Market Overview - Wall Street rebounded after a brief selloff due to renewed U.S.-China trade tensions, with investors optimistic about potential dialogue between the two nations [1][9] - Major indexes displayed resilience, supported by easing monetary policy, solid earnings, and investor confidence in economic stability [2] Investment Strategy - A relative price strength strategy is recommended, focusing on stocks that outperform their sectors despite market turbulence [4][5] - Stocks that have shown better performance than the S&P 500 over the last 1 to 3 months and have solid fundamentals are highlighted as having growth potential [6] Stock Recommendations - **United Natural Foods (UNFI)**: Leading distributor of natural and organic products, with a projected earnings growth of 167.6% for fiscal 2026 and a market cap of $2.5 billion. Shares increased by 102% over the past year [11][12] - **Teladoc Health (TDOC)**: Provides virtual healthcare services, with an expected EPS growth rate of 48.4% over the next 3 to 5 years. The company has a market cap of $6.5 billion and shares have decreased by 6.1% in the past year [13][14] - **Supernus Pharmaceuticals (SUPN)**: Develops treatments for CNS disorders, with a market cap of $2.7 billion and a projected earnings growth of 9.8% for 2025. Shares have risen by 46.8% in the last year [15][16] - **BRP Inc. (DOOO)**: A leader in powersports with a market cap of $4.8 billion, showing a 26.2% increase in earnings estimates for fiscal 2026. Shares gained 19.9% over the past year [17][18] Screening Parameters - Stocks selected based on relative price change over 12 weeks, 4 weeks, and 1 week, alongside positive earnings estimate revisions for the current quarter [8][10]

Core Viewpoint - RumbleOn, Inc. is rebranding as RideNow Group, Inc. with a new ticker symbol RDNW, which is part of a broader strategy to align corporate identity with customer recognition and enhance operational efficiency [1][2]. Company Changes - The company will relocate its headquarters from Irving, Texas to Chandler, Arizona, consolidating leadership and support functions to reinforce a unified corporate approach [2]. - The rebranding includes the rollout of a new business framework called the RideNow Way, which focuses on three core pillars: Entrepreneurial Spirit, Customer Experience, and Operational Excellence [3]. Operational Strategy - The RideNow Way aims to guide dealership leaders and staff in delivering a consistent and exceptional customer experience across all locations [3][4]. - The company emphasizes a culture of performance and aims to simplify its structure to create a platform for long-term success [5]. Business Overview - RideNow Group operates through two segments: a powersports dealership group and a vehicle transportation services entity, Wholesale Express, LLC [6]. - The company claims to be the largest powersports retail group in the United States, offering a wide range of products and services, including new and pre-owned vehicles, parts, and financing options [6].

Core Viewpoint - RumbleOn, Inc. is set to release its First Quarter 2025 operational and financial results on May 7, 2025, before market opening [1] Company Overview - RumbleOn operates through two segments: a powersports dealership group and vehicle transportation services via Wholesale Express, LLC [3] - The powersports business, under the RideNow brand, is claimed to be the largest in the U.S., offering a variety of new and pre-owned powersports vehicles and related products [3] - RumbleOn is a significant purchaser of pre-owned powersports vehicles, utilizing proprietary technology for direct consumer acquisitions [3] - The Express business provides asset-light transportation brokerage services, primarily facilitating automobile transport among dealerships and auctions across the U.S. [3] Upcoming Events - A conference call and webcast to discuss the operational and financial results will take place on May 7, 2025, at 7:00 a.m. Central Time [2][4] - The call will be hosted by Mike Quartieri, the Chief Executive Officer and Interim Chief Financial Officer [2]