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David Zanoni
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David Zanoni is the owner of startbuildingit.com. He is a graduate of Rutgers University with a B.S. in Management. He is an independent long term investor of quality stocks and uses options for strategy. David believes in the power of innovation, capitalism, and the characteristics of the... More
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  • Piggybacking from the Success of Apple & Other Smartphones
        Smartphones have been the Apple of tech's eye ever since the iphone was conceived.   Investors have various choices to participate in the success of Apple's iphone and other smartphones and handheld devices.  Of course, investing in Apple itself is not a bad idea, but here are some other alternatives to consider to benefit from Apple's pin-action.  
        Intel INTC (not much smaller than Apple in market cap)  supplies the Nor flashchips embedded into the iphones.  With 9.7 times more cash on hand than debt, Intel is in a good position going forward.  They also hold iphone's updateable system software.  Marvell Technology MRVL with over 300 times more cash than debt makes iphone's WiFi chips.  Broadcom BRCM with zero debt makes the interface chip that interprets the movement of your fingers on the iphone's multitouch screen.
    Other manufacturers that produce chips for the iphone are: Taiwain Semiconductor TSM and United Microelectronic Corp. UMC.  Both of which are also solid cash flow generators.
        There are also a few other key public companies that are involved in the design and manufacturing of hand-held components that have been participating in the tech rally.  RF Micro Devices RFMD whose stock went from under $1 to over $5 since March designs radio frequency technology for wireless systems, cellphones,  WLAN, cable television, broadband, aerospace and defense markets.  Another maker of RF products is TriQuint Semiconductor TQNT, which makes modules for handsets, networks, and military systems.  TQNT has enjoyed a 250% stock rise since March. Skyworks Solutions SWKS whose stock has tripled since January, produces analog & mixed signal semiconductors enabling wireless connectivity.

    Disclosure: Long RFMD
    Aug 05 4:30 PM | Link | Comment!
  • Inspiration from Famous Financial Quotes

    All of us have been inspired from time to time by intellectual quotes from famous people and sometimes from unknown authors.  I have gathered a collection of some of these quotes that I believe will give investors a little financial inspiration. 

         First, I would like to start with a few quotes from the great Benjamin Franklin:  - "The second vice is lying, the first is running in debt"
    - "When you run in debt you give to another power over your liberty"
    - "Disdain the chain, preserve your freedom and maintain your independency: be industrious and free; be frugal and free"
    - "If a man empties his purse into his head, no man can take it away from him"
    - "An investment in knowledge pays the best interest"

        Here are a few great quotes from the investing guru, Warren Buffet:
    - "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price"
    - "Rule number one: Never lose money. Rule number two: Never forget rule #2."
    - "We simply attempt to be fearful when others are greedy, and to be greedy only when others are fearful"
    - "Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks"
    - "Someone's sitting in the shade today because someone planted a tree a long time ago"

         John F. Kennedy had these words of wisdom:
    - "The tax on capital gains directly affects investment decisions, the mobility & flow of risk capital, & thereby the strength & potential for growth in the economy"
    - "If you want to make money, go where the money is"

         How about this humble quote from the late founder of Walmart, Sam Walton: "It's just paper - all I own is a pickup truck and a little Walmart stock"

         Rich Dad, Poor Dad author, Robert Kiyosaki had these words: "Doing more and more with less and less is one form of being generous. In fact, the easiest way to become rich is by being generous"

         We can't forget these words of wisdom from the stock pundit, Jim Cramer:
    - "The party line is that stocks historically have outperformed all other investment plans"
    - "I think that there are a thousand stocks out there that could make you rich, totally independent of what you do for a living"

         Superinvestor George Soros: "Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and betting on the unexpected"

         Finally I'd like to leave you with this great quote from John D. Rockefeller: "God gave me money. I believe the power to make money is a gift from God... to be developed and used to the best of our ability for the good of mankind. Having been endowed with the gift I possess, I believe it is my duty to make money and still more money and to use the money I make for the good of my fellow man according to the dictates of my conscience".
     

    Jul 17 11:36 AM | Link | 1 Comment
  • Hey Oil Speculators - Drive Oil to $30 a Barrel !

         I am on a crusade to rally the same oil speculators or traders that drove the price of oil to $147 last summer and to $72 this summer to do their part to take the price down to $30 a barrel.  By bringing the price down to $30, you will be helping the economy by allowing businesses to increase their profits and allow consumers to keep more of their hard earned money. 

         Come on speculators, begin shorting the oil futures hand over fist driving that oil price down.   Cover your shorts along the way - you'll make money, businesses will have lower costs and higher profits and consumers will funnel more money into the economy.  Let's work together to create an oil stimulus program.  

    futures.tradingcharts.com/chart/CO/M

    Tags: USO, OIL, DIG, DUG
    Jul 10 10:09 PM | Link | 5 Comments
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