Seeking Alpha

David Zanoni

 
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  • Update: Marathon Petroleum Exceeds Earnings Expectations
    Nov. 2, 2014 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
    Nov. 1, 2014 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
    Oct. 30, 2014 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
    Oct. 29, 2014 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
    Oct. 26, 2014 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
    Oct. 26, 2014 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
    Oct. 21, 2014 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
    Oct. 20, 2014 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
    Oct. 17, 2014 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
    Oct. 16, 2014 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
       • Oct. 14, 2014 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
    Oct. 13, 2014 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
    Oct. 9, 2014 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
    Oct. 9, 2014 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
    Oct. 5, 2014 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
    Oct. 3, 2014 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
    Sep. 30, 2014 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
    Sep. 30, 2014 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
    Sep. 29, 2014 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
    Sep. 26, 2014 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
    Sep. 24, 2014 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
    Sep. 22, 2014 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
    Sep. 18, 2014 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
    Sep. 16, 2014 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.
  • The Current Outlook For Southwest Airlines
    Sep. 15, 2014 LUV 5 Comments

    Summary

    • Southwest should see steady growth as it expands its routes.
    • Low fuel prices will help keep expenses low.
    • I expect the stock to outperform as earnings grow at an above average pace.
  • Methode Electronics To Make Strong Gains As The Auto Market Revs Up
    Sep. 10, 2014 MEI Comment!

    Summary

    • Robust auto sales are driving demand for Methode’s products.
    • The company’s competitive advantages should capitalize on the auto market’s strength.
    • The stock is attractively undervalued as compared to its industry and on a DCF basis.
    • I have strong expectations for the stock going forward.
  • Update: Culp Beats On Top And Bottom Lines In Q1
    Sep. 7, 2014 CFI 2 Comments

    Summary

    • Culp exceeded its estimates for both revenue and earnings for the first fiscal quarter.
    • These results confirm my positive outlook for the stock.
    • Although I didn’t anticipate the stock to lag due to earnings misses from prior quarters, demand is up and the company is making positive adjustments.
  • Ryder System To Increase On Favorable Pricing And Contract Growth
    Sep. 4, 2014 R 2 Comments

    Summary

    • Ryder is benefiting from favorable price trends.
    • New contracts are another positive growth catalyst.
    • The stock is undervalued as compared to the industry.
    • Above average earnings are expected for 2014 and 2015.
  • Update: China Cord Blood Beats Earnings Estimates For Q1
    Aug. 30, 2014 CO 2 Comments

    Summary

    • Earnings for FQ1 beat estimates, while revenue was in line.
    • These results confirm my positive outlook for the company.
    • I did anticipate the stock to outperform the market in my last article.
  • The Dangerous World Equals High Potential For SuperCom's Security Products
    Aug. 29, 2014 SPCB 10 Comments

    Summary

    • The company nearly quadrupled its revenue for Q2 2014.
    • SuperCom has huge growth potential with a new product and a strong pipeline for new contracts.
    • The stock has significant upside potential as it is significantly undervalued due to its expected growth.
  • The Outlook For Nordson Is Positive On A Growing Backlog And Effective Acquisitions
    Aug. 27, 2014 NDSN 3 Comments

    Summary

    • Nordson has multiple growth catalysts including an increasing backlog and recent acquisitions.
    • Nordson is undervalued as compared to its industry and on a discounted cash flow basis.
    • Given the valuation and growth, I think that the stock is likely to outperform the market for the next few years.
  • Royal Bank Of Canada: A Solid Dividend-Paying Investment
    Aug. 26, 2014 RY 2 Comments

    Summary

    • RBC exceeded its earnings estimates for FQ3, and raised its dividend.
    • The company is undervalued as compared to its industry and the broader market.
    • Overall, RBC looks like a solid dividend-paying investment for the long term.