Seeking Alpha

David Zanoni

 
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  • Update: JA Solar Earnings Q2 2014
    Yesterday, 4:33 AM JASO 3 Comments

    Summary

    • JA Solar missed earnings estimates for Q2, but posted solid year-over-year gains.
    • The earnings miss was a disappointment, but I still have a positive long-term outlook for the company.
    • Although I didn't anticipate an earnings miss in my last article, I still think JA Solar will perform well over the long term.
  • Update: WuXi PharmaTech Exceeds Earnings Estimates For Q2
    Tue, Aug. 19 WX 3 Comments

    Summary

    • WuXi PharmaTech exceeded expectations for both revenue and earnings - guidance was raised for FY14.
    • This reinforces my positive outlook on the company as it continues to show strength.
    • I pointed out in my previous article that WuXi is likely to achieve above average stock gains as earnings growth increases at an above average rate.
  • Update: SORL Auto Parts - Q2 Beats On Both Top And Bottom Lines
    Sun, Aug. 17 SORL 1 Comment

    Summary

    • SORL beat expectations for revenue and earnings for Q2 2014.
    • This reinforces my positive stance on the company.
    • I pointed out in my last article that the stock is likely to meet/exceed expectations going forward.
  • Update: Skystar Bio Pharmaceuticals Earnings - Boost In Q2 Revenue
    Fri, Aug. 15 SKBI Comment!

    Summary

    • Skystar increased revenue even in the face of transitioning to large scale manufacturing.
    • This reinforces my positive outlook for the company.
    • I did note in my last article that the new manufacturing facility will be a catalyst for the company.
  • IPG Photonics: Double-Digit Growth On High Tech Lasers
    Fri, Aug. 15 IPGP 12 Comments

    Summary

    • This innovator in high-performance laser technology is a great opportunity for investors.
    • Strong revenue and earnings growth is expected for 2014 and 2015.
    • The stock is undervalued as compared to the industry, indicating that it is time to buy.
  • Ring Energy Is At A Turning Point For Profitability
    Mon, Aug. 11 REI Comment!

    Summary

    • Ring Energy is expected to turn a profit this year and is expected to remain profitable going forward.
    • Increased production should catalyze growth and the stock price.
    • The company is undervalued as compared to the industry.
  • Update: Neenah Paper Beats Revenue & Earnings Expectations For Q2
    Thu, Aug. 7 NP Comment!

    Summary

    • Neenah Paper beat expectations for revenue and matched expectations on earnings.
    • This confirms my thesis that the company has strong growth.
    • I did anticipate the company to perform well with regard to earnings in my last article.
  • Time To Buy Herbalife Again
    Tue, Aug. 5 HLF 204 Comments

    Summary

    • Herbalife is currently oversold and poised for an increase.
    • The company has strong fundamentals and is undervalued.
    • Without all of the negative news, the stock is worth much more.
  • Gross Undervaluation And Multiple Strategies Will Catalyze SORL Auto Parts
    Mon, Aug. 4 SORL 2 Comments

    Summary

    • SORL is significantly undervalued as compared to its main competitor.
    • SORL has a strong strategy to catalyze the company’s growth.
    • Given the gross undervaluation and expected growth, the stock is likely to gain 20%-38% over the next year.
  • Update: Berkshire Hathaway Exceeds Earnings Estimates
    Mon, Aug. 4 BRK.B, BRK.A 5 Comments

    Summary

    • Berkshire achieved a year-over-year increase of 41% in net earnings.
    • This confirms my positive long-term stance on the company.
    • I didn't anticipate this specific news in my last article, but I did point out Berkshire's various businesses - most of which performed well in Q2.
  • Update: Ford Reports Better Than Expected Sales For July
    Fri, Aug. 1 F 11 Comments

    Summary

    • Unit sales increased 10% over analyst's forecasts of 8.8%.
    • This confirms my bullish stance on Ford's stock.
    • I did anticipate increased sales in my last article on Ford.
  • Update: Arthur J. Gallagher Q2 Earnings
    Fri, Aug. 1 AJG 2 Comments

    Summary

    • AJG achieved increases in revenue and EBITDAC for Q2.
    • This confirms my opinion that AJG will perform well due to organic growth and acquisitions.
    • I didn't make any predictions regarding Q2 earnings in my original article, but the results are consistent with my positive outlook on the company.
  • The Global X Super Dividend ETF Has Value And A 5.8% Dividend Yield
    Tue, Jul. 29 SDIV 13 Comments

    Summary

    • SDIV’s yield is attractive for income seeking investors.
    • SDIV is attractively undervalued as compared to SPDR S&P Dividend ETF.
    • SDIV is a great way to combine value, high-yield, and diversification under one ticker.
  • Update: Cover The United States Gas ETF Trade
    Tue, Jul. 29 UGA 2 Comments

    Summary

    • The average price of gas in the U.S. has fallen over the past month.
    • My call to short the UGA via Puts has materialized.
    • It’s time to cover the trade to lock in profits.
  • Update: Facebook's Valuation
    Thu, Jul. 24 FB 44 Comments

    Summary

    • Facebook is still priced well in terms of its future growth.
    • There are still many skeptics out there who don’t see the opportunity.
    • I expect the stock to significantly outperform the market.
  • Sector Growth Looks Positive For Plexus In The Near Term
    Thu, Jul. 24 PLXS 1 Comment

    Summary

    • Net sales growth in 3 out of 4 sectors will lead to strong earnings for fiscal Q4 2014.
    • The stock is undervalued as compared to the S&P 500 and on a discounted cash flow basis.
    • The stock is likely to see an increase of about 16% - 17% over the next three months.
  • Cogeco Cable: TiVo To Act As A Growth Catalyst
       • Sat, Jul. 19 TIVO, CGEAF 3 Comments

