Workflow
动量投资
icon
Search documents
新债王冈拉克:美国股市陷入狂热,黄金是真正的避难所!将这种贵金属提升为“真正的资产类别”
Ge Long Hui· 2025-11-20 08:26
Core Viewpoint - Jeffrey Gundlach, CEO of DoubleLine Capital, describes the current U.S. stock market as "frothy" and emphasizes gold as a primary safe haven, elevating it to a "true asset class" [1][3]. Group 1: Market Assessment - Gundlach considers the U.S. stock market to be one of the "most unhealthy" he has seen in his career, citing classic valuation metrics like price-to-earnings and market capitalization ratios as being "off the charts" [3]. - He asserts that the market is undoubtedly in a state of euphoria, comparing the current enthusiasm for artificial intelligence (AI) to the early 20th-century excitement for electricity, which peaked in 1911 and never fully recovered [3]. - Gundlach warns that while transformative technologies like electricity are changing the world, the market tends to price future benefits "very quickly and excessively" [3]. Group 2: Investment Strategy - In light of high valuations in financial assets, Gundlach has shifted focus towards hard assets, particularly gold, which he has been "very, very bullish" on, calling it his "best idea of the year" [3]. - He believes that gold has solidified its position in serious investment portfolios, now regarded as a "true asset class," with demand extending beyond "survivalists" and "crazy speculators" to include "real money" seeking genuine value [3]. - Gundlach notes that gold has been the "best-performing asset" this year and over the past 12 months, suggesting a portfolio allocation of around 15% to gold, down from 25%, as its previous allocation has already played its role [4].
Despite Fast-paced Momentum, Universal Health Services (UHS) Is Still a Bargain Stock
ZACKS· 2025-11-17 14:56
Core Viewpoint - Momentum investing focuses on "buying high and selling higher," rather than traditional strategies of buying low and waiting for recovery [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that exhibit recent price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify potential opportunities [3] Group 2: Universal Health Services (UHS) Analysis - UHS has shown a price increase of 10% over the past four weeks, indicating growing investor interest [4] - The stock has gained 21.3% over the past 12 weeks, with a beta of 1.33, suggesting it moves 33% more than the market [5] - UHS has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] Group 3: Earnings Estimates and Valuation - UHS has received a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which typically attract more investors [7] - The stock is trading at a Price-to-Sales ratio of 0.83, suggesting it is undervalued at 83 cents for each dollar of sales [7] Group 4: Additional Investment Opportunities - Besides UHS, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Various Zacks Premium Screens are available to assist in identifying winning stock picks based on different investing styles [9]
Ultrapar Participacoes S.A. (UGP) is a Great Momentum Stock: Should You Buy?
ZACKS· 2025-11-14 18:03
Company Overview - Ultrapar Participacoes S.A. (UGP) currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy) [3][4] - The company has shown strong performance metrics, with shares up 5.3% over the past week and 7.07% over the past month, outperforming the Zacks Oil and Gas - Production and Pipelines industry, which increased by 1% and 3.36% respectively [6] Price Performance - Over the last three months, UGP shares have increased by 24.69%, and over the past year, they have gained 21.36% [7] - In comparison, the S&P 500 has only moved 4.53% and 13.83% over the same periods [7] Trading Volume - UGP's average 20-day trading volume is 2,842,560 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, 2 earnings estimates for UGP have moved higher, increasing the consensus estimate from $0.28 to $0.41 [10] - For the next fiscal year, 1 estimate has moved upwards with no downward revisions during the same period [10] Conclusion - Considering the positive price trends, trading volume, and earnings outlook, UGP is positioned as a promising investment opportunity with a Momentum Score of B [12]
EverQuote (EVER) Is Up 18.06% in One Week: What You Should Know
ZACKS· 2025-11-13 18:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2]. Company Overview: EverQuote (EVER) - EverQuote currently holds a Momentum Style Score of A and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance in the market [3][4]. - The stock has shown significant price increases, with shares up 18.06% over the past week and 25.86% over the past month, compared to the Zacks Insurance - Multi line industry's 0.7% and 0.05% respectively [6]. - Over the last three months, EverQuote shares have risen 12.08%, and over the past year, they are up 32.41%, while the S&P 500 has only increased by 6.64% and 15.78% in the same periods [7]. Trading Volume - EverQuote's average 20-day trading volume is 610,672 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - In the past two months, six earnings estimates for EverQuote have been revised upwards, increasing the consensus estimate from $1.31 to $1.43 for the full year, with no downward revisions [10]. - For the next fiscal year, six estimates have also moved upwards, indicating positive sentiment regarding future earnings [10]. Conclusion - Given the strong performance metrics and positive earnings outlook, EverQuote is positioned as a solid momentum pick, making it a noteworthy consideration for investors seeking growth opportunities [12].
