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David Zanoni  

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  • Micron's Undervaluation And Growth Are Compelling [View article]
    oldbeachlvr,

    I write about many stocks - many of which I would own. I don't have an unlimited amount of money to own all of them. Not everyone works at the V.P. level. So, it is not a superficial article. You can view my track record here: http://tinyurl.com/pfp...

    Sign-up for my subscription service and I'll make you money.
    May 30, 2015. 07:20 PM | 2 Likes Like |Link to Comment
  • Micron's Undervaluation And Growth Are Compelling [View article]
    magia123,

    Excellent point - thank you for adding that comment regarding the strong balance sheet.
    May 30, 2015. 07:14 PM | 4 Likes Like |Link to Comment
  • Micron's Undervaluation And Growth Are Compelling [View article]
    tuliptown,

    I'm not attempting to say that now is the perfect moment to buy the stock as compared to any past period. However, I do see MU as a strong growth stock that is priced attractively. The growth of mobile and Micron's bright prospects to handle that demand is the catalyst.
    May 30, 2015. 03:20 PM | 5 Likes Like |Link to Comment
  • Micron's Undervaluation And Growth Are Compelling [View article]
    haschultz,

    I also like to use PEG to refine the valuation. Micron's PEG of 0.61 shows that the stock is undervalued relative to its long-term expected growth.

    I see your point regarding CapEx and plant downtime. I'm focused more on the long-term. That extra CapEx will be an investment in the company's future for a product that is likely to be successful, so I wouldn't worry for the short-term.
    May 30, 2015. 03:14 PM | 5 Likes Like |Link to Comment
  • Micron's Undervaluation And Growth Are Compelling [View article]
    Bobcat9,

    Thank you for commenting. Yes, the PC market is expected to grow at 5% this year according to the company. The company is expecting a much stronger 2nd half.

    PC is 30% of the DRAM business. This was taken from the JP Morgan Conference - the link is in the first paragraph where it says that mobile is the fastest growing market. Yes, I do think that the 30% will drop as mobile increases.
    May 30, 2015. 03:08 PM | 5 Likes Like |Link to Comment
  • The Monetization Of WhatsApp Will Catalyze Facebook's Stock [View article]
    Most CEOs sell a portion of their company's stock on a regular basis to keep a balanced portfolio or to handle personal expenses - this is not news. Plus, he didn't sell $10 billion all at once - it happened over a few years. There is nothing wrong with that.
    May 25, 2015. 09:31 PM | 7 Likes Like |Link to Comment
  • The Monetization Of WhatsApp Will Catalyze Facebook's Stock [View article]
    bjnflicks,

    Your conspiracy theories are entertaining, but not based on reality. What evidence you do have that these claims are facts? If your claims were true, the auditor would have figured that out by now.

    Your logic is that your girlfriend is not an active user on FB, but FB counts her as active. Therefore, 50% of active users aren't really active. Sorry, nice try.
    May 25, 2015. 09:25 PM | 10 Likes Like |Link to Comment
  • The Monetization Of WhatsApp Will Catalyze Facebook's Stock [View article]
    bjnflicks,

    Facebook's is profiting now and the profits are real. The company gets money from companies who advertise on the FB website. Also, users don't have to necessarily click through and make immediate purchases. Look at radio and TV advertising - there aren't any click-throughs there.

    You can choose to be bearish if you wish - we'll be happy to buy the shares that you are shorting.
    May 25, 2015. 08:35 PM | 7 Likes Like |Link to Comment
  • The Monetization Of WhatsApp Will Catalyze Facebook's Stock [View article]
    Advocates,

    That's true the fee for service model may not work in all countries or for all of the demographics. That's why I think the company is taking time to grow the user base and find the optimal way of monetizing its users. Keep in mind, though that WhatsApp does have calling features and fee for services could be viable in certain areas.
    May 25, 2015. 03:20 PM | 4 Likes Like |Link to Comment
  • The Monetization Of WhatsApp Will Catalyze Facebook's Stock [View article]
    willsgarden,

    I also like to look at FB's pipeline similar to how biotech pipelines go through development stages. WhatsApp and Oculus have a lot of potential; and the great thing is we don't need an FDA approval.
    May 25, 2015. 02:43 PM | 3 Likes Like |Link to Comment
  • The Monetization Of WhatsApp Will Catalyze Facebook's Stock [View article]
    bahamas1,

    Thank you for commenting. The next earnings reports are likely catalysts before WhatsApp becomes monetized. If FB achieves better than expected results on the top and bottom lines and raises guidance, the stock is likely to make more moves higher.
    May 25, 2015. 02:41 PM | 9 Likes Like |Link to Comment
  • Just Be Careful Out There [View article]
    If you invest in high-quality stocks that grow FCF over the long-term and you have a long-term time horizon, you won't have to worry so much about the downturns. 2008 was an ugly market, but all of the high-quality stocks are now much higher than their previous highs before the 2008 crash.

    If you don't have a long-term time horizon and wish to exit the market before the next recession - keep an eye on the various leading economic indicators, interest rates, etc. Although we can't predict most market corrections or pullbacks, there is some degree of predictability before recessions take place. So, if you're a nimble investor, you can short cyclical stocks or at least sell your holdings when the signs for an impending recession are there.

    Most investors should most likely continue to dollar-cost average into a diverse index fund and proper allocate across investment classes according to their years until retirement. But, there are also nimble ways of profiting in good times and bad for the nimble investors - many of which are found here on SA.
    May 25, 2015. 09:53 AM | 3 Likes Like |Link to Comment
  • Why You Shouldn't Put Too Much Weight On Dividends [View article]
    I put a strong emphasis on company's that have strong free cash flow. So, even if they don't pay dividends, they are usually buying back stock and investing in the company's growth. The companies that are able to pay a dividend and increase it over time are typically the companies that have strong FCF growth.
    May 24, 2015. 08:51 PM | 1 Like Like |Link to Comment
  • Learning From The Masters: Q&A Session With Chris DeMuth Jr. [View article]
    Thank you Nicholas and Chris for your contribution with this article.

    Just to add to the idea of using an S&P index fund - I think that is a great idea and that many of us do use that strategy in our 401k, 403b, 529 accounts, etc. Index funds can also be used as a solid base for taxable accounts. However, it is also great to find market-outperforming stocks and aim to beat such index funds.
    May 24, 2015. 08:42 PM | Likes Like |Link to Comment
  • Why Cash Is King [View article]
    I agree that it is a good idea to keep some cash in your account. This will ensure that you are ready to make a move when a stock overshoots to the downside. This strategy allows you to capitalize on an opportune moment.
    May 24, 2015. 02:49 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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