Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Palomar (PLMR) being highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Palomar has a historical EPS growth rate of 54%, with projected EPS growth of 39.3% for the current year, significantly outperforming the industry average of 2.8% [5]. Group 2: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 45.1%, which is substantially higher than the industry average of 14.3% [6]. - Over the past 3-5 years, Palomar's annualized cash flow growth rate has been 25.5%, compared to the industry average of 11.5% [7]. Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Palomar have been revised upward, with the Zacks Consensus Estimate increasing by 0.5% over the past month [9]. - This positive trend in earnings estimate revisions contributes to Palomar's Zacks Rank of 1 (Strong Buy) and a Growth Score of B [10]. Group 4: Investment Potential - The combination of strong earnings growth, impressive cash flow growth, and favorable earnings estimate revisions positions Palomar as a potential outperformer and a solid choice for growth investors [11].

Group 1: Investment Strategy - Investing in growth stocks is a proven method to enhance investment portfolios over the long term, with a suggested initial investment of $5,000 in strong, growing companies [1][2] Group 2: Steris - Steris focuses on manufacturing and selling products for patient care, particularly in infection prevention, with 71% of its revenue coming from the healthcare segment [4] - The company has experienced consistent growth in revenue and net income, with free cash flow increasing alongside net income, allowing for rising dividends, which increased from $0.52 to $0.57 per share, a 9.6% year-over-year increase [5] - Projected revenue for 2023, 2024, and 2025 is $4.54 billion, $5.14 billion, and $5.46 billion respectively, with operating income and net income also showing significant growth [6] - Steris aims for annual revenue growth in the mid-to-high single digits, driven by rising demand for medical procedures and potential mergers and acquisitions [8][9] Group 3: Mastercard - Mastercard operates a payment network facilitating secure transactions, with a strong brand presence and 3.5 billion debit and credit cards globally [10] - Revenue for 2022, 2023, and 2024 is projected at $22.2 billion, $25.1 billion, and $28.2 billion respectively, with net income increasing from $9.9 billion in 2022 to $12.8 billion in 2024 [11] - Free cash flow surged by 56.3% year over year to $2 billion, demonstrating the company's ability to generate excess cash for dividends, which increased by 15% year over year [12] - Mastercard continues to innovate, launching new payment technologies and forming partnerships to enhance its competitive edge [13][14] Group 4: Church & Dwight - Church & Dwight is a consumer products company managing key brands, with revenue growth driven by organic growth and acquisitions [15] - Revenue for 2022, 2023, and 2024 is projected at $5.38 billion, $5.87 billion, and $6.12 billion respectively, despite a slight dip in revenue and net income in the first quarter of 2025 [16] - The company has a history of consistent dividend payments, with a recent increase from $0.28375 to $0.295 per share [17] - Management believes there is significant growth potential, particularly from power brands and international expansion, with recent acquisitions supporting this growth strategy [18][19][20]

Group 1: Growth Stocks Overview - Growth stocks are experiencing significant momentum, with several small- and mid-cap stocks rising 40% or more in the past 30 days due to investor interest in innovative growth companies and the impact of AI development [1] - The Trump administration's efforts to roll back regulations are also contributing to this trend [1] Group 2: Viking Therapeutics (VKTX) - Viking Therapeutics has initiated its VANQUISH Phase 3 clinical program for VK2735, a dual GLP-1/GIP receptor agonist targeting obesity, which could transform the company into a pharmaceutical powerhouse [4] - The Phase 2 VENTURE study showed patients achieving up to 14.7% body-weight reduction after 13 weekly doses, with 95% of gastrointestinal side effects being mild or moderate [5] - The obesity market is projected to reach $150 billion by 2035, and Viking's oral formulation could significantly expand its addressable market compared to competitors requiring weekly injections [6] - Viking's comprehensive approach in trials for obesity and diabetes could support premium pricing, and if VK2735 meets its endpoints, the stock could potentially double or triple [7] Group 3: Applied Digital Corporation (APLD) - Applied Digital Corporation secured a $7 billion, 15-year hosting agreement with CoreWeave, validating its high-performance computing strategy [9] - Despite missing revenue expectations in Q3 FY2025, management anticipates significant growth as the Ellendale facility comes online starting Q4 2025 [10] - The AI boom is driving demand for high-performance computing infrastructure, positioning Applied Digital well to capture this growth [11] Group 4: Palantir Technologies (PLTR) - Palantir Technologies' stock is considered overvalued at 263 times forward earnings, yet it has risen 90% this year, indicating strong market confidence [12] - The Pentagon increased Palantir's Maven Smart System budget to $1.3 billion over four years, and the company is negotiating new contracts with various government agencies [13] - Commercial revenue grew 33% year over year to $397 million, contributing to total revenue of $884 million, a 39% increase, suggesting Palantir's software is becoming a standard for AI deployment [14] Group 5: Market Trends and Strategies - The market often overlooks companies with innovative solutions to significant problems, focusing instead on predictable business models [15] - Viking's oral alternative could attract patients averse to injectables, Applied Digital is developing AI infrastructure, and Palantir is establishing a recurring revenue stream from government contracts, all indicating a shift in market focus [16]

