Core Insights - IMCD N.V. celebrates its 30th anniversary, marking significant growth from its foundation in Rotterdam in 1995 to becoming a global leader in specialty chemicals distribution with over 5,200 employees across 60+ countries [1][2][3] Company Overview - IMCD is recognized as a leading global partner for the distribution and formulation of specialty chemicals and ingredients, emphasizing sustainable value in the supply chain [4] - The company reported revenues of EUR 4,728 million in 2024, and its shares are traded on Euronext Amsterdam, included in the Dutch ESG AEX index [5] Milestones - Key milestones include surpassing €1 billion in revenue in 2011, listing on Euronext Amsterdam in 2014, and strategic acquisitions such as MF Cachat in the US and Signet in India [2][6] - The company has expanded its global presence significantly, with a focus on sustainability initiatives and partnerships [2][6] Leadership and Vision - The current CEO, Marcus Jordan, emphasizes the importance of partnerships and the entrepreneurial spirit that has driven IMCD's success over the past three decades [3] - The leadership transition from founder Piet van der Slikke to Valerie Diele-Braun and later Marcus Jordan marks a new chapter for the company [6]

Core Insights - Stocks typically face challenges in May, making it difficult to select top momentum stocks, but the Richard Driehaus strategy, which advocates "buy high and sell higher," can be applied to identify potential picks [1][2] Driehaus Strategy Overview - Richard Driehaus emphasized a preference for investing in stocks that are increasing in price rather than those in decline, which aligns with the philosophy of the American Association of Individual Investors (AAII) that uses the percentage 50-day moving average as a key criterion [2][4] - The strategy incorporates a calculation that compares the month-end price to the 50-day moving average, along with a positive relative strength indicator, to identify stocks in an uptrend [3][4] Screening Parameters - The strategy focuses on stocks with a Zacks Rank of 1 (Strong Buy) and a Momentum Score of A or B, which historically have shown better upside potential [5][6] - Key screening parameters include: - Last 5-year average EPS growth rates above 2% to ensure improving business performance [7] - Trailing 12-month EPS growth greater than 0 and above the industry median, indicating superior earnings performance [7] - Last four-quarter average EPS surprise greater than 5%, suggesting better price performance [7] - Positive percentage change in the 50-day moving average and relative strength over 4 weeks, signaling an uptrend [7][8] Selected Momentum Stocks - Nomad Foods Limited (NOMD) produces and distributes frozen food products globally, with a Momentum Score of A and an average trailing four-quarter earnings surprise of 5% [9] - Hawkins, Inc. (HWKN) is a U.S. specialty chemical and ingredients company, holding a Momentum Score of B and an average trailing four-quarter earnings surprise of 6.1% [10] - PCB Bancorp (PCB) provides banking services to small businesses and individuals, with a Momentum Score of A and an average trailing four-quarter earnings surprise of 7.4% [11]