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North America's Next Major Gold Play
Adam Garcia
April 03, 2025
A biotech firm is spiking 170% after its 10-K showed strong clinical progress, a legacy food brand is feeling the squeeze as volumes drop and pricing power fades, and a tech firm is showing explosive growth in its AI-driven business. Read on to find out more.
Gold (Sponsored)
A gold project is expanding fast, and with industry heavyweights involved, the potential is significant.
With experienced leadership, big news on the way and gold prices at all time highs, you don't want to miss this.
Futures 📈
What to Watch
Earnings:
Walgreens Boots Alliance, Inc. [WBA]
Kirkland's, Inc. [KIRK]
Guess?, Inc. [GES]
Simulations Plus, Inc. [SLP]
Lifecore Biomedical, Inc. [LFCR]
Bassett Furniture Industries, Incorporated [BSET]
ClearSign Technologies Corporation [CLIR]
Economic Reports:
Initial jobless claims: 8:30 a.m.
U.S. trade deficit: 8:30 a.m.
S&P final U.S. services PMI: 9:45 a.m.
ISM services: 10:00 a.m.
Fed Vice Chairman Philip Jefferson will speak at 12:30 p.m.
Fed Governor Lisa Cook will speak at 2:30 p.m.
Uranium Sector (Sponsored)
On Behalf of Azincourt Energy Corp
Ninety percent of America’s uranium is imported. With the US scrambling to rebuild domestic supply, Canadian uranium companies are in prime position.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Packaged Foods
Conagra Brands Misses Q3 Expectations, Sticks to Annual Forecast
Conagra Brands (NYSE: CAG) reported its third-quarter earnings for fiscal 2025 today, revealing a 6.3% year-over-year drop in net sales to $2.8 billion and a sharp 53% decline in reported earnings per share, which are down to $0.30.
The company cited lower volumes, price/mix headwinds, and previously disclosed supply issues as key contributors to the weak performance.
Conagra stock is down 1.82% in premarket trading.
Organic net sales dropped 5.2%, while adjusted EPS fell 26% to $0.51. Gross profit decreased 17.3%, with adjusted gross margin sliding to 24.8%, down nearly 400 basis points.
Operating margin contracted significantly, driven by inflation and reduced operating leverage across segments.
Despite the downturn, CEO Sean Connolly says that the results are in line with expectations and notes progress in restoring inventory and customer service levels.
Conagra continues to guide for a 2% drop in full-year organic net sales, adjusted EPS of approximately $2.35, and over 100% free cash flow conversion.
The company’s Grocery & Snacks segment saw a 3.2% decline in net sales, while Refrigerated & Frozen was down 7.2%. International and Foodservice segments fell 17.6% and 6.1% respectively.
Despite short-term headwinds, Conagra’s strategic investments and cost-saving initiatives appear central to its efforts to stabilize performance heading into fiscal 2026.
Technology
Acuity Brands Tops Profit Forecasts Despite Sales Shortfall
Acuity Brands (NYSE: AYI) reported earnings for its fiscal second quarter of 2025, delivering better-than-expected profits even as sales came in just shy of forecasts.
The company posted non-GAAP earnings per share of $3.73, edging past analyst expectations by $0.03.
Revenue for the quarter totaled $1.01 billion, falling short by $20 million compared to Wall Street projections.
However, standout performance in its Intelligent Spaces (AIS) division helped offset the top-line miss.
AIS net sales surged 151.8% year-over-year to $171.5 million, underscoring strong demand for the company’s smart building technologies.
The company's shares are down 1.3% in premarket trading.
Despite the minor revenue shortfall, the robust performance of its tech-driven business units and sustained analyst confidence signal continued growth prospects for Acuity Brands.
Uranium Market (Sponsored)
On Behalf of Azincourt Energy Corp
A junior miner with high-grade uranium assets in Canada’s Athabasca Basin and Central Mineral Belt is making moves.
Plans are in motion, and the uranium market is heating up.
