Core Viewpoint - Meta Platforms (META) is highlighted as a significant investment opportunity within the social media sector, indicating strong confidence in its growth potential and market position [1]. Group 1: Company Overview - Meta Platforms is described as the largest holding for the analyst, showcasing a strong personal conviction in the company's future performance [1]. - The company is part of a broader category of social media stocks that are recognized for their ability to achieve substantial returns [1]. Group 2: Analyst Background - The analyst has over five years of experience in equities analysis, focusing on growth and income stocks with high expected return potential and solid margins of safety [1]. - The analyst contributes to an investment group that shares actionable trading ideas across various asset classes, sectors, and industries, aiming to educate a community of investors [1]. Group 3: Investment Strategy - The investment service mentioned includes different portfolio strategies tailored for varying levels of investor activity, such as a macro portfolio for less active investors and a single equity-focused portfolio for more active investors [1].

Buying stocks that are trading at cheap valuations can set you up for some big gains later on. And it can minimize the risk of a decline if the market starts to struggle. despite a flurry of other ways to pay. The company also has its own stablecoin, PayPal USD, so it can potentially leverage opportunities in the crypto space. Growth has been underwhelming of late, as sales through the first three months of the year totaled $7.8 billion, an increase of just 1% year over year. However, the economy is contend ...

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill this potential is challenging [1] Group 1: Company Overview - Wheaton Precious Metals Corp. (WPM) 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 6.3%, but projected EPS growth for this year is expected to be 56.4%, significantly surpassing the industry average of 29.7% [5] Group 2: Financial Metrics - Current year cash flow growth for Wheaton Precious Metals is 18.6%, which is notably higher than the industry average of -2.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 11.7%, compared to the industry average of 6.8% [7] Group 3: Earnings Estimates - The current-year earnings estimates for Wheaton Precious Metals have been revised upward, with the Zacks Consensus Estimate increasing by 4.2% over the past month [9] - The positive trend in earnings estimate revisions contributes to Wheaton Precious Metals achieving a Zacks Rank 1 (Strong Buy) [10]

Core Viewpoint - The Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) provides broad exposure to the Small Cap Growth segment of the US equity market, with a focus on small and medium-sized companies that are expected to grow rapidly [1][7]. Group 1: Fund Overview - JSMD is a passively managed ETF launched on February 23, 2016, and has accumulated assets exceeding $537.74 million, positioning it as an average-sized ETF in its category [1]. - The ETF has annual operating expenses of 0.30% and a 12-month trailing dividend yield of 0.82%, making it competitive with peer products [4]. Group 2: Investment Strategy and Performance - The ETF aims to match the performance of the Janus Small/Mid Cap Growth Alpha Index, which selects stocks based on growth, profitability, and capital efficiency [7]. - As of July 14, 2025, JSMD has returned approximately 4.24% year-to-date and 14.95% over the past year, with a trading range between $62.52 and $82.80 in the last 52 weeks [8]. Group 3: Sector Exposure and Holdings - The ETF has a significant allocation to the Financials sector, comprising about 20.60% of the portfolio, followed by Information Technology and Industrials [5]. - The top 10 holdings account for approximately 20.53% of total assets, with Equitable Holdings Inc. (EQH) making up about 2.37% of total assets [6]. Group 4: Alternatives and Market Position - JSMD carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Small Cap Growth area [10]. - Other comparable ETFs include the iShares Russell 2000 Growth ETF (IWO) with $11.76 billion in assets and the Vanguard Small-Cap Growth ETF (VBK) with $19.20 billion, both of which have lower expense ratios [11].

Core Viewpoint - The First Trust Value Line Dividend ETF (FVD) offers broad exposure to the Large Cap Value segment of the US equity market, with significant assets under management and a focus on dividend-paying companies [1][7]. Group 1: Fund Overview - FVD is a passively managed ETF launched on August 19, 2003, and is sponsored by First Trust Advisors, with assets exceeding $9.08 billion [1]. - The ETF targets large cap companies, defined as those with market capitalizations above $10 billion, which are generally considered stable investments [2]. Group 2: Performance Metrics - FVD aims to match the performance of the Value Line Dividend Index, which includes U.S. securities that pay above-average dividends and have potential for capital appreciation [7]. - The ETF has recorded a year-to-date increase of approximately 4.71% and a one-year increase of about 11.62% as of July 14, 2025 [7]. - Over the past 52 weeks, FVD has traded between $40.62 and $46.70 [7]. Group 3: Cost Structure - The annual operating expenses for FVD are 0.61%, making it one of the more expensive ETFs in its category, with a 12-month trailing dividend yield of 2.26% [4]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 21.70% of the portfolio, followed by Utilities and Consumer Staples [5]. - Texas Instruments Incorporated (TXN) represents about 0.49% of total assets, with the top 10 holdings accounting for approximately 4.8% of total assets under management [6]. Group 5: Risk Profile - FVD has a beta of 0.72 and a standard deviation of 13.07% over the trailing three-year period, categorizing it as a medium-risk investment [8]. - The ETF consists of about 226 holdings, which helps to diversify company-specific risk [8]. Group 6: Alternatives - Alternatives to FVD include the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV), which have significantly larger assets under management and lower expense ratios of 0.06% and 0.04%, respectively [10].

