It's nearly impossible for me to think about the AI infrastructure trade and not consider the other "constituents" to make this setup happen. After all, I don't think I need to demystifyJR 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 potentia ...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid 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, the Zacks Growth Style Score (part of the Zacks Style ...

Its stock isn't cheap, but Robinhood's strong results and encouraging growth prospects make it a compelling long-term buy.One of the great growth stories in recent years has been Robinhood Markets (HOOD 0.02%). Its popularity took off when meme stocks were surging in value during the pandemic. Over the years, it has continued to grow in size while expanding its operations.Since 2023, the stock has skyrocketed an incredible 1,500%, making it one of the best growth stocks to own in recent years. Yet despite t ...

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. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Sty ...

Core Insights - Investors often feel they must choose between high yields and growth, but Vanguard offers ETFs that provide both dividends and growth potential [1] Group 1: Vanguard Dividend Appreciation Index Fund ETF - The Vanguard Dividend Appreciation Index Fund ETF has a yield of 1.6% and an annualized return of 13% over the past 10 years [4] - The fund holds over 300 large-cap stocks, with top holdings including Broadcom, Microsoft, and Apple, which have yields below 1% [6] - The ETF allocates more than 20% of its capital to financial stocks, contributing to its growth rates, while also including higher-yielding stocks like JPMorgan Chase and ExxonMobil [7] Group 2: Vanguard High Dividend Yield Index Fund ETF - The Vanguard High Dividend Yield Index Fund ETF has over 500 holdings and emphasizes financial stocks, which make up 21% of its assets, compared to 18% for tech stocks [8] - This fund has a yield of 2.5% and a low expense ratio of 0.06%, with large-cap value stocks comprising half of its total assets [10] - The fund's focus on sectors like healthcare, consumer staples, and industrials contributes to its higher yield compared to the Dividend Appreciation Index Fund [10] Group 3: Investment Strategy and Benefits - Both ETFs are suitable for investors seeking cash flow and long-term appreciation, offering a more stable investment approach compared to growth stocks [11] - For example, a $10,000 investment in the Dividend Appreciation Index Fund yields $160 annually, while the same amount in the High Dividend Yield Index Fund yields $250 [12] - Building a significant position, such as $1 million, could generate $41,000 in annual dividend income, highlighting the benefits of compounding over time [13]

Core Viewpoint - The Nasdaq 100 experienced a significant decline of nearly 8%, indicating a tech-driven correction that may have impacted growth-heavy investors [1] Group 1 - The decline in the Nasdaq 100 reflects broader market volatility, particularly affecting technology stocks [1]

Core Insights - Investors are increasingly seeking growth stocks that demonstrate above-average growth in financials, which can lead to exceptional returns, but identifying such stocks is challenging due to inherent volatility and risks [1] Company Overview - Addus HomeCare (ADUS) is currently highlighted as a recommended growth stock, benefiting from a favorable Growth Score and a top Zacks Rank [2] Earnings Growth - The historical EPS growth rate for Addus HomeCare stands at 16.1%, but projected EPS growth for this year is significantly higher at 29.5%, surpassing the industry average of 19.9% [5] Cash Flow Growth - Addus HomeCare exhibits a year-over-year cash flow growth of 19.5%, which is substantially higher than the industry average of 1.5% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 21.4%, compared to the industry average of 7% [7] Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Addus HomeCare, with the Zacks Consensus Estimate for the current year increasing by 1.2% over the past month [8] Conclusion - Addus HomeCare has achieved a Zacks Rank of 2 and a Growth Score of A, indicating its potential as an outperformer and a solid choice for growth investors [10]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Commercial Metals (CMC) identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - Commercial Metals has a historical EPS growth rate of 0.4%, but projected EPS growth for this year is expected to be 69.5%, significantly outperforming the industry average of -11.1% [4]. Group 2: Asset Utilization Ratio - The company has an asset utilization ratio (sales-to-total-assets ratio) of 1.13, indicating it generates $1.13 in sales for every dollar in assets, compared to the industry average of 0.9, showcasing superior efficiency [5]. Group 3: Sales Growth - Sales for Commercial Metals are projected to grow by 6.5% this year, while the industry average is stagnant at 0% [6]. Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Commercial Metals have been revised upward, with the Zacks Consensus Estimate increasing by 1.4% over the past month, indicating positive momentum [8]. Group 5: Overall Assessment - Commercial Metals has achieved a Growth Score of A and a Zacks Rank of 2, suggesting it is a solid choice for growth investors and has the potential to outperform the market [10].

Core Viewpoint - Semtech Corporation (SMTC) is set to report its Q3 earnings on November 24, with expectations surrounding the performance and future outlook of the company [1]. Company Overview - Semtech Corporation is focused on maintaining a long-term investment horizon, typically ranging from 5 to 10 years, emphasizing a balanced portfolio that includes growth, value, and dividend-paying stocks [1]. Investment Strategy - The company tends to prioritize value investments over other types, while also engaging in options trading occasionally [1].

Group 1 - The recent merger between OBDC II and OBDC surprised the market, but the market's reception indicated dissatisfaction [1] - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on identifying attractive risk/reward opportunities [1] - The investment strategy emphasizes growth investing with a focus on stocks that have strong growth potential and significant upside recovery possibilities [1] Group 2 - The investing group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors with an 18 to 24 month outlook [1] - The group targets growth stocks with robust fundamentals, buying momentum, and turnaround plays at attractive valuations [1]