    Summary

    • The launch of TiVo and the company’s willingness to listen to customers are catalysts for growth.
    • Cogeco is undervalued as compared to its peers and on a discounted cash flow basis.
    • The valuation and growth imply 14% to 23% upside for the stock.
  • Myers Industries To Perform Well Due To Major Segment Revamping
       • Mon, Jul. 14 BERY, NWL, SNA 2 Comments

    Summary

    • The Scepter Acquisition provides a strong boost to the Material Handling segment.
    • Myers has eight bids for its Lawn & Garden segment, which is up for sale.
    • Myers is undervalued as compared to its competitors.
    • I would expect the stock to gain 10% to 25% over the next 18 months.
  • Arthur J. Gallagher To Rise On Organic Growth And Numerous Acquisitions
       • Wed, Jul. 9 AJG 1 Comment

    Summary

    • AJG is expected to grow faster than its peers via organic growth and numerous mergers & acquisitions.
    • The company is undervalued as compared to its peers by 23% in terms of earnings growth, 15% in terms of its balance sheet, and 19% on a DCF basis.
    • Overall, I’m forecasting an upside of 15% to 26% with a downside risk of 10% for the stock.
  • Equity One: Strategic Locations Equals Steady Income For Investors
    Tue, Jul. 1 EQY 7 Comments

    Summary

    • Equity One's development pipeline will fuel continued growth.
    • The company's undervaluation relative to peers makes the current price attractive for investors.
    • Equity One will continue to be a steady income-producing investment going forward.
  • Chesapeake Is Positioned Well As An Undervalued Long-Term Energy Investment
    Thu, Jun. 26 APC, BP, CVX 3 Comments

    Summary

    • Chesapeake is undervalued as compared to its competitors.
    • Future stock growth should be catalyzed by increased fuel production.
    • The stock is breaking out to a new 52-week high and looks good for the long term.
  • SPX Corporation Has 20% To 30% Upside Potential On Valuation And Growth
       • Tue, Jun. 24 SPW Comment!

    Summary

    • Strength in the Flow and Industrial segments will drive this year’s growth.
    • The valuation is attractive, creating a great opportunity for investors.
    • Overall, I see 20% to 30% upside for the stock over the next year.
  • What To Expect From Gas Prices This Summer
    Mon, Jun. 23 UGA 1 Comment

    Summary

    • The situation in Iraq and multiple other factors has led to a rise in gas prices.
    • Prices are likely to rise further this summer.
    • The United States Gasoline ETF provides an easy way to trade the gas price fluctuations.
  • Facebook Is Not Overvalued
    Mon, Jun. 16 FB 32 Comments

    Summary

    • A deeper look into Facebook’s valuation shows that the stock is not overvalued.
    • Strategic acquisitions will help the company remain a leader in social media and avoid the risk of becoming irrelevant.
    • The stock has a good chance of becoming a multi-bagger over the next few years.
  • Downward Pressure For Exelon As Money Is Raised For Pepco Holdings
    Fri, Jun. 13 POM, EXC 17 Comments

    Summary

    • The Secondary Offering of 50 million shares dilutes current shares.
    • Declining expected revenue puts further downward pressure on the stock.
    • Now is not the best time to buy.
  • Del Frisco's Restaurant Growth Could Lead To 20% Annual Stock Gains
    Wed, Jun. 11 CMG, RUTH, TXRH 2 Comments

    Summary

    • The company has the potential to add over 150 Grilles in the United States.
    • The focus on strategic sites will capitalize on optimal sales, reasonable construction costs, and attractive rents.
    • The stock is fairly valued in terms of other restaurant stocks and its own future growth.
  • Ford's ONE Ford Plan And New Vehicles Will Spur Growth
    Sat, Jun. 7 F 46 Comments

    Summary

    • The ONE Ford Plan involves practicing key behaviors to deliver results.
    • New vehicle models are likely to create excitement among buyers.
    • The stock should perform well on strong replacement demand and continued economic improvement.
  • Seadrill's West Jupiter To Enhance Future Growth
    Wed, Jun. 4 SDRL 46 Comments

    Summary

    • The West Jupiter drillship brings the company’s total backlog up to $20 billion.
    • The company has above average expected earnings growth.
    • With a 10% dividend yield, Seadrill looks like an attractive investment.
  • What Google's Self Driving Car Says About The Company
    Sun, Jun. 1 GOOG, GOOGL 21 Comments

    Summary

    • Google is making the Scalawagons of Oz a reality with its self-driving car.
    • The key concept here is that Google is pushing the limits of innovative technology.
    • The stock is undervalued as compared to the industry.
  • Newell Rubbermaid: New Game Plan To Stimulate Growth
    Fri, May. 30 TUP, NWL 2 Comments

    Summary

    • Free cash flow has declined overall over a ten-year period.
    • However, the company has new strategies to spark new growth.
    • Based on expected growth, investors can expect average returns.
  • Where Banco Santander Is Experiencing Growth And Where It Is Lagging
    Sun, May. 25 XLF, SAN 28 Comments

    Summary

    • Growth is strong for the company in certain geographic regions.
    • Other regions are experiencing a lag in business.
    • The valuation remains attractive as investors are still catching on to the opportunity.
    • The stock remains a buy especially with a 6.5% yield as icing on the cake.
  • Tactical Initiatives To Improve Tetra Technologies
    Wed, May. 21 XLE, ERX, VDE Comment!

    Summary

    • The tactical initiatives should improve the business by increasing revenue, cash flow, and earnings.
    • TETRA's overall valuation is fair as compared to the industry.
    • The stock is likely to rise as TETRA's initiatives drive an improvement in earnings consistency.