Seeking Alpha

David Zanoni

View as an RSS Feed
View David Zanoni's Comments BY TICKER:
Latest  |  Highest rated
  • Dow Chemical: 3% Dividend Plus Likely Price Appreciation In 2014 [View article]
    berry,

    That is exactly what I explained in the article. It's a cyclical stock, which means you own it during an economic upturn and sell after the Fed raises rates twice (before the inevitable downturn). Cyclical stocks are not for everyone.

    Since you're retired, you would be better suited to get an ETF like VTI which is diversified across the entire stock market.
    Jan 20 08:56 PM | 2 Likes Like |Link to Comment
  • This Low-Cost ETF Outperforms The S&P 500 And The Dow [View article]
    Happy Guy,

    Nice picture. VTI has as much upside as the overall market. I can't say what will happen in the short-term, but in the long-term (5, 10, 20 yrs. down the road should be great for VTI. We're due for a correction in the market, but that should be temporary.
    Jan 13 07:26 PM | Likes Like |Link to Comment
  • This Low-Cost ETF Outperforms The S&P 500 And The Dow [View article]
    vincester,

    If you like Vanguard, VBK is a small-cap growth ETF. It beats out VTI, VXF, RSP, and PKW.
    Jan 12 04:51 PM | 1 Like Like |Link to Comment
  • This Low-Cost ETF Outperforms The S&P 500 And The Dow [View article]
    I see that the equal weight RSP fund does beat VTI, but VXF beats them both.
    Jan 12 04:40 PM | 1 Like Like |Link to Comment
  • This Low-Cost ETF Outperforms The S&P 500 And The Dow [View article]
    Lawrence,

    Thank you for bringing up VXF - that's another great ETF. Keep in mind that the expense ratio is 2x that of VTI and the dividend is less. However, it looks like VXF's price appreciation will compensate for that as it returned over 10% in the past 10 yrs.
    Jan 12 09:53 AM | 1 Like Like |Link to Comment
  • Comfort Systems USA To Rise On The Upcoming Improvement In Non-Residential Construction [View article]
    Robin,

    Yes, 48% earnings growth is aggressive. Even half of that growth annually would be a good catalyst for the stock. You may see a large jump in revenue growth after 2014 combined w/ increased margins. If the industry turns around significantly in about 1 yr. would it be unreasonable to expect a 30% increase in revenue w/ an 18% increase in gross margin to obtain 48% earnings growth?
    Jan 9 07:42 PM | Likes Like |Link to Comment
  • Jeremy Siegel: Correct About 2013, Sees Dow At 18,000 In 2014 [View article]
    Amit,

    The dollar cost averaging that I discussed allows investors to avoid such drastic moves. Many people were saying the same thing last year at this time. If you sell everything now - when do you get back in? You'll probably miss a good portion of bullish movement.
    Jan 6 07:17 PM | 2 Likes Like |Link to Comment
  • Jeremy Siegel: Correct About 2013, Sees Dow At 18,000 In 2014 [View article]
    This was his actual quote in 2000: "Seven percent per year [average] real returns on stocks is what I find over nearly two centuries. I don't see persuasive reasons why it should be any different from that over the intermediate run. In the short run, it could be almost anything."
    It looks like he's talking about long-term averages, as you can see the last sentence says "in the short-run, it could be almost anything."
    Jan 5 08:48 PM | 4 Likes Like |Link to Comment
  • Jeremy Siegel: Correct About 2013, Sees Dow At 18,000 In 2014 [View article]
    I also think that Prof. Siegel is more of a voice of reason than the doomsayers out there. He is using probabilities in his forecast for a likely scenario. We never know what will actually happen, but with business as usual, DOW 18k is a reasonable target for 2014.
    Jan 5 05:46 PM | 3 Likes Like |Link to Comment
  • Jeremy Siegel: Correct About 2013, Sees Dow At 18,000 In 2014 [View article]
    SilverD19,

    Yes, I realize that predictions for one year are no guarantee and are primarily for entertainment and attention-getting purposes. This is why I explained the importance of dollar cost averaging in the 2nd half of the article. If 2014 turns out to be a down year, investors will be buying shares at lower prices - no reason to try to time the market.
    Jan 5 05:22 PM | 2 Likes Like |Link to Comment
  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    luke472,

    I agree that the saturation argument is weak. Many Apple users upgrade to newer models, so even if there appears to be a high saturation point, there is also a large opportunity for upgrades from those same users.
    Jan 4 02:29 PM | 2 Likes Like |Link to Comment
  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    Insider selling is a common practice on a regular basis to balance their personal portfolios, to pay for homes, their kids college tuition, to setup and fund charitable funds, etc. Insider selling is not always a clear indicator of a company reaching its peak.
    Jan 4 09:56 AM | 2 Likes Like |Link to Comment
  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    J-S-OZ,

    Thank you for sharing your perspective - it looks like you have a realistic viewpoint.
    Jan 3 07:34 PM | Likes Like |Link to Comment
  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    Nigel,

    For the 7% CHL user growth rate, I looked at the year-over-year growth rates from the China Mobile website: http://bit.ly/15zHj6h
    Jan 3 01:25 PM | 3 Likes Like |Link to Comment
  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]
    Nigel,

    Stock splits aren't as common as they were in the 90s. Most retail investors are more sophisticated these days w/ plenty of valuation information on the web. Although I wouldn't mind seeing Apple split the stock, it is really just psychology more than anything else.
    Jan 3 12:43 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
844 Comments
662 Likes