Investment Rating - The report assigns a "Buy" rating to several companies including Ain Holdings, Tsumura, Sawai Group Holdings, Litalico, M3, JMDC, Medley, Gakken Holdings, Ship Healthcare Holdings, SMS, and Cyberdyne, while others are rated "Neutral" [29][29][29]. Core Insights - The healthcare sector is expected to show resilience against US tariffs, with a focus on defensive growth stocks that can benefit from system risks and return to growth trajectories [1][2]. - The report emphasizes the importance of stock selection based on defensive characteristics, earnings recovery potential, and contributions to the medical DX market [1][2]. - There is an anticipated recovery in earnings for companies affected by previous revisions to medical reimbursements and COVID-related subsidies, paving the way for a return to normal growth [2][3]. Summary by Relevant Sections Defensive Growth Stocks - Companies like Ain Holdings are expected to benefit from reduced reimbursement impacts and improved business efficiency through dispensing DX [1][1]. - Tsumura is projected to see growth from higher domestic sales volumes and overseas expansion due to deregulation in China [1][1]. - Sawai Group Holdings is anticipated to grow sales and improve margins by providing a stable supply of generics [1][1]. Earnings Recovery - Litalico is expected to return to profitability as disruptions from curriculum changes in the child welfare segment ease [1][1]. - M3 is forecasted to benefit from improved pharmaceutical marketing operations and increased uptake of medical institution DX [1][1]. - JMDC is expected to see higher unit prices and more projects leveraging its competitive advantages [1][1]. Growth Trajectory - Companies like Medley are expected to recover in their HR platform business and see growth in their medical platform business [1][1]. - Ship Healthcare Holdings anticipates steady demand for hospital remodeling projects and growth driven by renewed demand for replacement medical equipment [20][20]. - Cyberdyne is focusing on establishing cybernics centers in Southeast Asia and benefiting from government approvals in Japan [28][28].

Core Viewpoint - Growth investors seek 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 - Westinghouse Air Brake Technologies (WAB) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] - The company specializes in manufacturing parts for locomotives, subways, and buses [3] Group 2: Earnings Growth - Wabtec's historical EPS growth rate is 16.3%, with projected EPS growth of 9.3% this year, surpassing the industry average of 8.5% [5] Group 3: Cash Flow Growth - Wabtec's year-over-year cash flow growth is 15.6%, significantly higher than the industry average of 7.6% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 10.9%, compared to the industry average of 6.5% [7] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Wabtec have increased, with the Zacks Consensus Estimate rising by 3.3% over the past month [9] Group 5: Investment Potential - Wabtec has earned a Growth Score of B and a Zacks Rank 2, indicating it is a potential outperformer and a solid choice for growth investors [11]

Core Viewpoint - The article discusses the potential of dividend growth stocks as a strategy for long-term investors amidst market chaos in 2025, highlighting three specific stocks as attractive buying opportunities. Group 1: American Express - American Express is well-positioned to withstand economic downturns due to its focus on wealthier customers and a low net write-off rate of 2.1% in Q1 2025, which is the lowest in the industry [4][3]. - Over half of American Express's revenue comes from credit card swipe fees, and 14% comes from annual fees, providing diverse revenue streams that can support the company during recessions [5]. - The stock is currently priced around $252 with a dividend yield of 1.16%, and the company has increased its dividend by 17% earlier this year, making it a strong candidate for long-term investment [6]. Group 2: Alphabet - Alphabet, the parent company of Google, has recently started paying dividends with a current yield of 0.52% at a share price of around $152, which is considered cheap given its growth potential in AI and cloud computing [7]. - Google Search revenue grew by 12.5% year-over-year to $54 billion, and its cloud division saw a 30% year-over-year revenue increase, indicating strong performance despite competition [8]. - Alphabet's annual dividend per share is $0.80, significantly lower than its free cash flow per share of $5.74, suggesting ample capacity for future dividend growth [9]. Group 3: Ally Financial - Ally Financial is currently trading at $31.60 with a high dividend yield of 3.8%, making it an attractive option for investors seeking strong and growing dividend income [11]. - The company, which operates as a digital bank focusing on automotive loans, faced challenges due to rising interest rates but is now seeing an expansion in its net interest margin (NIM), which increased to 3.31% from 3.16% year-over-year [12][13]. - Ally has the potential to grow its dividend per share again after being stagnant at $0.30 for the last 10 quarters, making it a compelling dividend growth stock [14].

