(Breaking Down the Numbers) Dollarama reported a strong quarter despite tough FY2024 comparisons showcasing its strong footprint in the Canadian retail landscape. PepsiCo had a tough quarter plagued by several headwinds, including Quaker Food’s product recalls. Goldman Sachs reported a strong quarter, with earnings and revenue beats. Management is cleaning out non-core business segments to focus and right-size the business. Norfolk Southern reported a better-than-feared quarter with good volume growth and operational efficiencies. Dollarama Inc: Dollarama Inc. (TSX: DOL) recently reported its financial results for the second quarter of fiscal 2025, ending July 28, 2024. Despite a challenging economic environment, the Canadian dollar store giant delivered a strong performance, sh

2024Q2 Earnings Review Part V: Consumer Cyclical, Consumer Defensive, Healthcare, Semiconductors & Technology Software (RavenPack) Home Depot reported a tough quarter, and its acquisition of SRS Distribution helped the company report sales growth. Walmart reported impressive top and bottom line beats with a raised outlook for the rest of the fiscal year. Palo Alto Networks reported a great quarter to close out its 2024 fiscal year and gave a good outlook going into 2025. Veeva Systems reported a top- and bottom-line beat and a promising outlook, helping to boost the shares. NVIDIA's impressive report showcased its benefits as the number one AI chip company despite being priced for perfection. Autodesk reported an excellent quarter accompanied by good management gui

(Mint)The oil giant Exxon Mobil had a top and bottom line beat, and we like how this holding diversifies our portfolio.Sempra’s earnings were affected by the drop in natural gas prices, but we like the company’s investment in Texas as it looks to capitalize on the demand for AI data centers.Novo Nordisk was priced for perfection going into the earnings print, and the outlook adjustment gave a buying opportunity to those looking to add to their position.Pizza Pizza Royalty had a tough quarter, reporting some declining same-store sales, but it still has a good dividend payout.Pembina Pipeline Corporation’s strategic acquisitions helped the company report solid earnings. $Exxon Mobil(XOM)$ : ExxonMobil reported a significant increase in net

(USA Today) Investors were greatly relieved after Norfolk Southern reported a solid earnings report as they moved on from last year’s derailment. Leidos Holdings reported a solid quarter and raised guidance, but the stock sold off, adding to our position. Xylem reported a mixed quarter, as we expected a higher EPS number as management integrated the recent acquisition. Quanta Services was priced for perfection going into the earnings report, and the EPS came in a bit light, but the company has a strong backlog. Amazon’s miss on the revenue dampened the reacceleration in the AWS segment, and the tepid guidance did not do the stock any favors. Norfolk Southern Corporation (NSC): Norfolk Southern Corporation (NSC) ‘s stock value surged nearly 7% following the Q2 2024 earnings repor

(Wisdom Tree) Thermo Fisher reported a good quarter as it looks to recover from its trough period from the surging COVID-19 demand. Vertiv reported a strong quarter, but the outlook was slightly below expectations, triggering a sell-off in the stock. Waste Connections continues to be a consistent earnings beater as it grows. Northrup Grumman reported a great quarter as management raised its full-year guidance. Honeywell International beat estimates, but the mixed outlook triggered a sell-off in the stock. Thermo Fisher Scientific Inc. (TMO): The company reported revenue of $10.54 billion (beating Wall Street estimates by $20 million) for the second quarter of 2024. Adjusted EPS rose 4% to $5.37 (beating Wall Street estimates by $0.24) compared to the same quarter in th

(Investopedia) Pizza Pizza reported strong same-store sales growth, fueling the royalty company’s dividend payout. Pembina reported a mixed quarter, and we expect management to show EPS growth from its acquisition. Home Depot reported a mixed quarter as we see the effects of high interest rates, but we like the company’s strategic move of acquiring SRS Distribution. Palo Alto Networks beat on the top and bottom lines, but the company did not meet our expectations with its tepid outlook. Nvidia reported a blowout quarter and continues to defy skeptics with its outsized growth in artificial intelligence. Veeva Systems reported a solid quarter with margin expansion, but management cut its financial outlook. Pizza Pizza Royalty (PZA.TO): Pizza Pizza Royalty Corp reported its first-q

(BestStocks.com) VICI Properties keeps growing from strength to strength through M&A as they deliver on the top and bottom lines. T Mobile US reported a mixed quarter after a record FY2022 as they remain the viable telecommunication provider. Enphase Energy reported a subpar quarter despite showing growth as management does not seem to be executing well. Leidos Holdings reported an outstanding quarter and raised guidance for the fiscal year. Cameco Corporation is looking at the biggest winners of the energy transition, with nuclear demand set to rise. VICI Properties (VICI): The REIT company reported funds from operation of $0.69/share (beat Wall Street estimates by $0.07) and revenue of $898.2 million (beat Wall Street estimates by $23.8 million). VICI reported revenue

