Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - The Value Score identifies attractive stocks using ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow, appealing to value investors [3] Growth Score - The Growth Score focuses on a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Score helps investors capitalize on price trends by evaluating recent price changes and earnings estimate revisions [5] VGM Score - The VGM Score combines the three Style Scores to identify stocks with the best value, growth potential, and momentum [6] Zacks Rank Integration - The Zacks Rank uses earnings estimate revisions to simplify portfolio building, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% since 1988 [7][8] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal success [9] Company Spotlight: Vail Resorts - Vail Resorts, Inc. operates in three segments: Mountain, Lodging, and Real Estate, and currently holds a Zacks Rank of 3 (Hold) with a VGM Score of A [11] - The company has a forward P/E ratio of 19.95, making it attractive for value investors [11] - Recent upward revisions in earnings estimates have increased the Zacks Consensus Estimate for fiscal 2025 to $7.77 per share, with an average earnings surprise of 2.7% [12]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than the traditional "buying low and selling high" approach, aiming for quicker profits [1] Group 1: Momentum Investing Characteristics - Fast-moving trending stocks can be difficult to enter at the right time, as they may lose momentum if future growth does not justify their high valuations [2] - A safer strategy involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: DLH Holdings Corp. (DLHC) Analysis - DLHC has shown a price increase of 9.2% over the past four weeks, indicating growing investor interest [4] - The stock has gained 36.4% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - DLHC has a beta of 1.33, suggesting it moves 33% more than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of B, suggesting it is an opportune time to invest [6] - DLHC has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which typically attract more investor interest [7] - The stock is trading at a Price-to-Sales ratio of 0.21, indicating it is undervalued at 21 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides DLHC, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to limited upside or downside risks [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify these opportunities [3] Group 2: Bumble Inc. (BMBL) Analysis - Bumble Inc. (BMBL) has shown a price increase of 6.5% over the past four weeks, indicating growing investor interest [4] - The stock has gained 47.5% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [5] - BMBL has a Momentum Score of B, suggesting it is an opportune time to invest in the stock [6] - The stock has received a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investor interest [7] - BMBL is trading at a Price-to-Sales ratio of 0.64, indicating it is relatively undervalued, as investors pay only 64 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides BMBL, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Market Trend Analysis - July has historically been a strong month for the S&P 500, showing positive performance over the last 10 years and ranking as the top month in the last 20 years, especially in post-election years [1] - Strong performance in May and June may signal a continuation of the bull market, with the final six months of the year showing positive results 15 out of the last 16 times [2] - Historically, the S&P 500 has seen an average upside move of approximately 33% in July [3] Sector Performance & Investment Opportunities - Cyclical sectors such as financials, industrials, and technology are expected to lead market gains [4] - Defensive sectors are currently lagging, indicating a positive market environment [5] - Momentum stocks and ETFs are identified as potential opportunities to capitalize on the July rally [6][7][8] Investor Sentiment - Despite market trends, there is still a lack of widespread optimism among investors [6]

Uh here to go out on that limb is Shri Kumar, the president of Shrikumar Global Strategy. Shri, it's great to have you back. Good to be back, Kelly.And yes, I am going out on a limb and on a record day to be talking about a 10% correction coming by the end of the year. But the various macro factors that I'm looking at seems to suggest that there is no way this situation can continue. What are they.We are looking at truths in a sense in three different areas. One is the Iran um and Israel war. The second is ...

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: Manchester United (MANU) - Manchester United currently holds a Momentum Style Score of B, indicating potential for solid momentum investing [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong performance expectations [3] Price Performance - Over the past week, MANU shares increased by 0.7%, while the Zacks Leisure and Recreation Services industry rose by 2.13% [5] - In a longer timeframe, MANU's monthly price change is 36.55%, significantly outperforming the industry's 2.82% [5] - Over the past quarter, MANU shares have increased by 46.87%, and by 19.35% over the last year, compared to the S&P 500's gains of 6.01% and 13.18%, respectively [6] Trading Volume - The average 20-day trading volume for MANU is 383,856 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - Recent earnings estimate revisions for MANU show one upward revision and no downward revisions, improving the consensus estimate from -$0.74 to -$0.38 over the past 60 days [9] - For the next fiscal year, there has been one upward estimate revision with no downward changes [9] Conclusion - Considering the positive price trends, trading volume, and earnings outlook, MANU is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a compelling option for near-term investment [11]

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: Ferguson plc (FERG) - Ferguson plc currently holds a Momentum Style Score of B, indicating a positive momentum outlook [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting strong potential for outperformance in the market [3] Price Performance - FERG shares have increased by 1.03% over the past week, while the Zacks Manufacturing - General Industrial industry remained flat [5] - Over the past month, FERG's price change is 19.82%, significantly outperforming the industry's 0.87% [5] - In the last quarter, FERG shares rose by 36.33%, and over the past year, they gained 14.12%, compared to the S&P 500's increases of 6.01% and 13.18%, respectively [6] Trading Volume - The average 20-day trading volume for FERG is 1,819,122 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, 9 earnings estimates for FERG have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $8.83 to $9.45 [9] - For the next fiscal year, 9 estimates have also moved upwards without any downward revisions [9] Conclusion - Considering the positive momentum indicators and earnings outlook, FERG is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a strong candidate for near-term investment [11]

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: Evercore (EVR) - Evercore currently holds a Momentum Style Score of A, indicating strong momentum characteristics [3]. - The company has a Zacks Rank of 1 (Strong Buy), which historically outperforms the market when combined with a Style Score of A or B [4]. Performance Metrics - Over the past week, Evercore's shares increased by 1.84%, outperforming the Zacks Financial - Investment Bank industry, which rose by 1.49% [6]. - In a longer timeframe, Evercore's shares have risen by 32.28% over the past three months and 36.33% over the past year, while the S&P 500 only increased by 6.01% and 13.18%, respectively [7]. - The average 20-day trading volume for Evercore is 493,485 shares, indicating a bullish sign with rising stock prices [8]. Earnings Outlook - In the last two months, two earnings estimates for Evercore have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $9.67 to $11.41 [10]. - For the next fiscal year, two estimates have also moved upwards, with no downward revisions during the same period [10]. Conclusion - Given the strong performance metrics and positive earnings outlook, Evercore is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a compelling investment option [11][12].

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...