Par Petroleum (PARR) Is Up 2.93% in One Week: What You Should Know
ZACKS· 2025-11-12 18:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Par Petroleum (PARR) - Par Petroleum currently holds a Momentum Style Score of A, indicating strong momentum potential [3] - The company has a Zacks Rank of 1 (Strong Buy), suggesting it is expected to outperform the market [4] Price Performance - PARR shares have increased by 2.93% over the past week, outperforming the Zacks Oil and Gas - Refining and Marketing industry, which rose by 1.3% [6] - Over the past month, PARR's price change is 22.03%, significantly higher than the industry's 7.65% [6] - In the last quarter, PARR shares have surged by 46.48%, and over the past year, they have gained 163.22%, while the S&P 500 has only increased by 7.7% and 15.35%, respectively [7] Trading Volume - PARR's average 20-day trading volume is 1,098,409 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, four earnings estimates for PARR have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $2.28 to $6.13 [10] - For the next fiscal year, four estimates have also moved upwards without any downward revisions [10] Conclusion - Given the strong price performance, positive earnings outlook, and high momentum score, PARR is positioned as a strong buy candidate for investors seeking momentum stocks [12]
What Makes EnerSys (ENS) a Strong Momentum Stock: Buy Now?
ZACKS· 2025-11-11 18:01
Core Insights - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] - EnerSys (ENS) currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [2][3] Price Performance - ENS shares have increased by 4.61% over the past week, while the Zacks Manufacturing - Electronics industry has decreased by 2.04% during the same period [5] - Over the last month, ENS's price change is 16.67%, significantly outperforming the industry's 1.12% [5] - In the last three months, ENS shares have risen by 35.32%, and over the past year, they are up 34.66%, compared to the S&P 500's increases of 7.27% and 15.21%, respectively [6] Trading Volume - The average 20-day trading volume for ENS is 442,582 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Estimates - In the past two months, three earnings estimates for ENS have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $9.76 to $10.28 [9] - For the next fiscal year, three estimates have also moved upwards without any downward revisions [9] Conclusion - Given the strong price performance, positive earnings estimate revisions, and favorable momentum indicators, ENS is positioned as a strong buy candidate for investors seeking momentum stocks [11]
What Makes Diversified Healthcare (DHC) a Strong Momentum Stock: Buy Now?
ZACKS· 2025-11-11 18:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Diversified Healthcare (DHC) - DHC currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [4] Price Performance - DHC shares have increased by 4.93% over the past week, outperforming the Zacks REIT and Equity Trust - Other industry, which rose by 1.26% [6] - Over the past month, DHC's price change is 9.76%, significantly higher than the industry's 1.38% [6] - In the last quarter, DHC shares have risen by 32.35%, and over the past year, they have gained 66.05%, while the S&P 500 has only increased by 7.27% and 15.21%, respectively [7] Trading Volume - DHC's average 20-day trading volume is 761,917 shares, which serves as a baseline for price-to-volume analysis [8] Earnings Outlook - In the past two months, one earnings estimate for DHC has increased, while none have decreased, raising the consensus estimate from $0.24 to $0.33 [10] - For the next fiscal year, one estimate has moved upwards with no downward revisions during the same period [10] Conclusion - Considering the strong price performance, positive earnings outlook, and high Momentum Style Score, DHC is positioned as a promising investment opportunity [12]
What Makes Vestas Wind Systems AS (VWDRY) a Strong Momentum Stock: Buy Now?
