Quick Note: Of "highly-rated" stocks w/ >20% Sales Growth (this year & next) sorted by Fwd PEG, these 5 standout as most interesting.
Earnings Note: Mercado Libre En Fuego
Top 10 Growth Stocks (July Edition): Market Rotation Opportunities
Owning top businesses for the long-term doesn’t mean turning a blind eye to the risks and rewards of market rotation. While Main Street is just now hearing about Nvidia for the first time (it’s up nearly 3,000% over the last 5-years), most investors know chip stocks (like Nvidia) are notoriously cyclical and (despite powerful long-term megatrends, like AI) 50% pullbacks are not uncommon. In this report, we countdown our top 10 growth stocks (July edition) with a special focus on market cycle risks and outstanding opportunities with big long-term upside.
Mercado Libre: Earnings Note
Quick Note: MercadoLibre (MELI): The leading Latin American online commerce platform announced earnings after the close on Wednesday, and the results were good. The company beat revenue and earnings estimates, and the shares were up around 4% in afterhours. Here is a quick update based on key points from the release.