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 Insights - The article discusses the potential for The Trade Desk, Inc. (TTD) to present a favorable investment opportunity, suggesting that the stock may be nearing a bottom and could experience significant recovery [1] Group 1: Analyst Profile - JR Research is identified as an opportunistic investor recognized by TipRanks and Seeking Alpha for his expertise in Technology, Software, and Internet sectors, as well as Growth and GARP [1] - The analyst focuses on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500, demonstrating a history of outperformance with his picks [1] - The investment strategy emphasizes growth investing opportunities with strong upside potential, avoiding overhyped stocks while targeting beaten-down stocks with recovery possibilities [1] Group 2: Investment Strategy - The investing group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors, focusing on stocks with robust fundamentals and attractive valuations [1] - The investment outlook is typically set for 18 to 24 months, aiming to capitalize on growth stocks and turnaround plays [1]

Core Viewpoint - Growth investors are focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to associated risks and volatility [1] Group 1: Company Overview - Armstrong World Industries (AWI) is currently recommended as a growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong potential for growth [2] Group 2: Earnings Growth - Historical EPS growth rate for Armstrong World Industries is 15.5%, but projected EPS growth is expected to be 18.5% this year, significantly higher than the industry average of 7.4% [4] Group 3: Asset Utilization - Armstrong World Industries has an asset utilization ratio (sales-to-total-assets ratio) of 0.86, outperforming the industry average of 0.84, indicating better efficiency in generating sales [6] - The company's sales are projected to grow by 12.8% this year, compared to the industry average of 0.8% [6] Group 4: Earnings Estimate Revisions - Current-year earnings estimates for Armstrong World Industries have been revised upward, with the Zacks Consensus Estimate increasing by 2.7% over the past month [8] Group 5: Investment Potential - Armstrong World Industries has earned a Growth Score of B and carries a Zacks Rank 2 due to positive earnings estimate revisions, suggesting it is a solid choice for growth investors [10]

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth S ...

There are many ways to invest in the stock markets, and a very traditional way to consider it is the split between classic market-cap weighting, growth and value. While the value investing style has strong merits overI am a dynamic finance professional with a Master’s in Banking & Finance from Université Paris 1 Panthéon-Sorbonne. My investing background mix corporate finance, M&A, and investment analysis, with a focus on real estate, renewable energy, and equity markets. I specialize in financial modelling ...

Market Overview & Strategy - The market demonstrates strength with rotation into reasonably priced stocks outside the AI space, indicating a broader base beyond data center spending [2][3][4] - A rotation into undervalued companies that could catch fire is happening, defying the bears [4] - Growth investing in non-tech style is making a comeback [22][26] Travel & Leisure Sector - Travel stocks, including airline stocks like United and Delta, and Expedia, are recovering as the government shutdown ends [5] - Cruise lines and hotels are expected to experience similar gains as travel stocks [5] - Analysts are anticipated to turn positive on travel stocks, including Marriott and Wynn Resorts, as the government reopens and China's economy strengthens [6][7] Restaurant Sector - Restaurants like Brinker (parent of Chili's), Texas Roadhouse, and Chipotle are showing signs of recovery [11] - Brinker reported a terrific quarter, while Texas Roadhouse was impacted by beef inflation [11][12] - Starbucks' last quarter was positive, and Darden (Olive Garden) is a buy due to consumer confidence [13][14] Retail Sector - Retail owners are encouraged to promote usual suspects, especially with the collapse of oil prices [14] - On Holdings reported a remarkable quarter with no planned holiday discounts [15] - Retailers like Urban Outfitters, Macy's, and Costco are highlighted as potentially undervalued [16][17] Financial Sector - Bank stocks are considered absurdly cheap compared to the rest of the market [18] - A surge in IPO filings is expected from Goldman Sachs, Bank of America, JP Morgan, and Wells Fargo [19] Healthcare Sector - Amgen announced a breakthrough in Repatha, an injection to prevent heart attacks [20] - Pfizer is suggested as a potential buy to enter the lucrative weight loss business [20] Company Specific - Celsius had a bad miss in the last quarter, and it's recommended to wait another quarter [23][24] - Deere is expected to benefit from farmers receiving checks [25] - Flood Entertainment is on the move after reporting good earnings [27] - AMG soared 9% on the heels of its Analyst Day [27]

Core Insights - The article introduces Marcal Carbo as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for others to share investment ideas and gain exposure [1] Group 1: Investment Philosophy - The analyst began with deep value investing influenced by Benjamin Graham's "The Intelligent Investor" but later shifted focus to growth companies after studying Peter Lynch's works, leading to improved investment results [2] - The investment strategy has evolved into a GARP (Growth at a Reasonable Price) approach, combining elements of both value and growth investing [2] - The analyst expresses a strong belief in fundamentals over technical analysis, focusing on fully profitable companies [2] Group 2: Market Performance - The analyst's track record includes underperforming the market in 2019 and 2020, transitioning to market-wide ETFs in 2022 and 2023, and successfully beating the market again in 2024 and 2025 [2] - The current focus is on sectors such as AI-related stocks, fintech, biotech, and manufacturing companies, indicating a strategic interest in high-growth industries [2]

Core Insights - The article discusses the recent challenges faced by speculative companies that have been losing money, indicating a potential shift in market sentiment towards these types of investments [1] Group 1: Investment Strategy - JR Research is identified as an opportunistic investor recognized for his analytical skills in technology, software, and internet sectors, focusing on growth and GARP (Growth at a Reasonable Price) strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities supported by strong price action, aiming to generate alpha significantly above the S&P 500 [1] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with robust fundamentals and turnaround potential at attractive valuations [1] Group 2: Market Outlook - The focus is on growth investing opportunities that present significant upside potential, particularly in well-beaten contrarian plays with an 18 to 24 month outlook for the investment thesis to materialize [1] - The strategy involves avoiding overhyped and overvalued stocks while capitalizing on battered stocks that have substantial recovery possibilities [1]

Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Company Overview - Nu Holdings Ltd. (NU) is currently highlighted as a recommended growth stock by the Zacks Growth Style Score system, which evaluates a company's real growth prospects beyond traditional metrics [2] - The company has a favorable Growth Score and a top Zacks Rank, indicating strong potential for growth investors [2] Group 2: Earnings Growth - Historical EPS growth for Nu is 192%, but the projected EPS growth for this year is 25.2%, significantly higher than the industry average of 11.1% [4] Group 3: Asset Utilization - Nu's asset utilization ratio (sales-to-total-assets ratio) is 0.24, indicating that the company generates $0.24 in sales for every dollar in assets, compared to the industry average of 0.05, showcasing superior efficiency [5] Group 4: Sales Growth - The company's sales are expected to grow by 32.2% this year, while the industry average is stagnant at 0%, positioning Nu favorably in terms of sales growth [6] Group 5: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Nu, with the Zacks Consensus Estimate for the current year increasing by 1.2% over the past month, which is a favorable indicator for stock price movements [8][7] Group 6: Conclusion - Nu has achieved a Zacks Rank of 2 and a Growth Score of A, suggesting it is a potential outperformer and a solid choice for growth investors [10]

It's been a good year for growth investors. While volatility has taken an upward turn in the past week, with good earnings seemingly no longer able to cause sustained upside moves, there's reason to be concerned that valuations have crept too high. ...