Seeking Alpha

David Zanoni

 
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  • Berry Plastics: Key Innovations To Drive Organic Growth
    Yesterday, 10:47 AM BERY Comment!

    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
    Fri, Nov. 21 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
    Wed, Nov. 19 SKBI 3 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
    Mon, Nov. 17 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
    Sat, Nov. 15 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
    Thu, Nov. 13 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
    Wed, Nov. 12 PDLI 15 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
    Thu, Nov. 6 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.
  • Update: Marathon Petroleum Exceeds Earnings Expectations
    Sun, Nov. 2 MPC Comment!

    Summary

    • Marathon Petroleum exceeded earnings expectations for Q3.
    • The results confirm my positive outlook for the company.
    • I previously predicted that the company’s competitive advantages would drive earnings growth.
  • Above-Average Stock Growth Is Likely For Teleflex
    Sat, Nov. 1 TFX Comment!

    Summary

    • Revenue is increasing for multiple reasons.
    • The stock is undervalued in relation to its industry.
    • My price targets are included.
  • Update: Biotech Dyax Exceeds Q3 Estimates With The Future Looking Bright
    Thu, Oct. 30 DYAX Comment!

    Summary

    • Dyax beat Q3 estimates for both revenue and earnings.
    • The results are consistent with my long-term positive outlook for the company.
    • I previously pointed out that Dyax’s licensed technology would lead the company to future revenue gains.
  • Update: Buffalo Wild Wings Exceeds Earnings Estimates For Q3
    Wed, Oct. 29 BWLD 3 Comments

    Summary

    • Buffalo Wild Wings reported strong gains for same-store sales and earnings.
    • These results are consistent with my positive view for the stock.
    • I predicted that the stock would outperform the market over the long term.
  • Update: PC Connection Exceeds Earnings Expectations
    Sun, Oct. 26 PCCC Comment!

    Summary

    • PC Connection exceeded estimates for revenue and earnings for Q3.
    • This is in line with my positive outlook for the company and the stock.
    • I previously pointed out that the stock was undervalued and poised for gains.
  • Vapor Corporation: Ignore The Volatility, Focus On The Long-Term
    Sun, Oct. 26 VPCO 27 Comments

    Summary

    • Vapor Corporation is expected to post a profit in 2015.
    • The company is the most undervalued among its industry.
    • The stock has plenty of room to run as revenue and earnings increase.
  • Update: Honeywell Exceeds Earnings Estimates And Raises Guidance
    Tue, Oct. 21 HON Comment!

    Summary

    • Honeywell beat Q3 estimates for the top and bottom lines.
    • The results reinforce my positive outlook on the company.
    • I predicted that Honeywell would beat the market over the long term.
  • Textron: Likely To See Above Average Stock Gains
    Mon, Oct. 20 TXT Comment!

    Summary

    • Textron beat earnings estimates for Q3 and raised guidance for the year.
    • The company is undervalued on a long-term earnings basis.
    • The stock is likely to see strong gains for at least the next year.
  • Update: United Rentals Exceeds Earnings Estimates For Q3
    Fri, Oct. 17 URI 2 Comments

    Summary

    • United Rentals exceeded estimates for both revenue and earnings.
    • This is consistent with my thesis that the company will perform well going forward.
    • I did anticipate that United Rentals would achieve increased revenue and earnings for this year and next year.
  • Need Some Safety? Look At South Jersey Industries As A Solid Long-Term Utility Dividend Investment
    Thu, Oct. 16 SJI 5 Comments

    Summary

    • SJI is undervalued relative to the gas utility industry.
    • The company has multiple catalysts to stimulate future growth.
    • Updated stock price projections are included.
  • The Recent Sell-Off Has Neenah Paper Priced Attractively
       • Tue, Oct. 14 NP Comment!