ZACKS· 2025-11-10 18:03
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Vestas Wind Systems AS (VWDRY) - VWDRY currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating strong potential for outperformance [2][3] - The stock has shown significant price increases, with shares up 16.3% over the past week, compared to a 2.04% decline in the Zacks Manufacturing - Electronics industry [5] - Over the last month, VWDRY's price increased by 18.74%, while the industry only saw a 1.4% rise [5] - In the longer term, VWDRY shares have risen 29.84% over the past three months and 59.36% over the past year, significantly outperforming the S&P 500's gains of 6.44% and 13.97%, respectively [6] Trading Volume - VWDRY's average 20-day trading volume is 256,950 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - Recent earnings estimate revisions show positive momentum, with one estimate moving higher for the full year, increasing the consensus estimate from $0.25 to $0.29 over the past 60 days [9] - For the next fiscal year, one estimate has also moved upwards, with no downward revisions during the same period [9] Conclusion - Considering the positive price trends, trading volume, and earnings outlook, VWDRY is positioned as a solid momentum pick with a Momentum Score of B and a Zacks Rank of 2 (Buy) [11]
Cemex (CX) Is Up 8.44% in One Week: What You Should Know
ZACKS· 2025-11-06 18:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1][2]. Company Overview: Cemex (CX) - Cemex currently holds a Momentum Style Score of B, indicating a positive momentum outlook [3]. - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [4]. Performance Metrics - Over the past week, Cemex shares have increased by 8.44%, while the Zacks Building Products - Concrete and Aggregates industry has declined by 1.21% [6]. - In the last month, Cemex's stock price has risen by 10.67%, significantly outperforming the industry's 0.3% increase [6]. - Over the past three months, shares have appreciated by 18.18%, and over the last year, they have surged by 78.61%, compared to the S&P 500's gains of 8.21% and 18.84%, respectively [7]. Trading Volume - The average 20-day trading volume for Cemex is 11,152,314 shares, which serves as a bullish indicator when combined with rising stock prices [8]. Earnings Outlook - In the past two months, one earnings estimate for Cemex has increased, while none have decreased, leading to a consensus estimate rise from $0.75 to $0.92 [10]. - For the next fiscal year, one estimate has also moved upwards, with no downward revisions noted [10]. Conclusion - Given the positive momentum indicators and earnings outlook, Cemex is positioned as a strong buy candidate for investors seeking short-term gains [11][12].
Here's Why Relay Therapeutics, Inc. (RLAY) is a Great Momentum Stock to Buy
ZACKS· 2025-10-28 17:01
Core Insights - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] - Relay Therapeutics, Inc. (RLAY) currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [3][12] - The Zacks Rank for Relay Therapeutics is 2 (Buy), suggesting strong potential for outperformance in the market [4][12] Price Performance - RLAY shares have increased by 5.7% over the past week, while the Zacks Medical - Drugs industry remained flat during the same period [6] - Over the last month, RLAY's price change is 42.2%, significantly outperforming the industry's 0.47% [6] - In the past quarter, RLAY shares have risen by 102.19%, and they are up 22.39% over the last year, compared to the S&P 500's increases of 7.9% and 19.67%, respectively [7] Trading Volume - RLAY's average 20-day trading volume is 1,878,524 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the last two months, one earnings estimate for RLAY has increased, while none have decreased, leading to a consensus estimate improvement from -$1.62 to -$1.59 [10] - For the next fiscal year, one estimate has moved upwards with no downward revisions, indicating positive earnings momentum [10]