*Examples that we provide of share price increases pertaining to a particular Issuer from one referenced date to another represent an arbitrarily chosen time period and are no indication whatsoever of future stock prices for that Issuer and are of no predictive value. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT stock recommendations or constitute an offer or sale of the referenced securities.
Metalworking and MRO
MSC Industrial Sees Profits Slide Amid Softer Demand, Eyes Sequential Growth
MSC Industrial Supply Co. (NYSE: MSM) reported second-quarter results for fiscal 2025, reflecting a continued slowdown in the industrial sector, though performance remains within company expectations.
For the quarter ending March 1, 2025, MSC posted net sales of $891.7 million, marking a 4.7% decline from the same period last year.
Operating income totaled $62.2 million, or $63.7 million when adjusted for restructuring-related expenses.
Diluted earnings per share came in at $0.70, down from $1.10 a year ago, while adjusted EPS stood at $0.72 versus $1.18 previously.
Despite weaker demand, CEO Erik Gershwind says that the company is pushing ahead with digital upgrades and growth in its Public Sector business.
CFO Kristen Actis-Grande highlighted better-than-expected sales trends in January and February, along with healthy gross margins supported by strong supplier rebates.
During the quarter, MSC returned approximately $60 million to shareholders through dividends and stock buybacks.
Looking ahead, the company expects third-quarter daily sales to remain flat or decline slightly.
Adjusted operating margin is projected between 8.7% and 9.3%. Long-term targets remain intact, including expanding margins and outpacing the IP Index by 400 basis points or more.
MSC reaffirmed its fiscal 2025 forecasts for capital expenditures, tax rate, and cash flow metrics, maintaining a focus on strategic growth amid ongoing market headwinds.
Movers and Shakers
Protagenic Therapeutics, Inc. [PTIX] - Last Close: $0.23
Protagenic Therapeutics is a clinical-stage biopharmaceutical company developing therapies for stress-related neuropsychiatric and mood disorders.
Its shares are rising 170%+ in premarket trading after the company’s 10-K confirmed strong clinical progress and reaffirmed its roadmap toward Phase II trials.
My Take: Protagenic is addressing a multibillion-dollar market with a novel, non-traditional mechanism of action. If Phase I and II data remain promising, PTIX could attract big-pharma attention, though funding remains a near-term risk.
Genprex, Inc. [GNPX] - Last Close: $0.30
Genprex is a clinical-stage gene therapy company developing treatments for cancer and diabetes.
Its stock is surging over 28% in premarket trading following the release of its 2024 10-K report, which showcased major cost reductions, a narrowed net loss, and clinical momentum for REQORSA.
My Take: Genprex addresses two major unmet needs: cancer, and diabetes. While funding remains a concern, its regulatory designations, research partnerships, and cost discipline make it a compelling early-stage biotech to keep a watch on.
Healthy Choice Wellness Corp. [HCWC] - Last Close: $0.49
Healthy Choice Wellness Corp. is a health-focused retail and wellness company.
Its stock is rising after posting record-breaking results for Q4 and full-year 2024. Quarterly net sales rose 24% to $19.7 million and gross profit jumped 42%, marking a major step toward profitability.
My Take: With its recent acquisition and operational turnaround, HCWC is carving out a solid position in the health and wellness retail space. If it sustains momentum and manages costs, 2025 could be the year it turns fully profitable.
Gold Market Watch (Sponsored)
Major investors are backing this company, and their upcoming report could change everything.
See what makes this gold play so interesting to those in the know.
Everything Else
European stocks tumble as Trump's new tariffs spark recession fears.
Bassett sees sales growth despite a revenue dip, and shares rise on the earnings beat.
Resources Connection’s revenue drops as the company swings to an adjusted loss.
Franklin Covey reports mixed Q2 results with an earnings surprise but falling revenue.
Penguin Solutions posts 28% revenue growth as its Advanced Computing segment shines.
RH shares tumble as investors react to weak earnings and economic concerns.
Unifirst reports weaker-than-expected profits as revenue misses estimates.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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