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 Cracker Barrel Old Country Store (Nasdaq: CBRL). Earnings at the comfort food chain that dots well-trafficked highways climbed 29% to $1.01 a share in its fiscal first quarter.

Smoking the pros like hamhocks shouldn't come as a surprise to Cracker Barrel investors, since the restaurateur has beaten Wall Street estimates in each of the past nine quarters.

Hewlett-Packard (NYSE: HPQ) was another winner. Despite the distraction of losing Mark Hurd to Oracle (Nasdaq: ORCL), the printing and computing behemoth managed to best analysts' targets for a quarterly profit of $1.27 a share. Instead, HP clocked in at $1.33 a share.

Finally, we have Tiffany (NYSE: TIF) putting a ring on it. The upscale jeweler earned $0.43 a share in its latest quarter, or $0.46 a share once you back out one-time relocation costs. Wall Street was waiting on bended knee at the $0.37-a-share mark.

This is the kind of momentum that a high-end retailer wants heading into the crucial holiday season, and Tiffany isn't alone. Signet (NYSE: SIG) and Blue Nile (Nasdaq: NILE) also have the bling thing going on, as they too landed ahead of the pros in their most recent quarters.

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 forĀ 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.