Seeking Alpha

David Zanoni

 
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  • Cogeco Cable: TiVo To Act As A Growth Catalyst
       • Sat, Jul. 19 CGEAF 3 Comments

    Summary

    • The launch of TiVo and the company’s willingness to listen to customers are catalysts for growth.
    • Cogeco is undervalued as compared to its peers and on a discounted cash flow basis.
    • The valuation and growth imply 14% to 23% upside for the stock.
  • Myers Industries To Perform Well Due To Major Segment Revamping
       • Mon, Jul. 14 MYE 2 Comments

    Summary

    • The Scepter Acquisition provides a strong boost to the Material Handling segment.
    • Myers has eight bids for its Lawn & Garden segment, which is up for sale.
    • Myers is undervalued as compared to its competitors.
    • I would expect the stock to gain 10% to 25% over the next 18 months.
  • Arthur J. Gallagher To Rise On Organic Growth And Numerous Acquisitions
       • Wed, Jul. 9 AJG 1 Comment

    Summary

    • AJG is expected to grow faster than its peers via organic growth and numerous mergers & acquisitions.
    • The company is undervalued as compared to its peers by 23% in terms of earnings growth, 15% in terms of its balance sheet, and 19% on a DCF basis.
    • Overall, I’m forecasting an upside of 15% to 26% with a downside risk of 10% for the stock.
  • Equity One: Strategic Locations Equals Steady Income For Investors
    Tue, Jul. 1 EQY 7 Comments

    Summary

    • Equity One's development pipeline will fuel continued growth.
    • The company's undervaluation relative to peers makes the current price attractive for investors.
    • Equity One will continue to be a steady income-producing investment going forward.
  • Chesapeake Is Positioned Well As An Undervalued Long-Term Energy Investment
    Thu, Jun. 26 CHK 3 Comments

    Summary

    • Chesapeake is undervalued as compared to its competitors.
    • Future stock growth should be catalyzed by increased fuel production.
    • The stock is breaking out to a new 52-week high and looks good for the long term.
  • SPX Corporation Has 20% To 30% Upside Potential On Valuation And Growth
       • Tue, Jun. 24 SPW Comment!

    Summary

    • Strength in the Flow and Industrial segments will drive this year’s growth.
    • The valuation is attractive, creating a great opportunity for investors.
    • Overall, I see 20% to 30% upside for the stock over the next year.
  • What To Expect From Gas Prices This Summer
    Mon, Jun. 23 UGA 1 Comment

    Summary

    • The situation in Iraq and multiple other factors has led to a rise in gas prices.
    • Prices are likely to rise further this summer.
    • The United States Gasoline ETF provides an easy way to trade the gas price fluctuations.
  • Facebook Is Not Overvalued
    Mon, Jun. 16 FB 34 Comments

    Summary

    • A deeper look into Facebook’s valuation shows that the stock is not overvalued.
    • Strategic acquisitions will help the company remain a leader in social media and avoid the risk of becoming irrelevant.
    • The stock has a good chance of becoming a multi-bagger over the next few years.
  • Downward Pressure For Exelon As Money Is Raised For Pepco Holdings
    Fri, Jun. 13 EXC 17 Comments

    Summary

    • The Secondary Offering of 50 million shares dilutes current shares.
    • Declining expected revenue puts further downward pressure on the stock.
    • Now is not the best time to buy.
  • Del Frisco's Restaurant Growth Could Lead To 20% Annual Stock Gains
    Wed, Jun. 11 DFRG 2 Comments

    Summary

    • The company has the potential to add over 150 Grilles in the United States.
    • The focus on strategic sites will capitalize on optimal sales, reasonable construction costs, and attractive rents.
    • The stock is fairly valued in terms of other restaurant stocks and its own future growth.
  • Ford's ONE Ford Plan And New Vehicles Will Spur Growth
    Sat, Jun. 7 F 46 Comments

