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 with a focus on robust fundamentals and turnaround plays [3] Investment Strategy - The strategy combines price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped stocks while targeting battered stocks that have recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and attractive valuations [3]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with McKesson (MCK) identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Group 1: Earnings Growth - McKesson has a historical EPS growth rate of 16%, with projected EPS growth of 12% for the current year, significantly outperforming the industry average of 7.5% [5]. Group 2: Asset Utilization - The company boasts an impressive asset utilization ratio of 4.95, indicating it generates $4.95 in sales for every dollar in assets, compared to the industry average of 0.76, showcasing superior efficiency [6]. Group 3: Sales Growth - McKesson's sales are expected to grow by 12% this year, far exceeding the industry average growth rate of 2.1%, highlighting its strong sales performance [7]. Group 4: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for McKesson, with the Zacks Consensus Estimate for the current year increasing by 2% over the past month, indicating favorable market sentiment [9]. Group 5: Overall Assessment - McKesson has achieved a Growth Score of A and holds a Zacks Rank of 2, suggesting it is a solid choice for growth investors and a potential outperformer in the market [11].

Group 1 - The core focus of JR Research is on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 through robust price action [1][2] - The investment strategy emphasizes growth investing, combining price action analysis with fundamental investing while avoiding overhyped and overvalued stocks [2] - JR Research runs the Ultimate Growth Investing group, which specializes in high-potential opportunities across various sectors with a 18 to 24 month outlook for investment theses [3] Group 2 - The group targets stocks with strong growth potential and contrarian plays that have been beaten down, aiming for robust fundamentals and attractive valuations [3] - The investment approach is designed for investors looking to capitalize on growth stocks with buying momentum and turnaround potential [3]

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Walt Disney identified as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Group 1: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive as it signals strong future prospects [3]. - Disney's historical EPS growth rate stands at 31.7%, with projected EPS growth for the current year at 14.6%, surpassing the industry average of 11.1% [4]. Group 2: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to fund new projects without relying on external financing [5]. - Disney's year-over-year cash flow growth is currently at 14.8%, significantly higher than the industry average of -8.5% [5]. - Over the past 3-5 years, Disney's annualized cash flow growth rate has been 4.4%, compared to the industry average of 1.7% [6]. Group 3: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements, making them a valuable metric for investors [7]. - The current-year earnings estimates for Disney have increased by 5.2% over the past month, indicating a favorable outlook [8]. Group 4: Overall Assessment - Disney has achieved a Growth Score of B and a Zacks Rank of 2, reflecting positive earnings estimate revisions and positioning it as a potential outperformer for growth investors [10].

Core Viewpoint - The article highlights James Hardie (JHX) as a recommended growth stock based on its strong growth metrics and favorable Zacks Rank, indicating potential for solid returns for growth investors [2][10]. Earnings Growth - James Hardie has a historical EPS growth rate of 17.5%, with projected EPS growth of 14.6% this year, significantly outperforming the industry average of 6.6% [5][4]. Cash Flow Growth - The company exhibits a year-over-year cash flow growth of 14.7%, which is substantially higher than the industry average of 3.5% [6]. Additionally, its annualized cash flow growth rate over the past 3-5 years stands at 20.7%, compared to the industry average of 10.1% [7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for James Hardie, with the current-year earnings estimates increasing by 0.8% over the past month [8]. Overall Assessment - James Hardie holds a Zacks Rank of 2 (Buy) and a Growth Score of B, indicating it is a solid choice for growth investors and a potential outperformer in the market [10].

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with TTM Technologies (TTMI) currently highlighted as a strong candidate due to its favorable growth metrics and Zacks Rank [2][10]. Group 1: Earnings Growth - TTM Technologies has a historical EPS growth rate of 21.3%, with projected EPS growth of 27.1% for the current year, significantly outperforming the industry average of 14.3% [5]. Group 2: Asset Utilization - The company has an asset utilization ratio (sales-to-total-assets ratio) of 0.74, indicating it generates $0.74 in sales for every dollar in assets, which is higher than the industry average of 0.73 [6]. Group 3: Sales Growth - TTM's sales are expected to grow by 8.5% this year, contrasting with the industry average of 0%, showcasing its strong sales growth potential [7]. Group 4: Earnings Estimate Revisions - There has been an upward revision in current-year earnings estimates for TTM, with the Zacks Consensus Estimate increasing by 8.3% over the past month, indicating positive momentum [9]. Group 5: Overall Assessment - TTM has achieved a Growth Score of B and a Zacks Rank of 1 (Strong Buy), suggesting it is a potential outperformer and a solid choice for growth investors [10][11].

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 volatility and risks [1] Group 1: Company Overview - Jakks Pacific (JAKK) is highlighted as a recommended growth stock based on its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 18.5%, with projected EPS growth of 12.7% this year, significantly outperforming the industry average of 4.2% [5] Group 2: Key Growth Metrics - The asset utilization ratio for Jakks is 1.63, indicating that the company generates $1.63 in sales for every dollar in assets, compared to the industry average of 0.86, showcasing superior efficiency [6] - Jakks is expected to achieve a sales growth of 1.3% this year, slightly above the industry average of 1% [7] Group 3: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Jakks, with the Zacks Consensus Estimate for the current year increasing by 3.8% over the past month [8] - The combination of a Zacks Rank 2 and a Growth Score of A positions Jakks as a potential outperformer for growth investors [9][10]

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Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks is challenging due to inherent volatility and risks [1] Group 1: Company Overview - Welltower (WELL) is identified as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank [2] - The company operates in the senior housing and health care real estate investment trust sector, which is currently positioned for growth [3] Group 2: Earnings Growth - Welltower's historical EPS growth rate is 3.8%, but projected EPS growth for this year is 15.5%, significantly outperforming the industry average of 0.5% [4] Group 3: Asset Utilization - Welltower has an asset utilization ratio (sales-to-total-assets ratio) of 0.17, indicating it generates $0.17 in sales for every dollar in assets, which is higher than the industry average of 0.13 [5] Group 4: Sales Growth - The company's sales are expected to grow by 23.5% this year, compared to the industry average of 1.8%, highlighting its strong sales growth potential [6] Group 5: Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Welltower, with the Zacks Consensus Estimate for the current year increasing by 0.5% over the past month [7] Group 6: Investment Potential - Welltower has achieved a Growth Score of B and a Zacks Rank of 2, indicating it is a solid choice for growth investors and has the potential to outperform [9]

Core Viewpoint - Growth investors are focused on stocks with above-average financial growth, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score simplifies the process of finding promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2] - Lam Research (LRCX) is currently recommended due to its favorable Growth Score and top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth indicating strong prospects [3] - Lam Research has a historical EPS growth rate of 11.2%, but projected EPS growth for this year is 32.6%, significantly higher than the industry average of 22.3% [4] Group 3: Asset Utilization - The asset utilization ratio, or sales-to-total-assets (S/TA) ratio, is an important indicator of efficiency in growth investing [5] - Lam Research has an S/TA ratio of 0.88, outperforming the industry average of 0.49, indicating better asset efficiency [5] Group 4: Sales Growth - Sales growth is another key metric, with Lam Research expected to achieve a sales growth of 21.8% this year, compared to the industry average of 4.8% [6] Group 5: Earnings Estimate Revisions - Trends in earnings estimate revisions are correlated with stock price movements, and Lam Research has seen a positive trend with current-year earnings estimates rising by 6.4% over the past month [7] Group 6: Overall Assessment - Lam Research has earned a Growth Score of B and a Zacks Rank 2 due to positive earnings estimate revisions, indicating it is a solid choice for growth investors [9]