Group 1: Sanmina (SANM) - Sanmina is a global provider of electronics contract manufacturing services [1] - The company has a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for its current year earnings has increased by 38.9% over the last 60 days [1] - Sanmina has a PEG ratio of 0.64 compared to the industry average of 1.79 [1] - The company possesses a Growth Score of A [1] Group 2: Great Lakes Dredge & Dock (GLDD) - Great Lakes Dredge & Dock is the largest provider of dredging services in the US [2] - The company has a Zacks Rank 1 (Strong Buy) [2] - The Zacks Consensus Estimate for its current year earnings has increased by 6.9% over the last 60 days [2] - Great Lakes Dredge & Dock has a PEG ratio of 1.02 compared to the industry average of 3.09 [2] - The company possesses a Growth Score of A [2] Group 3: Commercial Metals (CMC) - Commercial Metals manufactures, recycles, and markets steel and metal products [3] - The company has a Zacks Rank 1 (Strong Buy) [3] - The Zacks Consensus Estimate for its current year earnings has increased by 21.3% over the last 60 days [3]

Core Viewpoint - Investors should be cautious when a company diversifies away from its core competencies, but Commercial Metals Company (CMC) may present a unique case [1] Group 1 - The company is recognized for its expertise in its primary business, which raises concerns about its ventures into new areas [1]

Group 1: RenaissanceRe Holdings Ltd. (RNR) - RenaissanceRe Holdings is an insurance and reinsurance company with a Zacks Rank 1 [1] - The Zacks Consensus Estimate for its current year earnings has increased by 27.4% over the last 60 days [1] - The company has a PEG ratio of 1.66, which is lower than the industry average of 1.82, and possesses a Growth Score of B [1] Group 2: Phibro Animal Health Corporation (PAHC) - Phibro Animal Health Corporation operates in the animal health and mineral nutrition sector and holds a Zacks Rank 1 [2] - The Zacks Consensus Estimate for its current year earnings has risen by 9.1% over the last 60 days [2] - The company has a PEG ratio of 1.07, significantly lower than the industry average of 2.68, and has a Growth Score of B [2] Group 3: Commercial Metals Company (CMC) - Commercial Metals Company is involved in steel and metals manufacturing and also carries a Zacks Rank 1 [3] - The Zacks Consensus Estimate for its current year earnings has increased by 21.3% over the last 60 days [3] - The company has a PEG ratio of 0.39, which is much lower than the industry average of 1.52, and possesses a Growth Score of B [3]

Core Insights - The Nasdaq has rebounded above its 50-day moving average, indicating bullish sentiment as investors look towards 2026 with a focus on strong earnings growth for the S&P 500 and potential Fed rate cuts [1] - Investors are encouraged to consider stocks that have demonstrated strong performance in 2025, as market conditions are expected to remain favorable [2] Group 1: Stock Screening and Selection - A screening method using the Research Wizard identifies Zacks Rank 1 (Strong Buy) stocks, focusing on those with upward price momentum and trading within 20% of their 52-week highs [3][4] - The screening criteria include a PEG ratio and Price to Sales ratio to ensure value, narrowing down to seven stock picks [4] Group 2: Commercial Metals Company (CMC) - CMC has seen a 40% increase in stock price in 2025, reaching all-time highs and significantly outperforming the S&P 500 over the past 30 years [5][6] - The company operates in the steel industry, primarily recycling scrap metal into new steel products, and is positioned to benefit from ongoing infrastructure spending in the U.S. [6][9] - CMC's earnings estimates for FY26 and FY27 have increased by 21% and 31% respectively, contributing to its Zacks Rank 1 (Strong Buy) status [11] - The company trades at a forward P/E of 10.3X, which is a 34% discount to its sector, indicating potential value for investors [14]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy [3] Group 2: Commercial Metals (CMC) Analysis - CMC has demonstrated significant price momentum with a four-week price change of 21.4% and a 12-week gain of 20.8% [4][5] - The stock has a beta of 1.49, indicating it moves 49% more than the market in either direction, suggesting strong momentum [5] - CMC has a Momentum Score of A, indicating a favorable time to invest [6] - The stock has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investor interest [7] - CMC is trading at a Price-to-Sales ratio of 0.99, indicating it is reasonably valued at 99 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides CMC, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify winning stock picks based on various investing styles [9]

