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David Zanoni  

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  • Visa: Cash Flow Makes It A Winner [View article]
    chopchop0,

    That's funny you mentioned that. It's been on my watch list since it was under $100. I'll pick it up sooner or later.
    Mar 3, 2015. 08:29 PM | Likes Like |Link to Comment
  • Visa: Cash Flow Makes It A Winner [View article]
    Chuck,

    To address Visa's growth going forward: Visa is ensuring that it is a part of the new digital tech that emerges (recent examples include Apple Pay and Square). The company also has plans to expand geographically throughout the world.
    Mar 1, 2015. 01:30 PM | 1 Like Like |Link to Comment
  • Visa: Cash Flow Makes It A Winner [View article]
    Chuck,

    The beauty of Visa is that the company reaps the benefit of the economy. As the economy improves, the volume of sales being charged on its cards also increases. So, Visa grows along with the economy. The company will also suffer during recessions, but the growth years far outweigh the non-growth years.
    Mar 1, 2015. 01:02 PM | 2 Likes Like |Link to Comment
  • Time To Sell Visa [View article]
    Although the stock could pullback any time, I don't see a valid reason that would cause a major problem for Visa. The doom scenario in this article is not likely to happen - especially in the next few years as the economy heats up. I wrote a positive article about Visa that shows a more realistic viewpoint. http://seekingalpha.co...
    Mar 1, 2015. 10:06 AM | 2 Likes Like |Link to Comment
  • Your Biggest Risk In The Market May Not Be What You Think [View article]
    I like to dollar cost average into a diverse set of quality funds/stocks. This way, I'm making money when the market is rising and buying at low prices when the market is falling. You don't sweat the market's swings and you win over the long-term.
    Feb 28, 2015. 01:21 PM | Likes Like |Link to Comment
  • Lear Corporation: Another Company To Benefit From Increased Auto Sales [View article]
    5731311,

    That's not reality. Ultimately, time will tell, but the economy is improving, wages are beginning to rise, consumers have more money in their pockets as a result of those factors and lower gasoline prices. Therefore, the older vehicles on the road will continue to be replaced.
    Feb 25, 2015. 07:07 PM | Likes Like |Link to Comment
  • Lear Corporation: Another Company To Benefit From Increased Auto Sales [View article]
    5731311,

    What evidence do you have that we're at the top of a sales cycle?

    The evidence actually points to a long sales cycle. There are many cars older than the average of 11.4 years on the road, so the sales cycle is likely to last longer than you think. New car sales are likely to be strong until the next recession, which is most likely a few years away.
    Feb 24, 2015. 06:59 PM | Likes Like |Link to Comment
  • Thesis Finds Seeking Alpha Delivered Tremendous Value - Outlines Specific Performance Scenarios [View article]
    Mark,

    Your detailed work is appreciated.
    Feb 23, 2015. 08:01 PM | 2 Likes Like |Link to Comment
  • Outerwall: Undervalued, New Dividend, And Multiple Catalysts [View article]
    SD Davis,

    Eco ATM could be more successful than you think. The machines earn more per kiosk than Redbox.
    Feb 19, 2015. 08:43 PM | Likes Like |Link to Comment
  • DeVry: 10+% Growth + 12x Earnings + Share Buybacks = 65% Upside [View article]
    I doubt that the free community college plan would be passed by the Republican Senate and Congress.
    Feb 17, 2015. 07:47 AM | 1 Like Like |Link to Comment
  • MagnaChip Semiconductor: Poised To Outperform The S&P 500 [View article]
    Unfortunately, MX has recently announced that it had to restate earnings for 2013 and 2014. The results were significantly worse than the earnings that were previously reported. This pick didn't turn out the way I originally envisioned. Given the magnitude of the situation, it should be no surprise that my view of the company is negative. I humbly admit that I was wrong on this one.
    Feb 15, 2015. 04:53 PM | Likes Like |Link to Comment
  • Outerwall: Undervalued, New Dividend, And Multiple Catalysts [View article]
    Redbox and Netflix are likely to continue co-existing. With Redbox, you can get new releases sooner than you can with Netflix. I think they can co-exist mostly for that reason.
    Feb 13, 2015. 10:40 AM | Likes Like |Link to Comment
  • Outerwall: Undervalued, New Dividend, And Multiple Catalysts [View article]
    U2A,

    You're right, Redbox is driven a lot by convenience. You see the machine while in the checkout lane and take a look at the selections. But, you will have to get up off the couch to return the DVD.
    Feb 10, 2015. 09:35 PM | 1 Like Like |Link to Comment
  • Outerwall: Undervalued, New Dividend, And Multiple Catalysts [View article]
    JackSparrow,

    Yes, I'm sure Apple's streaming service will be successful. However, Apple already offers movie rentals through iTunes and they are priced high as compared to Redbox. Redbox still has lasting value due to its low price per rental. I doubt that Apple's service will price Redbox out of the market.
    Feb 10, 2015. 09:12 PM | Likes Like |Link to Comment
  • Berry Plastics: Likely Winner For 2015 [View article]
    wheel1,

    That's correct. Thank you for adding that in. The idea is that if the lower costs are passed on to customers, Berry's products become more competitive with the competition. For example, Versalite can be sold at a lower price, increasing the likelihood that customers will try the new cup style over Styrofoam or paper cups.
    Feb 4, 2015. 07:33 PM | Likes Like |Link to Comment
COMMENTS STATS
1,137 Comments
1,151 Likes