    Summary

    • Neenah Paper is now oversold due to the recent sell-off in the market.
    • The company is attractively valued and positioned well to benefit from the current business cycle.
    • The stock is likely to rise significantly over the next year.
  • Apple Is Worth Much More On A Discounted Cash Flow Basis
    Mon, Oct. 13 AAPL 43 Comments

    Summary

    • For the past four years, Apple has grown free cash flow approximately in-line with earnings.
    • Looking ahead, Apple is likely to continue growing free cash flow.
    • This gives us an indication of how Apple is currently valued.
  • CSX: The Big Engine That Does
    Thu, Oct. 9 CSX 8 Comments

    Summary

    • CSX is likely to meet/exceed earnings estimates for Q3.
    • Earnings consistency will drive steady price appreciation over the long term.
    • The dividend payments are icing on the cake for this solid company.
  • Update: CalAmp Reports Positive Earnings For Fiscal Q2
    Thu, Oct. 9 CAMP 2 Comments

    Summary

    • CalAmp exceeded its estimates on the top and bottom lines.
    • These positive results are consistent with my bullish thesis for the company.
    • Although I didn’t predict this specific earnings event, I did anticipate that the stock would perform well over the long term.
  • AZZ: Likely To Increase Over The Next Year
    Sun, Oct. 5 AZZ Comment!

    Summary

    • Efforts to increase the company’s growth will drive the stock.
    • AZZ is undervalued as compared to its industry.
    • I expect strong gains for the stock over the next year.
  • Facebook's Move Into Healthcare Will Boost User Engagement
    Fri, Oct. 3 FB 7 Comments

    Summary

    • Facebook is constantly innovating with new ideas.
    • The company is entering the healthcare industry.
    • This move will increase user engagement and revenue going forward.
  • Update: Cantel Medical Exceeds Revenue Expectations
    Tue, Sep. 30 CMN Comment!

    Summary

    • Cantel Medical beat its revenue expectations and earnings were in-line.
    • The results confirm my thesis that the company will continue its growth momentum.
    • Although I didn’t predict a specific revenue beat in my last article, I did state that the Endoscopy products will create sales momentum in 2014.
  • Northrop Grumman Gets Upgraded And Other New Developments
    Tue, Sep. 30 NOC 2 Comments

    Summary

    • Deutsche Bank upgraded Northrop to a buy rating, citing that defense spending is bottoming.
    • This reinforces my position that Northrop is poised to benefit from the current unrest throughout the world.
    • Although I didn’t predict this specific upgrade in my last article, I did state that the stock was likely to increase about 7.5% over the next year.
    • New developments have also occurred since my last article.
  • Where Nike Is Experiencing Growth
    Mon, Sep. 29 NKE Comment!

    Summary

    • Nike is seeing growth in key product categories.
    • There is also strength in certain regions.
    • The stock is trading at a premium, but Nike is a market leading brand.
  • The Improving Housing Market, Valuation And Growth Are Positive For Meritage Homes
    Fri, Sep. 26 MTH 2 Comments

    Summary

    • Strength in new home sales is likely to catalyze growth.
    • The company is significantly undervalued as compared to the industry.
    • I expect the stock to increase for at least the next 12 months.
  • Xerox: Still Working On Growing Revenue
    Wed, Sep. 24 XRX 5 Comments

    Summary

    • Xerox has successfully transformed itself, but needs to increase revenue for the long-term.
    • The stock is attractively undervalued relative to the S&P 500.
    • The stock is likely to see gains over the next year on earnings growth.
  • Northrop Grumman: Another Beneficiary Of The War On Terror/Global Conflicts
    Mon, Sep. 22 NOC 1 Comment

    Summary

    • The current unrest throughout the world should create a steady supply of new contracts.
    • The stock is undervalued as compared to the market.
    • The combination of dividends and stock appreciation should make Northrop a winning investment.
  • Update: FedEx Earnings - Exceeds Estimates For FQ1; Outlook Remains Positive
    Thu, Sep. 18 FDX Comment!

    Summary

    • FedEx beat its revenue and earnings estimates for FQ1 with growth in all segments.
    • The results reinforce my bullish stance on the company for the long-term.
    • Although I didn’t predict this specific earnings news, I did anticipate that FedEx would outperform the S&P 500.
  • The Ongoing War On Terror And Global Conflicts Are Bullish For Raytheon
    Tue, Sep. 16 RTN 4 Comments

    Summary

    • Raytheon secured new contracts over the past few months.
    • Numerous global threats make it likely for the company to secure more new contracts going forward.
    • The stock is attractively valued and likely to continue rising.