Momentum Investing
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Lifetime Brands (LCUT) Is Attractively Priced Despite Fast-paced Momentum
ZACKS· 2026-03-30 13:55
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy [3] Group 2: Lifetime Brands (LCUT) Analysis - Lifetime Brands (LCUT) has experienced a significant price increase of 48.9% over the past four weeks, indicating strong investor interest [4] - Over the past 12 weeks, LCUT's stock has gained 26.7%, demonstrating its ability to deliver positive returns over a longer timeframe [5] - LCUT has a beta of 1.29, suggesting it moves 29% higher than the market in either direction, indicating fast-paced momentum [5] - The stock has a Momentum Score of B, suggesting it is an opportune time to invest [6] - LCUT has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which typically attract more investors [7] - The stock is trading at a Price-to-Sales ratio of 0.17, indicating it is relatively cheap at 17 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides LCUT, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]
MLP ETF (AMLP) Hits New 52-Week High
ZACKS· 2026-03-27 15:26
Core Viewpoint - Alerian MLP ETF (AMLP) has reached a 52-week high, increasing 23.5% from its 52-week low of $43.75 per share, indicating strong momentum and potential for further gains [1] Group 1: Fund Overview - AMLP tracks the Alerian MLP Infrastructure Index, which consists of energy infrastructure Master Limited Partnerships focused on transportation, storage, and processing of energy commodities [2] - The fund charges an annual fee of 0.85% and offers an annual yield of 7.38% [2] Group 2: Market Drivers - The recent rise in oil prices, driven by escalating tensions in the Middle East, has positively impacted the fund's performance [3] - Damage to energy infrastructure in the Middle East suggests that oil prices may not return to pre-war levels, which could further benefit AMLP [3] Group 3: Future Outlook - AMLP is expected to maintain strong performance in the near term, supported by a positive weighted alpha of 11.18, indicating potential for a rally [4]
Why Chevron (CVX) is a Top Momentum Stock for the Long-Term
ZACKS· 2026-03-27 14:51
Company Overview - Chevron is one of the largest publicly traded oil and gas companies globally, with operations in various regions [11] - The company is fully integrated, participating in all aspects of energy, including oil production, refining, and marketing [11] - Chevron generates over $189 billion in annual revenues and produces more than 3.7 million barrels per day of oil equivalent [11] Financial Performance - As of the end of 2025, Chevron had proved reserves of approximately 10.6 billion barrels of oil-equivalent [11] - The company has a Zacks Rank of 3 (Hold) and a VGM Score of B [12] - Chevron's shares have increased by 12.8% over the past four weeks [12] - Six analysts have revised their earnings estimates higher for fiscal 2026, with the Zacks Consensus Estimate increasing by $1.88 to $8.05 per share [12] - Chevron boasts an average earnings surprise of +5.6% [12] Investment Potential - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Chevron is recommended for investors' consideration [13]
Stock Screening Made Simple: Use This Tool
ZACKS· 2026-03-26 21:31
Core Insights - Stock screening is a valuable tool for investors to navigate the vast array of investment options available, similar to using a grocery list to efficiently find items in a store [1][11] - The screening process can be complex and overwhelming, as different investors have varying preferences and strategies [2][12] Screening Parameters - Screening parameters serve as the essential components for investors, allowing them to filter out irrelevant information and tailor their searches according to specific investing styles [3] Value Investing - Value investors can utilize parameters such as Price-to-Earnings (P/E) ratio, Price-to-Sales (P/S) ratio, and Price-to-Book (P/B) ratio to identify stocks that are attractively valued [4] Momentum Investing - Momentum investing focuses on stocks that have experienced recent buying pressure, with parameters including price change over the last month, average volume, and price relative to the 52-week high-low range [5] Growth Investing - Growth-oriented strategies target companies expected to achieve above-average sales and earnings growth, with key parameters including last year's earnings and sales growth rates, as well as expected growth rates for the current and next year [6][7] Income Investing - Income-focused investing emphasizes dividend-paying stocks, which are often more stable and represent mature companies sharing profits with shareholders [8] - Parameters for identifying dividend-paying stocks include current dividend yield and the 5-year historical dividend growth rate [9]
Scholastic (SCHL) is a Great Momentum Stock: Should You Buy?
