Seeking Alpha

David Zanoni

 
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  • Update: McDonald's Misses On Q4 - Needs A Catalyst To Materialize
    Tue, Jan. 27 MCD 11 Comments

    Summary

    • McDonald’s Misses on Revenue and Earnings.
    • Although the results were disappointing, I still remain hopeful for a turnaround.
    • I previously stated that lower gasoline prices would help improve sales and profitability, but it may take more time for that to play out.
  • Update: GATX Corp. Exceeds Q4 Estimates For Revenue And Earnings
    Fri, Jan. 23 GMT Comment!

    Summary

    • GATX finished the year strong, beating on the top and bottom lines.
    • The results confirm my positive view of the company.
    • I previously pointed out that the stock was undervalued and poised for gains.
  • Update: United Rentals Exceeds Q4 Earnings Estimates, Gives Guidance For 2015
    Fri, Jan. 23 URI 3 Comments

    Summary

    • United Rentals beats estimates for both revenue and earnings.
    • The results reinforce my positive outlook for the stock.
    • I previously pointed out that the stock would hit $100 by the end of 2014.
  • Update: Omnova Solutions Beats Earnings Expectations
    Thu, Jan. 22 OMN Comment!

    Summary

    • OMNOVA exceeded estimates for revenue and earnings for FQ4.
    • I was disappointed in the company’s 2014 performance, but this earnings report reinforces my positive outlook for the company.
    • I previously pointed out that OMNOVA’s investments in its facilities would lead to significant savings, which are to materialize in 2015.
  • Orbotech: Strong Growth For 2015 And Beyond
    Wed, Jan. 21 ORBK 1 Comment

    Summary

    • Orbotech has a goal of reaching $900 million in revenue and to increase its gross margin to 48% to 50% by 2017.
    • The company is significantly undervalued.
    • The stock is likely to outperform the S&P 500 over the next few years.
  • Update: Valmont Industries Lowers 2014 Earnings Guidance
    Sun, Jan. 18 VMI Comment!

    Summary

    • Valmont’s lowered earnings guidance puts downward pressure on the stock.
    • This news changes my outlook for the company.
    • I didn’t anticipate the outlook to change so drastically.
  • Update: AZZ Exceeds Q3 Earnings And Updates Guidance
    Sat, Jan. 17 AZZ Comment!

    Summary

    • AZZ beats on earnings, but misses on revenue.
    • The results confirm my positive stance on the company’s direction.
    • I previously pointed out that AZZ’s focus on driving growth in its segments would lead to higher revenue and earnings growth.
  • Update: WuXi PharmaTech Acquires NextCODE Health And Raises Guidance
    Fri, Jan. 16 WX Comment!

    Summary

    • WuXi acquires NextCODE for $65 million in cash, while raising its guidance.
    • This is a strategic move that reinforces my positive view of the company.
    • I didn’t anticipate an acquisition, but this does add value to WuXi.
  • Mitel Networks: Turnaround Has Materialized, More Growth Ahead
    Thu, Jan. 15 MITL Comment!

    Summary

    • Mitel has increased revenue and earnings and this is expected to continue.
    • The company is increasing its recurring revenue and looking for acquisitions, which will drive future growth.
    • This has been one of my best picks and I see more strong growth for the stock.
  • Update: WD-40 Missed On Revenue And Earnings, But All Is Not Lost
    Sat, Jan. 10 WDFC Comment!

    Summary

    • Revenue and earnings expectations were missed for FQ1.
    • The results and the current valuation have lowered my expectations, but I still have a positive outlook for the company.
    • I had previously pointed out that the stock would outperform the market.
  • Jabil Circuit: Stock To Benefit From Strong iPhone Sales
    Fri, Jan. 9 JBL Comment!

    Summary

    • The future looks bright for Jabil as iPhone sales and other products continue to do well.
    • The company is undervalued and positioned well for above average stock growth.
    • This should play out well as an investment over multiple years.
  • Magna International Is An Undervalued Play On Increased Auto Sales
    Sun, Jan. 4 MGA 11 Comments

    Summary

    • Lower oil/gasoline prices and other factors should stimulate higher auto sales.
    • Magna is undervalued as compared to the market on multiple metrics.
    • The stock is likely to see strong gains in this environment.
  • Update: Cantel Medical Acquires Pure Water Solutions
    Sun, Jan. 4 CMN Comment!

    Summary

    • Cantel acquired the assets of Pure Water Solutions for $11.9 million.
    • This reinforces my bullish thesis for the company.
    • I previously pointed out that the stock was likely to outperform the market because of its above average growth.
  • Significant Potential In 2015 For Chicago Bridge & Iron
    Dec. 30, 2014 CBI 61 Comments

    Summary

    • CBI is clearly valued attractively after the recent sell-off.
    • Key fundamentals are expected to improve going forward.
    • I anticipate significant upside for the stock over the next year and beyond.
  • Update: CalAmp Exceeds Q3 Earnings Estimates - Should Outperform Going Forward
    Dec. 27, 2014 CAMP 3 Comments

    Summary

    • CalAmp beat its earnings estimates for Q3 - the future still looks bright.
    • The positive results reinforce my positive outlook for the stock.
    • I did previously anticipate that CalAmp's earnings were attainable.
  • Stock Market Outlook For 2015
    Dec. 22, 2014 SPY, SH, VTI 9 Comments

    Summary

    • The market had a great run since March 2009.
    • GDP growth is a likely indicator for how the market will perform going forward.
    • I’ll provide the best way to invest in any market environment.
  • Strong Growth Potential For ARI Network Services
    Dec. 19, 2014 ARIS Comment!