(Investopedia) Halliburton reported a mixed quarter as revenue came in short of expectations as we exited the position. Johnson & Johnson reported an outstanding quarter as management raised guidance as they completed the Kenvue spinoff. RTX Corporation reported strong headline numbers dampened by the news that the company will have to inspect commercial airplane engines for quality control. Alphabet reported a better-than-feared quarter, highlighting the strength of the Search Business as the company ramps up its AI spend. Thermo Fisher Scientific had a dismal quarter in which they lowered guidance as they pivoted from the COVID-19 high demand. Halliburton Company (HAL): The oil services company reported $0.77/share (beat Wall Street estimates by $0.02) on revenue

(Finder. com-Prashant Mehra) PepsiCo delivered yet another outstanding quarter as they beat on the top and bottom lines. Conagra Brands missed our expectations, and the report nudged us to sell the whole position. JP Morgan Chase reported one of the best banking quarters as they increased their foothold in regional areas. Bank of America had an impressive quarter based on its large deposit base and good global services. Visa’s quarter shows the global economic recovery from COVID-19 restrictions as a new CFO was announced for the company. PepsiCo (PEP): The consumer beverage company reported headline numbers that beat the top and bottom lines. PepsiCo earned $2.09/share (beat Wall Street estimates by $0.13) on a revenue base of $22.32 billion (beat estimates by $590 million

2023Q1 Earnings Review Part VIII: Communication Services, Consumer Cyclical, Financial, Healthcare & Technology (MARSHBERRY) The Walt Disney Company reported another dismal quarter, losing money on streaming. Bob Iger needs to start making changes at the company. Home Depot had a mixed quarter as the company had a record 2022, and it's a way to play the structural demand in housing. Nvidia showed investors that they are number 1 in the AI space, and the stock is now getting re-rated as investors factor in this new technology frontier. Royal Bank of Canada had a cautious quarter as management raised the bank’s credit loss provision due to the tightening monetary cycle. Medtronic reported a strong quarter, but investors sold off the stock on the news of a dilutive acquisi

2023Q1 Earnings Review Part VII: Basic Materials, Real Estate Investment Trusts (REITs) & TechnologyIBC.Org $Realty Income(O)$ still reporting solid results despite all the distress in the REIT sector with high interest rates. $Albemarle(ALB)$ Corporation had a mixed quarter and the outlook being lowered by management reflects the upcoming economic uncertainty $Vulcan Materials(VMC)$ is starting to show the benefits of the fiscal bills which were passed by Congress over the last two years. $Avnet(AVT)$ . still remains our favorite mid-cap company in the stock market and will likely benefit from the AI secular tai

(HCMTechnologyReport) Microsoft reported a better-than-feared quarter and substantial investment into artificial intelligence, but they face antitrust headwinds from the UK. Alphabet reported a solid quarter despite the media narrative that the company is behind OpenAI, making it one of the favorite large-cap technology picks in the market. Thermo Fisher Scientific beat on earnings as management made a strategic acquisition to diversify away from the diagnostics business. T Mobile US reported a mixed quarter coming from a record FY2022, and we like the company’s market share gain in 5G. Leidos Holdings reported a dismal quarter, and an activist investor will likely target the company. Microsoft Corporation (MSFT) Microsoft reported strong Q1 results, beating analysts’

(Investopedia) Tesla reported a solid quarter with strong growth, but the continual price cuts for market share are a potential margin headwind for the company. McDonald’s Corporation reported a blowout quarter justifying its premium valuation. Keurig Dr. Pepper Inc. reported a subdued quarter, and the stock remains in a holding pattern. Amazon reported a solid quarter despite all the headwinds the company has been facing, along with a slowing cloud. Starbucks beat on earnings and revenue as Laxman Narasimhan takes over the reins. Tesla Inc. (TSLA) Tesla reported $23.3 billion in revenue in Q1 2023, a 24% increase from Q1 2022 but slightly below analysts’ expectations of $23.36 billion. The Auto segment had revenue growth of 18%, while the Services & Energy St

