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Amazon: Take Full Advantage Of The Myopic Selloff
Seeking Alpha· 2025-08-04 13:00
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 ...
Qualcomm: You Won't Regret Sitting This One Out
Seeking Alpha· 2025-08-03 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 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 fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued 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, buying momentum, and turnaround plays at attractive valuations [3]
Salesforce: You Might Wish You Bought More Now
Seeking Alpha· 2025-08-02 14:25
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]
3 Reasons Why Growth Investors Shouldn't Overlook Scor (SCRYY)
ZACKS· 2025-08-01 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Scor SE (SCRYY) identified as a promising candidate due to its strong growth metrics and favorable rankings [1][2]. Earnings Growth - Scor has a historical EPS growth rate of 24%, but the projected EPS growth for this year is an extraordinary 4400%, significantly outperforming the industry average of 11.2% [5]. Asset Utilization Ratio - Scor's asset utilization ratio (sales-to-total-assets) stands at 0.43, indicating that the company generates $0.43 in sales for every dollar in assets, which is notably higher than the industry average of 0.21, showcasing greater efficiency [6]. Sales Growth - The company's sales are projected to grow by 9.2% this year, compared to the industry average of only 0.9%, indicating strong sales growth potential [7]. Earnings Estimate Revisions - The current-year earnings estimates for Scor have been revised upward, with the Zacks Consensus Estimate increasing by 4.7% over the past month, reflecting positive sentiment among analysts [9]. Overall Assessment - Scor has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, based on its strong earnings growth, asset utilization, and sales growth metrics, positioning it as a solid choice for growth investors [10][11].
3 Reasons Growth Investors Will Love Cheesecake Factory (CAKE)
ZACKS· 2025-08-01 17:46
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 great growth stock is not easy at all.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, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Gro ...
3 Reasons Growth Investors Will Love APi (APG)
ZACKS· 2025-08-01 17:46
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill their growth potential is challenging due to associated risks and volatility [1] Group 1: Company Overview - APi (APG) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 14.4%, with projected EPS growth of 14.8% this year, surpassing the industry average of 11.9% [4] Group 2: Financial Metrics - APi's year-over-year cash flow growth stands at 120.9%, significantly higher than the industry average of 1.4% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 76.5%, compared to the industry average of 7.1% [6] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for APi, with the Zacks Consensus Estimate for the current year increasing by 2.8% over the past month [8] - The combination of upward earnings estimate revisions and a Growth Score of B positions APi as a potential outperformer for growth investors [10]
Vertiv: Wait For The Next Panic And Don't Rush In Now
Seeking Alpha· 2025-08-01 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 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 price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued 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, buying momentum, and turnaround plays at attractive valuations [3]
Here is Why Growth Investors Should Buy MTU Aero Engines (MTUAY) Now
ZACKS· 2025-07-31 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, it's pretty easy to find cutting-edge growth stocks with the ...
3 Reasons Growth Investors Will Love Yum China (YUMC)
ZACKS· 2025-07-31 17:46
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to associated risks and volatility. Yum China Holdings (YUMC) is highlighted as a promising growth stock based on its favorable growth metrics and Zacks Rank. Group 1: Earnings Growth - Yum China's historical EPS growth rate is 12.2%, with projected EPS growth of 7.3% this year, surpassing the industry average of 6.7% [5][4]. Group 2: Asset Utilization - Yum China has an asset utilization ratio (sales-to-total-assets ratio) of 1, indicating it generates $1 in sales for every dollar in assets, which is higher than the industry average of 0.97 [6]. Group 3: Sales Growth - The company's sales are expected to grow by 2.9% this year, compared to the industry average of 2.4% [7]. Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Yum China have been revised upward, with the Zacks Consensus Estimate increasing by 0.5% over the past month [9][8]. Group 5: Overall Assessment - Yum China has achieved a Zacks Rank of 2 (Buy) and a Growth Score of A, positioning it well for potential outperformance in the growth stock category [10][11].
UnitedHealth: The Disappointment Continues
Seeking Alpha· 2025-07-31 17:30
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 price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued 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, buying momentum, and turnaround plays at attractive valuations [3]