Core Viewpoint - Growth investors are increasingly focusing on stocks with above-average financial growth, and Universal Health Services (UHS) is highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Earnings Growth - Historical EPS growth for Universal Health Services stands at 5.7%, but projected EPS growth for this year is 14%, surpassing the industry average of 13.8% [5][4]. Asset Utilization Ratio - Universal Health Services has an asset utilization ratio (sales-to-total-assets) of 1.11, indicating it generates $1.11 in sales for every dollar in assets, compared to the industry average of 0.89. Additionally, the company's sales are expected to grow by 8.1% this year, significantly higher than the industry average of 1.1% [7][6]. Earnings Estimate Revisions - The current-year earnings estimates for Universal Health Services have been revised upward, with the Zacks Consensus Estimate increasing by 2.8% over the past month, indicating a positive trend in earnings estimate revisions [8][10].

Core Viewpoint - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - DXP Enterprises (DXPE) is recommended as a cutting-edge growth stock based on its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 51.1%, with projected EPS growth of 17.1% this year, significantly higher than the industry average of 6.8% [5] Group 2: Earnings Growth - Earnings growth is crucial for growth investors, with double-digit growth being highly preferable [4] - DXP Enterprises' projected EPS growth of 17.1% this year indicates strong prospects for stock price gains [5] Group 3: Cash Flow Growth - Year-over-year cash flow growth for DXP Enterprises is 6.5%, surpassing the industry average of 1.6% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 12.3%, compared to the industry average of 8.5% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [8] - The current-year earnings estimates for DXP Enterprises have increased by 22.5% over the past month [9] Group 5: Investment Potential - DXP Enterprises has earned a Growth Score of B and carries a Zacks Rank 1 due to positive earnings estimate revisions, indicating it is a solid choice for growth investors [11]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - Griffon (GFF) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 37.9%, with projected EPS growth of 11.5% this year, surpassing the industry average of 10.4% [4] Group 2: Financial Metrics - Cash flow growth is crucial for growth-oriented companies, and Griffon currently shows a year-over-year cash flow growth of 0.6%, compared to an industry average of -16.8% [5] - The historical annualized cash flow growth rate for Griffon over the past 3-5 years is 25.3%, significantly higher than the industry average of 6.3% [6] Group 3: Earnings Estimates - Positive trends in earnings estimate revisions are correlated with stock price movements, and Griffon's current-year earnings estimates have increased by 0.5% over the past month [7][8] - Griffon has achieved a Growth Score of A and a Zacks Rank 1 due to favorable earnings estimate revisions, indicating strong potential for growth investors [10]

Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am long all positions in the Best of Breed Growth Stocks Portfolio. Okta, Inc. (NASDAQ: OKTA ) is s ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent volatility and risks [1] Group 1: Company Overview - Central Garden (CENTA) is highlighted as a recommended growth stock based on the Zacks Growth Style Score, which evaluates a company's genuine growth potential beyond traditional metrics [2] - The company currently holds a favorable Growth Score and a top Zacks Rank, indicating strong investment potential [2] Group 2: Earnings Growth - Earnings growth is crucial for investors, with double-digit growth being particularly desirable as it signals strong future prospects [4] - Central Garden's projected EPS growth for the current year is 11.3%, significantly outperforming the industry average of 3.2% [5] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without relying on external financing [6] - Central Garden's year-over-year cash flow growth stands at 8.7%, exceeding the industry average of 4.5% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 11.4%, compared to the industry average of 9.3% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are indicative of potential stock price movements [8] - The current-year earnings estimates for Central Garden have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month [8] Group 5: Conclusion - Central Garden has achieved a Growth Score of B and a Zacks Rank of 2, reflecting positive earnings estimate revisions and strong growth metrics [9] - This combination positions Central Garden as a potential outperformer and a solid choice for growth investors [10]

Group 1 - Dividend growth stocks may not be the most exciting investments but are designed to build growing income for investors [1] - The focus is on high-quality and reliable dividend growth ideas, particularly those that are leaders within their industry [1] - The service also includes ideas for writing options to further enhance investors' income [1] Group 2 - Membership provides access to a portfolio, watchlist, and live chat, along with exclusive articles not available elsewhere [2]

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities 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.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks ...