Growth Investing

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Here is Why Growth Investors Should Buy Lam Research (LRCX) Now
ZACKSยท 2025-05-12 17:50
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]
3 Reasons Growth Investors Will Love New Gold (NGD)
ZACKSยท 2025-05-12 17:50
Core Viewpoint - The article highlights New Gold (NGD) as a promising growth stock, supported by its favorable Growth Score and Zacks Rank, indicating strong potential for outperformance in the market [2][10]. Earnings Growth - New Gold has a historical EPS growth rate of 12.3%, but the projected EPS growth for this year is significantly higher at 91.2%, surpassing the industry average of 34.6% [4]. Cash Flow Growth - The year-over-year cash flow growth for New Gold stands at 41.6%, which is substantially above the industry average of 8.4%. The company's historical annualized cash flow growth rate over the past 3-5 years is 15.6%, compared to the industry average of 15.5% [5][6]. Earnings Estimate Revisions - The current-year earnings estimates for New Gold have been revised upward, with the Zacks Consensus Estimate increasing by 3.4% over the past month, indicating a positive trend in earnings estimate revisions [8][7]. Overall Positioning - New Gold has achieved a Growth Score of B and a Zacks Rank of 2 due to positive earnings estimate revisions, positioning it well for potential outperformance in the growth investment space [10].
NMI Holdings (NMIH) is a Top-Ranked Growth Stock: Should You Buy?
ZACKSยท 2025-05-12 14:50
Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores serve as complementary indicators to the Zacks Rank, aiding investors in selecting stocks with high potential for market outperformance [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 - Focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, and Price/Sales [3] Growth Score - Evaluates a company's financial health and future growth potential through projected earnings and sales [4] Momentum Score - Targets stocks with upward or downward price trends, utilizing recent price changes and earnings estimate shifts [5] VGM Score - Combines the three Style Scores to identify stocks with attractive value, growth forecasts, and momentum [6] Zacks Rank Integration - The Zacks Rank is based on earnings estimate revisions, with 1 (Strong Buy) stocks historically yielding an average annual return of +25.41% since 1988, outperforming the S&P 500 [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] NMI Holdings Analysis - NMI Holdings, headquartered in Emeryville, CA, is currently rated 3 (Hold) with a VGM Score of A and a Growth Style Score of B, indicating a projected year-over-year earnings growth of 7.1% for the current fiscal year [11] - Recent upward revisions from three analysts have increased the Zacks Consensus Estimate for fiscal 2025 by $0.22 to $4.82 per share, with an average earnings surprise of 8.2% [12]
Here's Why MDU Resources (MDU) is a Strong Value Stock
ZACKSยท 2025-05-12 14:46
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium includes access to the Zacks Style Scores a ...
Energy Transfer: The Buying Opportunity That Investors Shouldn't Miss
Seeking Alphaยท 2025-05-12 13:00
The group is designed for investors seeking to capitalize on growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations. He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. He runs the investing group Ultimate Growth Investing which specializes in identifying high-potential opportunities across various sectors. He focuses on ideas that has strong growth potential and well-be ...
The Trade Desk: Time To Buy Before The Stock Rebounds Further
Seeking Alphaยท 2025-05-10 13:00
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 robust 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 strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook typically spans 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]
3 Reasons Why Growth Investors Shouldn't Overlook Limbach (LMB)
ZACKSยท 2025-05-09 17:46
Core Viewpoint - Growth investors are increasingly focused on identifying stocks with above-average financial growth, which can lead to solid returns, but finding such stocks is challenging due to inherent risks and volatility [1] Group 1: Company Overview - Limbach (LMB) is currently recommended as a cutting-edge growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 64.2%, with projected EPS growth of 15.3% this year, surpassing the industry average of 12.9% [5] Group 2: Financial Metrics - Limbach's year-over-year cash flow growth stands at 89.7%, significantly higher than the industry average of 9.9% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 41.4%, compared to the industry average of 13.1% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Limbach, with the Zacks Consensus Estimate for the current year increasing by 20.3% over the past month [8] - Limbach has achieved a Growth Score of A and a Zacks Rank 1 due to these positive earnings estimate revisions, positioning it well for potential outperformance [10]
3 Reasons Growth Investors Will Love Wheaton Precious Metals (WPM)
ZACKSยท 2025-05-09 17:46
Core Viewpoint - Growth investors are increasingly focused on identifying stocks with above-average financial growth, which can lead to solid returns, but finding such stocks is challenging due to their inherent risks and volatility [1] Group 1: Company Overview - Wheaton Precious Metals Corp. (WPM) is highlighted as a recommended growth stock due to its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 7.8%, but projected EPS growth for this year is expected to be 45.9%, surpassing the industry average of 44.7% [5] Group 2: Financial Metrics - Cash flow growth is crucial for growth-oriented companies, and Wheaton Precious Metals currently has a year-over-year cash flow growth of 18.6%, significantly higher than the industry average of -4.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 11.7%, compared to the industry average of 4.8% [7] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for Wheaton Precious Metals, with the Zacks Consensus Estimate for the current year increasing by 9.9% over the past month [8] - The company has earned a Growth Score of B and holds a Zacks Rank 2 due to these positive earnings estimate revisions, positioning it well for potential outperformance [10]
Novo Nordisk: It's Not Been This Cheap For Many Years
Seeking Alphaยท 2025-05-09 15:30
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]
Amazon: Buying Opportunity Knocking At The Front Door Again
Seeking Alphaยท 2025-05-09 13:00
Group 1 - The core focus of JR Research is on identifying attractive risk/reward opportunities that can generate alpha above the S&P 500 [1][2] - The investment strategy combines price action analysis with fundamental investing, avoiding overhyped stocks while targeting undervalued ones with recovery potential [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 [3] Group 2 - The group aims to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays at attractive valuations [3]