Cullen/Frost’s branch expansion efforts in the Texas region will drive deposit and loan growth. NII growth will aid the company’s top line. Also, its capital distributions seem sustainable.

Strategic buyouts, strong growth in the telecom business and continuous contract flow aid Dycom.

Investment securities portfolio repositioning & Fed rate cuts will aid NII growth. Rising loans and deposits balance, decent liquidity and steady capital deployment plans are other major tailwinds.

Signet implemented significant cost-saving initiatives, leading to a notable improvement in its financial performance. SG&A expenses declined 4.9% year over year in fourth quarter.

Five Below’s strategic refocus on its core demographic pre-teens and teens form a strong foundation for growth. Its ambitious store expansion strategy stands out as a significant growth driver.

Penumbra is gaining traction in the U.S. and international markets on strong customer uptake of its Lightning Bolt and Flash lines. Its strong solvency position is an upside.

Harmony is advancing its diverse gold and copper projects, including Wafi-Golpu in PNG and Eva Copper in Australia, while successfully reducing its debt and strengthening its financial position.

Dollar General shines in retail with its strong value initiatives, real estate growth, and resilient product mix. Strategic shrink reduction efforts and market share gains make it a standout performer heading into 2025.

Agnico Eagle is reinvesting in its assets to expand output. It is making good progress with its key growth projects. The merger with Kirkland also created big opportunities. Higher gold prices will also drive margins.

Store footprint optimization program and efforts to consolidate supply chain bode well for AAP's prospects.