Seeking Alpha

David Zanoni

 
View as an RSS Feed
View David Zanoni's Comments BY TICKER:
Latest  |  Highest rated
  • Update: JA Solar Earnings Q2 2014 [View article]
    William,

    How does Gordon Johnson get an $8 price target with an undervalued stock that is expected to grow revenue and earnings at double-digit rates? It doesn't make any sense.
    Aug 21 08:23 PM | 1 Like Like |Link to Comment
  • Who Is Going To Finally Stop Herbalife? [View article]
    Rogier,

    Half of all businesses fail and that includes established franchises. People take a certain risk by starting a venture. Some of the churn are those who want to try the product with a discount. Others want to give the business opportunity a try - if it doesn't work out to their liking, they stop trying. No harm there.
    Aug 20 07:53 PM | 7 Likes Like |Link to Comment
  • IPG Photonics: Double-Digit Growth On High Tech Lasers [View article]
    Yes, IPGP does have products for telecom applications. Details can be found on the company's website: http://bit.ly/1pCOGrm
    Aug 17 01:29 PM | Likes Like |Link to Comment
  • Is Facebook Preparing For An Inversion? [View article]
    monfrere,

    Zuckerberg clearly stated on the last conference call that active U.S. users spend an average of 45 minutes per day on the site. That is very bullish for FB stock IMO.
    Aug 16 02:14 PM | Likes Like |Link to Comment
  • IPG Photonics: Double-Digit Growth On High Tech Lasers [View article]
    Note: The chart has been updated.
    Aug 15 10:39 AM | Likes Like |Link to Comment
  • IPG Photonics: Double-Digit Growth On High Tech Lasers [View article]
    David Allen,

    Excellent point - IPG is likely to gain a competitive advantage due to their 'cutting edge' innovative products.
    Aug 15 10:09 AM | Likes Like |Link to Comment
  • IPG Photonics: Double-Digit Growth On High Tech Lasers [View article]
    ccsqrd,

    Thank you for pointing out the chart issue. That was the result of leaving off the P when getting the quote. The IPGP chart will be inserted.
    Aug 15 09:33 AM | Likes Like |Link to Comment
  • Bridge Watch On The MS Herbalife [View article]
    I think what Mr. Steadson means is that the stories coming from the shorts are becoming more bizarre. The shorts are now at the point of not being able to outdo themselves.
    Aug 11 08:14 PM | 9 Likes Like |Link to Comment
  • Bridge Watch On The MS Herbalife [View article]
    HOD posted her thesis on my last positive article on the company. I see it as another attempt to distract investors. It's just a made-up thesis dressed up as having some validity to it.

    The FTC investigation was only brought on after pressure from Ackman. Herbalife is confident that it will have a positive outcome.
    Aug 11 08:04 PM | 8 Likes Like |Link to Comment
  • Update: Arthur J. Gallagher Q2 Earnings [View article]
    If the company meets/exceeds earnings expectations for the majority of its quarters, I think $59 could be reached during that time frame.
    Aug 8 06:27 PM | Likes Like |Link to Comment
  • Facebook Will Continue Its Rise From The Pits [View article]
    These are not virtual profits like the late 90s. Many companies back then weren't profitable, but their stocks were getting bidded up to unreasonable levels based on hopefully turning a profit in the future. FB is profitable now and it has the means to buyout competitors that would be a threat.
    Aug 8 08:57 AM | 4 Likes Like |Link to Comment
  • Facebook Will Continue Its Rise From The Pits [View article]
    IntheTube,

    The author addressed the PE issue by showing how FB's growth exceeds its forward PE via the reasonable PEG ratio. I think that FB will be a market leader for the foreseeable future. Active users in the U.S. spend an average of 45 minutes a day on the site. That can only be positive for advertising.
    Aug 8 08:02 AM | 3 Likes Like |Link to Comment
  • Time To Buy Herbalife Again [View article]
    sr.sr,

    Your comment is an example of the naysayers on here who make accusations that aren't true. If you do that directly to me, what's to prevent you from doing it about HLF?
    Aug 7 07:18 PM | 5 Likes Like |Link to Comment
  • Time To Buy Herbalife Again [View article]
    E. Robert Smith said "How would you like to own a company where thousands of people are spending their time and money promoting your company and its products, and you didn’t have to pay them for doing so"

    Of course I would - if people are willing to promote products without getting paid, that's excellent for business. What's not to like? People actually pay companies and advertise for them when they purchase brands like Nike shirts with the logo on them.

    Many people join HLF to lose weight, get fit and the shakes help them do that. All of this talk about victims is an exaggeration.
    Aug 7 07:15 PM | 5 Likes Like |Link to Comment
  • Is It Wrong To Take A Position In A Stock And Then Write About It On Seeking Alpha? [View article]
    David,

    Thank you for clearing things up for readers. There is a lot of misunderstanding regarding those phrases.
    Aug 6 10:02 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
927 Comments
857 Likes