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David Zanoni

 
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  • SuperCom: Overvalued By Almost 60% [View article]
    I also have to disagree with the author. I agree with the previous bullish thesis by Dane. Although Yoon did a good job explaining his thesis, I don't think that it has much substance to it. You'll probably find that most investors will disagree with the bear thesis and it will most likely turn out to be wrong.

    I'll reiterate that most of SPCB's revenue is recurring. Yoon presented just the opposite, which is inaccurate.
    Oct 30 08:26 AM | 4 Likes Like |Link to Comment
  • Update: Buffalo Wild Wings Exceeds Earnings Estimates For Q3 [View article]
    Rick,

    Good point. There is plenty of growth left for BWLD.
    Oct 29 09:25 AM | Likes Like |Link to Comment
  • Vapor Corporation: Ignore The Volatility, Focus On The Long-Term [View article]
    What has changed is that VPCO is now focused on offering more vaporizers in their product mix, which have higher margins. The higher margins will lead to profitability for 2015. You have to look ahead, instead of focusing on the past.
    Oct 27 05:32 PM | Likes Like |Link to Comment
  • Vapor Corporation: Ignore The Volatility, Focus On The Long-Term [View article]
    blackhorse68,

    This is what's happening: "There are no current disputes or disagreements between the Company and IVG and neither party is liable for any breakup fees or reimbursement of costs to the other party as a result of the termination of the asset purchase agreement." quote taken from this link: http://yhoo.it/1wCKAjW
    Oct 27 03:13 PM | Likes Like |Link to Comment
  • Vapor Corporation: Ignore The Volatility, Focus On The Long-Term [View article]
    Pat45,

    First of all, I don't own the stock and I'm not a pump and dumper. Secondly, the company is increasing revenue year-over-year. What has changed is that VPCO is now focused on offering more vaporizers in their product mix, which have higher margins. The higher margins will lead to profitability for 2015.
    Oct 27 03:06 PM | Likes Like |Link to Comment
  • Vapor Corporation: Ignore The Volatility, Focus On The Long-Term [View article]
    Joe,

    You make some valid points, but those issues are temporary and can be fixed. The company is now focused on growing the vaporizer side of the business. So, I think that investors can pick up the stock at a great price for the long-term.
    Oct 26 03:40 PM | Likes Like |Link to Comment
  • Vapor Corporation: Ignore The Volatility, Focus On The Long-Term [View article]
    birder,
    If you look at annual revenue data, you'll see that it has increased by over 30% year-over-year. One quarter's performance isn't really giving the company justice for the long-term.
    Oct 26 01:08 PM | Likes Like |Link to Comment
  • Need Some Safety? Look At South Jersey Industries As A Solid Long-Term Utility Dividend Investment [View article]
    good one, al.
    Oct 18 09:44 PM | 1 Like Like |Link to Comment
  • Need Some Safety? Look At South Jersey Industries As A Solid Long-Term Utility Dividend Investment [View article]
    mulligan2,

    That's a good idea, especially since the market has been so volatile.
    Oct 18 09:43 PM | 1 Like Like |Link to Comment
  • Update: China Cord Blood Beats Earnings Estimates For Q1 [View article]
    I think that the lowered EPS guidance is already priced in.
    Oct 14 07:23 PM | Likes Like |Link to Comment
  • Apple Is Worth Much More On A Discounted Cash Flow Basis [View article]
    John Heil,

    Great points - you have a good understanding of Apple as an investment.
    Oct 13 09:46 PM | 1 Like Like |Link to Comment
  • Apple Is Worth Much More On A Discounted Cash Flow Basis [View article]
    Stewartij and Esekla,

    Thank you for following up on the details. I don't like to use a WACC in my DCF - instead I typically use 9% as the discount rate as the minimum annual long-term return that we as investors want to beat.

    FCF = free cash flow = operating cash flow minus CapEx

    I'm using a long-term growth rate of 3% for years 11 and beyond.

    Of course DCF analysis is somewhat subjective based on whoever is doing the calculations, but I don't think that I used any figures that are too far fetched. Ultimately, the direction of the stock will be contingent upon sales and the quarterly earnings reports going forward.
    Oct 13 09:16 PM | 5 Likes Like |Link to Comment
  • Apple Is Worth Much More On A Discounted Cash Flow Basis [View article]
    Gary J,

    I also talked about the strength of the initial orders for the iPhone 6 & 6 Plus - that is important and it was addressed in the article.
    Oct 13 08:49 PM | 2 Likes Like |Link to Comment
  • Apple Is Worth Much More On A Discounted Cash Flow Basis [View article]
    NorthPoint,

    Saying that the competition is smarter is not necessarily accurate. Who is smarter? Samsung? Are they smarter because they introduced a large phone and a smart watch before Apple? Samsung is experiencing declining earnings for this year and most likely next year, while Apple is expected to post earnings increases. These are businesses and Apple is more successful at achieving positive earnings results than any of its hardware competitors.
    Oct 13 08:44 PM | 2 Likes Like |Link to Comment
  • Apple Is Worth Much More On A Discounted Cash Flow Basis [View article]
    NV_Gary,

    What I mean that the stock still has some catching up to do is exactly because it is currently not trading much higher than where it was back in 2012 adjusted for the stock split. I think that the stock overshot to the downside and that it should be trading much higher. Strong gains should come when the actual sales figures are reported for the current quarter.
    Oct 13 08:35 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
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