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David Zanoni  

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  • Retirement Strategy: Did You Freak This Week? [View article]
    The correction was anticipated after such a strong run up over the past few years. Without seeing anything terrible in the economy, I maintained my cool. The situation in China is not that bad IMO.
    Aug 29, 2015. 10:01 AM | 2 Likes Like |Link to Comment
  • Understanding Fair Valuation: A Common Sense Approach To Long-Term Investing Success [View article]
    I find that doing a DCF analysis is also helpful for determining a company's intrinsic value. I like companies with strong free cash flow, which is essentially an owner's earnings used to pay dividends and for share repurchases. If a company trades below its intrinsic value, it has a margin of safety.

    An interesting thing to ponder is the high valuations of Netflix and Amazon with forward PE's over 100. Netflix has negative FCF, so I don't know how long the party will last. One of the arguments in favor of NFLX and AMZN is that they are under-owned by large funds as compared to stocks like Apple. So as NFLX and AMZN rise, more fund managers may say, ohh well, maybe I'll buy these after all so that I don't miss the gains. There is no doubt that NFLX and AMZN are growing revenue at a strong pace, but their valuations in terms of earnings are super high. It should be interesting to see how it plays out.
    Aug 29, 2015. 09:45 AM | 1 Like Like |Link to Comment
  • Strong Earnings And Low Valuation To Catalyze Horizon Pharma [View article]
    doubleeagle,

    As you can see, the stock is up 131% from when I wrote the article. This exceeded my expectations.
    Aug 28, 2015. 09:59 PM | 1 Like Like |Link to Comment
  • The Only Specialty Retailer You Can Hold For Life [View article]
    From what I see, investors can pick the stock up after the weakness this year and most likely outperform the market over the long-term. The 10% increases in dividend payments certainly adds to the value of the investment. There will always be enough affluent consumers to fuel their growth in my opinion.
    Aug 28, 2015. 08:36 PM | Likes Like |Link to Comment
  • Record amount pulled from stock funds [View news story]
    Just have a long-term view - dollar-cost average into your 401k and 403b plans. Over many years you will do well. You can also dollar cost average in your after tax accounts. However, to beat the market, you must buy companies that grow revenue, earnings, and FCF at above-average rates. I focus on companies that do just that.
    Aug 28, 2015. 05:04 PM | 1 Like Like |Link to Comment
  • On Babies And Bathwater [View article]
    Some people joked that Warren Buffett mistakingly typed in USG when he meant to buy more USB back in 2007. The reason for that was because USG kept falling sharply after he bought it.
    Aug 28, 2015. 04:00 PM | 2 Likes Like |Link to Comment
  • Making Sense Of The Market Crash With Jeremy Siegel [View article]
    I always thought that Jeremy Siegel is a good voice of reason for the stock market. He has a realistic view (skewed to the positive side) and rightly so as the market performs well over the long-term.
    Aug 28, 2015. 02:10 PM | 8 Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    kamifa76,

    Having a portable computer in your pocket to surf the web, text, check email, read books and other publications, take pictures/videos, listen to music, watch TV, scan items in a store to find the best price, use as a GPS, ohh yeah and make phone calls, etc. is much more than novelty for most users.
    Aug 28, 2015. 01:32 PM | 9 Likes Like |Link to Comment
  • Apple's September 9 Event: Will There Be A Surprise Product? [View article]
    techy46,

    If it brings in increasing revenue, earnings, and cash flow, then a new iPhone is exciting to me.
    Aug 28, 2015. 01:24 PM | 9 Likes Like |Link to Comment
  • 12 Attractive Fast-Growing Dividend Growth Stocks For High Total Return [View article]
    Apple looks like a great dividend growth stock going forward. The company has a knack for growing revenue/earnings. As a shareholder, Apple's strong cash flow ensures that investors will see steady increases in the dividend and more share buybacks. Apple is a great example of an undervalued stock based on standard metrics along with above average growth.
    Aug 28, 2015. 09:54 AM | Likes Like |Link to Comment
  • 12 Attractive Fast-Growing Dividend Growth Stocks For High Total Return [View article]
    Chuck,

    Thank you for the time and effort on this article. I agree that the auto industry has some great valuations along with growth.
    Aug 27, 2015. 09:08 PM | Likes Like |Link to Comment
  • Apple's Plan To Destroy The Large Cable Bundle [View article]
    dkrieb,

    I guess it depends on who your cable company is. Some offer deals that you can lock into for a year or even 2 yrs. I've seen internet only deals for $30 - $40 month for a 2 yr. contract - that's for 25-30 Mbps download speed. Get something like MagicJack for a landline phone and a TV antenna if you're close to a city. If you are in an area that has both cable and Fios, then there might be good competing deals as well.
    Aug 27, 2015. 08:29 PM | 2 Likes Like |Link to Comment
  • Thoughts On Momentum Stocks: Netflix And Amazon [View article]
    GaryJ,

    Actually, David Einhorn averaged 19% annual gains over 18 years, beating many hedge funds. Just because he lagged one year isn't a good measure. He was probably setting up some shorts last year that are panning out now.
    Aug 25, 2015. 07:26 PM | 1 Like Like |Link to Comment
  • Thoughts On Momentum Stocks: Effects Of The Correction [View article]
    JosephCortes,

    As long as we have a focus on the long-term, these sell-offs mean nothing. You can get into trouble trying to time the market for short-term gains, but those of us that are in it over decades will do just fine. The market doesn't move in a straight line. These sell-offs are actually common for the market - they just haven't been common over the past few years.
    Aug 25, 2015. 06:49 PM | Likes Like |Link to Comment
  • Thoughts On Momentum Stocks: Effects Of The Correction [View article]
    I wrote this article after the market closed on Friday. Since Monday's drop was so large, the S&P 500 is now also in correction mode, having fallen 11% from its high earlier this year. The Dow average is now 13% off of this year's high.
    Aug 24, 2015. 09:03 PM | Likes Like |Link to Comment
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