StockStory: Favor Cash-Strong Growth Stocks

StockStory’s sector-by-sector writeups urge investors to be selective as market leadership shifts, recommending focus on durable revenue/EPS growth, healthy margins and strong balance sheets. The newsletter highlights a few high-conviction names — including MACOM, W.R. Berkley and Tractor Supply — while flagging many firms for weakening fundamentals (examples: VeriSign, Sanmina, Schneider, Essent, Regeneron, Marriott Vacations, Repligen, Marqeta, Asana and Dime Community). Repeated red flags across coverage are slowing revenue growth, margin compression, contracting EPS, high leverage or weak free cash flow. Analysts emphasize valuation and operational metrics (forward P/E or P/S, revenue growth rates, operating margins, ROIC and net-debt ratios) as the basis for buy-or-avoid calls rather than headline momentum alone. StockStory also warns that Wall Street price targets can be biased and that downgrades (e.g., Salesforce) may create tactical buying opportunities; bottom line: use metric-driven selection and favor cash-strong, sustainable-growth companies when trading volatility and sector rotation.