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David Zanoni  

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  • Actinium Pharmaceuticals: Perfect Storm For A Falling Share Price [View article]
    The stock is down 18% since my article was written - so far, so good.
    Jul 9, 2015. 08:40 PM | Likes Like |Link to Comment
  • Apple Clobbers Samsung In China [View article]
    wwhite78,

    That's a great question: How would someone that is long AAPL respond to the statement that Apple has become an imitator, instead of an innovator?

    Apple has always been an innovator by making the best or most popular products. The Mac was a more reliable version of a PC; the iPod was a more advanced version of an MP3 player; the iPhone, a more advance cell phone. Apple didn't invent the computer, the MP3 player, the cell phone, or the watch. What they do is make existing products more advanced, user-friendly, and popular. Ultimately, what matters is that the company continues to increase sales, earnings, and cash flow year-over-year. That is what investors should be concerned about.

    The iPhone hit the markets in 2007 - 8 years ago. The fact that the company achieved increased sales year-over-year on new versions demonstrates that the company is effectively innovating - even if the innovations are incremental changes to existing products. Apple doesn't have to be the first to invent something - they just have to continue to offer products that will increase sales over the long-term and do it profitably. Apple is doing just that.
    Jul 8, 2015. 03:48 PM | 4 Likes Like |Link to Comment
  • My Bet On Seeking Alpha's Future [View article]
    David,

    Your efforts over the years are highly appreciated for building SA into what it is today. You are a true visionary who has built an incredible interactive, effective platform for investors. Thank you for all of your efforts.

    Eli,

    Congratulations, on your new position as CEO. I am confident that you will do an excellent job for SA in your new role as you have done an excellent job over years in your current role.
    Jul 2, 2015. 08:26 PM | 2 Likes Like |Link to Comment
  • IBM Is Trading Below Its Intrinsic Value [View article]
    mtairyinvest,

    Yes, IBM is currently boosting EPS by buying back stock, but the fact that the company produces billions of free cash flow shows that they do have quality earnings.

    The catalyst that will drive the company to grow revenue again is the Internet of Things, which is just beginning. Vehicles, health monitoring systems, home/industrial appliances, traffic lights, HVAC systems, fitness bands, lighting systems, you name it. More and more things have sensors embedded in them to provide data to users/companies. IBM has solutions for companies to analyze and make sense of this increasing amount of data.

    The discounted cash flow model is a better valuation method for determining a company's intrinsic value. Since IBM trades below its intrinsic value, it is attractively valued.
    Jul 2, 2015. 07:57 PM | 1 Like Like |Link to Comment
  • IBM Is Trading Below Its Intrinsic Value [View article]
    David B,

    You are wise to do an in depth study of the company. Thank you for adding your insight. Patience and a long-term viewpoint is likely to be rewarded.
    Jul 2, 2015. 07:44 PM | Likes Like |Link to Comment
  • IBM Is Trading Below Its Intrinsic Value [View article]
    Tai Yu,

    That mentality is what causes investors to fail to see an undervalued company with future potential. Most investors don't have enough patience to wait out a blip in performance. In this regard, investors fail to see the future potential. You have to look at the growth of data and the need to process it to understand IBM's future potential. Past recent performance is not an indicator of future performance. Current investors will be paid a dividend to wait.
    Jul 1, 2015. 01:34 PM | 5 Likes Like |Link to Comment
  • IBM Is Trading Below Its Intrinsic Value [View article]
    dealjunky,

    You are not looking at the future potential. IBM stands to benefit from the cloud and the need for companies to process data for the Internet of Things.
    Jul 1, 2015. 11:54 AM | 3 Likes Like |Link to Comment
  • IBM Is Trading Below Its Intrinsic Value [View article]
    dealjunky,

    I think Warren Buffett understands IBM more than many think. He is a patient investor and doesn't mind if a stock he buys drops in price within a few years after he buys it. When the price drops, he adds to his position, thus lowering his cost basis. The problem is that few have patience anymore, causing them to give up and sell prematurely. IBM is a cash flow king, paying dividends and buying back stock. When revenue growth returns, the stock will rise significantly. This will be evident 5 to 10 years from now.
    Jul 1, 2015. 09:40 AM | 11 Likes Like |Link to Comment
  • The #1 Stock In The World [View article]
    How about shorting XIV now with the Greek debt fears on the table? Or buy VIX.
    Jun 29, 2015. 08:35 PM | Likes Like |Link to Comment
  • Partying Like It Is 2007 [View article]
    madmasthathi,

    Yes you are correct. Back in 2007, the real estate market was beginning to decline and interest rates hit a peak. Our current situation is not like 2007. However, the market is due for a correction and the Greek situation looks like a good trigger.
    Jun 29, 2015. 08:33 PM | Likes Like |Link to Comment
  • Actinium Pharmaceuticals: Perfect Storm For A Falling Share Price [View article]
    32595835,

    Thank you for your perspective - it will be interesting to see if your target comes to fruition.
    Jun 27, 2015. 04:39 PM | Likes Like |Link to Comment
  • Actinium Pharmaceuticals: Perfect Storm For A Falling Share Price [View article]
    crichardt13,

    You can't conclude that my thesis is wrong because it didn't have time to play out yet. Time will tell.
    Jun 27, 2015. 04:34 PM | Likes Like |Link to Comment
  • Netflix Stock Has Peaked [View article]
    I understand that Netflix can continue to grow revenue in new markets. What I'm pointing out is that the stock has reached a peak - I never said that the stock cannot return to that peak and exceed that level, but I do think that a large correction is underway.
    Jun 27, 2015. 03:44 PM | Likes Like |Link to Comment
  • Netflix Stock Has Peaked [View article]
    kpsmith,

    Its true that the market sometimes trades irrationally, but over the long term the fundamentals matter and the market adjusts. The wiser investors are buying Apple and selling Netflix based on this irrationality. The market is not measured effectively over a period of 3 months - you can't think that the market will continue to behave the way it has just based on the last 3 months.

    Free cash flow is an investors friend - Apple has loads of it, but Netflix's is negative. FCF is what is used to pay dividends and to do share repurchases.
    Jun 27, 2015. 03:40 PM | 1 Like Like |Link to Comment
  • Netflix Stock Has Peaked [View article]
    kpsmith,

    There is more to it than Carl selling his position. The company's ROE is declining. This is something that can easily be overlooked. Stocks can be overvalued for a while, but eventually the market will do the price discounting, especially when a deterioration exists in fundamentals. Plus negative free cash flow is undesirable.
    Jun 27, 2015. 03:34 PM | 2 Likes Like |Link to Comment
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