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3 Reasons Growth Investors Will Love DXP Enterprises (DXPE)
ZACKS· 2025-12-19 18:46
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Sco ...
Pfizer Isn't Dead Money, Pipeline Execution Can Spark A Rebound
Seeking Alpha· 2025-12-19 16:45
If I am a Pfizer Inc. ( PFE ) investor (I used to be, nonetheless), I should have been "elated" at PFE's recent performance against the market, while still gettingJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well ...
Here's Why Zscaler (ZS) is a Strong Growth Stock
ZACKS· 2025-12-19 15:46
Zacks Premium 研究服务 - Zacks Premium 研究服务提供多种工具帮助投资者更自信、更明智地进行投资 包括每日更新的Zacks Rank和Zacks Industry Rank、完全访问Zacks 1 Rank List、股票研究报告以及高级股票筛选器 [1] Zacks 风格评分体系 - Zacks风格评分是一套独特的指导准则 根据价值、增长和动量三种流行投资类型对股票进行评级 作为Zacks排名的补充指标 帮助投资者选择在未来30天最有可能跑赢市场的证券 [2] - 每只股票根据其价值、增长和动量特征获得A、B、C、D或F的评级 评分越高 股票表现跑赢市场的可能性越大 [3] - 价值评分关注寻找价格合理的优质股票 通过市盈率、市盈增长比率、市销率、市现率等一系列比率来发现最具吸引力且被低估的股票 [3] - 增长评分更关注股票的未来前景及公司的整体财务健康状况 通过分析预测和历史收益、销售额及现金流等特征来寻找具有可持续增长潜力的股票 [4] - 动量评分旨在利用股票价格或盈利前景的上升或下降趋势 通过一周价格变动、盈利预测月度百分比变化等因素 帮助确定买入高动量股票的有利时机 [5] - VGM评分综合了价值、增长和动量三种风格评分 对股票的综合加权风格进行评级 帮助投资者找到最具吸引力价值、最佳增长预测和最强劲动量的公司 [6] Zacks 排名体系 - Zacks排名是一种专有的股票评级模型 利用盈利预测修正的力量来帮助投资者构建成功的投资组合 [7] - 自1988年以来 Zacks排名第一的股票产生了无与伦比的+23.81%的平均年回报率 超过标普500指数回报率的两倍 [8] - 在任何给定日期 有超过200家公司被评为强力买入 另有约600家公司被评为买入 总计超过800只顶级评级股票 [8] 风格评分与Zacks排名的协同应用 - 为获得最佳回报机会 应始终考虑Zacks排名为第1或第2且风格评分为A或B的股票 这将提供最高的成功概率 [10] - 对于排名为第3的股票 确保其评分也为A或B同样重要 以尽可能保证上行潜力 [10] - 由于评分旨在与Zacks排名协同工作 股票盈利预测修正的方向应是选择买入股票时的关键因素 [11] - 即使某只股票拥有A或B评分 但如果其Zacks排名为第4或第5 则其盈利预测呈下降趋势 股价下跌的可能性也大得多 [11] 公司案例:Zscaler - Zscaler是全球领先的基于云的安全解决方案提供商之一 [12] - 该公司在Zacks排名中为第3 其VGM评分为B [12] - 对于增长型投资者而言 该公司可能是一个首选 Zscaler的增长风格评分为A 预测当前财年每股收益同比增长15.6% [12] - 在过去60天内 有13位分析师上调了对该公司2026财年的盈利预测 Zacks共识预期每股收益增加了0.16美元至3.79美元 [13] - Zscaler的平均盈利惊喜达到+12.3% [13]
TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (NYSE:TSM)
Seeking Alpha· 2025-12-19 11:42
A lot is going on right now for investors of Taiwan Semiconductor Manufacturing Company Limited ( TSM ). Not only do they have to contend with resurgent Intel ( INTC ), theyJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate ...
TSMC: The Market Is Still Surprisingly Mispricing Its AI Chipmaking Dominance (Rating Upgrade)
Seeking Alpha· 2025-12-19 11:42
文章核心观点 - 台积电的投资者当前面临多重挑战 包括来自英特尔重新崛起的竞争压力 [1] 分析师背景与研究方法 - 分析师JR Research被TipRanks评为顶级分析师 并被Seeking Alpha评为科技、软件、互联网以及增长和GARP领域的“值得关注顶级分析师” [1] - 其投资方法是机会主义 旨在识别具有吸引力的风险回报机会 通过强劲的价格走势来获取超越标普500指数的超额收益 [1] - 该方法结合了敏锐的价格走势分析和基本面投资 倾向于避开过度炒作和高估的股票 同时把握受重创但具有显著复苏潜力的股票 [1] - 其运营的投资小组专注于识别各行业的高潜力机会 重点关注具有强劲增长潜力和被严重低估的逆向投资机会 投资主题展望期为18至24个月 [1] - 该小组服务于寻求以极具吸引力的估值 投资于基本面强劲、具有买入动能和转型机会的增长型股票的投资者 [1]
Broadcom: Market Panic Ignores A Multi-Year Demand Pipeline (AVGO)
Seeking Alpha· 2025-12-18 17:09
Bubble fears are back! And it's also taking down Broadcom Inc. ( AVGO ) shares with it, already down >20% since the early December highs. I guess we could finally call it a rare bear market forJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to p ...
Broadcom: Market Panic Ignores A Multi-Year Demand Pipeline
Seeking Alpha· 2025-12-18 17:09
Bubble fears are back! And it's also taking down Broadcom Inc. ( AVGO ) shares with it, already down >20% since the early December highs. I guess we could finally call it a rare bear market forJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to p ...
Oracle: Wall Street’s Gloom Creates An Incredible Buying Opportunity (NYSE:ORCL)
Seeking Alpha· 2025-12-17 16:49
What seemed like a November bottom for dip buyers resulted in another rout that saw investors in Oracle Corporation ( ORCL ) taking another hammering, as the market tests whetherJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially gene ...
Oracle: Wall Street's Gloom Creates An Incredible Buying Opportunity
Seeking Alpha· 2025-12-17 16:49
What seemed like a November bottom for dip buyers resulted in another rout that saw investors in Oracle Corporation ( ORCL ) taking another hammering, as the market tests whetherJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially gene ...
ARI: A Rebuilt Credit Book Trading At A Legacy Discount
Seeking Alpha· 2025-12-17 12:54
投资策略与理念 - 投资策略融合了价值与成长两种元素 注重理解公司的底层经济逻辑 评估其竞争优势的持久性以及持续产生自由现金流的能力[1] - 投资风格趋于适度保守 在寻求上涨潜力的同时 更注重控制下行风险 随着临近退休 近年已逐渐将资产重新配置至能产生收入的资产 如派息股票和房地产投资信托基金[1] - 将投资视为不仅追求高回报 更是为了获得内心平静的过程 投资哲学强调长期持有高质量企业 让时间和复利发挥作用[1] 行业关注与背景 - 拥有近二十五年石油和天然气行业工作经验 主要在工程 运营和项目管理的交叉领域工作[1] - 长期对美国股票市场保持浓厚兴趣 重点关注科技 能源和医疗保健行业[1] - 个人图标象征着通过投资对生态敏感的企业来赚钱的根本理念[1]