Growth Investing
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Here is Why Growth Investors Should Buy Houlihan Lokey (HLI) Now
ZACKS· 2025-08-04 17:46
Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying those with true potential can be challenging [1] Group 1: Company Overview - Houlihan Lokey (HLI) 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 3.6%, but projected EPS growth for this year is expected to be 21.9%, surpassing the industry average of 17.7% [5] Group 2: Financial Metrics - Cash flow growth for Houlihan Lokey is currently at 40.3%, significantly higher than the industry average of 4.7% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 15.9%, compared to the industry average of 11.8% [7] Group 3: Earnings Estimates - Current-year earnings estimates for Houlihan Lokey have been revised upward, with the Zacks Consensus Estimate increasing by 2.5% over the past month [9] - The combination of a Growth Score of A and a Zacks Rank 1 positions Houlihan Lokey favorably for potential outperformance [11]
3 Reasons Growth Investors Will Love Tetra (TTEK)
ZACKS· 2025-08-04 17:46
Core Viewpoint - Investors are seeking growth stocks that can deliver above-average growth and exceptional returns, but identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system helps identify promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Tetra Tech (TTEK) 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 attracting investor attention, with double-digit growth being particularly desirable [4] - Tetra Tech has a historical EPS growth rate of 18.8%, with projected EPS growth of 19.8% this year, significantly outperforming the industry average of 6.5% [5] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, enabling them to expand without relying on external funding [6] - Tetra Tech's year-over-year cash flow growth is 14.7%, exceeding the industry average of 9% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 14%, compared to the industry average of 12.5% [7] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [8] - Tetra Tech's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 3.1% over the past month [9] Group 5: Overall Assessment - Tetra Tech has achieved a Zacks Rank of 2 and a Growth Score of A, indicating its potential as an outperformer and a solid choice for growth investors [11]
TAL Education's Resurgence: Newfound Profitability Could Help Fuel Further Growth
Seeking Alpha· 2025-08-04 16:09
Group 1 - The article emphasizes the importance of seeking value and growth in investments, particularly in emerging and undervalued stocks, often contrary to conventional wisdom [1] - The author has successfully identified profitable investment opportunities in various companies, including Research in Motion, SuperValue, ZipCar, ClearWire, Apple, Netflix, Tesla, and Google, with significant gains ranging from 60% to over 2000% [1] - A focus on innovation across all sectors is highlighted as a key interest, with the author conducting personal research to assess the impact of companies on consumers [1] Group 2 - The investment strategy involves a combination of growth, unique opportunities, and value for both shareholders and customers [1]
Amazon: Take Full Advantage Of The Myopic Selloff
Seeking Alpha· 2025-08-04 13:00
JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...
Qualcomm: You Won't Regret Sitting This One Out
Seeking Alpha· 2025-08-03 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 to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued 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 turnaround plays at attractive valuations [3]
Salesforce: You Might Wish You Bought More Now
Seeking Alpha· 2025-08-02 14:25
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 fundamentals investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 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 Scor (SCRYY)
ZACKS· 2025-08-01 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Scor SE (SCRYY) identified as a promising candidate due to its strong growth metrics and favorable rankings [1][2]. Earnings Growth - Scor has a historical EPS growth rate of 24%, but the projected EPS growth for this year is an extraordinary 4400%, significantly outperforming the industry average of 11.2% [5]. Asset Utilization Ratio - Scor's asset utilization ratio (sales-to-total-assets) stands at 0.43, indicating that the company generates $0.43 in sales for every dollar in assets, which is notably higher than the industry average of 0.21, showcasing greater efficiency [6]. Sales Growth - The company's sales are projected to grow by 9.2% this year, compared to the industry average of only 0.9%, indicating strong sales growth potential [7]. Earnings Estimate Revisions - The current-year earnings estimates for Scor have been revised upward, with the Zacks Consensus Estimate increasing by 4.7% over the past month, reflecting positive sentiment among analysts [9]. Overall Assessment - Scor has achieved a Zacks Rank of 2 (Buy) and a Growth Score of B, based on its strong earnings growth, asset utilization, and sales growth metrics, positioning it as a solid choice for growth investors [10][11].
3 Reasons Growth Investors Will Love Cheesecake Factory (CAKE)
ZACKS· 2025-08-01 17:46
Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, with Cheesecake Factory identified as a strong candidate due to its favorable growth metrics and Zacks Rank [1][2]. Earnings Growth - Cheesecake Factory has a historical EPS growth rate of 53.3%, with projected EPS growth of 8.4% this year, surpassing the industry average of 7.3% [5]. Asset Utilization Ratio - The company has an asset utilization ratio (sales-to-total-assets ratio) of 1.21, indicating it generates $1.21 in sales for every dollar in assets, compared to the industry average of 0.97. Additionally, Cheesecake Factory's sales are expected to grow by 5% this year, while the industry average is only 2.5% [7]. Earnings Estimate Revisions - There has been a positive trend in earnings estimate revisions for Cheesecake Factory, with the Zacks Consensus Estimate for the current year increasing by 1.8% over the past month [9]. Overall Assessment - Cheesecake Factory holds a Zacks Rank of 2 (Buy) and a Growth Score of A, indicating it is a potential outperformer and a solid choice for growth investors [11].
3 Reasons Growth Investors Will Love APi (APG)
ZACKS· 2025-08-01 17:46
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 - APi (APG) is identified as a promising growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 14.4%, with projected EPS growth of 14.8% this year, surpassing the industry average of 11.9% [4] Group 2: Financial Metrics - APi's year-over-year cash flow growth stands at 120.9%, significantly higher than the industry average of 1.4% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 76.5%, compared to the industry average of 7.1% [6] Group 3: Earnings Estimates - There has been a positive trend in earnings estimate revisions for APi, with the Zacks Consensus Estimate for the current year increasing by 2.8% over the past month [8] - The combination of upward earnings estimate revisions and a Growth Score of B positions APi as a potential outperformer for growth investors [10]
Vertiv: Wait For The Next Panic And Don't Rush In Now
Seeking Alpha· 2025-08-01 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 price action analysis with fundamental investing to identify growth opportunities with significant upside potential [2] - The focus is on avoiding overhyped and overvalued 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 turnaround plays at attractive valuations [3]