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David Zanoni  

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  • 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.
  • Sector Growth Looks Positive For Plexus In The Near Term
    Jul. 24, 2014 PLXS 1 Comment

    Summary

    • Net sales growth in 3 out of 4 sectors will lead to strong earnings for fiscal Q4 2014.
    • The stock is undervalued as compared to the S&P 500 and on a discounted cash flow basis.
    • The stock is likely to see an increase of about 16% - 17% over the next three months.
  • Cogeco Cable: TiVo To Act As A Growth Catalyst
       • Jul. 19, 2014 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
       • Jul. 14, 2014 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
       • Jul. 9, 2014 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
    Jul. 1, 2014 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
    Jun. 26, 2014 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
       • Jun. 24, 2014 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
    Jun. 23, 2014 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
    Jun. 16, 2014 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
    Jun. 13, 2014 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
    Jun. 11, 2014 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
    Jun. 7, 2014 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
    Jun. 4, 2014 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
    Jun. 1, 2014 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
    May. 30, 2014 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
    May. 25, 2014 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
    May. 21, 2014 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
    May. 16, 2014 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?
    May. 12, 2014 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?
    May. 11, 2014 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
    May. 5, 2014 AMAG 5 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
       • Apr. 29, 2014 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.
       • Apr. 23, 2014 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
    Apr. 17, 2014 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
       • Apr. 15, 2014 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
       • Apr. 6, 2014 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
    Apr. 1, 2014 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
    Mar. 31, 2014 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
    Mar. 25, 2014 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.