    Summary

    • The ONE Ford Plan involves practicing key behaviors to deliver results.
    • New vehicle models are likely to create excitement among buyers.
    • The stock should perform well on strong replacement demand and continued economic improvement.
  • Seadrill's West Jupiter To Enhance Future Growth
    Wed, Jun. 4 SDRL 73 Comments

    Summary

    • The West Jupiter drillship brings the company’s total backlog up to $20 billion.
    • The company has above average expected earnings growth.
    • With a 10% dividend yield, Seadrill looks like an attractive investment.
  • What Google's Self Driving Car Says About The Company
    Sun, Jun. 1 GOOG, GOOGL 21 Comments

    Summary

    • Google is making the Scalawagons of Oz a reality with its self-driving car.
    • The key concept here is that Google is pushing the limits of innovative technology.
    • The stock is undervalued as compared to the industry.
  • Newell Rubbermaid: New Game Plan To Stimulate Growth
    Fri, May. 30 NWL 2 Comments

    Summary

    • Free cash flow has declined overall over a ten-year period.
    • However, the company has new strategies to spark new growth.
    • Based on expected growth, investors can expect average returns.
  • Where Banco Santander Is Experiencing Growth And Where It Is Lagging
    Sun, May. 25 SAN 29 Comments

    Summary

    • Growth is strong for the company in certain geographic regions.
    • Other regions are experiencing a lag in business.
    • The valuation remains attractive as investors are still catching on to the opportunity.
    • The stock remains a buy especially with a 6.5% yield as icing on the cake.
  • Tactical Initiatives To Improve Tetra Technologies
    Wed, May. 21 TTI Comment!

    Summary

    • The tactical initiatives should improve the business by increasing revenue, cash flow, and earnings.
    • TETRA's overall valuation is fair as compared to the industry.
    • The stock is likely to rise as TETRA's initiatives drive an improvement in earnings consistency.
  • Look At What's Happening To Apple's Gross Margin Now
    Fri, May. 16 AAPL 48 Comments

    Summary

    • Apple’s gross margin peaked in 2012.
    • The current direction of the gross margin should give us an indication of the stock’s future direction.
    • Valuation and catalysts will also play into the stock’s direction.
  • Medbox: Did The Recent Sell-Off Make This Medical Marijuana Stock A Buy?
    Mon, May. 12 MDBX 18 Comments

    Summary

    • Is Medbox now trading at an attractive valuation after the recent sell-off in the stock?
    • What are the long-term prospects for the company?
    • What is the likely direction for the stock?
  • Griffon: How Will Valuation And Subsidiary Performance Affect The Stock?
    Sun, May. 11 GFF 3 Comments

    Summary

    • Will the company see continued strength in its subsidiaries to drive future revenue and earnings growth?
    • How is Griffon valued as compared to the industrial goods industry?
    • How well will the stock perform as compared to S&P 500 over the next two years?
  • AMAG Pharmaceuticals: Biotech At A Turning Point
    Mon, May. 5 AMAG 2 Comments

    Summary

    • The recent sell-off in the stock has improved the valuation for AMAG Pharmaceuticals.
    • The company stands to benefit as it plans to increase market share for its commercial drugs.
    • AMAG is expected to turn a profit this year, which should drive the stock higher.
    • However, investors will have to assess their risk tolerance as threats to the share price remain on the table.
  • Sonic Automotive: New Strategies Could Foster Significant Future Growth
       • Tue, Apr. 29 SAH 3 Comments

    Summary

    • Sonic Automotive is undervalued as compared to its competitors.
    • The company’s new strategies should create a new competitive advantage.
    • The stock should perform well over the long term as these initiatives contribute to the bottom line.
  • Canadian Energy Services: Strong Player In The Oil Sands And Growing In The U.S.
       • Wed, Apr. 23 CESDF 2 Comments

    Summary

    • Canadian Energy Services is a strong player in the Canadian oil sands and in the U.S.
    • The company should experience double-digit revenue growth as it becomes more vertically integrated.
    • All of this is great, but does the current valuation provide a good entry point for the stock?
  • Herbalife: Time To Look At The Long Side Again
    Thu, Apr. 17 HLF 417 Comments

