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David Zanoni

 
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  • Update: Keurig Green Mountain Beats FQ4 Earnings - Valuation And Guidance Could Spell Trouble [View article]
    AncientGreek,

    That's true - 2012 did have a larger sell-off, but 2013's sell-off was still over 30% and significant. The stock tends to overshoot to the upside and the downside. I pointed out the buying opportunity last fall and now I'm pointing out in this update that the stock is likely to experience a sell-off in the near term.
    Nov 21 08:46 AM | Likes Like |Link to Comment
  • Update: Skystar Bio-Pharmaceutical Company Q3 Earnings - Key Developments [View article]
    Loeser,

    This is an update article: click on the link to my original article in the second paragraph. There is much more depth of analysis there.

    Also, I don't have the means to own every stock that I write about, so that is irrelevant.
    Nov 19 07:36 PM | Likes Like |Link to Comment
  • Strong Earnings And Low Valuation To Catalyze Horizon Pharma [View article]
    The selling of shares could just be a rebalancing of portfolios for shareholders that held the stock from a much lower price. I'm looking ahead at the growth prospects for the long-term and I think that the company looks attractive.
    Nov 14 07:47 AM | 2 Likes Like |Link to Comment
  • Strong Earnings And Low Valuation To Catalyze Horizon Pharma [View article]
    Horizon just announced on 11/13 of a secondary offering of 11,660,445 of its ordinary shares held by existing shareholders. Since the shares are held by existing shareholders and new shares are not being offered, this offering is non-dilutive in nature. Therefore, the 5% sell-off in the stock on 11/13 just made the company more attractive valuation-wise.
    Nov 13 07:45 PM | 2 Likes Like |Link to Comment
  • How 7% Yielding PDL BioPharma Is Reinventing Itself [View article]
    mmus,

    Thank you for your perspective. PDL has already acquired assets from Depomed and obtained the Cerdelga deal - these are assets that will provide income beyond the Queen et al. patent expirations. PDL also provides financing to other companies to collect interest income. The company is already showing that it can do these deals.

    Wellstat owes $54 million to PDL and PDL believes that it will be able to recoup the full amount owed, based on the value of collateral.

    See my previous comment above regarding valuation and see rashbaugh's comment below regarding the auditing issue.
    Nov 12 08:22 PM | Likes Like |Link to Comment
  • How 7% Yielding PDL BioPharma Is Reinventing Itself [View article]
    Darren and User 9276441,

    Thank you for your interest in the forward projections. I didn't project beyond the patent expirations because PDL is still in the process of acquiring income producing assets. It would be impossible to project for assets that are not yet acquired. Depomed and Cerdelga are 2 assets already on board in addition to the financing provided to other companies. I would expect more deals to be made over the next year. Sure, it is possible that PDL won't be able to replace all of the revenue immediately. With the valuation beginning at such a low level, PDL could have its EPS cut to $0.50 and still have a PE of 16. (This year's EPS is expected to be $2.09).
    Ultimately, investors have to ask themselves: What is the better deal right now - going long or going short? I think that the E&Y and lawsuits are not going to be material. I also think that the company is working diligently to acquire more assets similar to Depomed and Cerdelga. So, my opinion is that going long will be the better deal at this point.
    Nov 12 07:56 PM | Likes Like |Link to Comment
  • A Once In A Generation Change For Stocks [View article]
    Banmate6,

    I agree with your perspective. The economy is larger and more resilient than the Fed's policies. Sure, there will be recessions in the future - but there will also be recoveries following them. Ultimately, stocks will rise as the economy improves. When rates are raised to a certain level, we'll have another recession, which will be followed by another recovery, and the cycle continues. What happens over time, however, is that stocks rise over the long-term. So, dollar-cost averaging for the majority of one's investing money is the way to go to accumulate wealth over time.
    Nov 1 10:14 PM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
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