Growth Investing

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Why OneMain Holdings (OMF) is a Top Value Stock for the Long-Term
ZACKSĀ· 2025-07-28 14:41
Core Insights - Zacks Premium offers various tools to help investors make informed decisions and enhance their confidence in the stock market [1][2] Zacks Style Scores - The Zacks Style Scores are indicators that assist investors in selecting stocks likely to outperform the market within 30 days, rated from A to F based on value, growth, and momentum characteristics [2][3] - The Value Score identifies attractive and discounted stocks using ratios like P/E, PEG, and Price/Sales [3] - The Growth Score focuses on a company's financial strength and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] - The Momentum Score helps investors capitalize on price trends, utilizing factors like one-week price change and monthly earnings estimate changes [5] - The VGM Score combines all three Style Scores, providing a comprehensive indicator for stock selection based on value, growth, and momentum [6] Zacks Rank - The Zacks Rank is a proprietary stock-rating model that uses earnings estimate revisions to facilitate portfolio building [7] - Stocks rated 1 (Strong Buy) have produced an average annual return of +23.75% since 1988, significantly outperforming the S&P 500 [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 to Watch: OneMain Holdings - OneMain Holdings Inc. is a financial services company with a Zacks Rank of 3 (Hold) and a VGM Score of A [11] - The company has a Value Style Score of A, supported by a forward P/E ratio of 9.6, making it appealing to value investors [12] - Recent earnings estimates for fiscal 2025 have been revised higher, with the Zacks Consensus Estimate increasing to $6.18 per share, and an average earnings surprise of +9.3% [12]
Alphabet: All Ready To Storm To New Highs
Seeking AlphaĀ· 2025-07-28 13:00
He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-beaten contrarian plays, with an 18 to 24 month outlook for the thesis to play out. The group is designed for investors seeking to capitalize on growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations. JR Research is an opportunistic investor. He was recog ...
PayPal: You Might Wish You Bought More Now
Seeking AlphaĀ· 2025-07-27 14:30
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 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]
Here is Why Growth Investors Should Buy Ahold (ADRNY) Now
ZACKSĀ· 2025-07-25 17:46
Core Insights - Growth investors seek stocks with above-average financial growth, but identifying such stocks can be challenging due to associated risks and volatility [1] - Ahold NV is currently recommended as a growth stock based on its favorable Growth Score and top Zacks Rank [2] Earnings Growth - Ahold's historical EPS growth rate is 2.7%, but projected EPS growth for this year is 11.2%, significantly higher than the industry average of 3.6% [4] Asset Utilization - Ahold has an asset utilization ratio of 1.8, indicating it generates $1.8 in sales for every dollar in assets, outperforming the industry average of 1.19 [5] Sales Growth - The company's sales are expected to grow by 12.9% this year, compared to an industry average of 0% [6] Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Ahold, with the Zacks Consensus Estimate for the current year increasing by 3.4% over the past month [8] Overall Positioning - Ahold has achieved a Zacks Rank 1 and a Growth Score of B, positioning it well for potential outperformance in the growth investment space [10]
Super Micro: The Takeoff Is Just Getting Started (Upgrade)
Seeking AlphaĀ· 2025-07-25 16:22
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, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook typically spans 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]
Viking Therapeutics Q2: Confidently Continuing The Recovery
Seeking AlphaĀ· 2025-07-25 14:15
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, 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]
Here is Why Growth Investors Should Buy Vermilion (VET) Now
ZACKSĀ· 2025-07-24 17:46
Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Vermilion Energy (VET) is currently recommended as a strong growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 13.5%, but projected EPS growth for this year is expected to be 231.8%, significantly outperforming the industry average of -23% [4] Group 2: Financial Metrics - Vermilion's asset utilization ratio (sales-to-total-assets ratio) is 0.32, indicating that the company generates $0.32 in sales for every dollar in assets, which is higher than the industry average of 0.31 [5] - The company's sales are projected to grow by 17.7% this year, compared to an industry average of 0% [6] Group 3: Earnings Estimates - The current-year earnings estimates for Vermilion have been revised upward, with the Zacks Consensus Estimate increasing by 152.2% over the past month [7] - Vermilion has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating its potential as an outperformer for growth investors [9]
3 Reasons Growth Investors Will Love OR Royalties (OR)
ZACKSĀ· 2025-07-24 17:46
Core Viewpoint - Growth investors are increasingly focused on stocks with above-average financial growth, which can lead to solid returns, but identifying such stocks is challenging due to their inherent risks and volatility [1] Group 1: Company Overview - OR Royalties (OR) is currently highlighted as a recommended growth stock by the Zacks Growth Style Score system, which evaluates a company's growth prospects beyond traditional metrics [2] - The stock has a favorable Growth Score and a top Zacks Rank, indicating strong potential for growth investors [2][10] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive as it signals strong future prospects [4] - OR Royalties has a historical EPS growth rate of 26.6%, with projected EPS growth of 46.2% for the current year, significantly surpassing the industry average of 29.4% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [6] - OR Royalties has a year-over-year cash flow growth rate of 12%, compared to an industry average of -2.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 14%, exceeding the industry average of 6.8% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are crucial, as they correlate strongly with near-term stock price movements [8] - OR Royalties has seen a 3.6% increase in current-year earnings estimates over the past month, indicating positive momentum [8] Group 5: Conclusion - OR Royalties has achieved a Growth Score of B and a Zacks Rank of 2 due to favorable earnings estimate revisions, positioning it as a potential outperformer for growth investors [10]
AGNC: Better Not To Fight Against The Market (Rating Downgrade)
Seeking AlphaĀ· 2025-07-24 13:00
Core Insights - JR Research is recognized as a top analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors, as well as growth and GARP strategies [1][2] - The investment strategy emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The approach combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] Investment Strategy - The investing group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, focusing on strong growth potential and contrarian plays [3] - The investment thesis typically has an 18 to 24 month outlook for realization, targeting growth stocks with robust fundamentals and attractive valuations [3] - The group aims to capitalize on buying momentum and turnaround plays, appealing to investors seeking growth stocks [3]
VONG Vs. GGUS: No Need To Switch
Seeking AlphaĀ· 2025-07-24 12:00
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