Market Overview - The S&P 500 Index has recovered all losses from the tariff-related market turmoil, achieving a nine-day winning streak for the first time since November 2004 [1] - The index was previously down nearly 20% from its all-time high during the April turmoil but has since rebounded and is currently about 7% away from its peak recorded in February [2] Investment Recommendations - Five S&P 500 stocks are recommended for investment, all having provided over 20% returns year to date: Netflix Inc. (NFLX), Philip Morris International Inc. (PM), Newmont Corp. (NEM), CenterPoint Energy Inc. (CNP), and Exelon Corp. (EXC) [3][4] Company Insights Netflix Inc. (NFLX) - NFLX exceeded earnings estimates while maintaining healthy engagement levels despite trade and tariff challenges, reaffirming its 2025 guidance [8] - The launch of its Ad Suite in the U.S. is expected to drive subscriber and average revenue per user (ARPU) growth, with strong visibility in its business leading to positive earnings estimate revisions [9] - NFLX's expected revenue and earnings growth rates for the current year are 14% and 27.7%, respectively, with a 3.1% improvement in earnings estimates over the last 30 days [11] Philip Morris International Inc. (PM) - PM is experiencing strong pricing power and growth in its smoke-free product portfolio, aiming to become substantially smoke-free by 2030 [12] - The company anticipates a 2% increase in volume growth for the fifth consecutive year, with smoke-free products projected to grow by 12-14% [13] - PM's expected revenue and earnings growth rates for the current year are 8.1% and 13.7%, respectively, with a 4.6% improvement in earnings estimates over the last 30 days [14] Newmont Corp. (NEM) - NEM is progressing with growth projects, including the Tanami expansion and the Ahafo North project, which is expected to commence commercial production in the second half of 2025 [15][16] - The company has an expected revenue growth rate of 0.1% and an earnings growth rate of 16.7% for the current year, with a significant 23.4% improvement in earnings estimates over the last 30 days [17] CenterPoint Energy Inc. (CNP) - CNP is set to benefit from rising electricity demand due to the electrification of transportation and investments in renewable energy [18] - The company is investing in infrastructure upgrades to support the growing electric vehicle market, including off-road electrification initiatives [20] - CNP's expected revenue and earnings growth rates for the current year are 3.4% and 8%, respectively, with a slight 0.1% improvement in earnings estimates over the last 60 days [21] Exelon Corp. (EXC) - EXC is focusing on strengthening its transmission and distribution infrastructure, which will enhance service reliability and operational resilience [22] - The company is expected to see revenue and earnings growth rates of 4.3% and 6.8%, respectively, with a 0.4% improvement in earnings estimates over the last 30 days [23]

Installation of first phase of 100 weather stations will enhance and improve storm mobilization, preparation and response to major weather eventsHOUSTON, April 28, 2025 /PRNewswire/ -- Today, CenterPoint Energy (NYSE: CNP) announced that, as part of the Greater Houston Resiliency Initiative (GHRI) and its actions to prepare for the 2025 hurricane season, the company has begun installing the first wave of weather monitoring stations to enhance situational awareness during severe weather events. The implement ...

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, ...

Core Viewpoint - The article emphasizes the importance of contrarian investment strategies based on macroeconomic views and specific stock turnaround stories to achieve significant returns with a favorable risk/reward profile [1]. Group 1: Investment Strategy - The investment approach focuses on making contrarian bets, which involves taking positions that are contrary to prevailing market trends [1]. - The strategy aims to identify stock-specific turnaround stories that can lead to outsized returns [1]. Group 2: Experience and Expertise - The author has over fifteen years of experience in the investment banking sector, specializing in industry and company research [1]. - The expertise includes analyzing various news, events, and financial reports to uncover potential investment opportunities and risks [1].

Image source: The Motley Fool.Thursday, Apr 24, 2025CALL PARTICIPANTSJason Wells: Chief Executive OfficerChris Foster: Chief Financial OfficerJackie Richert: Senior Vice President of Corporate Planning, Investor Relations, and TreasurerNeed a quote from one of our analysts? Email [email protected] Q1 2025 Non-GAAP EPS of $0.53: $0.53, compared to $0.55 in Q1 20242025 Capital Investment Target of $4.8 billion: $4.8 billion, with $1.3 billion invested in Q1 2025Capital Investment Plan Through 2030: $48.5 bill ...

CenterPoint Energy, Inc. (NYSE:CNP) Q1 2025 Earnings Conference Call April 24, 2025 8:00 AM ET Company Participants Jackie Richert - SVP, Corporate Planning, IR and Treasurer Jason Wells - CEO Chris Foster - CFO Conference Call Participants Constantine Lednev - Guggenheim Securities Nicholas Campanella - Barclays Durgesh Chopra - Evercore ISI Steven Fleishman - Wolfe Research Julien Dumoulin-Smith - Jefferies Jeremy Tonet - JPMorgan David Arcaro - Morgan Stanley Andrew Weisel - Scotiabank Operator Good morn ...

FIRST QUARTER 2025 INVESTOR UPDATE Cautionary Statement and Other Disclaimer This presentation and the oral statements made in connection herewith contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. All statements other than statements of historical fact included in this presentation and the oral statements made in connection herewith are forward-looking statements made in good faith by CenterPoint Energ ...

CenterPoint Energy, Inc. (CNP) reported first-quarter 2025 adjusted earnings of 53 cents per share, which lagged the Zacks Consensus Estimate of 55 cents by 3.6%. The bottom line also missed the year-ago quarter’s figure of 55 cents. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The year-over-year decline can be attributed to the unfavorable timing of recoveries from interim capital mechanisms, and partly due to dilution of common equity issuances.The company’s GAAP earnings were ...

CenterPoint, which belongs to the Zacks Utility - Electric Power industry, posted revenues of $2.92 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 9.84%. This compares to year-ago revenues of $2.62 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary ...

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