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David Zanoni

 
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  • Outlook For Gold [View article]
    If the price of gold continues its decline, then the miners won't look so great either. It would be better to invest in companies who are showing strength in the price of their products, rather than weakness.
    Dec 6, 2014. 10:50 AM | Likes Like |Link to Comment
  • Outlook For Gold [View article]
    skiman,

    The longer the Fed postpones raising rates, the less desirable gold looks IMO. I'm just saying that the Fed typically starts raising rates when the economy reaches 3% annual GDP growth.
    Dec 6, 2014. 10:38 AM | Likes Like |Link to Comment
  • AMAG Pharmaceuticals: Biotech At A Turning Point [View article]
    We can only look at how the current FDA approved drugs are selling. With that in mind, the stock does have some risk to it looking many years out. We don't know what will happen beyond 2018 - there could be acquisitions.

    However, revenue is expected to more than triple next year with earnings increasing significantly from negative to positive. The stock is only trading at 8X next year's expected earnings (a discount to the market and the biotech industry). That's how you value it. But, it depends on how long your time horizon is.
    Dec 4, 2014. 08:27 PM | 1 Like Like |Link to Comment
  • Don't Buy Oil Stocks, Buy Stocks In This Industry Instead [View article]
    7750000,

    That's true we are not facing a large global shift from oil to other fuel sources. However, what we are seeing is a large increase in the supply of oil which has led to a decline in price. Lower prices = lower revenue for the oil producers. Revenue estimates for the big oil companies are all lower for 2015 as compared to this year.
    Dec 3, 2014. 08:03 PM | 1 Like Like |Link to Comment
  • Update: Seadrill Earnings - Lessons Learned From Negative FCF And High Debt [View article]
    ppars & murray555,

    Management probably didn't anticipate the price of oil falling so drastically. If the price remained steady, things would be different.

    That's why we as investors have to understand the risks of what could happen in the worse case scenarios.
    Nov 29, 2014. 09:11 AM | 2 Likes Like |Link to Comment
  • Update: Seadrill Earnings - Lessons Learned From Negative FCF And High Debt [View article]
    Larry,

    So what are your thoughts on oil prices and SDRL?
    Nov 28, 2014. 10:18 PM | 3 Likes Like |Link to Comment
  • Update: Seadrill Earnings - Lessons Learned From Negative FCF And High Debt [View article]
    Thank you, rosenose. I try my best to tell it like it is.
    Nov 28, 2014. 05:24 PM | 2 Likes Like |Link to Comment
  • Update: Seadrill Earnings - Lessons Learned From Negative FCF And High Debt [View article]
    dryoyi,

    ...not the end, but it will be a challenging period for the oil industry with depressed oil prices. This means lower revenues due to lower production and less $ earned per barrel of oil equivalent.
    Nov 28, 2014. 04:40 PM | 1 Like Like |Link to Comment
  • Update: Seadrill Earnings - Lessons Learned From Negative FCF And High Debt [View article]
    It may not be the equivalent of March 2009 for oil-related stocks. OPEC's decision to maintain current production levels will last at least until the next meeting on June 5, 2015. This is likely to keep the price of oil and the stocks of these companies depressed. OPEC could make the same decision again at the next meeting, pro-longing the pain.
    Nov 28, 2014. 04:37 PM | 2 Likes Like |Link to Comment
  • Update: Seadrill Earnings - Lessons Learned From Negative FCF And High Debt [View article]
    Yes, I see what you mean. I guess there are a lot of contributors who cover SDRL and we were probably all writing these articles at about the same time. So, I'm sorry if there is redundancy, but you have nothing to complain about if you didn't read it. My articles typically give my own take on where I think the company is going - that's not always the same for every article.
    Nov 28, 2014. 04:28 PM | 9 Likes Like |Link to Comment
  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 08:22 PM | Likes Like |Link to Comment
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