Group 1: Urban Outfitters, Inc. (URBN) - Urban Outfitters has a Zacks Rank 1 and a PEG ratio of 1.05 compared to the industry average of 1.67 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 5.9% over the last 60 days [1] - The company possesses a Growth Score of B [1] Group 2: Micron Technology, Inc. (MU) - Micron Technology has a Zacks Rank 1 and a PEG ratio of 0.43 compared to the industry average of 1.41 [2] - The Zacks Consensus Estimate for its current year earnings has increased by 27.1% over the last 60 days [2] - The company possesses a Growth Score of A [2] Group 3: Western Digital Corporation (WDC) - Western Digital has a Zacks Rank 1 and a PEG ratio of 0.98 compared to the industry average of 2.29 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 1.9% over the last 60 days [3] - The company possesses a Growth Score of B [3]

[Music] Stocks, bonds, ETFs, straight out of downtown Chicago. This is Zach's Market Edge. Welcome to Zach's Market Edge, the podcast about investing in your life.I'm your host, Tracy Rinick, and this week I'm giving you what you all want, just three of the hottest stocks of 2025. Well, actually, one of them isn't even as hot as it was last year, but I'm including it here because you are all still talking about it. You know these names, especially if you're a trader.I thought we'd take a quick look at what ...

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Ultrapar Participacoes, Skillsoft, and Western Digital [1][2][3] Group 1: Ultrapar Participacoes (UGP) - Ultrapar Participacoes is a major Brazilian industrial group, one of the largest distributors of liquefied petroleum gas in Brazil, and a leading producer of petrochemicals [1] - The company has a Zacks Rank of 1 (Strong Buy) and has seen a 33.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Ultrapar has a PEG ratio of 1.98, which is lower than the industry average of 2.56, and possesses a Growth Score of A [2] Group 2: Skillsoft (SKIL) - Skillsoft provides digital learning, training, and talent solutions and also carries a Zacks Rank of 1 [2] - The company has experienced a significant increase of 240.9% in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Skillsoft has a PEG ratio of 0.43, compared to the industry average of 0.99, and holds a Growth Score of B [2] Group 3: Western Digital (WDC) - Western Digital is a leading developer and manufacturer of data storage devices and solutions based on NAND flash and hard disk drive technologies [3] - The company has a Zacks Rank of 1 and has seen a 1.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - Western Digital has a PEG ratio of 0.98, significantly lower than the industry average of 2.31, and possesses a Growth Score of B [3]

Core Insights - The article emphasizes the importance of investing in growth and momentum stocks that are reasonably priced and have the potential to outperform the market in the long term [1] - It highlights a successful investment strategy where the S&P 500 increased by 367% and the Nasdaq by 685% from March 2009 to 2019, following a recommendation to buy at the financial crisis's bottom [1] Investment Strategy - The focus is on long-term investment in high-quality growth stocks, utilizing options as part of the strategy [1] - The aim is to assist investors in generating returns through strategic investments in quality stocks [1]

Group 1 - The analysis provided by the company aims to help investors achieve higher profits and income while minimizing risk through various investment strategies including ETF asset allocation, growth stocks, dividend stocks, REITs, and option selling for income [1][2] - Kirk Spano's Margin of Safety Investing service offers institutional-level insights, featuring stock and ETF focus lists, trade alerts, and macro analysis, which are designed to enhance investment decision-making [2] Group 2 - The company emphasizes the use of cash-secured puts and covered calls as strategies to generate premium income and manage investment risk [4]

Core Insights - The article discusses the transition from growth stock investing to income-oriented investing, highlighting the author's focus on high-yield income investments to support retirement lifestyle [1] - It emphasizes the importance of thorough research and informed decision-making in long-term investing, particularly after experiencing the Great Recession [1] Investment Strategy - The author primarily seeks dividend-paying income stocks and funds, including Business Development Companies (BDCs), Real Estate Investment Trusts (REITs), Closed-End Funds (CEFs), and Exchange-Traded Funds (ETFs) [1] - The goal is to enhance retirement income beyond pension and Social Security benefits [1] Market Psychology - There is a noted interest in the psychological aspects of market behavior, which is viewed as both fascinating and complex [1]

