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All right, thank you very much, Rick Santelli. Let's turn to the equity markets. Value stocks are greatly underperforming growth names.Since the recent market bottom on April 8th, the Russell Growth Index has outperformed the Russell value index by more than 20 percentage points in just the past four months. So, how are value investors supposed to survive in this hot growth driven market rally. I heard it described as growthy.I thought that was really great. Joining us on set to discuss is Chris Croanti, th ...

Core Viewpoint - Growth stocks are appealing due to their above-average financial growth, but identifying stocks that can fulfill their potential is challenging due to associated risks and volatility [1] Group 1: Company Overview - Chefs' Warehouse (CHEF) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company operates in the specialty food distribution sector, which is currently experiencing promising growth metrics [3] Group 2: Earnings Growth - Chefs' Warehouse has a historical EPS growth rate of 19.3%, with projected EPS growth of 19% this year, significantly outperforming the industry average of 6.8% [5] - Earnings growth is a critical factor for growth investors, as double-digit growth is often seen as indicative of strong future prospects [4] Group 3: Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 17.7%, surpassing the industry average of 4.3% [6] - Historical cash flow growth has been strong, with an annualized rate of 16.9% over the past 3-5 years compared to the industry average of 4.2% [7] Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Chefs' Warehouse, with the current-year earnings estimates increasing by 8% over the past month [9] - Positive earnings estimate revisions are correlated with near-term stock price movements, indicating potential for future growth [8] Group 5: Investment Potential - Chefs' Warehouse holds a Zacks Rank of 2 (Buy) and a Growth Score of A, suggesting it is a solid choice for growth investors [11]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores are designed to complement the Zacks Rank, aiding investors in selecting stocks likely to outperform the market in the short term [2] Zacks Style Scores Overview - Stocks are rated A, B, C, D, or F based on value, growth, and momentum characteristics, with higher scores indicating better performance potential [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score [3][4][5][6] Value Score - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - Concentrates on a company's financial health and future growth potential, analyzing projected and historical earnings, sales, and cash flow [4] Momentum Score - Targets stocks with upward or downward trends in price or earnings, utilizing factors like one-week price change and monthly earnings estimate changes [5] VGM Score - Combines all three Style Scores to provide a comprehensive rating, highlighting stocks with attractive value, strong growth forecasts, and promising momentum [6] Zacks Rank Integration - The Zacks Rank leverages earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.75% since 1988, outperforming the S&P 500 [7] - A significant number of stocks can hold a Strong Buy or Buy rank, making the Style Scores essential for narrowing down investment choices [8] Investment Strategy - For optimal returns, investors should consider stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - Stocks with lower ranks but high Style Scores may still present risks due to declining earnings forecasts [10] Company Spotlight: ITT Inc. - ITT Inc., based in New York City, is a leader in high-technology engineering and manufacturing, holding a Zacks Rank of 2 (Buy) and a VGM Score of B [11] - The company has seen a 1.8% increase in shares over the past four weeks, with three analysts raising earnings estimates for fiscal 2025, resulting in a Zacks Consensus Estimate of $6.45 per share [12]

Company Overview - Humana Inc. is one of the largest health care plan providers in the United States, founded in 1964 and headquartered in Louisville, KY [11] - The company offers health insurance benefits through various plans including Health Maintenance Organization (HMO), Private Fee-For-Service (PFFS), and Preferred Provider Organization (PPO) plans, along with specialty products like dental and vision benefits [11] Investment Ratings - Humana is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of A, indicating a solid overall performance [12] - The company has a Momentum Style Score of A, with shares increasing by 4.3% over the past four weeks [12] Earnings Estimates - Six analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.30 to $16.67 per share [12] - Humana has an average earnings surprise of +9.6%, suggesting a positive trend in earnings performance [12] Investment Consideration - With a strong Zacks Rank and top-tier Momentum and VGM Style Scores, Humana is recommended for investors looking for potential opportunities in the healthcare sector [13]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying the right ones can be challenging due to associated risks and volatility [1] Group 1: Company Overview - McKesson (MCK) 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 16%, with projected EPS growth of 12.7% this year, significantly higher than the industry average of 6.9% [5] Group 2: Financial Metrics - McKesson's asset utilization ratio (sales-to-total-assets ratio) is 4.95, indicating that the company generates $4.95 in sales for every dollar in assets, compared to the industry average of 0.72 [6] - The company's sales are expected to grow by 13.1% this year, outpacing the industry average growth of 4.5% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for McKesson, with the current-year earnings estimates increasing by 0.1% over the past month [8] - McKesson has achieved a Zacks Rank of 2 (Buy) and a Growth Score of A, indicating strong potential for growth investors [10]

Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days. Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Jus ...

Group 1 - The analyst has over 15 years of experience in investing and has provided research services to mid-sized hedge funds with assets under management between $100 million and $500 million [1] - The focus is on medium-term investing, targeting ideas with catalysts to unlock value or short selling in case of downside catalysts [1] - The analyst has a generalist approach but has higher conviction in the industrial, consumer, and technology sectors due to extensive professional experience in these areas [1]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying stocks that can fulfill their growth potential is challenging due to associated risks and volatility [1] Group 1: Company Overview - Aramark (ARMK) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company operates in the food, facilities, and uniform services sector [3] Group 2: Earnings Growth - Historical EPS growth rate for Aramark is 32.8%, with projected EPS growth of 24.9% this year, significantly higher than the industry average of 10.9% [5] Group 3: Asset Utilization - Aramark has an asset utilization ratio (sales-to-total-assets ratio) of 1.37, indicating it generates $1.37 in sales for every dollar in assets, compared to the industry average of 0.96 [6] Group 4: Sales Growth - The company's sales are expected to grow by 7% this year, while the industry average is projected at 0% [7] Group 5: Earnings Estimate Revisions - Current-year earnings estimates for Aramark have been revised upward, with the Zacks Consensus Estimate increasing by 0.1% over the past month [8] Group 6: Investment Potential - Aramark has achieved a Growth Score of A and a Zacks Rank of 2, indicating it is a potential outperformer and a solid choice for growth investors [10]

Company Overview - ONEOK Inc. is an energy company based in Tulsa, OK, engaged in natural gas and natural gas liquids (NGL) businesses [11] - The company completed its acquisition of Magellan Midstream Partners, L.P. for $18.8 billion in September 2023, expanding its fee-based refined products and crude oil transportation business [11] Investment Ratings - ONEOK is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of B [12] - The company has a Momentum Style Score of A, indicating strong upward price trends, with shares up 1.9% over the past four weeks [12] Earnings Estimates - Three analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.35 to $5.58 per share [12] - ONEOK has an average earnings surprise of +0.4%, suggesting a positive outlook on earnings performance [12] Investment Considerations - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, ONEOK is recommended for investors' consideration [13]