✄ Rate Cut Hopes Lift Markets, Analysts Boost Earnings 📊
In under 5 minutes, let us introduce you to investing opportunities found in recent market analysis. Grow your portfolio with knowledge.
Edition #123
Investing Unlocks: How to Capitalize on the Hot Topics From The Last 7 Days
We analyze recent trends and opportunities, offering strategic insights that help you manage risks and identify growth opportunities for your portfolio.
💸 Rate Cut Hopes Buoy Markets
Stocks ended the week mixed but leaned higher. Small-caps outperformed, led by the Russell 2000 hitting new 2025 highs. A weak August jobs report, showing just 22,000 new positions, boosted expectations for a Fed rate cut by pushing bond yields lower.
Looking ahead to Sept 8–12, all eyes are on Thursday’s CPI inflation data and Friday’s consumer sentiment reading. Other reports include producer prices, weekly jobless claims, small business optimism, and the federal budget.
Inflation will shape the Fed’s next move, sentiment may reveal shifts in consumer spending, and dovish trends in data could drive markets higher on policy optimism.
PRESENTED BY CANTERRA MINERALS CORP.
Canterra Minerals (TSX-V: CTM, OTCQB: CTMCF) is drilling a 60 km copper-gold corridor in a region commanding billion-dollar investment. With results pending, take a closer look at this opportunity.
Hot Topics
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Constellation Brands lowers sales forecast as US consumers buy less beer
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Canada’s 5-Day Movers
Equinox Gold (+19.00%) led Canada’s rally last week, reflecting a convergence of solid earnings, operational execution, strategic clarity, and strong momentum in the gold sector as bullion prices firmed. Equinox confirmed that its Valentine mine began processing ore in late August. Canterra Minerals (TSX-V: CTM, OTCQB: CTMCF) is advancing exploration next door. Learn more.
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Earnings Performance
Lululemon Q2 FY25
Lululemon’s revenue rose 7% to $2.53B with international strength offsetting flat U.S. sales. EPS of $3.10 topped expectations, but tariffs squeezed margins and management lowered full-year guidance again. Shares dropped more than 18% following the news.
Other Earnings Updates
Duluth Holdings Stock (DLTH): Soars 52% After Surprise Profit Turnaround
Rivian Stock (RIVN): Sinks After $1.1B Loss—Is the EV Dream Fading?
SoundHound AI Stock (SOUN): AI Stock Soars After 217% Revenue Surge
Great Elm Group Stock (GEG): Surges on Record Earnings, $100M Expansion
Academy Sports & Outdoors Stock (ASO): Earnings Miss Sparks Concerns
Signet Jewelers Stock (SIG): Boosted by Bridal Boom, Lifts Outlook
Ulta Beauty Stock (ULTA): Strong Q2 Performance Highlights
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Analyst Strong Buy Ratings This Week! 📈
Looking for stocks with strong analyst backing? These companies have earned top-tier "Strong Buy" ratings from analysts, signaling potential upside for investors.
Whether you’re eyeing small-to-mid cap opportunities in the U.S. and Canada or want to stick with trusted S&P 500 blue-chip picks, this list highlights stocks that experts believe could outperform.
🔍 Do your research and see if any of these fit your portfolio!
Q3 2025: EPS Revisions
Analyst optimism is broadening across sectors, as earnings upgrades point toward semiconductors, industrials, and select consumer names as potential outperformers. The standout is Skyworks Solutions with an outsized 41.8% upward revision, making it a company to watch heading into Q3 earnings season.
Rising earnings expectations in fertilizers (CF Industries, Mosaic) could reflect stronger agriculture demand, while housing-related upgrades (Equity Residential, Camden) suggest stabilization in real estate markets despite interest rate pressures.
Equinox Gold leading Canada's movers with +19% in one week really underscores how undervalued the name was prior to this breakout. The Valentine ore processing milestone was the catalyst, but the broader gold sector momentum combined with solid operational execution at Greenstone has been building for months. What's particularly intresting is that EQX achieved this while many other miners were consolidating - suggests the market is rewarding companies that deliver on operational milestones. The combination of rate cut optimism pushing real rates lower and strong gold prices should continue to support the sector broadly, with EQX positioned to benefit from both macro tailwinds and company-specific catalysts.