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David Zanoni

 
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  • Why Seagate Looks More Compelling Than Apple [View article]
    QuantRec,

    Well, actually I did write about it back in Jan in the following article:
    http://bit.ly/SKSsgO

    Oh, and it doubled since then.
    Aug 27 09:31 PM | Likes Like |Link to Comment
  • Why Seagate Looks More Compelling Than Apple [View article]
    BTM,

    If you think that Seagate is selling dead technology, then you don't know Seagate. Achieving record revenue and record shipments for last quarter is not consistent with a dying technology.
    Aug 27 06:49 PM | Likes Like |Link to Comment
  • Why Seagate Looks More Compelling Than Apple [View article]
    rubicon59,

    I used the covering analysts consensus estimates for 28% annual growth for STX.
    WDC is also well undervalued and it is expected to achieve an annual growth rate of 18% - however it does not pay dividends.
    Aug 27 06:43 PM | Likes Like |Link to Comment
  • How To Play Cummins: The Undervalued Economic Engine [View article]
    Yes, hopefully we'll see more truck fleets with LNG engines in the future.
    Aug 27 12:01 PM | Likes Like |Link to Comment
  • Do Dividends Matter? [View article]
    I believe that dividends are a matter of preference for the individual investor. It depends on what the investor's goals are. Companies that increase dividends every year are great investments for those who want to generate reliable income.
    Aug 23 09:10 AM | 4 Likes Like |Link to Comment
  • Build Substantial Wealth With Genesee & Wyoming Railroad [View article]
    cannaman,

    Burlington Northern has a role with the Bakken. You can gain exposure to BNSF through BRK-B.
    Aug 22 08:01 PM | Likes Like |Link to Comment
  • CF Industries: Standout High Growth Agricultural Stock [View article]
    Maybe more sons and daughters will keep the farm running instead of moving to the cities. It would be interesting to see what the stats are on this. How many farms are being handed down to the next generation and how many are sold.
    Aug 20 06:48 PM | Likes Like |Link to Comment
  • CF Industries: Standout High Growth Agricultural Stock [View article]
    scooter-pop,

    I don't know if any company has an advantage over the others if natural gas prices doubled in a year. It probably depends on how well each company hedges that risk. CF uses physical gas supply contracts and natural gas swap contracts to manage this risk. As far as I know they are using natural gas in the gas form.
    Aug 19 01:16 PM | 2 Likes Like |Link to Comment
  • An Income Producing Strategy And Hedge For Wal-Mart [View article]
    djohnson,

    I also like the idea of selling puts when stocks are oversold, however, Wal-Mart just had a large run-up and is still near overbought levels, therefore, selling calls would probably work better right now.
    Aug 18 09:17 AM | Likes Like |Link to Comment
  • Why You Should Short Amazon This Fall [View article]
    Remember to take a look at what happened to other companies that were overvalued: NFLX & GMCR - huge sell-offs on negative news.
    Aug 17 12:39 PM | Likes Like |Link to Comment
  • Why You Should Short Amazon This Fall [View article]
    jvs3,

    Just because you like the service that Amazon provides does not mean that it is a good investment at current prices. The PE ratio is way out of control. Any negative catalyst will most likely cause a large sell-off. At the very least, the stock should be avoided at current prices.
    Apple on the other hand remains undervalued over time. The stock price never catches up to earnings, keeping its PEG ratio under 1. - Long APPL
    Aug 17 12:37 PM | 1 Like Like |Link to Comment
  • An Income Producing Strategy And Hedge For Wal-Mart [View article]
    No, I don't know him - he must be from Russia.
    Aug 17 12:24 PM | Likes Like |Link to Comment
  • An Income Producing Strategy And Hedge For Wal-Mart [View article]
    ndras,

    Why bother with such a stock? because it doesn't have the volatility that commodities have. I'm presenting it as a way to produce steady income and as a hedging strategy. Wal-Mart has its own special place in the investment universe. Conservative investors will do well over the long-haul with it. It is a great, consistent dividend raising stock for the long-term.
    Aug 17 12:22 PM | Likes Like |Link to Comment
  • eBay: A Market-Beating Investment For The New Economy [View article]
    I think that Visa, Mastercard, and PayPal all have their place in the market. I don't view them as going against each other, but working in tandem, each taking a significant piece of the pie.
    Aug 16 07:24 PM | 1 Like Like |Link to Comment
  • eBay: A Market-Beating Investment For The New Economy [View article]
    Thank you for the compliment. I have eBAY on my radar for a possible future purchase.
    Aug 15 05:21 AM | 1 Like Like |Link to Comment
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