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David Zanoni

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  • Ford: Reaffirming My $20 Price Target Based On Today's Data [View article]

    Thank you for linking to my update article.


    The current dip in price is likely to be a good entry point over the long-term. The gains for the stock are likely to come next year when earnings are expected to increase significantly.
    Aug 1 04:17 PM | 2 Likes Like |Link to Comment
  • Update: Ford Reports Better Than Expected Sales For July [View article]
    The lower transaction prices per vehicle can be OK if the company can offset them with lower costs. The Q3 report should provide how well F did in that respect.
    Aug 1 04:08 PM | 1 Like Like |Link to Comment
  • Short Sellers And Seeking Alpha [View article]
    You can actually see the results of SA and other analysts/bloggers on Just go to the website and type the author's name in the search box.

    SA is currently testing a performance measurement system.
    Aug 1 02:04 PM | 1 Like Like |Link to Comment
  • Update: Facebook's Valuation [View article]

    I would argue that Facebook has a larger moat than Apple. Apple has many competing products in an industry that changes constantly. Facebook is the go-to site for connecting socially on the web. What real competition does Facebook have? FB has millions of established connections between users, their relatives, friends, and coworkers. Those connections took time to establish. FB has a stronghold on social media and it is increasing its advertising income. That's why FB has a higher valuation than Apple.
    Jul 31 08:11 PM | 2 Likes Like |Link to Comment
  • Update: Cover The United States Gas ETF Trade [View article]

    I'm glad the trade worked out for you.
    Jul 29 06:44 PM | Likes Like |Link to Comment
  • Announcing SA's First Outstanding Performance Award Winners [View article]
    Bravo to the SA team for implementing this. I think that many of the commentors here don't see that the articles picked as winners were not random, but were picked because the authors had a solid thesis that played out. This is a great enhancement to keep things interesting and exciting as a contributor.
    Jul 28 09:58 PM | 2 Likes Like |Link to Comment
  • Update: Facebook's Valuation [View article]
    You sell when something has changed fundamentally with the business - significant declines in revenue/earnings growth/gross margin, etc. For example, when Apple peaked a few years ago around $700, there were issues raised about the company's gross margin. Many investors did sell out of Apple at that time. However, Apple's gross margin has stabilized and the stock is performing well again.
    Jul 27 04:53 PM | Likes Like |Link to Comment
  • Update: Facebook's Valuation [View article]

    That might be true for a company that has average earnings growth, but FB has earnings that at least triple the average, so it will most likely continue on w/ a high PE. That's why I think the PEG is the more important metric for FB, and the PEG shows a fair valuation.
    Jul 26 10:26 AM | 2 Likes Like |Link to Comment
  • Facebook May Be Fairly Valued, But It Is Not A Buy [View article]
    How about these for buy catalysts: 829 million daily active users and growing. U.S. users spend an average of 40 minutes per day on the site - this is huge for advertisers. Revenue and earnings are expected to grow at an above average pace. See my article for more.
    Jul 25 09:43 PM | Likes Like |Link to Comment
  • Update: Facebook's Valuation [View article]

    The fact is, Facebook is growing its user base and it has 829 million DAILY active users who at least in the U.S. spend an average of 40 minutes per day on the site. This is huge for advertisers. You can't compare FB w/ AOL - they are two entirely different businesses. MySpace experienced declines because of guess who? Facebook! The valuation metric that matters for FB is the PEG in my opinion as stated in the article - currently the PEG is between 1 & 2, which is a fair value range. More advertisers paying FB = more revenue/earnings growth going forward.
    Jul 25 09:24 PM | 1 Like Like |Link to Comment
  • Update: Facebook's Valuation [View article]

    Facebook could hit a bump if its earnings fall short of expectations. The stock would sell-off sharply if such an event happened. However, I think that the company will have more positive earnings reports than negative, which will drive the stock higher over the long-term.
    Jul 25 05:47 AM | 6 Likes Like |Link to Comment
  • Update: Facebook's Valuation [View article]
    I don't know about Starmine, but you can see my track record on I'm in the Top 50 w/ a success rate of over 70%.
    Jul 25 05:44 AM | 4 Likes Like |Link to Comment
  • Del Frisco's Restaurant Growth Could Lead To 20% Annual Stock Gains [View article]
    thank you.
    Jul 23 09:25 PM | Likes Like |Link to Comment
  • Cogeco Cable: TiVo To Act As A Growth Catalyst [View article]
    There's also typcially a lack of comments on lesser known small-cap companies, so this article had a double-whammy. Regardless, I'm happy to give small companies a little more coverage.
    Jul 20 07:43 PM | Likes Like |Link to Comment
  • Outerwall: Stock To Double On EcoATM Growth And Buybacks [View article]
    The stock took a similar dip last year, but recovered just as quickly. We'll have to see if OUTR can turn that around.
    Jul 15 07:18 PM | Likes Like |Link to Comment