Cresco Investments2024Q2 Earnings Review Part V: Consumer Cyclical, Consumer Defensive, Healthcare, Semiconductors &…Home Depot reported a tough quarter, and its acquisition of SRS Distribution helped the company report sales growth.Aug 30Aug 30
Cresco Investments2024Q2 Earnings Review Part IV: Energy, UtilityThe oil giant Exxon Mobil had a top and bottom line beat, and we like how this holding diversifies our portfolio.Aug 12Aug 12
Cresco Investments2024Q2 Earnings Review Part III: Consumer Cyclical, Industrials & Technology- Info Tech Services,Investors were greatly relieved after Norfolk Southern reported a solid earnings report as they moved on from last year’s derailment.Aug 5Aug 5
Cresco Investments2024Q2 Earnings Review Part II: Healthcare & IndustrialsThermo Fisher reported a good quarter as it looks to recover from its trough period from the surging COVID-19 demand.Jul 29Jul 29
Cresco Investments2024Q2 Earnings Review Part I: Consumer Defensive, Communication Services & Financial ServicesDollarama had mixed headline numbers as the company looked at expansion into Mexico.Jul 24Jul 24
Cresco Investments2024Q1 Earnings Review Part V: Consumer Cyclical, Energy, Health & TechnologyPizza Pizza reported strong same-store sales growth, fueling the royalty company’s dividend payout.Jun 8Jun 8
Cresco Investments2024Q1 Earnings Review Part IV: Biotechnology, Consumer Defensive, Industrials, Healthcare &…CVS reported a dismal quarter, and the company's fundamentals have changed, so we decided to cut our losses.May 28May 28
Cresco Investments2024Q1 Earnings Review Part III: Consumer Cyclicals, Communication Services, Industrials &…Northrup Grumman reported top and bottom line beats as the military spending propelled the quarter.May 21May 21
Cresco Investments2024Q1 Earnings Review Part II: Healthcare & IndustrialsDespite reporting a loss, Vertiv Holdings reported a strong quarter as benefits from the tailwinds of AI demand in the data center space.May 6May 6
Cresco Investments2024Q1 Earnings Review Part I: Consumer Defensive, Financials & HealthcareDollarama beat on the top and bottom line and provided an excellent outlook given the record FY2024 the company had.Apr 30Apr 30