benefiting from both secular and cyclical tailwinds [4] - Earnings are projected to grow 20.3% annually over the next three to five years, supported by an AI-driven chip cycle, with revenue expected to climb 13% this year and 11% next year [5] - The stock has a forward earnings valuation of 33.8x, above its five-year median of 21.2x but below the industry average of 44.5x, indicating investor comfort with its premium for high-end chip manufacturing [6] - Technically, the stock has shown exceptional momentum, breaking out of a bull flag pattern, with a critical support level at $165 [7] HF Sinclair (DINO) - HF Sinclair is a diversified energy company producing various fuels and specialty products, currently positioned as an attractive value and momentum opportunity [8] - The company has seen significant upward revisions in earnings estimates, with a 71% increase for the current year and a 38% increase for next year, earning a Zacks Rank 2 (Buy) [9] - Valuation remains compelling at 11.4x forward earnings, below the industry average of 12.4x, indicating potential for further growth [9] - The stock has been consolidating and appears ready for a breakout, supported by solid fundamentals and rising oil prices [10] Teradyne (TER) - Teradyne is a dominant player in semiconductor testing and industrial robotics, positioned at the intersection of two rapidly growing technology themes [12] - Earnings estimates have surged, with current quarter projections up nearly 33% and full-year forecasts rising 10.5%, earning a Zacks Rank 2 (Buy) [13] - Revenue is expected to grow 6.9% this year and accelerate to 21.2% in 2025, with annual earnings growth projected at 27.3% over the next three to five years [13] - The stock has shown exceptional strength, with a potential breakout above the $188 level signaling continued upward momentum [14] Investment Considerations - All three companies—Lam Research, HF Sinclair, and Teradyne—exhibit sustained momentum through rising earnings estimates, strong technical setups, and improving fundamentals [17] - These stocks represent compelling opportunities for investors seeking exposure to high-quality names with growth and relative strength as the broader bull market resumes [18]

Group 1: Momentum Investing Overview - Momentum investing involves following a stock's recent trend, with the aim of buying high and selling even higher, capitalizing on established price movements [1] - The Zacks Momentum Style Score helps identify stocks with strong momentum characteristics, addressing the challenges in defining momentum [2] Group 2: United Fire Group (UFCS) Performance - United Fire Group currently holds a Momentum Style Score of A and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [3] - Over the past week, UFCS shares increased by 16.87%, significantly outperforming the Zacks Insurance - Property and Casualty industry, which rose by 4.15% [5] - In the last quarter, UFCS shares rose by 15.23%, and over the past year, they gained 45.15%, while the S&P 500 only increased by 6.44% and 13.97%, respectively [6] Group 3: Trading Volume and Earnings Outlook - The average 20-day trading volume for UFCS is 116,328 shares, which serves as a bullish indicator when combined with rising stock prices [7] - In terms of earnings estimates, UFCS has seen one upward revision in the past two months, increasing the consensus estimate from $3.03 to $3.93 for the full year [9] - The positive trends in both price changes and earnings estimate revisions contribute to UFCS's strong momentum profile [8][11]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing - Momentum investors often face challenges in determining the right entry point, as stocks may 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 such opportunities [3] Group 2: Ultra Clean Holdings (UCTT) - Ultra Clean Holdings (UCTT) has shown a four-week price change of 2.1%, indicating growing investor interest [4] - UCTT has gained 15% over the past 12 weeks, with a beta of 2.16, suggesting it moves 116% higher than the market in either direction [5] - The stock has a Momentum Score of B, indicating a favorable time to invest [6] Group 3: Earnings Estimates and Valuation - UCTT has a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investor interest [7] - UCTT is trading at a Price-to-Sales ratio of 0.56, suggesting it is undervalued, as investors pay only 56 cents for each dollar of sales [7] Group 4: Additional Opportunities - Besides UCTT, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - The Zacks Premium Screens offer over 45 strategies tailored to help investors find winning stock picks [9]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1][2]. Company Overview: HSBC - HSBC currently holds a Momentum Style Score of B, indicating a favorable momentum outlook [3]. - The bank has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [4]. Performance Metrics - Over the past week, HSBC shares increased by 4.58%, outperforming the Zacks Banks - Foreign industry, which rose by 1.44% [6]. - In the last month, HSBC's stock price changed by 6.95%, compared to the industry's 3.63% [6]. - Over the past quarter, HSBC shares have risen by 9.49%, and over the last year, they have gained 52.05%, while the S&P 500 increased by 6.25% and 14.72%, respectively [7]. Trading Volume - HSBC's average 20-day trading volume is 1,841,628 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - In the last two months, three earnings estimates for HSBC have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $6.89 to $7.27 [10]. - For the next fiscal year, three estimates have also moved higher, indicating positive sentiment regarding future earnings [10]. Conclusion - Given the positive performance metrics and earnings outlook, HSBC is positioned as a strong buy with a Momentum Score of B, making it a compelling option for investors seeking short-term gains [11][12].

Core Insights - Three stocks with strong momentum and buy rankings are highlighted for investors to consider on November 7, including Teradyne, HSBC, and TriCo Bancshares [1][2][3] Company Summaries - **Teradyne, Inc. (TER)**: - Zacks Rank 1 - Current year earnings estimate increased by 10.5% over the last 60 days - Shares gained 72.2% over the last three months, outperforming the S&P 500's 6.4% increase - Momentum Score of A [1] - **HSBC Holdings plc (HSBC)**: - Zacks Rank 1 - Current year earnings estimate increased by 5.5% over the last 60 days - Shares gained 13% over the last three months, also outperforming the S&P 500's 6.4% increase - Momentum Score of A [2] - **TriCo Bancshares (TCBK)**: - Zacks Rank 1 - Current year earnings estimate increased by 5.8% over the last 60 days - Shares gained 8.7% over the past three months, exceeding the S&P 500's 6.4% increase - Momentum Score of A [3]