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Earnings

MELI

MercadoLibre's Time Until Payback (TUP) is estimated at 12 years, which is attractive compared to the S&P 500's 14-15 years. This suggests a promising investment due to its high earnings growth potential, though it comes with higher volatility.

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December 16, 2024 | 6:00 am

KEQU

Kewaunee Scientific, a manufacturer of laboratory furniture and equipment, has reported mid-single digit growth in its Q2 2025 report. The company has improved its margins by ceasing direct sales in certain markets, but the growth appears to be priced in.

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December 16, 2024 | 6:00 am

TLSNY

Telia is showing strong fundamentals and growth potential, with a promising pathway to achieve 10B SEK annual FCF by 2027. The stock is valued attractively with a price target of 35 SEK/share, making it a 'BUY' at current levels, especially below 25 SEK.

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December 16, 2024 | 6:00 am

CCL

CRUZ

Carnival Corporation is recommended as a buy due to strong earnings, record customer deposits, and positive growth prospects, despite some valuation concerns and macro risks. The CRUZ ETF has outperformed the S&P 500, driven by high travel demand.

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December 16, 2024 | 5:15 am

CIEN

Ciena Corporation reported strong Q4 earnings, showcasing impressive growth with a nearly 100% YTD return. Despite advanced technology and promising long-term growth in cloud and AI, the stock's high valuation demands precision due to profitability pressures and inventory management challenges.

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December 16, 2024 | 4:00 am

BK

BNY Mellon, the world's largest custodian bank, has demonstrated strong growth post-pandemic, consistently beating EPS estimates and increasing revenues annually since 2020. Strategic expansions and operational improvements have positioned the company for further growth, with a projected EPS CAGR of 12% and robust shareholder returns making it a compelling long-term investment.

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December 16, 2024 | 3:45 am

ADBE

Adobe shares fell despite record revenue due to disappointing guidance. The company is a leader in generative AI with its Creative Cloud and Document Cloud products.

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December 16, 2024 | 1:30 am

SPOT

Spotify is recommended as a 'Strong Buy' due to its robust growth, pricing power, and profitability improvements. Q3 results show a 19% YoY revenue increase, 31.1% gross margins, and a 230% rise in free cash flow to $711 million. The company's scalable model and AI-driven personalization support sustained growth.

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December 15, 2024 | 6:30 pm

ENB

Enbridge has shown strong Q3 performance with record EBITDA and strategic acquisitions, enhancing its growth potential. Its diversified portfolio and 6.3% dividend yield make it appealing for income-focused investors. Management projects 7-9% annual EBITDA growth through 2026, supported by a $27 billion project backlog.

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December 15, 2024 | 6:15 pm

VRLAF

Verallia, a glass bottle producer, is recovering after a profit warning with resumed organic growth and a strong Q3 update. Despite a dip in EBITDA margins, the sector remains robust, and the company's debt ratio is manageable. A successful debt offering indicates strong market confidence.

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December 15, 2024 | 4:00 pm