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David Zanoni  

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  • Magna International: Significantly Undervalued With Strong Growth [View article]
    grox01,

    I don't really keep a list of 4 best growth stocks, but MGA looks like a good one for the long-term. My thoughts are that the company is committed to strengthening its portfolio of products. It is selling the interiors business and I expect that this will be replaced with a stronger growth business.
    Apr 25, 2015. 09:20 PM | 1 Like Like |Link to Comment
  • Magna International: Significantly Undervalued With Strong Growth [View article]
    rcpatrick5443,

    Thank you. The stock is likely to perform well over the long-term.
    Apr 25, 2015. 05:27 PM | 1 Like Like |Link to Comment
  • Magna International: Significantly Undervalued With Strong Growth [View article]
    aretailguy,

    Yes, AZO is another good pick to benefit from the large amount of aging vehicles on the road. However, AZO is retail and much different from the manufacturing-based MGA.

    MGA is currently undervalued as compared to AZO and MGA's expected growth is higher over a five-year basis.
    Apr 25, 2015. 10:08 AM | 1 Like Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    Marc,

    I appreciate your perspective. There will always be some unused capacity - that will avoid overcrowding. Also, you don't have to re-use a closed facility - you can knock it down and build something else. In the event that there is a large shift towards prisons closing (which I doubt), GEO could demolish old facilities and build retail stores or apartments for example. They could start a new segment.
    Apr 22, 2015. 07:11 PM | Likes Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    jkelly2836,

    The McFarland facility offers training programs to allow prisoners to gain new skills. So, this can be used as a model for other facilities.
    Apr 22, 2015. 07:04 PM | Likes Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    stein919,

    I understand that GEO didn't approve of the shareholder resolution. Maybe they can get the same results by only devoting 2% to 3% of net income towards rehabilitative programs. They don't want to be bound by a set rule - there's nothing wrong with that. They do have programs in place (read up on the training programs at the McFarland facility). I'm not making this up - just read the company information. Also, there is an activist nun who is working with GEO to increase its rehabilitative efforts. http://cnnmon.ie/1DjuxtH
    Apr 22, 2015. 07:01 PM | Likes Like |Link to Comment
  • That Was Quick! Our First Premium Author Hits $200,000 In Annual Revenue [View article]
    Congratulations to Chris. This is great to see. I'll have to finalize my offering soon.
    Apr 21, 2015. 08:34 PM | 1 Like Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    11696461,

    The 2015 projections are actually using both company's estimates for AFFO, so that is an apples to apples comparison with the adjustments for both companies included.
    Apr 21, 2015. 08:30 PM | Likes Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    11696461,

    CXW is pretty close in comparison to GEO. Both are solid investments as prison REITs. I just wanted to point out some minor differences.
    Apr 21, 2015. 07:58 PM | 1 Like Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    Scotty,

    There will always be some isolated incidents with prisoners not being treated properly, but GEO doesn't condone that behavior. Prison is a necessary function in society.
    Apr 21, 2015. 07:51 PM | 1 Like Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    Scotty Reid,

    It is not like the company drives a van down a crowded street and randomly kidnaps people to imprison them. These offenders were convicted of a crime and they have to do their time. This has nothing to do with human trafficking. Comparing prison to slavery is ridiculous. People have to be held accountable for their actions and that's that.
    Apr 21, 2015. 07:25 PM | 2 Likes Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    stein919,

    Thank you for your link. That lawsuit pertained to the company dedicating 5% of net profits to rehabilitation. The company doesn't want to be bound by a rigid law like that. However, GEO is working on increasing its rehabilitation efforts as I stated in the article.
    Apr 21, 2015. 07:20 PM | Likes Like |Link to Comment
  • The GEO Group: Strong Yield With A Rehabilitation-Focused Prison REIT [View article]
    Anyway you slice it, GEO is undervalued as compared to CXW with the adjustment or without.
    Apr 21, 2015. 07:16 PM | Likes Like |Link to Comment
  • The Perfect Portfolio For Retirement Is An Illusion [View article]
    RS,

    Thank you for your perspective. You made a great point in that everyone has their own model portfolio based on their individual goals or risk tolerance. With that in mind, I prefer to own Apple as a solid, growing dividend stock. Yes, I may be taking on more risk because there is some uncertainty as to what future products may come and how well they'll sell. However, given the company's solid track record, I'm willing to take on that risk. I still have about 20 years to go until retirement, so I might be more risk tolerant.
    Apr 18, 2015. 09:21 AM | 3 Likes Like |Link to Comment
  • Nvidia Is A Solid Bet On Future Trends [View article]
    kobsp,

    That's a great question. I would say Nvidia could be taken over by a larger company. However, Altera was probably attractive to Intel due to its higher gross margin, but Nvidia's are lower. So, NVDA would have to blend well with an acquiring company.
    Apr 12, 2015. 07:47 PM | 2 Likes Like |Link to Comment
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