Constellation Energy (CEG)
Constellation Energy Corporation is an American energy company headquartered in Baltimore, Maryland. The company provides electric power, natural gas, and energy management services. It has approximately two million customers across the continental United States.
CEG is up around 70% in 2024. It is one of the best-performing stock in the S&P 500 index this year, behind Nvidia (NVDA) and Super Micro Computer (SMCI).
Brookfield (BN)
Brookfield Corp. engages in the management of public and private investment products and services. It operates through the following business segments: Asset Management, Renewable Power and Transition, Infrastructure, Private Equity, Real Estate and Other Alternatives. The Renewable Power and Transition segment involves the provision of hydro, wind, utility-scale solar, distributed generation, storage, and other technologies. The Infrastructure segment includes the operation of assets in the utilities, transport, midstream, and data sectors.
Robinhood Markets (HOOD)
Robinhood Markets, Inc. is an American financial services company headquartered in Menlo Park, California. It operates an electronic trading platform that facilitates commission-free trades of stocks, exchange-traded funds and cryptocurrencies as well as individual retirement accounts.
Robinhood Markets Inc showcases a robust financial turnaround with a net income of $157 million in Q1 2024, a significant leap from a net loss of $511 million in Q1 2023.
Transaction-based revenues surged to $329 million, underpinning the company’s growth trajectory and market adaptability.
Despite market volatility, Robinhood’s strategic initiatives and technology investments position it well for capturing emerging opportunities in the financial sector.
Warner Music Group (WMG)
Warner Music Group Corp is an American multinational entertainment and record label conglomerate headquartered in New York City. It is one of the “big three” recording companies and the third-largest in the global music industry, after Universal Music Group (UMG) and Sony Music Entertainment (SME).
GoodRx Holdings (GDRX)
GoodRx Holdings, Inc. is an American healthcare company that operates a telemedicine platform and free-to-use website and mobile app that track prescription drug prices in the United States and provide drug coupons for discounts on medications. GoodRx checks drug prices at more than seventy-five thousand pharmacies in the United States.
Clearway Energy (CWEN)
Clearway Energy, Inc. is a leading publicly-traded energy infrastructure investor focused on modern, sustainable and long-term contracted assets across North America. Clearway Energy’s environmentally-sound asset portfolio includes over 7,000 megawatts of wind, solar and natural gas-fired power generation facilities, as well as district energy systems.
CoreCivic (CXW)
CoreCivic, Inc. operates as a government solutions company, which engages in the development and management of prisons and other correctional facilities. It operates through the following segments: Safety, Community, and Properties. The Safety segment consists of correctional and detention facilities.
Kinetik Holdings (KNTK)
Kinetik Holdings Inc. operates as a holding company. The Company, through its subsidiaries, focuses on providing gathering, transportation, compression, processing, and treating services for companies that produce natural gas, natural gas liquids, crude oil, and water.
HCI Group (HCI)
HCI Group Inc (HCI) is an insurance holding company. The company, through its subsidiaries, offers a range of non-life insurance products and services to individual clients. It offers dwelling fire insurance, condominium owners insurance, flood insurance, wind-only insurance, and homeowners insurance. It also offers reinsurance solutions. Its service portfolio includes insurance advisory services, claims settlements services, real estate services and information technology services.
AppLovin (APP)
AppLovin Corporation is an American mobile technology company headquartered in Palo Alto, California. AppLovin enables developers of all sizes to market, monetize, analyze and publish their apps through its mobile advertising, marketing, and analytics platforms MAX, AppDiscovery, and SparkLabs. AppLovin operates Lion Studios, which works with game developers to promote and publish their mobile games. AppLovin also has large investments in various mobile game publishers.
Revenue: $1.06 billion vs analyst estimates of $974.7 million (8.6% beat)
EPS: $0.67 vs analyst estimates of $0.55 (21.5% beat)
