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David Zanoni

 
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  • Update: Methode Electronics Exceeds FQ2 Earnings And Raises EPS Guidance
    Mon, Dec. 15 MEI 7 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
    Sat, Dec. 13 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
    Thu, Dec. 11 CBST 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
    Wed, Dec. 10 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
    Fri, Dec. 5 GLD, IAU, SGOL 58 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
    Mon, Dec. 1 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
    Fri, Nov. 28 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
    Tue, Nov. 25 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 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
    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 1 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.