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David Zanoni  

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  • Whirlpool: Profiting From The Elephant In The Room
    Tue, Mar. 3 WHR Comment!

    Summary

    • Appliances are selling well at Lowe's and Home Depot.
    • Whirlpool will benefit from the improving economy.
    • The stock is undervalued and set for more growth.
  • Visa: Cash Flow Makes It A Winner
    Sun, Mar. 1 V 13 Comments

    Summary

    • Visa’s stock had a strong run over the past few years.
    • My analysis shows the company’s current intrinsic value based on free cash flow growth.
    • I provide my outlook for the company going forward.
  • The Run-Up Is Not Over For Southwest
    Wed, Feb. 25 LUV 2 Comments

    Summary

    • Southwest has experienced a strong rise in its stock price.
    • The company still has multiple catalysts in place to drive earnings going forward.
    • I expect the stock to continue to outperform for 2015.
  • Lear Corporation: Another Company To Benefit From Increased Auto Sales
    Mon, Feb. 23 LEA 4 Comments

    Summary

    • Lear’s electrical and seating systems will benefit from increased auto sales.
    • The company is undervalued and poised for growth.
    • The stock is likely to outperform the market and its peers over the next 2 years.
  • Valuation Has Improved And Growth Is Still Robust For China Distance Education
    Thu, Feb. 19 DL 1 Comment

    Summary

    • The valuation has improved considerably over the past year.
    • The company is growing revenue and earnings at high double-digit rates.
    • I expect the stock to outperform over the next year.
    • Plus, with a 4% dividend, this is a stock worth considering.
  • Recent Sell-Off Is A Buying Opportunity For Motorcar Parts Of America
    Sun, Feb. 15 MPAA Comment!

    Summary

    • MPAA recently overshot to the downside despite beating estimates for FQ3.
    • The company is seeing sales strength heading into FY16.
    • The stock is poised for double-digit gains due to an attractive valuation and strong potential growth.
  • Outerwall: Undervalued, New Dividend, And Multiple Catalysts
    Tue, Feb. 10 OUTR 17 Comments

    Summary

    • Revenue and earnings estimates were exceeded for Q4.
    • Steady free cash flow led the company to introduce its first dividend and new share buybacks.
    • The stock represents a good combination of value with catalysts.
  • Berry Plastics: Likely Winner For 2015
    Wed, Feb. 4 BERY 3 Comments

    Summary

    • Berry exceeded its earnings estimates for FQ1.
    • There are multiple favorable factors for the company to excel going forward.
    • The stock is attractively valued and poised for growth.
  • Above Average Stock Gains Are Likely For Griffon
    Mon, Feb. 2 GFF Comment!

    Summary

    • Griffon is off to a great start for fiscal 2015.
    • The stock is still attractively valued.
    • I expect strong gains for the stock over the next two years.
  • 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 8 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 62 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 9 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.