    Summary

    • ARIS is poised to perform well due to organic growth and acquisitions.
    • The company is fairly valued and well-positioned for growth.
    • I expect steady gains for the stock driven by earnings growth going forward.
  • Update: Methode Electronics Exceeds FQ2 Earnings And Raises EPS Guidance
    Dec. 15, 2014 MEI 8 Comments

    Summary

    • Methode beat estimates on the top and bottom lines.
    • This reinforces my positive outlook for the company.
    • I previously pointed out that Methode was likely to perform well on the strength of auto sales.
  • Update: Nordson Beats On Q4 Revenue, Outlook Remains Positive
    Dec. 13, 2014 NDSN 2 Comments

    Summary

    • Nordson beat its revenue estimates and posted strong year-over-year gains.
    • The strong performance reinforces my positive outlook for the company.
    • I previously stated that Nordson’s high ROE would make it likely for the company to meet/exceed earnings expectations.
  • Update: Cubist Pharmaceuticals Is Acquired By Merck, Gains Remain For Investors
    Dec. 11, 2014 MRK 6 Comments

    Summary

    • Cubist entered into a merger agreement to be acquired by Merck.
    • This reinforces my positive long-term view for the company.
    • Although I didn’t predict an acquisition, I previously pointed out that Cubist was a buy.
  • Aqua America: Steady Dividends With An Economic Moat Of Safety
    Dec. 10, 2014 WTR 10 Comments

    Summary

    • Aqua America’s monopoly is one of its most attractive features.
    • The company pays a steady dividend to reward shareholders.
    • Protection from the downside and a fair valuation make the stock one to consider.
  • Outlook For Gold
    Dec. 5, 2014 GLD, IAU, SGOL 61 Comments

    Summary

    • The price of gold has declined since September 2012.
    • Certain conditions need to be present for the price to increase steadily again.
    • I’ll provide the most likely scenario for the price of gold.
  • Don't Buy Oil Stocks, Buy Stocks In This Industry Instead
    Dec. 1, 2014 BERY, PKG, BP 4 Comments

    Summary

    • The falling price of oil is likely to have a negative effect on the oil companies.
    • It would be better to invest in companies that will benefit from lower oil prices.
    • I have identified some strong players in a key industry that are likely to outperform.
  • Update: Seadrill Earnings - Lessons Learned From Negative FCF And High Debt
    Nov. 28, 2014 SDRL 61 Comments

    Summary

    • Seadrill missed its earnings estimates for Q3 and suspends its dividend.
    • The current challenging environment has altered my view of the stock.
    • I previously pointed out the company’s risks, but I didn’t expect such a sharp drop in the price of oil.
  • Berry Plastics: Key Innovations To Drive Organic Growth
    Nov. 25, 2014 BERY 2 Comments

    Summary

    • Berry’s innovative products have high potential to drive future growth.
    • Lower oil prices will help keep costs under control in 2015.
    • The stock is valued attractively and poised for above average growth.
  • Update: Keurig Green Mountain Beats FQ4 Earnings - Valuation And Guidance Could Spell Trouble
    Nov. 21, 2014 GMCR 3 Comments

    Summary

    • Keurig beat estimates for revenue and earnings for FQ4.
    • My sentiment for the stock has gone negative due to a high valuation that doesn’t support guidance for 2015.
    • I previously predicted that the stock would double in five years, but I didn’t expect it to double within one year.
  • Update: Skystar Bio-Pharmaceutical Company Q3 Earnings - Key Developments
    Nov. 19, 2014 SKBI 6 Comments

    Summary

    • Skystar achieved strong double-digit increases in revenue and earnings.
    • This reinforces my positive view of the company.
    • I previously pointed out that the new vaccine facility would be a game changer and the company officially launched it.
  • Lower Gas Prices Are Positive For McDonald's
    Nov. 17, 2014 MCD 9 Comments

    Summary

    • Lower gas prices should reduce the company’s costs.
    • Lower gas prices put more money into the hands of McDonald’s customers.
    • I expect the company to turn around.
  • Update: SciClone Pharmaceuticals Exceeds Earnings Estimates For Q3
    Nov. 15, 2014 SCLN Comment!

    Summary

    • SciClone beat its earnings estimates and raised guidance.
    • The results are consistent with my positive outlook for the stock.
    • I previously pointed out SciClone’s undervaluation and growth prospects.
  • Strong Earnings And Low Valuation To Catalyze Horizon Pharma
    Nov. 13, 2014 HZNP 3 Comments

    Summary

    • The Vidara Therapeutics acquisition has positive implications for Horizon.
    • The company reported another excellent quarter and raised guidance.
    • I expect the stock to perform well due to valuation and growth.
  • How 7% Yielding PDL BioPharma Is Reinventing Itself
    Nov. 12, 2014 PDLI 16 Comments

    Summary

    • PDL is currently yielding a generous 7%.
    • The stock is significantly undervalued due to a few key issues.
    • The company needs to reinvent itself due to upcoming patent expiration.
  • Update: Neenah Paper Exceeds Earnings Estimates For Q3
    Nov. 6, 2014 NP 1 Comment

    Summary

    • Neenah Paper exceeds earnings estimates, but missed slightly on revenue.
    • The positive results are consistent with my bullish outlook for the company.
    • I previously pointed out that Neenah Paper typically exceeds its earnings estimates.