Core Viewpoint - The Department of Commerce has issued a preliminary ruling recognizing that rebar from Algeria has been unfairly dumped into the U.S. market, resulting in an immediate anti-dumping margin of 127% on such imports [1]. Group 1: Company Response - The CEO of Commercial Metals Company (CMC) expressed gratitude to the Department of Commerce for defending fair trade, emphasizing that the ruling protects domestic steelmakers and workers from unfair practices by Algerian producers [2]. Group 2: Industry Context - The preliminary ruling is part of a trade petition filed by the U.S. domestic rebar industry in June 2025, which also includes allegations against steel producers from Bulgaria, Egypt, and Vietnam [1]. - Further preliminary rulings regarding countervailing duty investigations for Egypt, Vietnam, and Algeria are expected in January 2026, while antidumping duty investigations for Egypt, Vietnam, and Bulgaria will have preliminary rulings in March 2026 [1].

Core Insights - Commercial Metals Company (CMC) published its 2025 sustainability report, highlighting its industry-leading environmental performance and progress on social and governance issues [1][2] - This year marks the eleventh year of sustainability reporting for CMC, emphasizing its commitment to sustainable practices [1][2] Environmental Performance - The sustainability report showcases updates on CMC's environmental management systems, reinforcing its dedication to sustainability [1] Social and Governance Issues - CMC's CEO, Peter Matt, stated the company's commitment to making a positive impact on a sustainable future, indicating a focus on long-term success through sustainable practices [2] Company Overview - CMC is positioned as an innovative solutions provider in the construction sector, with a manufacturing network primarily in the United States and Central Europe [2] - The company offers products and technologies that address critical reinforcement needs across various construction applications, including infrastructure and energy generation [2]

Group 1 - The Annual General Meeting of Cielo Waste Solutions Corp. is being held virtually via Teams video conference [1] - Sheila Leggett serves as the Chair of the Board, with Ryan Jackson as the CEO present at the meeting [1] - Antony Szaszkiewicz is appointed as the Secretary of the meeting, with Matthew Kelly and Chelsea Nunan acting as scrutineers [2]

Group 1 - The company announced an amendment to its revolving credit facility, increasing borrowing capacity from $600 million to $1 billion [1] - The maturity date of the revolving credit facility has been extended from October 26, 2029, to December 17, 2030 [1] Group 2 - Commercial Metals Company (CMC) is an innovative solutions provider focused on building a stronger, safer, and more sustainable world [2] - The company operates an extensive manufacturing network primarily located in the United States and Central Europe, offering products and technologies for the global construction sector [2] - CMC's solutions cater to various applications in early-stage construction, including infrastructure, non-residential, residential, industrial, and energy generation and transmission [2]

Market Overview - U.S. stocks are showing strong momentum as major indexes approach record levels, with shallow short-term pauses indicating investor confidence for a positive year-end and transition into the new year [1] - Recent labor and economic updates present a mixed but reassuring picture, suggesting a gradual slowdown in job growth rather than a sharp decline, which may lead policymakers to support employment as the year ends [2] Investment Strategy - Relative price strength is highlighted as a practical strategy for investors, with stocks that have outperformed during year-end often becoming leaders in the following year [3] - Stocks recommended based on relative price strength include Commercial Metals Company (CMC), Illumina (ILMN), Kinross Gold (KGC), Las Vegas Sands (LVS), and Hamilton Insurance Group (HG) [3] Stock Performance and Estimates - Commercial Metals Company (CMC) has a market capitalization of $7.9 billion, with a projected earnings growth of 95.9% for fiscal 2026 and a share price increase of 38.7% over the past year [10][11] - Illumina (ILMN) has a market capitalization of $20.6 billion, with a projected earnings growth of 92.2% for 2025, although shares have decreased by 1.8% in the past year [11][12] - Kinross Gold (KGC) is expected to see a 147.1% year-over-year growth in earnings per share for 2025, with shares increasing by 208% in the past year [12][13] - Las Vegas Sands (LVS) has a market capitalization of $45.3 billion, with a projected earnings growth of 30% for 2025 and a share price increase of 32% over the past year [14] - Hamilton Insurance Group (HG) has a market capitalization of $2.8 billion, with an 18.5% upward revision in earnings estimates for 2025 and a share price increase of 50.9% in the past year [15][16] Screening Parameters - Stocks are screened based on relative price changes over 12 weeks, 4 weeks, and 1 week, focusing on those outperforming the S&P 500 [8] - Stocks must have a current price of at least $5, an average 20-day volume of at least 50,000, and a VGM Score of A or B to qualify for potential investment [10]