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Super Micro: This Is The Selloff That I've Been Waiting For
Seeking Alpha· 2025-04-30 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 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 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]
Alphabet: A Big Thank You To Mr. Market's Generosity
Seeking Alpha· 2025-04-28 13:30
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 ...
Siemens: Europe's Industrial Powerhouse Poised For Growth
Seeking Alpha· 2025-04-28 08:52
Group 1 - The article emphasizes the importance of identifying undervalued companies across different continents, focusing on value and income as critical components of a contrarian investing thesis [1] - A preference for shareholder-friendly management teams is highlighted, indicating that management quality is a significant factor in investment decisions [1] - The author has over 15 years of experience researching the US and European markets, suggesting a deep understanding of these regions [1] Group 2 - The article does not provide any specific stock recommendations or investment advice, maintaining a neutral stance on the suitability of investments for particular investors [2][3] - There is a clear disclosure that the author has no current positions in any mentioned companies, reinforcing the independence of the analysis [2]
Eli Lilly: A New Leader In Weight Loss Drugs Is Clearly Emerging
Seeking Alpha· 2025-04-20 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 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]
Apple Stock Is The First Place To Look For A Bounce
Seeking Alpha· 2025-04-09 15:03
I've written about Apple (NASDAQ: AAPL ) (TSX: AAPL:CA ) several times over the past year, almost as a surprise to myself. I'm a value and contrarian investor who doesn't often peddle in high-octane stocks. I traditionally believe that(Open to new connections via LinkedIn)25 years+ in the financial/investment industry. Currently self employed with my own investor service called The Investment Editors's Cut. Former Senior Managing Editor here at Seeking Alpha; the tail end of an ~11 year stint working for SA ...
Shopify: Don't Overthink The Buying Opportunity
Seeking Alpha· 2025-03-30 15:30
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. Learn more He tends to avoid overhyped and overvalued stocks while capitalizing on batt ...
Taiwan Semiconductor: Thank You, Mr. Market, For The Gift
Seeking Alpha· 2025-03-13 18:44
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 ...
Snowflake: AI Inflection Point Has Finally Arrived (Upgrade)
Seeking Alpha· 2025-02-27 14:45
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 ...