Growth Investing

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3 Reasons Why Growth Investors Shouldn't Overlook Northern Trust (NTRS)
ZACKSยท 2025-08-07 17:46
Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.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, the task of finding cutting-edge growth stocks is made easy w ...
3 Reasons Growth Investors Will Love CSW Industrials (CSW)
ZACKSยท 2025-08-07 17:46
Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, and CSW Industrials is highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10] Earnings Growth - CSW Industrials has a historical EPS growth rate of 25.1%, with projected EPS growth of 16.6% for the current year, significantly outperforming the industry average of 5.9% [4] Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 22.8%, which is substantially higher than the industry average of 6.3% [5] - Over the past 3-5 years, CSW Industrials has maintained an annualized cash flow growth rate of 23.2%, compared to the industry average of 4.1% [6] Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for CSW Industrials, with the Zacks Consensus Estimate for the current year increasing by 2.9% over the past month [8]
Super Micro Computer: Let's Not Make Another Mistake Again (Downgrade)
Seeking Alphaยท 2025-08-07 16:31
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 ...
Rivian Q2: Another Quarter Of Disappointment
Seeking Alphaยท 2025-08-07 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 with a focus on robust fundamentals and turnaround plays [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 stocks while targeting battered 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 and attractive valuations [3]
Here is Why Growth Investors Should Buy Howmet (HWM) Now
ZACKSยท 2025-08-06 17:46
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill this potential is challenging [1] Group 1: Company Overview - Howmet (HWM) 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] - Howmet has a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2] Group 2: Earnings Growth - Historical EPS growth rate for Howmet is 30.1%, with projected EPS growth of 32.8% this year, significantly higher than the industry average of 18.9% [4] Group 3: Asset Utilization - Howmet's asset utilization ratio (sales-to-total-assets ratio) is 0.72, indicating that the company generates $0.72 in sales for every dollar in assets, outperforming the industry average of 0.66 [5] Group 4: Sales Growth - The company's sales are expected to grow by 9% this year, compared to the industry average of 2.9%, highlighting its strong sales growth potential [6] Group 5: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Howmet, with the Zacks Consensus Estimate for the current year increasing by 4% over the past month [7] Group 6: Investment Positioning - Howmet has achieved a Growth Score of B and a Zacks Rank 1 due to positive earnings estimate revisions, positioning it well for potential outperformance in the growth stock category [9]
3 Reasons Why Growth Investors Shouldn't Overlook CareTrust REIT (CTRE)
ZACKSยท 2025-08-06 17:46
Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks can be challenging due to inherent risks and volatility [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 [2] - CareTrust REIT (CTRE) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for attracting investor attention, with double-digit growth being particularly desirable [4] - CareTrust REIT has a historical EPS growth rate of 1.1%, but projected EPS growth for this year is expected to be 21.2%, significantly outperforming the industry average of 1.4% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling expansion without relying on external funding [6] - CareTrust REIT's year-over-year cash flow growth is currently at 67.6%, far exceeding the industry average of 2.7% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 12.5%, compared to the industry average of 3.1% [7] Group 4: Earnings Estimate Revisions - Trends in earnings estimate revisions are important indicators of near-term stock price movements, with positive trends being favorable [8] - CareTrust REIT has seen upward revisions in current-year earnings estimates, with the Zacks Consensus Estimate increasing by 0.3% over the past month [8] Group 5: Overall Assessment - CareTrust REIT has achieved a Growth Score of B and a Zacks Rank of 2 due to positive earnings estimate revisions, indicating potential for outperformance and suitability for growth investors [10]
SCHD: Time To Buy Before The Impending Market Rotation (Upgrade)
Seeking Alphaยท 2025-08-06 16:16
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 robust 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 with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]
EFV: EAFE Value Stocks Beating Growth, Low Valuation, And High Momentum
Seeking Alphaยท 2025-08-06 04:48
Group 1 - The article highlights that while growth investing has outperformed value investing in the US, the opposite trend is observed in Europe where value has been beating growth [1] Group 2 - The content emphasizes the importance of narrative in financial data, suggesting that effective communication can enhance understanding for everyday investors [2] - It mentions the analyst's focus on thematic investing, market events, and economic data to produce engaging content for various audiences [2] - The use of empirical data and charts is noted as a method to create evidence-based narratives in finance [2]
An Etch-A-Sketch Of Lam Research's Stock Price Outlook
Seeking Alphaยท 2025-08-05 23:05
Our Growth Investor Pro service is one of the most highly-respected and most popular services on all of Seeking Alpha. Just $99 to try it for a month. You can learn all about it here including the wall of 5-star reviews we've received in bear and bull markets alike.DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Nothing in this note is intended to be investment advice, nor should it be reliedAlex runs the i ...
Armour Residential REIT: Why I'm Watching It, But Not Buying Yet
Seeking Alphaยท 2025-08-05 19:33
Core Insights - The individual has extensive experience in the oil and gas sector, particularly in the Middle East, which informs their investment strategy [1] - The investment approach has evolved from growth investing to a blend of value and growth, focusing on business fundamentals and competitive advantages [1] - There is a shift towards income-generating assets as retirement approaches, emphasizing dividend-paying equities and REITs [1] Investment Philosophy - The investment strategy prioritizes understanding the underlying economics of businesses and their ability to generate consistent free cash flow [1] - A moderately conservative orientation is adopted, aiming to minimize downside risk while seeking upside potential [1] - Investing is viewed as a means to achieve peace of mind, not just high returns, with a focus on ecologically sensitive businesses [1]