Group 1 - The earnings season has been influenced more by geopolitical news than by the actual financial reports of companies [1] - The focus is on long-term growth and dividend growth investing, with an emphasis on finding undervalued stocks and high-quality dividend-growing companies [1] - Profitability is highlighted as a safer driver of gains compared to low valuation, with a focus on margins, free cash flow stability and growth, and returns on invested capital [1]

Group 1 - Nike is identified as a potential stock for investment due to its strong balance sheet and growth prospects [1] - The focus is on long-term growth and dividend growth investing, with an emphasis on finding undervalued stocks and high-quality dividend-growing companies [1] - Profitability is considered a safer driver of gains compared to low valuation, highlighting the importance of margins, free cash flow stability, and returns on invested capital [1] Group 2 - The article does not provide any specific stock positions or plans to initiate positions in the mentioned companies [2] - There is no compensation received for the article other than from Seeking Alpha, indicating an independent opinion [2] - The article does not offer investment recommendations or advice, emphasizing that past performance does not guarantee future results [3]