Seeking Alpha
View as an RSS Feed

Andy Batts  

View Andy Batts' Articles BY TICKER:
  • DXP Enterprises: The Correction Could Be Over, It's Time To Buy
    Tue, Mar. 10 DXPE Comment!

    Summary

    • DXP Enterprises saw a significant correction in its share price due to a negative earnings outlook.
    • However, I believe the correction is over and the stock should see a significant rally.
    • Its recent acquisitions are expected to perform well to prevent overall revenue erosion, despite a negative oil and gas sector outlook.
  • LDR Holding: An Excellent Play In The Non-Fusion Spine Market
    Tue, Mar. 10 LDRH 1 Comment

    Summary

    • The non-fusion spine market, where LDR Holding is a prominent player, is relatively new and continuously evolving.
    • Although the company’s spinal fusion products have great potential, they’ll primarily complement its newly developed non-fusion technology.
    • The stock is one of my top picks in the medical device space with significant long-term upside.
  • Mallinckrodt: Why The Ikaria Acquisition Is Positive For Investors
    Sat, Mar. 7 MNK 3 Comments

    Summary

    • Mallinckrodt said that it will acquire privately-held Ikaria for $2.3 billion.
    • Ikaria’s lead product INOmax combines inhaled nitric oxide (iNO) with an FDA-approved delivery system.
    • I believe Mallinckrodt is a “buy” around the current price with significant long-term upside.
  • Key Takeaways From Everyday Health's Earnings Call
    Thu, Mar. 5 EVDY Comment!

    Summary

    • Everyday Health posted decent financial results, although that failed to lift the stock after a brief consolidation.
    • However, the stock is expected to see strong buying around the current price or at a slightly lower level due to its huge growth prospects.
    • I believe the company’s focused growth strategies will drive the stock higher once the corrective phase is over.
  • DexCom: Post Earnings Pullback To Offer Buying Opportunity
    Sat, Feb. 28 DXCM 7 Comments

    Summary

    • DexCom reported impressive fourth quarter and full-year 2014 financial results, product revenue grew significantly.
    • The company turned profitable for the first time, which is encouraging.
    • I believe its profit will grow meaningfully in the coming years, and as a result the stock is a “buy” on dips.
  • Alexander's: An Excellent Growth Story In An Overheated Market
    Sat, Feb. 28 ALX 1 Comment

    Summary

    • I believe Alexander's is going to deliver an FFO growth of around 13% for full-year 2015 and possibly beyond.
    • The company’s concentration of existing and upcoming commercial properties in NYC makes it an attractive growth story.
    • I expect the stock has significant upside in an overheated REIT space.
  • Marsh & McLennan: A Unique Play In The Risk Management Business
    Fri, Feb. 27 MMC Comment!

    Summary

    • Marsh & McLennan has delivered its 14th consecutive quarter of double-digit growth in adjusted EPS in the fourth quarter of 2014.
    • The company’s long-term goal is to deliver an EPS growth of 13%.
    • Even if the stock is a long-term play, it is expected to rise significantly over the next year.
  • Asbury Automotive Group: Best Positioned To Capitalize On The U.S. Auto Boom
    Thu, Feb. 26 ABG 1 Comment

    Summary

    • Asbury is one of the best plays in the U.S. auto retail market.
    • The company’s two-part growth strategy is expected to move it into a higher earnings trajectory compared to competitors.
    • Although the stock is trading at a multi-year high, it still could have significant upside over the long-term.
  • Zillow Finally Acquired Trulia, What's In Store For Shareholders?
    Thu, Feb. 26 Z 12 Comments

    Summary

    • Zillow recently closed the Trulia deal, and the merged entity is known as Zillow Group.
    • Although competition is heating up in the real estate websites market, I believe the future prospect of Zillow Group is bright.
    • I’d recommend buying the shares of Zillow Group at the current price.
  • AvalonBay Communities: An Excellent Play On The Apartment Rental Market
    Wed, Feb. 25 AVB 5 Comments

    Summary

    • AvalonBay Communities primarily operates in high barrier to entry markets, which is its main competitive advantage.
    • The apartment rental market is expected to see strong fundamentals in 2015 and beyond.
    • I expect that the stock will reach $245 over the next twelve months.
  • Echo Global Logistics: A Gem Of A Logistics Stock
    Tue, Feb. 24 ECHO Comment!

    Summary

    • Echo offers clients its proprietary web-based technology, which makes it a unique player in the logistics market.
    • The company is gradually becoming a dominant player in the growing 3PL space.
    • I believe the stock is slowly but steadily heading toward $41.
  • Forward Air: Towne Acquisition Is A Significant Catalyst For The Stock
    Wed, Feb. 18 FWRD 1 Comment

    Summary

    • Forward Air’s $125 million acquisition of CLP Towne is a significant catalyst for the stock.
    • Per my estimate, Forward Air’s yearly revenue should touch $1.2 billion within 2017.
    • I believe slowly but steadily the stock is heading toward $75.
  • NICE-Systems Still A Buy At All-Time Highs
    Tue, Feb. 17 NICE Comment!

