To The Moon

(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