Core Viewpoint - The Invesco S&P 500 Pure Growth ETF (RPG) is a passively managed fund aimed at providing broad exposure to the Large Cap Growth segment of the US equity market, with assets exceeding $1.69 billion [1]. Group 1: Fund Overview - RPG was launched on March 1, 2006, and is sponsored by Invesco [1]. - The fund targets large cap companies, which typically have market capitalizations above $10 billion, indicating stability and predictable cash flows [2]. Group 2: Growth Stocks Characteristics - Growth stocks, which RPG focuses on, exhibit higher than average sales and earnings growth rates, but also come with higher valuations and associated risks [3]. - In a strong bull market, growth stocks are considered safer compared to value stocks, but they tend to underperform in other financial environments [3]. Group 3: Costs and Performance - RPG has an annual operating expense ratio of 0.35% and a 12-month trailing dividend yield of 0.29%, aligning it with most peer products [4]. - The ETF has gained approximately 11.66% year-to-date and about 21.75% over the past year, with a trading range between $33.68 and $46.39 in the last 52 weeks [7]. Group 4: Sector Exposure and Holdings - The ETF has a significant allocation to the Industrials sector, comprising about 24.60% of the portfolio, followed by Consumer Discretionary and Information Technology [5]. - Palantir Technologies Inc (PLTR) represents about 2.57% of total assets, with the top 10 holdings accounting for approximately 21.07% of total assets under management [6]. Group 5: Risk Assessment - RPG has a beta of 1.14 and a standard deviation of 22.37% over the trailing three-year period, categorizing it as a medium risk option [8]. - The ETF consists of around 91 holdings, which helps in diversifying company-specific risk [8]. Group 6: Alternatives - RPG holds a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Large Cap Growth area [9]. - Alternatives include the Vanguard Growth ETF (VUG) and Invesco QQQ (QQQ), with VUG having $176.77 billion in assets and an expense ratio of 0.04%, while QQQ has $354.33 billion and charges 0.20% [10]. Group 7: Bottom-Line - Passively managed ETFs like RPG are favored by both institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency [11].

Group 1: European Wax Center, Inc. (EWCZ) - The company operates out-of-home waxing services and has a Zacks Rank of 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 96.8% over the last 60 days [1] - The PEG ratio is 0.47, significantly lower than the industry average of 3.43, and it has a Growth Score of B [1] Group 2: Dell Technologies Inc. (DELL) - Dell provides information technology solutions, products, and services, holding a Zacks Rank of 1 [2] - The Zacks Consensus Estimate for its current year earnings has risen by 6.4% over the last 60 days [2] - The PEG ratio stands at 1.06, compared to the industry average of 1.35, with a Growth Score of B [2] Group 3: Ahold N.V. (ADRNY) - Ahold operates retail food stores and e-commerce, also carrying a Zacks Rank of 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 4.1% over the last 60 days [3] - The PEG ratio is 1.66, lower than the industry average of 2.34, and it has a Growth Score of A [3]

