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David Zanoni
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David Zanoni is the owner of startbuildingit.com. He is ranked in the top 1% out of over 5,000 analysts according to tipranks.com. He has a success rate of over 70%. David is a graduate of Rutgers University with a B.S. in Management. He is an independent long term investor of quality stocks and... More
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  • Natural Gas Breaking Out
    Is now the time for natural gas?  As it breaks through $3 and the natty stocks making new highs, it may be the time to get in stocks such as CHK, DVN, XTO, APA, etc.
    Tags: natural gas
    Sep 11 11:04 AM | Link | Comment!
  • S & P 500 key level
    With the market pulling back this week, the next key level to watch for is 979 on the S&P.  If we can remain above 979, that will be bullish.  If we go much lower than that 979, then 879 is the next key holding level.  If that 879 gets broken, then the bears will say I told you so.  The 979 is 5% below the peak of 1031 from Aug. 27, so the bulls will be looking good if that level is held.
    Sep 01 9:21 PM | Link | Comment!
  • 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!
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