Mr. Market has a sense of humor.

How else would one explain the market's resiliency over the past year, despite an iffy economy and a plethora of companies that aren't even close to turning the corner? There are far more stocks hitting new 52-week highs than fresh lows, but not every gain has been well earned.

I recently singled out several stocks that are projected to post disappointing financials -- and by that I mean earnings that clock in lower than they did a year ago -- this week. However, it's not all bad.

If you know where to look, the next few days can also be an uplifting experience. Let's go over seven publicly traded companies that are expected to stand tall this week by posting year-over-year improvement on the bottom line.

Company

Latest Quarter EPS (Estimated)

Year-Ago Quarter EPS

AeroVironment (Nasdaq: AVAV)

$0.32

$0.21

Boston Beer (NYSE: SAM)

$0.58

$0.33

E-House (NYSE: EJ)

$0.35

$0.07

ReneSola (NYSE: SOL)

($0.08)

($1.84)

IMAX (Nasdaq: IMAX)

$0.07

($0.21)

American Eagle (NYSE: AEO)

$0.33

$0.19

Shuffle Master (Nasdaq: SHFL)

$0.08

$0.01

Source: Yahoo! Finance.

Clearing the table
Military spending may not be a budget-grappling priority, but AeroVironment is holding up well with a niche that is still in demand. AeroVironment makes small unmanned aircraft vehicles. They may look like little more than large remote-controlled toys, but AeroVironment's high-tech gadgets are great for surveillance and recon missions without putting troops in harm's way.

This doesn't mean that AeroVironment has flown past the economic doldrums undetected. If it's able to improve on its trailing earnings as expected, it would be the first time that AeroVironment has delivered year-over-year earnings growth in over a year.

Boston Beer is the company behind the Samuel Adams sudsy beverage brand. They say that beer sells well during recessionary times, as a form of escapism; I'm not sure if that's supposed to hold true for the premium craft brews that Boston Beer cranks out, but Wall Street sees earnings nearly doubling this week.

E-House is China's leading real estate agency. China's growth has been well documented, but I've heard the term "real estate bubble" tossed around in connection with the country's realty market quite a bit lately. If it's true, the bubble doesn't seem to be popping just yet, given E-House's explosive bottom-line growth.

If the solar energy market is starting to heat up, ReneSola will be soaking in the rays. The company landed a beefy multiyear, 600-megawatt module supply deal last month. Fellow Fools seems to be warming up to ReneSola, since the solar play commands a five-star rating in Motley Fool CAPS.

IMAX has been cashing in on the success of Avatar as well as exhibitors looking to command premium box office pricing through 3-D presentations on IMAX's sensory-rattling cinematic platform.

American Eagle Outfitters apparently fit just fine with the 2009 holiday season. Comps may have been uninspiring, but with more than 1,100 stores, the retailer is apparently making things work on the way down to the bottom line.

Finally, we have Shuffle Master. The company makes automatic card shuffling equipment and other casino gear. Overseas opportunities and larger cruise ships may have made up for a dearth of stateside growth, as analysts see substantial earnings improvement when it reports on Thursday.

Cross those fingers, but know the fundamentals
Investors in these seven stocks have a right to be excited. Last year's rally may have stabilized in 2010, but these are the companies that are improving their financial situations.

I wouldn't be uncomfortable owning any of these companies. They're doing the right thing, regardless of Mr. Market's mood swings.

The expectations may be high, but these seven stocks wouldn't have it any other way.

Are you a buyer or a seller of stocks these days? Share your strategy in the comment box below.

AeroVironment and IMAX are Motley Fool Rule Breakers selections. Try any of our Foolish newsletter services, free for 30 days.

Longtime Fool contributor Rick Munarriz prefers to look at the bright side of life -- and strife. He does not own shares in any of the companies in this story. He is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early. The Fool has a disclosure policy.