Daniel Jones, Seeking Alpha Journalist Profile

Articles

Winmark Stock: Shares Just Don't Make Sense At These Levels (NASDAQ:WINA)

1 week ago | seekingalpha.com | Daniel Jones

SummaryWinmark boasts strong profit margins and cash flows due to its franchise model, but revenue growth remains modest and largely driven by new store openings. Despite high profitability, the stock trades at steep valuation multiples compared to other specialty retailers, making it look significantly overvalued. Recent revenue growth is not robust enough to justify the current price, especially given stagnant merchandise sales and reliance on one-off gains.
BancFirst (BANF): Shares Are Close To Justifying A Downgrade

1 week ago | seekingalpha.com | Daniel Jones

Jun. 19, 2025 10:44 AM ETSummaryBancFirst continues to deliver strong growth in deposits, loans, and non-interest income, maintaining excellent asset quality despite a challenging banking environment. The bank’s reliance on traditional deposits and minimal use of debt support its robust balance sheet, though uninsured deposits remain a moderate risk factor.
Surgery Partners: The Plunge Doesn't Justify An Upgrade (NASDAQ:SGRY)

1 week ago | seekingalpha.com | Daniel Jones

Jun. 18, 2025 6:34 PM ET, , , , , Robust cash flow analyses of oil and gas companies Robust cash flow analyses of oil and gas companies SummarySurgery Partners, Inc.'s stock dropped 12.3% after rejecting Bain Capital’s $25.75/share buyout, disappointing short-term investors seeking a quick premium. Management believes long-term growth prospects as an independent company outweigh the buyout offer, citing strong revenue growth and increasing case volumes.
Tootsie Roll Industries (TR): The Picture Is Getting Better

1 week ago | seekingalpha.com | Daniel Jones

SummaryTootsie Roll Industries remains a 'hold' due to its high valuation, despite improving margins and stabilizing cocoa prices. Recent financials show revenue declines but notable profit margin improvements, driven by cost controls and higher pricing. The company's strong net cash position and steady book value growth add to its investment appeal, despite the lack of growth. Relative to peers, TR stock trades at a premium on earnings and cash flow, justifying a neutral stance for now.
Lindsay Corporation: Still Not Ready For An Upgrade (NYSE:LNN)

1 week ago | seekingalpha.com | Daniel Jones

Robust cash flow analyses of oil and gas companies Robust cash flow analyses of oil and gas companies SummaryLindsay Corporation remains a 'hold' as shares are fairly valued despite recent outperformance and strong project-driven results. Recent revenue and profit growth were boosted by large, non-recurring projects, raising concerns about the sustainability of future performance.
Amalgamated Financial Remains Appealing (NASDAQ:AMAL)

1 week ago | seekingalpha.com | Daniel Jones

SummaryAmalgamated Financial continues to grow its balance sheet, with impressive deposit and loan growth, and declining debt levels. Despite recent profitability weakness and higher price-to-book multiples, the bank remains attractively valued on a price-to-earnings basis. Asset quality is a standout, with strong return on assets and equity, exceeding industry benchmarks and peers.
Iron Mountain: Still Great, But Still Too Pricey (NYSE:IRM)

1 week ago | seekingalpha.com | Daniel Jones

Robust cash flow analyses of oil and gas companies Robust cash flow analyses of oil and gas companies SummaryIron Mountain remains a high-quality operator with strong revenue and cash flow growth, especially in its data center segment and through Project Matterhorn transformation. Despite operational strength and long-term potential, the stock is still too expensive for me to upgrade from 'hold' to 'buy' at current valuations.
Escalade Stock: It's Too Early For An Upgrade (NASDAQ:ESCA)

1 week ago | seekingalpha.com | Daniel Jones

Jun. 17, 2025 12:47 AM ETSummaryEscalade's fundamentals show stabilization, with improved profitability and margins despite ongoing revenue declines and softer demand in key product categories. Management is focusing on supply chain enhancements, pricing actions, and expanding direct-to-consumer and ecommerce channels to offset tariff headwinds. Shares are attractively valued both absolutely and relative to peers, but economic uncertainty and declining sales warrant continued caution.
Elon Musk Destroyed His Last Hope Of Salvaging Tesla's Market Dominance (NASDAQ:TSLA)

1 week ago | seekingalpha.com | Daniel Jones

Jun. 16, 2025 12:43 PM ET, , , , , , , , , , SummaryTesla, Inc. faces shrinking market share and declining sales in both Europe and the US, despite overall EV market growth. CEO Elon Musk's political involvement has alienated core EV buyers, while failing to attract significant new customers from the right. Polling data shows deteriorating public perception of both Musk and Tesla, with favorability lagging major competitors.
Latham Group: Too Much Uncertainty Right Now (NASDAQ:SWIM)

1 week ago | seekingalpha.com | Daniel Jones

SummaryI maintain a 'hold' rating on Latham Group due to uncertain near-term outlook and lack of clarity on future growth timelines. Recent results show slight revenue growth but continued bottom-line weakness, with profitability metrics generally deteriorating year-over-year. Management is optimistic about 2025, projecting revenue and EBITDA growth, but industry headwinds and economic uncertainty remain significant risks.