He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibilities. 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 ...

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]

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]

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 - Marvell Technology (MRVL) is highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] - The company has a historical EPS growth rate of 16.4%, with projected EPS growth of 75.6% this year, significantly outperforming the industry average of 23.9% [5] Group 2: Financial Metrics - Marvell's year-over-year cash flow growth stands at 3.2%, surpassing the industry average of -7.5% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 22.1%, compared to the industry average of 10.4% [7] Group 3: Earnings Estimates - There is a positive trend in earnings estimate revisions for Marvell, with the current-year earnings estimates increasing by 0.6% over the past month [8] - Marvell has achieved a Growth Score of B and a Zacks Rank 2, indicating positive earnings estimate revisions [9] Group 4: Investment Potential - The combination of a strong Growth Score and Zacks Rank suggests that Marvell is a potential outperformer and a solid choice for growth investors [10]

The group is designed for investors seeking to capitalize on growth stocks with robust fundamentals, buying momentum, and turnaround plays at highly attractive valuations. Learn more He focuses on identifying growth investing opportunities that present the most attractive risk/reward upside potential. His approach combines sharp price action analysis with fundamentals investing. He tends to avoid overhyped and overvalued stocks while capitalizing on battered stocks with significant upside recovery possibili ...

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 risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system aids in identifying promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - Yum Brands (YUM) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being highly desirable [3] - Yum's historical EPS growth rate is 10.3%, with projected EPS growth of 9.3% this year, significantly outperforming the industry average of 5% [4] Group 3: Asset Utilization - Yum's asset utilization ratio (sales-to-total-assets ratio) is 1.17, indicating higher efficiency in generating sales compared to the industry average of 0.97 [5] Group 4: Sales Growth - Yum's sales are expected to grow by 8.6% this year, which is substantially higher than the industry average of 3.6% [6] Group 5: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, and Yum has seen a 0.5% upward revision in current-year earnings estimates over the past month [7][8] Group 6: Overall Assessment - Yum has achieved a Growth Score of B and a Zacks Rank of 2, indicating it is a potential outperformer and a solid choice for growth investors [10]

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 strong growth potential and turnaround plays [3] Investment Strategy - The focus is on growth investing opportunities that offer significant upside potential while avoiding overhyped and overvalued stocks [2] - The strategy combines price action analysis with fundamental investing to capitalize on battered stocks with 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 robust fundamentals and buying momentum [3] - The group emphasizes identifying contrarian plays at highly attractive valuations [3]

Core Viewpoint - Growth investors are attracted to stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score helps identify promising growth stocks by analyzing a company's real growth prospects beyond traditional metrics [2] - Progressive (PGR) is currently highlighted as a recommended growth stock, possessing a favorable Growth Score and a top Zacks Rank [2] Group 2: 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] - Progressive's projected EPS growth for the current year is 10.9%, significantly outperforming the industry average of 1.4% [4] Group 3: Cash Flow Growth - High cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [5] - Progressive's year-over-year cash flow growth stands at 115.9%, far exceeding the industry average of 15.6% [5] - The company's historical annualized cash flow growth rate over the past 3-5 years is 14.8%, compared to the industry average of 11.6% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements [7] - The current-year earnings estimates for Progressive have increased by 2.9% over the past month, indicating a favorable outlook [8] Group 5: Overall Assessment - Progressive has achieved a Growth Score of B and a Zacks Rank of 2, reflecting positive earnings estimate revisions and suggesting it is a solid choice for growth investors [10]

Core Viewpoint - Growth investors are attracted to stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility. [1] Group 1: Company Overview - Heico Corporation (HEI) is currently highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank. [2] - The company has a historical EPS growth rate of 13.1%, with projected EPS growth of 19.7% this year, surpassing the industry average of 16.8%. [4] Group 2: Financial Metrics - Heico's year-over-year cash flow growth stands at 24.2%, exceeding the industry average of 19.1%. [5] - The company's annualized cash flow growth rate over the past 3-5 years is 11.5%, compared to the industry average of 5.4%. [6] Group 3: Earnings Estimates - The current-year earnings estimates for Heico have been revised upward, with the Zacks Consensus Estimate increasing by 1.5% over the past month. [8] Group 4: Investment Potential - Heico has achieved a Growth Score of B and a Zacks Rank 2, indicating its potential as an outperformer and a solid choice for growth investors. [10]

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 ...