Group 1 - The article highlights the volatility in the stock market, particularly focusing on Fair Isaac Corporation (NYSE: FICO) as a surprising company amidst market fluctuations [1] - The author emphasizes a long-term investment strategy centered on growth and dividend growth, prioritizing profitability over low valuation [2] - Key metrics for evaluating stocks include margins, free cash flow stability and growth, and returns on invested capital [2] Group 2 - The author has a beneficial long position in FICO shares, indicating a personal investment interest in the company [3] - The article does not provide specific investment recommendations or guarantees regarding future performance [4]

Core Insights - Hudson Technologies (NASDAQ: HDSN) experienced a significant surge of 20% following its earnings report, but subsequently retraced by losing 4% on the second day after earnings [1] Financial Performance - Both revenue and earnings per share (EPS) for Hudson Technologies decreased year-over-year [1]

Core Viewpoint - Texas Roadhouse (NASDAQ: TXRH) is a restaurant chain that has consistently demonstrated long-term growth and dividend growth potential, despite being overshadowed by the hype surrounding AI companies [1]. Group 1: Company Performance - The company focuses on profitability as a key driver of gains, emphasizing the importance of margins, free cash flow stability and growth, and returns on invested capital [1]. - Texas Roadhouse is recognized for its ability to provide cash for reinvestment, indicating a strong financial position [1]. Group 2: Investment Strategy - The investment strategy involves seeking undervalued stocks and high-quality dividend-growing companies, which aligns with Texas Roadhouse's profile as a solid investment opportunity [1].

Stellantis (NYSE: STLA ) will be a stock I will talk about to my children several times. I first picked it in June 2020, as the market was starting to recover from the sharp Covid-related decline. It seemedI focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer drive ...