    Summary

    • NICE has made an all-time high post fourth quarter earnings.
    • Its analytic solutions are seeing huge demand around the globe.
    • The stock is heading toward $69.90 as per my estimate.
  • Natus Medical Earnings: The Stock Has Some Upside Left
    Thu, Feb. 12 BABY 7 Comments

    Summary

    • Natus Medical posted encouraging bottom-line growth for full-year 2014, which should continue in 2015 also.
    • The company is planning to introduce new products in both newborn care and neurology over the next 18 months.
    • I believe the stock has at least 10% upside left in 2015 from the current price, and therefore it’s a “buy” on dips.
  • Myriad Genetics Earnings: Correction Offers Excellent Investing Opportunity
    Tue, Feb. 10 MYGN 10 Comments

    Summary

    • Myriad Genetics’ shares corrected almost 15% post second-quarter earnings on weak guidance for the fiscal year 2015.
    • However, the company’s myRisk cancer panel testing is advancing satisfactorily.
    • Further, its BRACAnalysis CDx testing is also expected to be a significant revenue generator going forward.
    • I believe the correction offers an excellent investing opportunity for the long term.
  • Abaxis Earnings - Recent Correction Offers Buying Opportunity
    Sat, Feb. 7 ABAX Comment!

    Summary

    • Abaxis’ fiscal 2015 third-quarter earnings and revenue growth are hugely positive for investors.
    • The company’s sales are expected to grow at a CAGR of 15% over the next few years.
    • The recent correction in the stock price from the top offers an excellent buying opportunity.
  • Update: Qiagen Posted Disappointing Q4 2014 Earnings
    Fri, Feb. 6 QGEN Comment!

    Summary

    • Qiagen’s disappointing Q4 2014 earnings makes me bearish on the stock again.
    • I believe the company’s inorganic growth strategy will continue to negatively impact the organic growth in its core portfolio.
    • Currency related headwinds coupled with low QuantiFERON margin could make situations worse in 2015.
  • Update: Cardiovascular Systems Posted Impressive Fiscal 2015 Q2 Earnings
    Fri, Feb. 6 CSII 1 Comment

    Summary

    • Cardiovascular Systems’ fiscal 2015 second quarter revenues grew significantly year-over-year.
    • Coronary product revenues grew over 25% sequentially, which is encouraging.
    • Going forward, the company’s two recent initiatives are expected to further boost its top line.
  • Update: CONMED Posted Unimpressive Q4 2014 And Full-Year Earnings - 2015 Should Be Better
    Thu, Feb. 5 CNMD Comment!

    Summary

    • CONMED posted disappointing revenue in 2014, but 2015 is expected to be a better year.
    • Couple of newer products along with the company’s ALTRUS product line should boost revenue going forward.
    • I believe the stock is heading toward my original target of $60.55 in 2015.
  • Update: Triumph Group Q3 Fiscal 2015 Earnings
    Sat, Jan. 31 TGI Comment!

    Summary

    • Triumph Group reported flat fiscal 2015 third quarter revenue primarily due to negative revenue growth for its Aerostructures Group.
    • In a previous article I said the stock should be bought during a pullback near $50, which the stock offered post third quarter earnings.
    • I’m now bullish on Triumph, particularly due to its deal with Spirit AeroSystems and compelling valuation.
  • Update: Abiomed Fiscal Q3 Earnings And Impella RP FDA Approval
    Fri, Jan. 30 ABMD Comment!

    Summary

    • Abiomed announced robust third quarter fiscal 2015 earnings along with FDA approval for Impella RP.
    • The Impella RP pump is going to be a significant revenue generator for Abiomed.
    • However, at $50 I believe a significant part of Abiomed's revenue growth is priced in.
  • Update: Osiris' Deal With Stryker Positive For Investors
    Sat, Jan. 3 OSIR 2 Comments

    Summary

    • Osiris has entered into an agreement with Stryker for developing and commercializing Osiris' bone matrix tissue form.
    • In a previous article I said that Osiris has tremendous opportunities in the wound repairing market.
    • The deal is expected to significantly boost Osiris' share in the wound repairing market with its leading regenerative technologies.
  • Update: NxStage Bagged FDA Clearance For System One For Nocturnal Hemodialysis
    Dec. 25, 2014 NXTM 1 Comment

