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David Zanoni

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  • In Defense Of Apple: Battling The Mounting Hysteria [View article]
    Investors should be looking for a company that pays a decent dividend, with billions in cash, zero debt, an undervaluation compared to the overall market, and above average growth. Oh wait, that company IS Apple. Look at where the company is and where it is going. Sure, there are some uncertainties, but every company faces the unknown. Sure, the company may not grow as exponentially as the past decade, but it will grow at an above average pace. I can't say where the bottom will be in the stock, but it should do well for the long-term.
    Jan 24 07:51 PM | 15 Likes Like |Link to Comment
  • Apple: A Look At The Chart, Historical Comparisons, And Academia [View article]
    Interesting unbiased analysis. One of the key things for Apple is to see if the company can maintain its higher prices while maintaining increasing sales. This will keep margins & earnings at well above average levels.

    The other key for Apple will be its ability to continue producing game-changing technology. Thus far, they have been the leading technology innovator with other companies following their lead.

    The implosions of Cisco, Microsoft, and Netflix had a lot to do with being overvalued in terms of PE ratios. Cisco and Microsoft imploded along with the rest of the market during the popping of the dot-com bubble. However, Apple began its sell-off with an undervaluation and is now even more undervalued. The current quarter's earnings report in Jan. will provide more short-term clarity on the direction of the stock.
    Dec 16 06:24 PM | 13 Likes Like |Link to Comment
  • Prechter's 'Dow 1000' Prediction: Nonsensical [View article]
    A more sensical scenerio: The Dow doesn't drop past 8,000. Although we are experiencing a slow & tedious recovery, we ARE in fact recovering. Industrial Capacity Use &
    Consumer Sentiment is on the rise. 2. Housing prices, unemployment, and credit availability are stabilizing. Unless we get a doomsday situation, we will probably trade within 8k to 13k in the next five years before the next long term bull market (approx 15 years) taking us well over the previous highs of 14k. Just look at a long term chart of the Dow from 1900 to present.
    Jul 11 11:59 AM | 12 Likes Like |Link to Comment
  • The Obama Administration's Natural Gas Policy Is Tragically Misguided [View article]
    I think you have to let the market determine whether natural gas exporting makes sense or not. If exporting is profitable for natural gas producers, then it will happen. Taxes and subsidies can be used to influence this profitability.
    May 10 08:34 AM | 11 Likes Like |Link to Comment
  • The Commodity Bubble Is Bursting [View article]
    I agree, Newstrader. This looks more like a healthy pullback that was due to happen, rather than a bursting of a bubble. The dollar is most likely doing its dead cat bounce.
    Nov 14 01:20 PM | 9 Likes Like |Link to Comment
  • Keystone XL foes mount new challenge by linking it to Enbridge project [View news story]
    The pipeline should be built. If the oil doesn't travel by pipeline, it will continue to travel by rail. What's potentially worse for the environment? Rail cars that can derail or a stationary pipeline? Get real environmentalists!
    Jan 30 09:11 PM | 8 Likes Like |Link to Comment
  • How Apple Gets To $400 A Share [View article]
    Apple's stock is just waiting for the next catalyst. The company reports earnings on Jan. 23 - the stock will move again based on earnings for the quarter and how the company guides for future quarters. The past earnings report was a disappointment and the company guided lower. This had a lot to do with the direction of the stock for the past few months. Things can turn around quickly with a new positive report - we'll just have to see.
    Jan 13 09:54 AM | 7 Likes Like |Link to Comment
  • The Better Burger Threat To McDonald's [View article]
    Manhattan is not a good test market for the masses. Evansville, Indiana is used for that. Manhattan would be a good test market for the top 2%, but the remaining 98% will allow MCD to thrive for the long-term.
    Jan 1 11:13 AM | 7 Likes Like |Link to Comment
  • Dividend Investors Should Get Ready To Load Up [View article]
    Since it is difficult to pick the perfect time to start or add to a position, dollar-cost averaging and dividend reinvesting are good techniques to employ. Tim highlights a few good dividend paying companies that can be used for this.
    Dec 30 01:49 PM | 7 Likes Like |Link to Comment
  • What Seeking Alpha Is Doing To Prevent Paid Stock Promotion [View article]
    If you write a negatively-toned article, you will most likely be criticized by those who own the stock. However, as long as the information is accurate, there is nothing wrong with pointing out the negatives. For example, the authors who wrote negative articles about Apple when the stock was at $700, took a lot of criticism, but the authors were correct as they saw a peak in the price.
    Mar 28 08:47 AM | 6 Likes Like |Link to Comment
  • High Volatility Creates Trading Opportunities For Marijuana Stock, Growlife [View article]

    There is no conspiracy theory here. I have no position in the stock, nor am I attempting to manipulate the stock in any way. I am just calling it as I see it. I am pointing out that the stock is likely to fall a bit further before seeing new highs - more consolidation seems reasonable. However, I think that money can be made on both sides of the trade due to the high volatility.
    Mar 20 09:02 PM | 6 Likes Like |Link to Comment
  • 2014: Here Comes The Dumb Money [View article]
    The term 'dumb money' was probably used in the title as an attention grabber.
    Dec 15 03:05 PM | 6 Likes Like |Link to Comment
  • Apple: A Mixed Bag Of Competing Considerations From Fundamental To Technical [View article]
    When the stock hit $700 and there was little negative sentiment - that was the time to be fearful when others are greedy. Now the stock is $509 with lots of negative sentiment - time to be greedy when others are fearful as Buffett likes to say.

    Dec 15 12:36 PM | 6 Likes Like |Link to Comment
  • Four Reasons We're Headed Even Higher [View article]
    I believe that Jason is correct. It looks like he can "C" where things are going. All of these naysayers have been talking negative during one of the best stock market rallies of all time. If you are investing for the long term (10-20 years out) you will make money even if you get in the market right now. If you are a short term trader, then trade on technical analysis. Right now the trend is up.
    Aug 28 03:56 PM | 6 Likes Like |Link to Comment
  • The Better Burger Threat To McDonald's [View article]
    I agree with TAS. Back in 2002, MCD did not look either, but it recovered. The company raised its dividend every year since the 70s. MCD was never about being the best burger. You could always get a better burger - in fact you can make them yourself with ground beef and a few other ingredients. MCD is about good tasting, quickly made breakfast food, lunches, and dinners for families on the go. The company has healthier offerings such as chicken, oatmeal, real fruit smoothies, apple slices, and salads.

    Although the company has challenges, it will continue to thrive. MCD is about taking the kids out to a place they want to go. Do they ask to go to Five Guys? No, they want MCD & parents will accommodate them. MCD will continue to be a solid dividend investment for the long-term IMHO.
    Jan 1 11:10 AM | 5 Likes Like |Link to Comment