Key Takeaways Sezzle has surged 35.7% in 4 weeks, with expected earnings growth of 76.1% for the current year. DY raised its fiscal 2026 revenue outlook after Q1 results beat estimates and revenues rose 10.2% YoY. TPC stock jumped 12.8% in 4 weeks, with earnings estimates up 14.4% and projected growth over 100% this year.U.S. stock markets are back on a northward trajectory after witnessing volatility in the last couple of months. The broad-market benchmark — the S&P 500 — is hovering around its all-time ...

Investment Strategy - The company employs a contrarian investment style, focusing on high-risk, illiquid options and shares [1] - The investment portfolio is split approximately 50%-50% between shares and call options, with a typical investment timeframe of 3-24 months [1] - The company targets stocks that have recently experienced sell-offs due to non-recurrent events, particularly when insiders are buying shares at lower prices [1] Screening and Analysis - Fundamental analysis is utilized to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Professional background checks are conducted on insiders who purchase shares after sell-offs to ensure credibility [1] - Technical analysis is employed to optimize entry and exit points, using multicolor lines for support and resistance levels on weekly charts [1]

Stock markets have been experiencing significant volatility of late. This is largely because of the ongoing trade war, which has also led to expectations of economic slowdown and rising inflation. As such, the Federal Reserve has kept interest rates steady. In such an uncertain environment, retail investors face significant challenges in selecting the right stocks and achieving strong returns.One way to cut short this task is to follow brokers’ recommendations. In this regard, stocks like Urban Outfitters, ...

Core Viewpoint - The importance of cash flow in assessing a company's financial health and investment potential is emphasized, highlighting that cash flow is a critical indicator of a company's ability to sustain growth and manage obligations effectively [1][2][3]. Cash Flow Analysis - Companies must be evaluated not just on profit but on their efficiency in generating cash flows, as a lack of cash flow can lead to financial difficulties even for profitable firms [2]. - In the current global economic climate, characterized by uncertainties and liquidity concerns, analyzing a company's cash-generating efficiency is particularly relevant [3]. - Positive cash flow indicates an increase in liquid assets, enabling a company to meet obligations, reinvest, and return wealth to shareholders, while negative cash flow suggests declining liquidity and reduced operational flexibility [4]. Growth and Management Efficiency - A company must not only maintain positive cash flow but also ensure that it is increasing over time, reflecting effective cash management and reduced reliance on external financing [5]. Screening Parameters for Investment - A screening process was established to identify stocks with increasing cash flow, focusing on those whose latest reported cash flow is at least equal to the 5-year average cash flow per share, indicating a positive trend [6]. - Additional criteria include a Zacks Rank of 1 (Strong Buy), an average broker rating of 1, a current price of at least $5, and a VGM Score of B or better [7]. Selected Stocks - **Nomad Foods Limited (NOMD)**: Engages in frozen food manufacturing and distribution, with a Zacks Consensus Estimate for 2025 earnings per share improving by 4.0% recently and a VGM Score of A [8]. - **DXP Enterprises, Inc. (DXPE)**: Provides innovative pumping solutions and services, with a current-year earnings estimate revised upward by 22.5% over the past two months and a VGM Score of B [9]. - **Great Lakes Dredge & Dock Corporation (GLDD)**: The largest provider of dredging services in the U.S., with a 34.8% upward revision in the 2025 earnings estimate to 93 cents per share and a VGM Score of A [10]. - **Kingstone Companies, Inc. (KINS)**: Offers property and casualty insurance products, with a 5.6% improvement in the 2025 earnings estimate to $1.90 and a VGM Score of A [10].

Stocks soared on Monday, sending the Nasdaq into a new bull market as Wall Street rushed to buy stocks after news broke late Sunday night that the U.S. and China agreed to de-escalate the tariff war. The buying continued Tuesday, helping the S&P 500 turn positive on the year.The massive rebound over the last month highlights why investors must stay constantly exposed to the stock market no matter what. The bulls are celebrating cooling trade war tensions and lower inflation, increasing the chances that the ...

Group 1: Trade and Market Impact - Investors showed relief on April 22 due to signs of easing trade tensions, with hints from President Trump and Treasury Secretary Scott Bessent about potential reductions in the 145% tariffs on Chinese goods [1] - The positive developments regarding tariffs have led to a bullish market trend since April 22, with expectations of further gains as more tariff-related good news is anticipated [2] Group 2: Stock Screening and Recommendations - A screening process has been designed to identify stocks based on improving broker recommendations and upward revisions in earnings estimates over the past four weeks, incorporating the price/sales ratio as a complementary valuation metric [3] - The screening criteria include a net upgrade in ratings, percentage change in earnings estimates, price-to-sales ratio, stock price above $5, average daily volume over 100,000 shares, and market capitalization in the top 3000 [4][5] Group 3: Featured Stocks - Avis Budget operates as a leading vehicle rental operator with a fleet of nearly 695,000 vehicles, benefiting from strong demand in North America [6] - ABM Industries provides integrated facility solutions and has a strong earnings surprise history, with an average beat of 9.6% over the last four quarters [7] - CVR Energy focuses on renewable energy and petroleum refining, committed to developing renewable biofuels [9] - Delek US Holdings is an independent refiner with significant competitive advantages in the Permian Basin, achieving an average earnings beat of 22.3% [10][11] - Asbury Automotive Group's diversified product mix and e-commerce platform, Clicklane, are driving growth and improving its risk profile [11][12]