    Summary

    • NxStage Medical wins FDA approval for System One for performing nocturnal home hemodialysis.
    • System One is already CE-marked for the indication and commercially available in European Union.
    • In a previous article, I shared the benefits of nocturnal home hemodialysis and NxStage's opportunities in the same.
    • The company is preparing to launch System One in the U.S. in support of the expanded indication in 2015.
  • Update: Myriad Genetics Won FDA Approval For BRACAnalysis CDx
    Dec. 25, 2014 MYGN 12 Comments

    Summary

    • Myriad Genetics received FDA approval for its BRACAnalysis CDx as the companion diagnostic test for AstraZeneca's Lynparza.
    • Companion diagnostics is Myriad’s new product-line that the company continues to include in its cancer test portfolio.
    • BRACAnalysis test, which has remained an unsuccessful venture for Myriad that I mentioned in a previous analysis, has got a new lease of life with the approval.
  • Update: Sonic Foundry Reported Encouraging Fiscal Q4 And 2014 Earnings
    Dec. 19, 2014 SOFO 2 Comments

    Summary

    • Sonic Foundry reported encouraging earnings for the fiscal fourth quarter and set its fiscal 2015 guidance for billings at $45 million.
    • In my original article I said that Sonic Foundry is transforming itself to become a full-fledged media and communication company.
    • The company’s recent acquisition of Mediasite KK and MediaMission BV, which boosted its international billings significantly, supports my view.
  • Update: FDA Clears Johnson & Johnson's Insulin Pump, An Artificial Pancreas Quickened
    Dec. 5, 2014 JNJ 2 Comments

    Summary

    • Animas, a Johnson & Johnson unit, has won FDA approval for its Animas Vibe insulin pump.
    • In my original article, I said that Johnson & Johnson's artificial pancreas may be launched much earlier than expected.
    • The FDA clearance of the Animas Vibe insulin pump affirms my view.
  • Update: Dean Foods Q3 2014 Earnings
    Nov. 22, 2014 DF Comment!

    Summary

    • Dean Foods’ third-quarter 2014 revenue is showing signs of recovery from the worst level.
    • In my original article I said that Dean Foods' growth drivers include its flavored milk business and cost-reduction strategy.
    • In the third quarter the company has made significant improvements on both fronts, as per my expectations.
    • I believe the stock has significant upside from the current level.
  • Update: Horsehead Holding Q3 2014 Earnings
    Nov. 22, 2014 ZINC 5 Comments

    Summary

    • Horsehead Holding’s third-quarter 2014 financial results remained a mixed bag, but more positive than negative.
    • In my original article I said that over the medium term zinc prices will rise and boost Horsehead’s revenue.
    • During the third quarter the company’s revenue increased to a limited extent driven by higher zinc prices, as I expected.
    • I’d recommend buying the stock around the current price.
  • Update: BioSpecifics Technologies Q3 2014 Earnings
    Nov. 21, 2014 BSTC Comment!

    Summary

    • BioSpecifics Technologies’ third-quarter 2014 earnings were encouraging.
    • In my original article I said that XIAFLEX has the potential to boost BioSpecifics' bottom-line significantly.
    • The company received $3.5 million of royalties and other payments from Auxilium, an increase of 67% year-over-year driven by XIAFLEX, which met my expectations.
    • I am still bullish on the stock.
  • Update: NxStage Medical Q3 2014 Earnings
    Nov. 18, 2014 NXTM Comment!

    Summary

    • NxStage posted encouraging third-quarter 2014 revenue growth.
    • In my original article I said that NxStage’s long-term growth depends on the number of patients who adopt home-based hemodialysis and how quickly they adopt it.
    • I am impressed by the company’s revenue performance both in “home” and “critical care” markets in the third quarter.
    • Long-term investors are advised to buy the stock during pullbacks.
  • Update: DexCom Q3 2014 Earnings
    Nov. 18, 2014 DXCM 1 Comment

    Summary

    • DexCom reported encouraging earnings for the third quarter of 2014.
    • Its revenue from G4 PLATINUM continuous glucose monitoring device grew at an impressive rate during the quarter, which has exceeded my expectations that I shared in the original article.
    • The company’s financial performance during the third quarter reinstates my bull thesis on the stock.
  • Update: Insmed Q3 2014 Earnings
    Nov. 18, 2014 INSM Comment!

    Summary

    • Insmed reported that its net loss during the third quarter of 2014 widened to $24 million from $17.3 million in the prior-year quarter.
    • The company’s net loss widened due to increases in personnel costs, manufacturing expenses and pre-commercial activities.
    • I was optimistic on Insmed's regulatory progress in both the U.S. and Europe, which I shared in my original article.
    • Things are panning out as per my expectations in both regulatory as well as product development fronts.
    • I believe the stock is a “buy” around the current price.