Core Viewpoint - A significant shift is anticipated in the stock market, suggesting a potential transition from growth stocks to value stocks as the latter are currently undervalued and may outperform in the near future [4][7][8]. Group 1: Market Trends - Growth stocks have consistently outperformed value stocks since the late 1990s, driven by technological advancements and low interest rates [4][6]. - Morningstar's Q3 2025 Stock Market Outlook indicates that value stocks are undervalued relative to the broader market, presenting a potential investment opportunity [7]. - U.S. value stocks are currently trading at a price-to-earnings ratio of 10, significantly lower than the 30 for growth stocks, indicating a potential for higher returns [8]. Group 2: Performance of Key Stocks - The "Magnificent Seven" stocks, which have driven market gains, are now lagging behind the broader market, suggesting a possible shift in market leadership [8][11]. - Major growth stocks like Apple, Alphabet, and Tesla have seen declines year-to-date, while the S&P 500 has increased by 6%, indicating a potential trend reversal [11]. Group 3: Economic Factors - Concerns about economic slowdown and market crashes are rising among U.S. consumers, with 46% expressing serious concerns, which could disproportionately affect overvalued growth stocks [13][14]. - The Federal Reserve's sustained high interest rates are impacting growth companies more than value companies, which are better suited to navigate such conditions [15]. Group 4: Investment Strategy - The Vanguard Value ETF offers a trailing dividend yield of just under 2.2%, providing a reliable income stream for investors amid less exciting growth potential [17]. - Investors are encouraged to consider a balanced portfolio that includes both value and selective growth investments, allowing for defensive positioning while still pursuing growth opportunities [18][19].

Market Sentiment & Valuation - The market is assessing whether the recent pause is a temporary consolidation or a midsummer stall, similar to the previous year [1] - Some stocks have already priced in positive scenarios like tariff resolutions, interest rate cuts, and AI-driven economic growth, making them vulnerable during earnings season if results are not perfect [3] - Many relatively valued or inexpensive stocks, particularly in cyclical sectors, are pricing in a more bearish outlook and could potentially rally [4] - Overcrowding in momentum stocks requires continuous positive data to sustain their upward trajectory; otherwise, they are susceptible to a self-reinforcing downward cycle due to market leverage [10] - A shift from growth to value and from large-cap to small-cap stocks indicates the market is rebalancing to avoid excessive imbalances [8] Interest Rates & Economic Outlook - Speculation surrounds the Federal Reserve's actions and the necessity of rate cuts, influenced by global announcements such as Canada's interest rate adjustments [5] - Concerns exist that if interest rate relief does not materialize, a correction could occur across all cyclical stocks, regardless of their valuation [6] - The market anticipates Canada's interest rate to be 15%-25% higher [5][6] - The most probable cyclical outlook is one of steady performance, leading to a divergence in performance between expensive and reasonably priced cyclical stocks [7] Cyclical Stocks & Sector Performance - Certain industrial areas, especially within transports, exhibit trough multiples on earnings that have remained relatively stable, but are not at peak levels, anticipating a significant recovery [6] - A major cyclical rebound is unlikely due to the potential for the 10-year Treasury yield to rise, creating a counteracting force that prevents the cycle from becoming too strong [7]

Core Insights - The iShares S&P Small-Cap 600 Value ETF (IJS) is a passively managed ETF launched on July 24, 2000, with assets exceeding $6.39 billion, making it a significant player in the Small Cap Value segment of the US equity market [1] Investment Potential - Small cap companies, defined as those with market capitalizations below $2 billion, present high potential but also come with elevated risks [2] - Value stocks typically exhibit lower price-to-earnings and price-to-book ratios, along with lower sales and earnings growth rates, but have historically outperformed growth stocks in most markets, although they may lag in strong bull markets [3] Cost Structure - The annual operating expenses for IJS are 0.18%, positioning it as one of the more cost-effective options in the ETF space, with a 12-month trailing dividend yield of 1.80% [4] Sector Allocation and Holdings - The ETF has a significant allocation to the Financials sector, comprising approximately 22.20% of the portfolio, followed by Industrials and Consumer Discretionary [5] - Mr Cooper Group Inc (COOP) represents about 1.46% of total assets, with the top 10 holdings accounting for roughly 3.81% of total assets under management [6] Performance Metrics - IJS aims to replicate the performance of the S&P SmallCap 600 Value Index, having experienced a year-to-date loss of approximately -2.64% and a one-year gain of about 10.11% as of July 11, 2025, with a trading range between $83.54 and $118.05 over the past 52 weeks [7] - The ETF has a beta of 1.06 and a standard deviation of 22.49% over the trailing three-year period, indicating a medium risk profile with effective diversification across 471 holdings [8] Alternatives - IJS holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratios, and momentum, making it a favorable option for investors interested in the Small Cap Value segment [9] - Other comparable ETFs include the iShares Russell 2000 Value ETF (IWN) with $11.56 billion in assets and an expense ratio of 0.24%, and the Vanguard Small-Cap Value ETF (VBR) with $30.66 billion in assets and a lower expense ratio of 0.07% [10] Conclusion - Passively managed ETFs like IJS are gaining popularity among retail and institutional investors due to their low costs, transparency, flexibility, and tax efficiency, making them suitable for long-term investment strategies [11]