Core Insights - Income investing has faced significant challenges this year compared to growth investing, with growth strategies outperforming [1] Group 1: Investment Strategies - JR Research is recognized as a top analyst for identifying attractive risk/reward opportunities, particularly in technology, software, and internet sectors [1] - The focus is on growth investing opportunities that offer substantial upside potential, combining price action analysis with fundamental investing [1] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with strong growth potential and attractive valuations [1] Group 2: Market Performance - Growth investing has shown outperformance relative to income investing during the current year, indicating a shift in market dynamics [1]

Core Insights - Income investing has faced significant challenges this year compared to growth investing, with growth strategies showing notable outperformance [1] Group 1: Investment Strategies - JR Research is recognized as a top analyst by TipRanks and Seeking Alpha, focusing on identifying attractive risk/reward opportunities in the market [1] - The investment approach combines price action analysis with fundamental investing, aiming to avoid overhyped stocks while targeting undervalued stocks with recovery potential [1] - The investing group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, emphasizing stocks with strong growth potential and attractive valuations [1] Group 2: Market Outlook - The investment thesis typically has an 18 to 24 month outlook for growth stocks to realize their potential [1] - The focus is on capitalizing on growth stocks with robust fundamentals, buying momentum, and turnaround plays [1]

Core Insights - The article emphasizes the importance of identifying growth stocks that exhibit above-average financial growth, highlighting the challenges and risks associated with this pursuit [1] Group 1: Company Overview - Kaiser Aluminum (KALU) is currently recommended as a growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 17.4%, with projected EPS growth of 133.9% this year, significantly outperforming the industry average of 15.2% [5] Group 2: Financial Metrics - Kaiser Aluminum has an asset utilization ratio (sales-to-total-assets ratio) of 1.3, indicating that it generates $1.3 in sales for every dollar in assets, compared to the industry average of 0.8 [6] - The company's sales are expected to grow by 14.1% this year, while the industry average is projected at 0% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Kaiser, with the Zacks Consensus Estimate for the current year increasing by 26.5% over the past month [9] - This upward revision trend contributes to Kaiser earning a Zacks Rank 1 and a Growth Score of A, positioning it well for potential outperformance [11]

Core Viewpoint - Coca-Cola is currently more appealing to investors compared to Costco, primarily due to its higher dividend yield and better valuation metrics, while Costco offers stronger growth potential in the long term [1]. Dividend Analysis - Coca-Cola offers a dividend yield of nearly 2.9%, significantly higher than Costco's 0.6%, which is below the S&P 500 average [2]. - Coca-Cola has a long history of dividend consistency, having increased its dividend annually for over six decades, qualifying it as a Dividend King, while Costco has only 21 annual dividend hikes [3]. Valuation Metrics - Coca-Cola's price-to-earnings (P/E) and price-to-book (P/B) ratios are below their five-year averages, indicating it is fairly priced to slightly cheap [4]. - In contrast, Costco's P/S, P/E, and P/B ratios are all above their five-year averages, suggesting it appears expensive despite a 15% decline in stock price [5]. Growth Perspective - Costco has demonstrated stronger growth metrics, with revenue growing at an annualized rate of around 9% and earnings expanding at approximately 13% over the past decade [7]. - Coca-Cola's revenue has remained flat over the past decade, with earnings growing at just over 4% annually, indicating limited growth potential [7][8]. Market Performance - Costco's shares are down approximately 15%, marking the seventh drawdown in the past decade, but historical trends suggest a potential rebound [9]. - Coca-Cola's current market cap stands at $306 billion, while Costco's is at $409 billion, reflecting their respective positions in the market [6][9]. Investment Outlook - From a dividend and value investment perspective, Coca-Cola is likely to be more attractive than Costco at this time [10]. - However, for growth investors, Costco presents a more compelling long-term opportunity, albeit at a premium price [11].

