Core Insights - The market began 2025 positively but faced volatility due to tariff and geopolitical risks, with the Fed cutting rates by 25 basis points to 4.00–4.25% in September and signaling two more cuts for the year [1] - Despite inflation and rising unemployment, equities remain near record highs, driven by optimism over rate cuts, AI-driven earnings growth, and hopes for a soft landing [1] - Retail investors face challenges in stock selection amidst these conditions [1] Sales Growth as a Key Metric - Sales growth is preferred over earnings for evaluating stocks, as it reflects actual demand and provides visibility into a company's business model durability [3] - Companies that can grow revenues during economic downturns demonstrate pricing power and competitive advantages [3] - Constant sales growth leads to stronger cash flows, allowing for reinvestment, market expansion, or shareholder returns without excessive debt reliance [5] Stock Selection Criteria - Stocks with 5-Year Historical Sales Growth (%) greater than industry average and Cash Flow over $500 million are prioritized [6] - Additional metrics include P/S Ratio less than industry average, positive % Change in F1 Sales Estimate Revisions, Operating Margin greater than 5%, and Return on Equity (ROE) greater than 5% [7][8][9] Recommended Stocks - **Lamb Weston (LW)**: Expected sales growth rate of 1.3% for fiscal 2026, Zacks Rank 1 [12] - **Universal Health Services (UHS)**: Expected sales growth rate of 8.5% for 2025, Zacks Rank 2 [14] - **FirstEnergy Corp (FE)**: Expected sales growth of 6.6% in 2025, Zacks Rank 2 [14] - **NetEase, Inc. (NTES)**: Expected sales growth of 10.3% for 2025, Zacks Rank 2 [15] - **JPMorgan Chase & Co. (JPM)**: Expected sales growth of 2.1% in 2025, Zacks Rank 2 [16]

Group 1: Company Overview - Tencent Music Entertainment Group (TME) is recognized as one of the best performing large cap stocks to buy [1] - TME operates as an online music entertainment platform, providing music streaming, online karaoke, and live streaming services in the People's Republic of China [4] Group 2: Recent Developments - On September 23, TME's Board of Directors approved the appointment of Jeanette Kim Yum Chan as a member of the audit committee, effective the same day [1] - Chan has been an independent director on the TME Board since September 2022 and currently serves as the chief legal, compliance, and risk officer at Airwallex [2] Group 3: Director Background - Before joining Airwallex, Chan was the managing partner of the China practice at Paul, Weiss, Rifkind, Wharton & Garrison LLP from 1986 to 2019, focusing on cross-border M&A and private equity investments [3] - Chan holds multiple legal qualifications and is authorized to practice law in New York, British Columbia, and Hong Kong, as well as being a non-practising solicitor of England and Wales [3]