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David Zanoni

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  • Jeremy Siegel: Dow 17,000 In 2013 [View article]
    That was a quote from Jeremy Siegel - someone who studies the markets for a living. If you can find facts against what he said, let's hear them.
    May 21 09:40 PM | 1 Like Like |Link to Comment
  • Jeremy Siegel: Dow 17,000 In 2013 [View article]
    The PE on the S&P 500 is only 14 right now. Sure, a correction is due. But for those telling people to sell everything is just ridiculous. Have a long-term view, dollar-cost average into your holdings and you'll have nothing to worry about.
    May 21 09:37 PM | Likes Like |Link to Comment
  • Myriad Genetics: Disruptive Products For Cancer Diagnostics [View article]
    The company stated in its latest 10k report that it does not believe the lawsuit will have a material impact on its business, financial position, or results of operations. Furthermore, the lawsuit only pertains to the BRCA testing for breast and ovarian cancer, not all of Myriad's diagnostics. If Myriad loses the case, the company will still be diagnosing patients for these tests, but the door will be open for more competition.

    Myriad's myRisk diagnostics will be replacing the single-gene tests in 2015.
    May 19 05:48 PM | Likes Like |Link to Comment
  • Energy And Biotechs With Recent Earnings Catalysts [View article]
    CEOs and other execs typically sell company stock to keep their portfolios balanced. Large sales aren't automatically an indication of a lack of confidence.
    May 13 08:31 PM | Likes Like |Link to Comment
  • The Obama Administration's Natural Gas Policy Is Tragically Misguided [View article]
    I think you have to let the market determine whether natural gas exporting makes sense or not. If exporting is profitable for natural gas producers, then it will happen. Taxes and subsidies can be used to influence this profitability.
    May 10 08:34 AM | 11 Likes Like |Link to Comment
  • Chesapeake Sells Granite Wash Midstream Assets To MarkWest: Quick Read [View article]
    There is definitely potential with CHK. I think an increase in natural gas demand over time will ultimately benefit investors. More car/truck fleets using nat gas, electric being generated with nat. gas, etc. should increase demand over the long-term.
    http://seekingalpha.co...
    May 9 09:02 PM | Likes Like |Link to Comment
  • Chesapeake Energy: Ironing Out The Wrinkles Could Bring A Bright Future [View article]
    factzplz,

    You don't think that $13 billion in debt for a $12 billion market cap company is not a lot of debt? That's like saying that the U.S. doesn't have a lot of debt. How much would you consider a lot of debt for CHK?
    May 8 07:50 PM | Likes Like |Link to Comment
  • Chesapeake Energy: Ironing Out The Wrinkles Could Bring A Bright Future [View article]
    cpaok,

    Those are great points, but remember CHK is allocating 85% of drilling completion capital to liquid plays.
    May 8 07:47 PM | Likes Like |Link to Comment
  • Phillips 66: Compelling Energy Investment [View article]
    deercreekvols,

    That's a great combination. I assume you owned COP before PSX was split off. By owning both, you have more diversification among the various segments of the energy sector.
    May 6 06:45 PM | Likes Like |Link to Comment
  • Phillips 66: Compelling Energy Investment [View article]
    fleetusa,

    That's a good point - there's plenty of room for dividend growth.
    May 6 06:41 PM | 1 Like Like |Link to Comment
  • Behind The Curtains At Warren Buffett's Berkshire [View article]
    poor to rich,

    I understand that point, but many small companies don't automatically become large ones either. You can lose a lot of money trying to pick the next winner. I agree to own some small or spec. stocks as a small portion of a portfolio to keep things interesting. However, having a tried and true market-beating position like BRK, which also has low downside risk is wise for the meat of a portfolio IMHO.
    Apr 30 07:23 PM | Likes Like |Link to Comment
  • If I Could Buy Just One Stock, It Would Be This One [View article]
    Keep in mind you're also investing in companies like Geico, Burlington Northern Santa Fe, etc. with BRK. I touched on the overall breakdown of what BRK really owns in this article: http://seekingalpha.co...
    Apr 28 09:28 PM | Likes Like |Link to Comment
  • What To Expect From McDonald's Going Forward [View article]
    I think MCD is rich in value right now. However, it should be a great long-term investment, especially when considering the dividends - MCD raises them every year.

    It might be difficult to buy the stock at the perfect time. The market is due for a pullback, so maybe the stock will sell-off if we get a correction. It won't matter much in the grand long-term scheme of things, though.

    Stay diversified & keep your eye on the long-term.
    Apr 28 09:24 PM | 2 Likes Like |Link to Comment
  • Why Beer Investors Have No Reason To Whine [View article]
    Omillionaires,

    Feel free to start writing articles for SA to convey your arguments - that way you will get paid each time you make your case.
    Apr 23 07:28 PM | Likes Like |Link to Comment
  • Why Beer Investors Have No Reason To Whine [View article]
    Omillionaires,

    Sure the stock may continue higher, but that doesn't mean that you should be overly bullish on SAM either. The stock is overvalued as compared to its competitors and overvalued as compared to the market. These conditions don't usually end well - be prepared for a possible steep sell-off eventually. The current valuation is a condition of risk - stay diversified.
    Apr 23 07:25 PM | Likes Like |Link to Comment
COMMENTS STATS
640 Comments
433 Likes