Core Insights - The article discusses the potential for The Trade Desk, Inc. (TTD) to present a favorable investment opportunity, suggesting that the stock may be nearing a bottom and could experience a recovery [1] Group 1: Analyst Profile - JR Research is identified as an opportunistic investor recognized by TipRanks and Seeking Alpha for his expertise in Technology, Software, and Internet sectors [1] - The analyst focuses on identifying growth investing opportunities with attractive risk/reward profiles, aiming to generate alpha above the S&P 500 [1] - The investment strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting undervalued ones with recovery potential [1] Group 2: Investment Strategy - The investing group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors, focusing on stocks with strong growth potential and attractive valuations [1] - The investment outlook is typically set for 18 to 24 months, allowing time for the thesis to materialize [1] - The group aims to capitalize on growth stocks with robust fundamentals and buying momentum, as well as turnaround plays [1]

Group 1 - The article discusses a significant reversal in speculative stocks, particularly affecting investors of CoreWeave, Inc. (CRWV) [1] - JR Research is highlighted as an opportunistic investor recognized for identifying attractive risk/reward opportunities, particularly in technology and growth sectors [1] - The investment strategy focuses on growth opportunities with strong fundamentals and potential for recovery, avoiding overhyped stocks [1] Group 2 - JR Research runs the Ultimate Growth Investing group, which specializes in identifying high-potential opportunities across various sectors with a 18 to 24 month outlook [1] - The group targets growth stocks with robust fundamentals, buying momentum, and turnaround plays at attractive valuations [1]

Core Insights - Dividend ETFs are facing competition from AI thematic ETFs, which have significantly risen and led the market this year [1] Group 1: Market Trends - The demand for dividend ETFs appears to be declining as AI-themed investments gain popularity [1] - AI thematic ETFs have shown substantial growth, indicating a shift in investor focus towards technology and innovation [1] Group 2: Investment Strategy - JR Research is recognized for identifying attractive risk/reward opportunities, focusing on growth investing with a robust price action analysis [1] - The investment group Ultimate Growth Investing aims to capitalize on high-potential opportunities across various sectors, emphasizing strong growth potential and turnaround plays [1]

Core Insights - The article emphasizes the importance of utilizing Zacks Premium for investors to enhance their stock market strategies and confidence in investing [1][2] Zacks Style Scores - Zacks Style Scores are complementary indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [3][4] - Each stock is rated from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales to find attractive investment opportunities [4] Growth Score - The Growth Score assesses a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow to identify sustainable growth stocks [5] Momentum Score - The Momentum Score identifies optimal times to invest based on price trends and earnings outlook, utilizing metrics like weekly price changes and monthly earnings estimate changes [6] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores, providing a comprehensive rating that highlights stocks with the best overall potential [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to help investors build successful portfolios, with 1 (Strong Buy) stocks historically yielding an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [8][9] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [10] Stock Highlight: Ameriprise Financial Services (AMP) - Ameriprise Financial, headquartered in Minneapolis, has total assets under management of $1.58 trillion as of June 30, 2025, and holds a Zacks Rank of 2 (Buy) with a VGM Score of A [12] - The company is projected to experience year-over-year earnings growth of 11.4% for the current fiscal year, supported by positive earnings estimate revisions and an average earnings surprise of +3.4% [13]

Core Insights - MercadoLibre, Inc. (MELI) has experienced significant volatility in the growth and tech sectors over the past month [1] Group 1: Analyst Profile - JR Research is recognized as a Top Analyst by TipRanks and Seeking Alpha, focusing on technology, software, internet, and growth investing [1] - The analyst identifies attractive risk/reward opportunities supported by robust price action, aiming to generate alpha above the S&P 500 [1] - The investment strategy emphasizes growth opportunities with strong fundamentals, avoiding overhyped stocks while targeting beaten-down stocks with recovery potential [1] Group 2: Investment Strategy - The investing group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, with a focus on growth stocks and turnaround plays [1] - The investment outlook is typically set for 18 to 24 months, allowing time for the thesis to materialize [1] - The group targets stocks with robust fundamentals and buying momentum at attractive valuations [1]

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] Earnings Growth - Insulet has a historical EPS growth rate of 147.8%, with projected EPS growth of 43.8% this year, significantly outperforming the industry average of 13.5% [5] Cash Flow Growth - Insulet's year-over-year cash flow growth stands at 17.4%, well above the industry average of 2.5%. The company's annualized cash flow growth rate over the past 3-5 years is 51.1%, compared to the industry average of 8.2% [6][7] Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Insulet, with the Zacks Consensus Estimate for the current year increasing by 0.5% over the past month [9] Overall Positioning - Insulet holds a Zacks Rank of 2 and a Growth Score of A, indicating strong potential for outperformance in the growth stock category [11]