Don't settle for ordinary quarterly reports.

I take a look at three companies that beat market expectations every week, since I believe that it's the biggest factor in a stock beating the market. Leaving Wall Street's pros with stunned expressions can be a good thing. It usually means that the companies have more in the tank than analysts figured. Capital appreciation typically follows.

Let's take a look at a few companies that humbled the prognosticators over the past few trading days.

We can start with Mosaic (NYSE: MOS). The maker of potash for the agricultural industry came through with a profit of $1.01 a share in its latest quarter excluding a tax-related windfall, comfortably ahead of the $0.91 a share that Wall Street was expecting. It's been a lucrative niche for investors, as shares of Mosaic, Agrium (NYSE: AGU), and PotashCorp (NYSE: POT) have more than doubled over the past two years as investor interest in fertilizer hasn't been higher since before the 2008 market meltdown.

Blood-test specialist Immucor (Nasdaq: BLUD) passed Wall Street's test, earning $0.30 a share in its fiscal second quarter. Analysts -- the financial kind, not the needle-pricking variety -- figured that Immucor would only show net income of $0.27 a share for the period.

Finally, we have Robbins & Myers (NYSE: RBN). Shares of the diversified machinery maker popped 16% on Friday, after it posted $0.44 a share in quarterly earnings. Analysts would have been satisfied with a profit of $0.33 a share. Robbins & Myers also helped its cause by serving up an upbeat near-term outlook.

It's important to keep watching the companies that surpass expectations. Over time, it will be a lucrative experience for investors as the market rewards the overachievers. That's the kind of surprise that we look for in the Rule Breakers newsletter service. Want in? Check out a 30-day trial subscription.

Either way, come back next Monday to learn about more stocks that blew the market away.