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David Zanoni

 
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  • At What Point Do You Step Into The Potential McDonald's Value Trap In Search Of Yield? [View article]
    The right CEO in the driver's seat is likely to turn things around. This recent news is a positive.
    Jan 28, 2015. 08:26 PM | Likes Like |Link to Comment
  • Update: McDonald's Misses On Q4 - Needs A Catalyst To Materialize [View article]
    rcm438,

    It looks like you got your wish with CEO Thompson announcing his retirement today. This could be the catalyst that MCD needs.
    Jan 28, 2015. 07:52 PM | Likes Like |Link to Comment
  • Update: McDonald's Misses On Q4 - Needs A Catalyst To Materialize [View article]
    rcm438,

    That might have to be one of the options - the CEO is under increasing pressure to produce results.
    Jan 27, 2015. 07:16 AM | Likes Like |Link to Comment
  • Update: McDonald's Misses On Q4 - Needs A Catalyst To Materialize [View article]
    That might be something to look into, but MCD needs to do something more to get customers into the restaurants on a regular basis. The Monopoly game helps to do that. Also, seasonal menu items can do that.
    Jan 27, 2015. 07:10 AM | Likes Like |Link to Comment
  • Seeking Alpha Contributors Top List Of Best Performing Financial Bloggers [View article]
    I think that TipRanks is a good measure for authors who are focused on the long-term. Most of my articles fit that mold. However, I may occasionally write about an opportunity that I expect to play out in the short-term. For that reason, the ability to define buys and sells would make sense.
    Jan 25, 2015. 03:21 PM | 1 Like Like |Link to Comment
  • Update: United Rentals Exceeds Q4 Earnings Estimates, Gives Guidance For 2015 [View article]
    It is an Update article which follows specific rules laid out by SA - I followed those rules. The last paragraph includes my own updated analysis, which was not previously out there.
    Jan 23, 2015. 09:18 AM | Likes Like |Link to Comment
  • Berry Plastics: Key Innovations To Drive Organic Growth [View article]
    rippoxl,

    Thank you for acknowledging the article. Many times the lesser known companies don't get a lot of comments if any.

    I'm pleased to see that the stock is up 20% since the article was written especially since the broader market has been selling off.
    Jan 16, 2015. 09:35 AM | 1 Like Like |Link to Comment
  • Magna International Is An Undervalued Play On Increased Auto Sales [View article]
    Tail Winds,

    Magna did lower its 2015 revenue forecast from $35.8 b - $37b down to $34.4b - $$36.1b. MGA also lowered its forecast for vehicle assemble sales from $3.1b-$3.3b down to $2.4b-$2.7b. Also, the market has been selling off all week, adding to the selling. You have to have a long-term view. Let the market absorb this news.
    Jan 15, 2015. 08:26 PM | 1 Like Like |Link to Comment
  • Facebook Is An Economic Castle Protected By An Unbreachable Moat [View article]
    apals,

    What evidence do you have that proves that advertising on FB is a waste of time? I could easily say that advertising for the SuperBowl is a waste of time, but without showing that evidence, my theory means absolutely nothing. Just as ads during the Superbowl reach millions of eyeballs, so do ads on FB. Since there are millions of eyeballs on FB, there will continue to be advertisers.

    The value of the company is in how well it is managed going forward. Mark Zuckerberg is a visionary and a solid leader. This strong management is what will shape the company going forward. I remain long FB because of that. If I were a developer and created the next social media hit such as Instagram, I would be happy to sell it to FB. FB did buy Instagram and WhatsApp, showing that they see the value of these platforms and to protect their own business. So, I think that will continue.
    Jan 11, 2015. 03:13 PM | 4 Likes Like |Link to Comment
  • AMAG Pharmaceuticals: Biotech At A Turning Point [View article]
    Hi Sunny,

    From what I've read, the 8-K only applies to the label warning, so the sell-off does look like an over-reaction.
    Jan 10, 2015. 01:06 PM | Likes Like |Link to Comment
  • Seeking Alpha Contributors Top List Of Best Performing Financial Bloggers [View article]
    Interesting info. It's great to see SA as the leader in the blogosphere.
    Jan 5, 2015. 07:32 PM | 1 Like Like |Link to Comment
  • U.S. Natural Gas Economics: $4 Works; $3 Is Too Low [View article]
    Isn't another factor - how the NG companies are hedged? For example, aren't most NG producers hedged to offset losses due to a falling NG price. The effective NG price should be higher for the hedged companies, making continued production viable.
    Jan 3, 2015. 08:43 PM | 1 Like Like |Link to Comment
  • Significant Potential In 2015 For Chicago Bridge & Iron [View article]
    ranjitsudan,

    For Q3, CBI generated $286 million in income from operations - you must be looking at Q1 and Q2. You have to look forward not backwards. Cash flow is expected to be positive for Q4 and for 2015.

    With that in mind, I think smart investors like Berkshire are looking forward.
    Jan 2, 2015. 10:16 AM | Likes Like |Link to Comment
  • Jeremy Siegel: Correct About 2013, Sees Dow At 18,000 In 2014 [View article]
    Amit,

    After seeing what happened this past year, do you see what I mean?
    Jan 1, 2015. 10:53 AM | Likes Like |Link to Comment
  • Jeremy Siegel: Correct About 2013, Sees Dow At 18,000 In 2014 [View article]
    Well, Jeremy was correct about Dow 18k - despite many of the negative comments saying otherwise.
    Jan 1, 2015. 10:51 AM | Likes Like |Link to Comment
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