To The Moon

(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 revenu

(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 revenu

(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 millio

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 S

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 h

(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. How