ZACKS· 2026-03-24 17:01
Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Scholastic (SCHL) - Scholastic currently holds a Momentum Style Score of A, indicating strong momentum potential [3] - The company has a Zacks Rank of 1 (Strong Buy), which historically outperforms the market when combined with a Style Score of A or B [4] Performance Metrics - SCHL shares have increased by 10.21% over the past week, while the Zacks Publishing - Books industry has decreased by 1.47% during the same period [6] - Over the past month, SCHL's price change is 18.03%, matching the industry's performance [6] - In the last quarter, SCHL shares rose by 24.69%, and over the past year, they have increased by 96.98%, compared to the S&P 500's performance of -4.46% and 17.62%, respectively [7] Trading Volume - The average 20-day trading volume for SCHL is 524,536 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - Recent earnings estimate revisions for SCHL show 2 estimates moving higher with none lower, increasing the consensus estimate from $0.90 to $1.88 over the past 60 days [10] - For the next fiscal year, 2 estimates have also moved upwards without any downward revisions [10] Conclusion - Given the strong performance metrics and positive earnings outlook, SCHL is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a compelling investment option [12]
VLUE: Allocation Drift And Momentum Warrants Caution, 10% Micron Position (BATS:VLUE)
Seeking Alpha· 2026-03-23 19:03
Group 1 - Micron (MU) has emerged as a significant winner in the current market cycle, indicating strong performance and potential for growth [1] - Micron now constitutes over 10% of the iShares MSCI USA Value Factor ETF (VLUE), which is a cap-weighted and momentum-driven fund [1] Group 2 - The article emphasizes the importance of analyzing stock market sectors, ETFs, and economic data to identify investment opportunities [1]
Best Momentum Stocks to Buy for March 20th
ZACKS· 2026-03-20 15:00
Group 1: GigaCloud Technology Inc. (GCT) - GigaCloud Technology Inc. is a B2B ecommerce solutions and large parcel merchandising company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for GigaCloud's current year earnings increased by 17.1% over the last 60 days [1] - GigaCloud's shares gained 5.6% over the last three months, while the S&P 500 declined by 3.9% [1] - The company has a Momentum Score of A [1] Group 2: BWX Technologies, Inc. (BWXT) - BWX Technologies, Inc. is a nuclear component manufacturer with a Zacks Rank 1 [2] - The Zacks Consensus Estimate for BWX Technologies' current year earnings increased by 5.4% over the last 60 days [2] - BWX Technologies' shares gained 17.8% over the last three months, compared to the S&P 500's decline of 3.9% [2] - The company possesses a Momentum Score of A [2] Group 3: Astec Industries, Inc. (ASTE) - Astec Industries, Inc. is a manufacturer of road building and construction equipment and components with a Zacks Rank 1 [3] - The Zacks Consensus Estimate for Astec's current year earnings increased by 14.6% over the last 60 days [3] - Astec's shares gained 14.5% over the past three months, while the S&P 500 declined by 3.9% [3] - The company has a Momentum Score of A [3]
Best Momentum Stocks to Buy for March 19th
ZACKS· 2026-03-19 15:15
Group 1: FIGS, Inc. (FIGS) - FIGS is a healthcare apparel company with a Zacks Rank 1 and has seen a 90% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - The shares of FIGS gained 18.6% over the last three months, while the S&P 500 declined by 1.5% [1] - The company has a Momentum Score of A [1] Group 2: Q32 Bio Inc. (QTTB) - Q32 Bio is a biotechnology company with a Zacks Rank 1 and has experienced a 37% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - The shares of Q32 Bio surged by 96.3% over the last three months, compared to the S&P 500's decline of 1.5% [2] - The company also possesses a Momentum Score of A [2] Group 3: National Energy Services Reunited Corp. (NESR) - NESR is an oilfield services company with a Zacks Rank 1 and has seen a 6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - The shares of NESR increased by 39.4% over the last three months, while the S&P 500 declined by 1.5% [3] - The company has a Momentum Score of A [3]
Best Momentum Stocks to Buy for March 18th
ZACKS· 2026-03-18 15:15
Group 1: First Majestic Silver Corp. (AG) - First Majestic Silver Corp. has a Zacks Rank of 1 and its current year earnings estimate increased by 76.5% over the last 60 days [1] - The company's shares gained 30.3% over the last three months, while the S&P 500 declined by 1.7% [1] - First Majestic Silver possesses a Momentum Score of A [1] Group 2: BWX Technologies, Inc. (BWXT) - BWX Technologies, Inc. has a Zacks Rank of 1 and its current year earnings estimate increased by 17.1% over the last 60 days [2] - The company's shares gained 17.7% over the last three months, compared to the S&P 500's decline of 1.7% [2] - BWX Technologies possesses a Momentum Score of A [2] Group 3: BHP Group Limited (BHP) - BHP Group Limited has a Zacks Rank of 1 and its current year earnings estimate increased by 10.5% over the last 60 days [3] - The company's shares gained 21.2% over the last three months, while the S&P 500 declined by 1.7% [3] - BHP possesses a Momentum Score of B [3]
Fast-paced Momentum Stock Stagwell (STGW) Is Still Trading at a Bargain
ZACKS· 2026-03-18 13:56
Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" to maximize returns in a shorter time frame [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify promising stocks [3] Group 2: Stagwell (STGW) Stock Analysis - Stagwell (STGW) has shown significant price momentum with a four-week price change of 28.1%, indicating growing investor interest [4] - Over the past 12 weeks, STGW has gained 21.4%, and its beta of 1.71 suggests it moves 71% more than the market in either direction, indicating strong momentum [5] - STGW has a Momentum Score of B, suggesting it is an opportune time to invest in the stock for potential success [6] Group 3: Earnings Estimates and Valuation - An upward trend in earnings estimate revisions has contributed to STGW earning a Zacks Rank 2 (Buy), which is associated with strong momentum effects [7] - STGW is currently trading at a Price-to-Sales ratio of 0.53, indicating it is undervalued at 53 cents for each dollar of sales, providing room for growth [7] Group 4: Additional Investment Opportunities - Besides STGW, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies tailored to help investors find winning stock picks [9]