Core Viewpoint - Growth stocks have consistently outperformed value stocks over the years, and with ongoing bullish sentiment towards AI and other disruptive technologies, investing against growth may be risky [1] Group 1: Invesco S&P 500 Pure Growth ETF (RPG) - RPG, with $1.7 billion in assets, tracks the S&P 500 Pure Growth Index, which evaluates growth purity through metrics like momentum and three-year sales and earnings growth [2] - The ETF aims for growth purity by avoiding dilution from blend stocks or those with significant value traits, making it a more focused growth investment [2] - RPG is gaining attention as growth stocks continue to show strong performance, supported by Bank of America's recent upgrade of growth ETFs [3] Group 2: Market Trends and Investor Behavior - Bank of America upgraded its view on US large-cap growth ETFs from Neutral to Favorable, citing strong returns and significant inflows, while still expecting moderate relative returns between value and growth in the medium term [4] - Since 2022, growth ETFs have seen over $118 billion in inflows, significantly outpacing the $60 billion inflows into value ETFs during the same period, indicating a strong investor preference for growth [5] Group 3: RPG's Investment Characteristics - RPG has a 22.228% allocation to tech stocks, which is lower compared to traditional cap-weighted ETFs, and it limits individual holdings to a maximum of 2.86%, enhancing its diversification [6]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Montrose Environmental Group, Fox, and Five9 [1][2][3] Group 1: Montrose Environmental Group (MEG) - Montrose Environmental Group provides environmental services primarily in the United States [1] - The company has a Zacks Rank of 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 8.9% over the last 60 days [1] - Montrose has a PEG ratio of 1.12, significantly lower than the industry average of 4.86 [2] - The company possesses a Growth Score of A [2] Group 2: Fox (FOX) - Fox produces and distributes news, sports, and entertainment content [2] - The company also carries a Zacks Rank of 1 (Strong Buy) [2] - The Zacks Consensus Estimate for its current year earnings has increased by 5.5% over the last 60 days [2] - Fox has a PEG ratio of 1.26 compared to the industry average of 2.44 [2] - The company possesses a Growth Score of B [2] Group 3: Five9 (FIVN) - Five9 offers software products including workforce management, speech recognition, predictive dialer, and voice applications [3] - The company holds a Zacks Rank of 1 (Strong Buy) [3] - The Zacks Consensus Estimate for its current year earnings has increased by 0.4% over the last 60 days [3] - Five9 has a PEG ratio of 0.53, which is lower than the industry average of 0.62 [3] - The company possesses a Growth Score of B [3]

Group 1: Company Overview - Robinhood is a brokerage house that pioneered free trading, significantly impacting the discount brokerage industry and forcing competitors to adopt similar practices [3][4] - Mastercard is a payment processing company that benefits from the long-term trend of consumers moving away from cash towards card payments, resulting in over 200% revenue growth in the past decade [5][6] Group 2: Business Growth - Robinhood has experienced impressive growth, with revenue increasing over 150% in the past three years since its IPO in mid-2021, although this growth is from a small base [4] - Mastercard's business model is somewhat insulated from economic downturns, as it primarily acts as a toll taker for transactions, relying on the continued consumer spending [6] Group 3: Valuation and Investment Considerations - The key differentiating factor between Robinhood and Mastercard is valuation, with Robinhood being a younger company with significant growth potential but having seen its stock rise over 1,000% in the past three years [7] - While both companies have compelling growth stories, Mastercard is viewed as a more reliable investment option due to its established business model and lower valuation [8]

Group 1: DraftKings - DraftKings has experienced a significant decline of nearly 40% from its highs earlier this year, primarily due to concerns over competition in sports-related prediction markets, rather than any negative actions by the company [2] - Despite the stock's performance, DraftKings reported a 37% increase in revenue to $1.5 billion last quarter, driven by strong engagement in its sportsbook and online casino businesses, with adjusted EBITDA surging 134% to $301 million [3] - The stock is trading at a forward price-to-earnings (P/E) ratio of approximately 16.7 times 2026 consensus earnings estimates, indicating it may be undervalued given its rapid revenue growth and strong operating leverage [4] Group 2: E.l.f. Beauty - E.l.f. Beauty has been a standout in consumer growth, and its recent $1 billion acquisition of Rhode, a rapidly growing beauty brand, could significantly enhance its market position [6] - Rhode achieved over $200 million in sales in less than three years with minimal paid marketing, showcasing its organic growth potential [7] - E.l.f. has the opportunity to leverage its extensive retail and manufacturing network to expand Rhode's reach globally [7]