Group 1: Great Lakes Dredge & Dock (GLDD) - The company is the largest provider of dredging services in the US, focusing on maintaining and deepening shipping channels, land reclamation, and storm damage restoration [1] - It has a Zacks Rank of 1 (Strong Buy) and a 39.1% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1][2] - The PEG ratio is 1.02, significantly lower than the industry average of 7.02, and it possesses a Growth Score of A [2] Group 2: Strattec Security (STRT) - The company designs, develops, manufactures, and markets mechanical and electro-mechanical locks for automotive manufacturers in the US, Canada, and Mexico [2] - It also carries a Zacks Rank of 1 and has seen a 19.9% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [2][3] - The PEG ratio stands at 1.30 compared to the industry average of 4.04, with a Growth Score of A [3] Group 3: European Wax Center (EWCZ) - This personal care franchise offers wax services and a range of proprietary skincare products [3] - It holds a Zacks Rank of 1 and has experienced a remarkable 96.8% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [3][4] - The PEG ratio is 0.50, much lower than the industry average of 3.26, and it has a Growth Score of B [4]

Welcome back uh to Squawkbox. Let's check the futures right now. Not a lot happening.A little bit of red across the board. Join us now with more on the markets. Bill Nyigan, Oakmark Funds uh portfolio manager.Sorry, I'm a creature of habit. I cannot intro you without mentioning that you were talking to Mark Haynes uh when the first plane hit and and um that's right. I was in the studio in Chicago uh talking about cable TV stocks or something like that and I said how long did you did they say just we we'll b ...

Core Viewpoint - Despite market uncertainties, it is a favorable time to invest in growth stocks with a cautious approach, starting with smaller investments and potentially increasing positions if stock prices decline. Group 1: Nvidia - Nvidia is the leader in AI infrastructure, with its GPUs being the primary chips for AI workloads, supported by its proprietary software platform CUDA [3][4] - Nvidia captured over 90% of the GPU market in Q1, with data center revenue growing more than 9 times in two years, and demand for its new Blackwell chips is accelerating [4][5] - Nvidia is positioned as a key investment in AI infrastructure despite potential risks from data center spending slowdowns [5] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is crucial in manufacturing advanced AI chips, holding significant capabilities that few companies possess [6][7] - Nearly 60% of TSMC's business comes from high-performance computing chips, with strong demand continuing [7] - TSMC is raising prices to offset near-term margin pressures and is expected to be a long-term winner in the AI sector [8] Group 3: Pinterest - Pinterest has transformed by embracing AI, leading to increased engagement and improved average revenue per user (ARPU) [9][10] - The company’s AI-driven solutions are enhancing user engagement and helping advertisers run more effective campaigns [10] - Despite potential economic slowdowns, Pinterest has strong growth prospects due to its large user base [11] Group 4: Eli Lilly - Eli Lilly is benefiting from the growth of GLP-1 drugs, with Mounjaro and Zepbound generating $6.1 billion in revenue last quarter [12] - Zepbound's revenue surged from $517 million to $2.3 billion year-over-year, indicating strong momentum [12] - The company’s next-generation oral GLP-1 drug, orforglipron, shows promise and has advantages over existing injectable drugs [13][14] Group 5: e.l.f. Beauty - e.l.f. Beauty is entering a growth phase following its $1 billion acquisition of Rhode, which generated $212 million in sales despite limited product offerings [15][16] - The acquisition is timely as e.l.f.'s growth slowed, and Rhode's expansion into Sephora presents a significant opportunity [16][17] - e.l.f. has strong retail relationships that can facilitate Rhode's distribution growth, making it an attractive investment opportunity [17]

