Group 1 - The bull case for Wall Street remains intact for 2026, with projected significant earnings growth and expected interest rate cuts by the Fed [1] - Some investors may consider shifting away from technology and AI stocks, potentially rotating into other market sectors as 2026 approaches [1] - Amid discussions of an AI bubble, there is a suggestion for investors to focus on value stocks [2] Group 2 - The screening process for value stocks involves selecting Zacks Rank 1 (Strong Buy) or 2 (Buy) stocks, with P/E and P/S ratios below the industry median [4][8] - The screening also considers quarterly earnings rates above the industry median and utilizes a blend of upgrades and estimate revisions to identify the top seven stocks [5][8] - BrightSpring Health Services, Inc. (BTSG) is highlighted as a strong value stock, having surged 230% since its IPO in early 2024, driven by strong earnings and revenue growth [6][7] Group 3 - BTSG operates in pharmacy services and provider services, focusing on home and community-based healthcare [9] - The company is projected to expand sales by 13% in 2025 and 15% in FY26, with adjusted earnings expected to increase by 92% in 2025 and 33% in FY26 [10] - Despite its significant stock price increase, BTSG trades at a discount in terms of forward sales compared to its industry, indicating potential value [11]

Core Insights - SportsMed Physical Therapy has acquired WeCare Medical PT and Wellness, increasing its clinic count to 51 in New Jersey and Connecticut, enhancing patient access to care [1][2] - The acquisition aligns with SportsMed's mission to provide high-quality, patient-centered care, particularly in Union and Essex Counties [2] - SportsMed has expanded significantly since partnering with Hildred Capital Management in 2018, growing from seven to 51 locations [2][3] Company Overview - SportsMed Physical Therapy, established in 2004, offers a variety of wellness and outpatient rehabilitation services [3] - The company is a portfolio entity of Hildred Capital Management, which focuses on lower middle market healthcare enterprises [3] - Hildred Capital Management aims to create value in middle-market companies by collaborating with management teams to enhance growth and operational improvements [4] Recent Developments - The Maplewood Clinic provides diverse services including HomeCare, chiropractic care, acupuncture, occupational and hand therapy, and physical therapy [1] - SportsMed announced the opening of a new clinic in Neptune, New Jersey, in September 2025 [4]