2023 Q1 Earnings Review Part IV: Basic Materials, Industrials & Real Estate Investment Trusts (REITs) (TMXMoney.com) Raytheon Technologies Corporation beat on revenue and earnings, and we are using the weakness in the stock to add to our position. United Parcel Service had a bad quarter as management lowered its FY23 guidance because of tightening economic conditions. A.O. Smith reported a solid quarter, and management continues to execute well. VICI Properties Inc. continues to grow with its savvy strategic acquisitions. Barrick Gold Corporation reported a better than feared, but management needs to execute better to improve margins. Raytheon Technologies Corporation (RTX) Raytheon Technologies Corporation (RTX) reported Q1 2023 sales of $17.2 billion (beat WallStreet

(TMXMoney.com) Halliburton Company reported a solid quarter, and this is an opportunity to add a valuable oil service to your portfolio. Pioneer National Resources reported a mixed quarter with a solid outlook and share buyback. Enphase Energy’s stock sell-off is overdone on the news of US segment weakness because growth looks solid. Halliburton Company (HAL) HAL is a leading oilfield services and equipment provider in over 80 countries. HAL reported its first-quarter 2023 results on April 20, 2023, beating analysts’ expectations on revenue and earnings per share (EPS). HAL’s revenue for the quarter was $5.7 billion, up 33% year-over-year, driven by higher activity and pricing across all regions and product lines. The CEO said their service capacity is “tight” due to the hi

(BQPrime) Charles Schwab reported a mixed quarter despite beating Wall Street estimates but the business has stormy clouds ahead. Bank of America reported a solid quarter displaying that the bank is well-positioned to weather an economic downturn. Intercontinental Exchange Inc. reported a solid quarter as it looks to close its Black Knight acquisition. Visa Inc. reported a solid quarter and showed why the stock commands a premium valuation. Charles Schwab Corporation Charles Schwab (SCHW) is one of the largest brokerage firms and banks in the US, with over 32 million active brokerage accounts and $7.5 trillion in client assets as of March 31, 2023. The company reported its first-quarter earnings on April 19, 2023, beating analysts’ expectations on revenue and earnings per share. Howe

2023 Q1 Earnings Review Part I: Biotechnology, Consumer Cyclical, Consumer Defensive, and Financial Services (BQPrime) Nike Inc reported top and bottom line beats as investors analyzed the reopening appetite of consumers in China. BioNTech beat earnings expectations as COVID-19 becomes endemic, forcing the company to cut its FY2023 outlook. Dollarama Inc aligned with expectations, but revenue acceleration forced management to raise its outlook. Conagra Brands reported a better-than-expected quarter as they beat on earnings and revenue as management continues to execute well. Despite a regional banking crisis J.P. Morgan demonstrated why they are the best bank in the world with the best Banking CEO. Earnings season for 2023 Q1 starts off with our stock positions in

2022Q4 Earnings Review Part X: Consumer Cyclical, Financials, Healthcare, Semiconductors & Tech Software (Trepp.com) Royal Bank of Canada beat on earnings and revenue as management increased its loan loss provision as they forecast a turbulent 2023. Veeva Systems reported a blowout quarter along with a strong outlook as investors cheered on the strong report. Broadcom reported a strong quarter to start its FY2023 on a strong note as they look to grow its software segment with the VMWare acquisition. Casey’s General Stores Inc. beat on revenue and earnings and management updated its FY2023 outlook. Adobe beat on the top and bottom line as they started their FY2023 on a strong note. Royal Bank of Canada (RY): The Canadian money center bank beat on earnings and revenu

2022Q4 Earnings Review Part IX: Consumer Defensive, Energy, Technology, Real Estate Investment Trusts (REITs) (Investopedia) Pioneer Natural Resources Company reported a mixed quarter along with a strong dividend payout. Nvidia Corporation reported a recovery quarter as gaming recovered, the company is going to be a beneficiary of the AI arms race. Keurig Dr. Pepper Inc. reported a mixed quarter and management gave a modest FY2023 outlook. VICI Properties Inc. beat on funds from operations and revenue as the company adds to its property portfolio. Innovative Industrial Properties reported a strong quarter as management rebalances its property portfolio. Pioneer Natural Resources Company (PXD): The oil exploration and production company beat on earnings but missed on re

2022Q4 Earnings Review Part VIII: Basic Materials, Consumer Cyclical, Healthcare, Real Estate Investment Trust (REIT)(Investopedia)Home Depot reported a mixed quarter as management gave a cautious FY2023.Medtronic Plc beat on the top and bottom line as management upped its fourth-quarter FY23 guidance.Realty Income Corporation reported an impressive FFO and revenue beat as management made some good bolt-on acquisitions.Univar Solutions reported a disappointing quarter as they missed earnings and revenue, management needs to get things in order.Medical Properties Trust reported an operating loss but beat on revenue as the company reshuffles its property portfolio.The Home Depot, Inc.(HD): The home improvement retail company reported an earnings beat but missed revenue as foot