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David Zanoni

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  • Impact On Apple If 2% - 4% Of China Mobile Customers Buy An iPhone [View article]

    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]

    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]

    For the 7% CHL user growth rate, I looked at the year-over-year growth rates from the China Mobile website:
    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]

    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
  • Should Apple Buy Back Shares Or Increase Dividends? [View article]
    I like rnsmith's idea - do both - increase the dividend and increase the stock buyback. The stock might be out of fashion at the moment, but it is valued well for any new positive innovations.
    Apr 15 09:27 AM | 1 Like Like |Link to Comment
  • Apple: $420 A Share Could Have Marked The Bottom [View article]
    This does look like a compelling time to buy Apple. Where else can you find a large-cap dividend paying undervalued stock with above average expected growth. Granted, the company probably won't grow as fast as it did the last 10 years, but it should still outperform the market in the long-run. The company has tons of cash and zero debt. Many innovative engineers are working behind the scenes for new quality products.
    Mar 17 09:14 AM | 2 Likes Like |Link to Comment
  • 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
  • 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
  • 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
  • How Apple's Current Price Is Justified [View article]
    I agree that Apple is undervalued. It is a dynamic stock, so it will have its share of corrections. The latest correction is a more drastic one from missing earnings estimates and guiding lower for the current quarter and the year; magnified by year-end fiscal cliff tax selling. However, you have to have a long-term view which should prove to be positive for the company. The stock should see new highs a year or two down the road based on current valuation and earnings growth. Apple is a company that I have confidence in. Although there is little clarity on an iTV or next big development, I don't think that Apple is done with respect to groundbreaking innovations.
    Dec 16 03:17 PM | 1 Like 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
  • The Lines Meme Seems Bogus [View article]

    I have to disagree that Apple products are not unique. The argument that smartphones and tablets are commodities is not really true. They are not exact duplicate products like corn or sugar. Apple has its iCloud to make the entire user experience friendly and easy to use. The products are of a higher quality than the competition and the company has an intangible value as a status symbol.
    Dec 14 04:04 PM | Likes Like |Link to Comment
  • The Lines Meme Seems Bogus [View article]

    Thank you for laying out the facts. The actual sales figures for the quarter will be the true indicator, not those preliminary judgements made earlier today. Perhaps it was some propaganda from the short sellers. Apple is a great value stock at current levels.
    Dec 14 03:57 PM | Likes Like |Link to Comment
  • Is Apple A Growth Stock Or A Dividend Stock Now? [View article]
    Why not call Apple a dividend growth stock - it's currently both. I think it will probably be another dividend champion, where the company raises the dividend payment every year without exception.
    Nov 5 07:51 PM | 2 Likes Like |Link to Comment
More on AAPL by David Zanoni