    Summary

    • There are multiple hedge and mutual funds in favor of owning Herbalife, but only one calling for the company's demise.
    • The recent FBI investigation has caused more concern for the company and investors.
    • After 34 years in business, has anything really changed that would cause the company's demise?
    • I think that it is likely that the stock will eventually recover.
  • Skystar Bio Pharmaceutical Company: Undervalued With A Strong Growth Catalyst
       • Tue, Apr. 15 SKBI 6 Comments

    Summary

    • Skystar is undervalued by a large margin, giving the stock plenty of room to run.
    • The new vaccine facility should provide a catalyst for future growth.
    • The downside is protected by regulatory changes that should limit competition.
  • Omnova Solutions: Conditions Are Ripe For An Annual 30% Increase In Stock Price
       • Sun, Apr. 6 OMN 3 Comments

    Summary

    • Omnova combines a compelling undervaluation with strong earnings growth.
    • The company is seeing increased demand in numerous segments.
    • New investments in facilities should maximize revenue and drive down costs in future years.
    • The stock is likely to rise 30% annually over the next 2 years.
  • New Source Energy Partners: High-Reward, Low-Risk MLP With 10% Yield
    Tue, Apr. 1 NSLP 4 Comments

    Summary

    • The high 10% yield and aggressive growth strategy make New Source Energy Partners a high-reward investment.
    • The downside risk is protected by the stability of oil prices, hedging, and a strategic acquisition strategy.
    • Success is likely for investors as management is dedicated to delivering profitable and stable growth for unitholders.
  • Value Of A Possible DirecTV And Dish Network Merger
    Mon, Mar. 31 DTV, DISH 2 Comments

    Summary

    • There have been reports that Dish Network has approached DirecTV about a possible merger.
    • Consolidation seems to be in vogue in the cable TV industry as Comcast attempts to acquire Time-Warner.
    • If a merger were to occur between Dish Network and DirecTV, it would likely be valuable for both companies from an investor standpoint.
  • Expect FedEx To Outperform The S&P 500
    Tue, Mar. 25 FDX 5 Comments

    Summary

    • FedEx took an expected hit to earnings as a result of the severe winter weather.
    • Stable fuel prices and share buybacks should help to put a floor under the stock price.
    • The outlook for the future still looks positive as earnings growth looks strong over the long-term.
  • JA Solar: Significant Upside Is Likely On Valuation And Growth
    Mon, Mar. 24 JASO 9 Comments

    Summary

    • Improvements in the solar market have led JA Solar to turn a profit for Q4 2013.
    • Strong shipments are expected to continue in 2014.
    • Multiple fundamentals are improving for the company which should lead to higher stock prices.
  • High Volatility Creates Trading Opportunities For Marijuana Stock, Growlife
    Thu, Mar. 20 PHOT 218 Comments

    Summary

    • Pot is currently hot in the stock market as a result of new marijuana-friendly laws in Washington and Colorado.
    • However, Growlife is overbought, overvalued and declining from a recent sharp peak.
    • Investors have gotten overly giddy; therefore I think that there is more downside ahead in the near term for the stock.
  • Cantel Medical: Segment Strength Is Driving The Stock
    Tue, Mar. 18 CMN 2 Comments

    Summary

    • Cantel’s stock has momentum over the long-term.
    • The company is achieving strong growth in its largest segments.
    • The stock should continue to beat the S&P 500 driven by its above average earnings growth.
  • Systemax: Attractive Undervaluation With Strong Earnings Improvements
       • Sat, Mar. 15 SYX Comment!

    Summary

    • Systemax is at a fundamental turning point.
    • Earnings are expected to be positive for 2014 after two unprofitable years.
    • Earnings in 2014 are expected to increase by more than 400% over 2013.
    • The valuation is still attractive even after a sharp rise in the stock.