Group 1 - The article emphasizes the importance of focusing on income stocks during times of geopolitical uncertainty, which may negatively impact growth stocks with high valuations [2] - The investment strategy highlighted is centered around income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The author expresses a cautious stance towards technology stocks due to their high valuations and lack of yield, favoring more defensive stocks with a medium- to long-term investment horizon [2] Group 2 - The article does not provide specific financial data or performance metrics related to the companies mentioned, focusing instead on general investment strategies and market conditions [5]

Stock Picks Overview - The report highlights two Zacks Rank number one strong buy stocks poised for positive returns [1] - The featured stocks are selected by strategists Dave Bartoziaak and Tracy Ryneck [1] - Zacks covers thousands of companies, but only about 240 to 250 receive a Zacks Rank number one [2] Dave's Pick: Fintech "Dave" - Dave operates in the technology services industry, specifically fintech, focusing on banking the underserved [1] - Dave's EPS estimates are north of $10 per share, driving the stock up over 200% [1] - The stock trades at 2384% times earnings, higher than the industry average of 94% but in line with the S&P 500 at 2242% [1] - Current year revenue growth is 36%, with next year projected at 24% [1] - Current year EPS growth is estimated at 66%, slowing to 32% next year, reaching $1156 [1] - The company has consistently beaten earnings estimates by nearly a dollar each quarter [1] Tracy's Pick: CyberArk Software (CYBR) - CyberArk Software (CYBR) is in the cyber security sector, focusing on identity security [1] - Subscription revenue grew 60% in the first quarter [1] - The company gave free cash flow guidance of $300 million to $310 million for the full year, with 30% free cash flow margins in the first quarter [1] - Earnings estimates have been revised upwards, with 12 up in the last 60 days and three even in the last 30 days [2] - Double-digit earnings growth is expected: 257% for this year and 257% for next year [2] - Sales are projected to grow 319% this year and almost 19% next year [2] - The stock's PE is 101 times, with a PEG of 41%, reflecting a willingness to pay for growth [2] - Year-to-date, the stock is up 19% versus 33% for the S&P 500; over the last year, it's up 57% compared to the S&P's 104% [2]

Group 1 - The article discusses the performance of small-cap Bitcoin miner HIVE Digital, which was previously recommended as a strong buy due to firm price support at $2.80 [1] - The author notes that the anticipated price support did not hold up amid a significant decline in global equities [1] - The focus of the analysis is on identifying potential winners in the growth stock sector, emphasizing the importance of efficient capital use [1] Group 2 - The investing group Timely Trader, led by the author, aims to limit risk while maximizing potential rewards through various features such as real-time alerts and sector analysis [1] - The article does not disclose any current stock positions in HIVE Digital but indicates a potential for initiating a long position within the next 72 hours [2] - The article expresses the author's personal opinions and does not represent any business relationship with the companies mentioned [2]

Group 1: European Wax Center, Inc. (EWCZ) - European Wax Center is a franchisor and operator of out-of-home waxing services with a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 96.8% over the last 60 days [1] - The company has a PEG ratio of 0.56 compared to the industry average of 3.02 and possesses a Growth Score of B [1] Group 2: The ODP Corporation (ODP) - The ODP Corporation provides products and digital workplace technology solutions and also carries a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 18.4% over the last 60 days [2] - ODP has a PEG ratio of 0.43 compared to the industry average of 3.65 and possesses a Growth Score of B [2] Group 3: Strattec Security Corporation (STRT) - Strattec Security Corporation specializes in automotive security, access control, and user interface controls products and solutions, holding a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 19.9% over the last 60 days [3] - The company has a PEG ratio of 1.25 compared to the industry average of 4.33 and possesses a Growth Score of A [3]