The Triple Play Report — 2/21/24

Feb 21, 2024

An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance.  You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term.  We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook.  A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.

Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts.  Bespoke’s Triple Play Report is available at the Bespoke Institutional level only.  You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 28 new stocks.  To sign up, choose either the monthly or annual checkout link below:

Bespoke Institutional – Monthly Payment Plan

Bespoke Institutional – Annual Payment Plan

Nova (NVMI) is an example of a company that reported an earnings triple play recently.

NVMI has an impressive earnings history, as shown in the snapshot below from our Earnings Explorer. The company has topped EPS and revenue estimates in each of its last 25 earnings reports. The streak of EPS beats goes back even further to 39 consecutive reports. Supporting the strong earnings performance is the growing adoption of its metrology solutions across semiconductor manufacturing processes. You can read more about NVMI and the 27 other triple plays in our newest report by starting a Bespoke Institutional trial today.

Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.

The Triple Play Report — 2/6/24

Feb 6, 2024

An earnings triple play is a stock that reports earnings and manages to 1) beat analyst EPS estimates, 2) beat analyst sales estimates, and 3) raise forward guidance.  You can read more about “triple plays” at Investopedia.com where they’ve given Bespoke credit for popularizing the term.  We like triple plays as an indication that a company’s business is firing on all cylinders, with better-than-expected results and an improving outlook.  A triple play is indicative of positive “fundamental momentum” instead of pure fundamentals, and there are always plenty of names with both high and low valuations on our quarterly list.

Bespoke’s Triple Play Report highlights companies that have recently reported earnings triple plays, and it features commentary from management on triple-play conference calls, company descriptions and analysis, and price charts.  Bespoke’s Triple Play Report is available at the Bespoke Institutional level only.  You can sign up for Bespoke Institutional now and receive a 14-day trial to read this week’s Triple Play Report, which features 18 new stocks.  To sign up, choose either the monthly or annual checkout link below:

Bespoke Institutional – Monthly Payment Plan

Bespoke Institutional – Annual Payment Plan

Manhattan Associates (MANH) is an example of a company that reported an earnings triple play recently.  As shown below, MANH has been in an uptrend since the beginning of 2023 and traded at an all-time high following its Q4 earnings report when shares moved 8.4% higher on 1/31.

Most impressive about MANH is its 8 straight earnings triple plays and 21 straight quarters of EPS and revenue beats, as shown in the snapshot below from our Earnings Explorer.  In the company’s last 20 quarterly earnings reports going back to Q1 2019, 14 of those reports have been triple plays.  In other words, 70% of MANH’s earnings reports have resulted in triple plays over the last 5 years.  Over that time frame, since the beginning of 2019, MANH shares are up 488% including a 105% rally since the beginning of 2023.  You can read more about MANH and the 17 other triple plays in our newest report by starting a Bespoke Institutional trial today.

Bespoke Investment Group, LLC believes all information contained in these reports to be accurate, but we do not guarantee its accuracy. None of the information in these reports or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities. This is not personalized advice. Investors should do their own research and/or work with an investment professional when making portfolio decisions. As always, past performance of any investment is not a guarantee of future results. Bespoke representatives or clients may have positions in securities discussed or mentioned in its published content.