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David Zanoni  

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  • 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.
  • Update: Sears Holdings - Not Much To Be Desired In Q2 Earnings
    Aug. 22, 2014 SHLD 23 Comments

    Summary

    • Sears missed its revenue and earnings estimates for Q2.
    • This reinforces my negative outlook for the stock.
    • I pointed out the declining metrics in my last article on Sears.
  • Update: JA Solar Earnings Q2 2014
    Aug. 21, 2014 JASO 3 Comments

    Summary

    • JA Solar missed earnings estimates for Q2, but posted solid year-over-year gains.
    • The earnings miss was a disappointment, but I still have a positive long-term outlook for the company.
    • Although I didn't anticipate an earnings miss in my last article, I still think JA Solar will perform well over the long term.
  • Update: WuXi PharmaTech Exceeds Earnings Estimates For Q2
    Aug. 19, 2014 WX 3 Comments

    Summary

    • WuXi PharmaTech exceeded expectations for both revenue and earnings - guidance was raised for FY14.
    • This reinforces my positive outlook on the company as it continues to show strength.
    • I pointed out in my previous article that WuXi is likely to achieve above average stock gains as earnings growth increases at an above average rate.
  • Update: SORL Auto Parts - Q2 Beats On Both Top And Bottom Lines
    Aug. 17, 2014 SORL 1 Comment

    Summary

    • SORL beat expectations for revenue and earnings for Q2 2014.
    • This reinforces my positive stance on the company.
    • I pointed out in my last article that the stock is likely to meet/exceed expectations going forward.
  • Update: Skystar Bio Pharmaceuticals Earnings - Boost In Q2 Revenue
    Aug. 15, 2014 SKBI 4 Comments

    Summary

    • Skystar increased revenue even in the face of transitioning to large scale manufacturing.
    • This reinforces my positive outlook for the company.
    • I did note in my last article that the new manufacturing facility will be a catalyst for the company.
  • IPG Photonics: Double-Digit Growth On High Tech Lasers
    Aug. 15, 2014 IPGP 12 Comments

    Summary

    • This innovator in high-performance laser technology is a great opportunity for investors.
    • Strong revenue and earnings growth is expected for 2014 and 2015.
    • The stock is undervalued as compared to the industry, indicating that it is time to buy.
  • Ring Energy Is At A Turning Point For Profitability
    Aug. 11, 2014 REI 2 Comments

    Summary

    • Ring Energy is expected to turn a profit this year and is expected to remain profitable going forward.
    • Increased production should catalyze growth and the stock price.
    • The company is undervalued as compared to the industry.
  • Update: Neenah Paper Beats Revenue & Earnings Expectations For Q2
    Aug. 7, 2014 NP Comment!

    Summary

    • Neenah Paper beat expectations for revenue and matched expectations on earnings.
    • This confirms my thesis that the company has strong growth.
    • I did anticipate the company to perform well with regard to earnings in my last article.
  • Time To Buy Herbalife Again
    Aug. 5, 2014 HLF 207 Comments

    Summary

    • Herbalife is currently oversold and poised for an increase.
    • The company has strong fundamentals and is undervalued.
    • Without all of the negative news, the stock is worth much more.
  • Gross Undervaluation And Multiple Strategies Will Catalyze SORL Auto Parts
    Aug. 4, 2014 SORL 2 Comments

    Summary

    • SORL is significantly undervalued as compared to its main competitor.
    • SORL has a strong strategy to catalyze the company’s growth.
    • Given the gross undervaluation and expected growth, the stock is likely to gain 20%-38% over the next year.
  • Update: Berkshire Hathaway Exceeds Earnings Estimates
    Aug. 4, 2014 BRK.A, BRK.B 5 Comments

    Summary

    • Berkshire achieved a year-over-year increase of 41% in net earnings.
    • This confirms my positive long-term stance on the company.
    • I didn't anticipate this specific news in my last article, but I did point out Berkshire's various businesses - most of which performed well in Q2.
  • Update: Ford Reports Better Than Expected Sales For July
    Aug. 1, 2014 F 11 Comments

    Summary

    • Unit sales increased 10% over analyst's forecasts of 8.8%.
    • This confirms my bullish stance on Ford's stock.
    • I did anticipate increased sales in my last article on Ford.
  • Update: Arthur J. Gallagher Q2 Earnings
    Aug. 1, 2014 AJG 3 Comments

    Summary

    • AJG achieved increases in revenue and EBITDAC for Q2.
    • This confirms my opinion that AJG will perform well due to organic growth and acquisitions.
    • I didn't make any predictions regarding Q2 earnings in my original article, but the results are consistent with my positive outlook on the company.
  • The Global X Super Dividend ETF Has Value And A 5.8% Dividend Yield
    Jul. 29, 2014 SDIV 14 Comments

    Summary

    • SDIV’s yield is attractive for income seeking investors.
    • SDIV is attractively undervalued as compared to SPDR S&P Dividend ETF.
    • SDIV is a great way to combine value, high-yield, and diversification under one ticker.
  • Update: Cover The United States Gas ETF Trade
    Jul. 29, 2014 UGA 2 Comments

    Summary

    • The average price of gas in the U.S. has fallen over the past month.
    • My call to short the UGA via Puts has materialized.
    • It’s time to cover the trade to lock in profits.
  • Update: Facebook's Valuation
    Jul. 24, 2014 FB 44 Comments

    Summary

    • Facebook is still priced well in terms of its future growth.
    • There are still many skeptics out there who don’t see the opportunity.
    • I expect the stock to significantly outperform the market.