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 strong 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, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group emphasizes turnaround plays at highly attractive valuations [3]

Core Insights - Invesco S&P 500 Momentum ETF (SPMO) is perceived by many investors as a top choice for growth exposure, but its long-term performance may not align with this perception [1] - The analysis emphasizes the importance of cash flow potential, relative value, and economic moat in evaluating equities [1] Investment Analysis - The ETF currently includes many high-growth names, but this may change in the future [1] - The analysis combines fundamental and technical approaches to enhance the success rate of investment ideas [1] Analyst Background - The analyst has extensive experience in public accounting and economics, holding master's degrees in both fields and pursuing a PhD in economics [1] - The focus is on generating ideas through quantitative analysis and storytelling, aiming for sustainable long-term total returns [1]

JR 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 potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

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 strong 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, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment thesis typically has an 18 to 24 month outlook for realization [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group also targets turnaround plays at highly attractive valuations [3]

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 strong 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, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group targets turnaround plays at highly attractive valuations [3]

Core Insights - The individual has a B.Tech degree in Mechanical Engineering and nearly twenty-five years of experience in the oil and gas sector, primarily in the Middle East [1] - The investment strategy is informed by traits of efficiency, carefulness, and discipline, developed through extensive industry experience [1] - There is a sustained interest in U.S. equity markets, focusing on technology, energy, and healthcare sectors [1] - The investment approach has evolved from growth investing to a blend of value and growth, emphasizing the understanding of business economics and competitive advantages [1] - The individual believes in the importance of allowing time and compounding to enhance investment returns, particularly in high-quality businesses [1] - A moderately conservative orientation is adopted, with a focus on minimizing downside risk as retirement approaches [1] - Recent rebalancing towards income-generating assets such as dividend-paying equities and REITs reflects a shift in investment priorities [1] - Investing is viewed as a means to achieve peace of mind, not just high returns [1] - The individual aims to engage with a community of investors interested in the intersection of business fundamentals and intelligent investing [1] - There is a commitment to investing in ecologically sensitive businesses, as represented by the chosen icon [1]

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 strong 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, targeting stocks with robust fundamentals and turnaround potential [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy includes capitalizing on battered stocks that have substantial recovery possibilities [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Group Characteristics - Ultimate Growth Investing is designed for investors looking to capitalize on growth stocks with strong fundamentals and buying momentum [3] - The group targets turnaround plays at highly attractive valuations [3]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Pentair plc (PNR) 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 11.5%, with projected EPS growth of 12% this year, significantly outperforming the industry average of 6.3% [5] Group 2: Key Growth Metrics - Pentair's asset utilization ratio is 0.63, indicating that the company generates $0.63 in sales for every dollar in assets, surpassing the industry average of 0.61 [6] - The company's sales are expected to grow by 1.6% this year, compared to the industry average of 0.8% [7] Group 3: Earnings Estimate Revisions - The current-year earnings estimates for Pentair have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month, indicating positive momentum [8] Group 4: Investment Potential - Pentair has achieved a Growth Score of A and holds a Zacks Rank 2, suggesting it is a solid choice for growth investors and a potential outperformer [9][10]

In this module, you'll learn how to use Guru Focus's professional-grade research tools to identify stocks that meet your unique approach. We'll discuss things like screeners, model portfolios, and trade data from top investors and company insiders. First, we have to talk about stock screeners.Screeners are incredibly powerful tools that let you quickly filter through thousands of stocks and identify just the ones that meet the criteria you're most interested in. By setting different parameters such as valua ...

Investment Strategy & Asset Allocation - A great company isn't necessarily a great investment unless it fits an investor's plan, highlighting the importance of a tailored strategy [1] - Asset allocation should be tailored to personal goals, risk tolerance, and time horizon [2] - Time horizon is crucial when deciding asset allocation between stocks and less risky assets like bonds; shorter time horizons may warrant shifting to less risky assets [4][5] - Neither asset allocation nor overall strategy is static; it should evolve as life circumstances change [6] Investment Styles - Common investment philosophies include deep value investing, high-quality investing, growth investing, and dividend investing, each with different places in a portfolio [7][8] - Deep value investing focuses on companies priced significantly below their intrinsic value, even if they are not exceptional companies [9][10] - High-quality investing focuses on financially strong companies with competitive advantages, held for long-term compounding [11][12] - Growth investing targets companies with revenue growth outpacing the broader market, often in technology sectors, but with higher risk [12][13] - Dividend investing prioritizes recurring dividend payments for a steady income stream, typically from larger, more mature companies with less price volatility but slower capital appreciation [14][15]