Moustafa El Zanaty

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  • When Did Facebook Become the Next Google?

    By Moustafa El Zanaty - March 12, 2013 | Tickers: AAPL, FB, GOOG

    Our collective memory as investors seems to be about as long as a Super Bowl ad these days.  We often continue to hold assumptions that only a few years ago were proven false. Ideas seem to spread like the flu, as we have constant access to information which is very rarely unique. We only need to turn back the clock less than a decade, when Google (NASDAQ: GOOG) first went more »

  • The Tech Sector's Wild Ride

    By Moustafa El Zanaty - February 28, 2013 | Tickers: AAPL, BBRY, FB, GOOG

    The roller coaster ride that has been the tech sector in 2013 continues to get more and more intense.  After finally releasing their much-anticipated BB10 platform, BlackBerry (NASDAQ: BBRY) has been hammered, not for the quality of their offering but by consistent oscillation from different analysts claiming upgrades, downgrades, and Buy/Sell recommendations.  Reports surfaced the other week that Jim Balsille had sold off his remaining shares in the company more »

  • Don't Believe the Hype, BlackBerry is Here to Stay

    By Moustafa El Zanaty - February 6, 2013 | Tickers: AAPL, BBRY, GOOG

    I know most people didn't pay that much attention to the unveiling of the BB10 -- I doubt there were huge lines and small tent cities erected in anticipation of their product launch. Investors in BlackBerry (NASDAQ: BBRY), the company formerly known as Research in Motion, were paying attention, and were not happy when they found out that the U.S. release was going to be delayed until March.

    Driving more »

  • Apple, Facebook and RIM: Three Paths, One Destination

    By Moustafa El Zanaty - January 30, 2013 | Tickers: AAPL, BBRY, FB

     Three companies that have taken very different paths have arrived at the same point in early 2013.  They are all looking very attractive to investors right now. 

    After Apple (NASDAQ: AAPL) posted its first quarter earnings report the stock plunged 12%, and investors big and small shuddered at the possibility that the six-year growth story has finally come to an end.  In the meantime, two companies who have been more more »

  • Tesla Magic

    By Moustafa El Zanaty - October 8, 2012 | Tickers: GM, TSLA, TM

    Tesla (NASDAQ: TSLA) cars are hands down the coolest electric cars ever produced.  The company is run by a visionary CEO and has succeeded where every other major car company has failed: it makes cool, fun and sexy electric cars.  I don’t want to take anything away from Toyota (NYSE: TM) but the Prius, though fuel efficient, is not the sexiest of cars. 

    What the auto industry has been more »

  • RIM Ain't Dead Just Yet

    By Moustafa El Zanaty - October 4, 2012 | Tickers: AAPL, BBRY, IBM

    RIM (NASDAQ: BBRY) did something not many people saw coming -- it beat earnings estimates last week. Although they weren't positive numbers, they were better than analysts expected.

    Many saw this as insignificant while others saw RIM’s quarterly report as a sign of life.  In reality, it was a little bit of both. It shows RIM is still alive and won’t burn out of cash before BB10 is more »

  • A Bright Future for OLED

    By Moustafa El Zanaty - September 13, 2012 | Tickers: AAPL, SSNLF, OLED

    What happens to the salmon when the bears have finished battling in the river?  Hopefully for Universal Display (NASDAQ: OLED) it will avoid being eaten and keep moving upstream.  After the dust has cleared in the battle between Apple (NASDAQ: AAPL) and Samsung, and the final result of Samsung’s patent loss is clear we will know the true effect on Universal Display.  As Samsung has been Universal’s biggest more »

  • Is Zynga a Multi-Bagger Now?

    By Moustafa El Zanaty - September 10, 2012 | Tickers: ATVI, FB, ZNGA

    Facebook (NASDAQ: FB) has had a bad go of it lately as their shares hit a new low before labor day, but sometimes a little perspective is all one needs.  Their once close partner Zygna (NASDAQ: ZNGA) has lost considerably more market value this year.  They hit a high of $15.91 but since that time have had a Sirius XM type implosion trading at $2.80 a share.  Unfortunately more »

  • Sell in May, Buy Facebook in the Fall

    By Moustafa El Zanaty - September 4, 2012 | Tickers: AMZN, FB, GOOG, NFLX

    Facebook (NASDAQ: FB) has hit a new all time low and it reminds me of the old  investing adage of sell in May.  It seems for Facebook, whose IPO was at the end of May, their share price has been going in one direction, and not the direction early investors of the IPO would like to see.  For the most part, the idea of stocks falling over the summer ready more »

  • When Samsung Loses who Wins?

    By Moustafa El Zanaty - September 3, 2012 | Tickers: AAPL, BBRY, GOOG, MSFT

    Apple (NASDAQ: AAPL) scored a huge win against rival Samsung in its ongoing patent battles.  In California the jury found Samsung guilty of willfully infringing on almost all of the contested patents in the suit while finding Apple innocent of any infringement.  Apple added to its cash hoard with a $1.05 billion dollar award in the case which the judge can increase up to 300% because Samsung was found more »

  • Is Facebook a Social Google

    By Moustafa El Zanaty - September 3, 2012 | Tickers: BBRY, FB, GOOG

    Facebook (NASDAQ: FB) has seen even more of its market cap dwindle in the past few weeks as share lock ups ended and investors liquidated there shares turning early investments into millions of dollars.  This sell off should not be confused with a lack of confidence in the company but many of those early investors wanted to cash in on their wealth.  You can’t buy houses, cars and vacations more »

  • RIM not Selling itself Anytime soon

    By Moustafa El Zanaty - September 1, 2012 | Tickers: AAPL, BBRY, IBM

    Research In Motion (NASDAQ: BBRY) has been bouncing around over the last couple weeks rising and falling on rumors of buyouts and interest from other major tech players like Samsung and IBM (NYSE: IBM).  Both of those companies would greatly benefit from a purchase of RIM in different areas. 

    IBM has made one of the most impressive yet quiet turnarounds from a major hardware manufacturer to a services company while more »

  • Capitalizing on the Boom in Smartphones and Tablets

    By Moustafa El Zanaty - August 21, 2012 | Tickers: IMAX, OLED, DIS

    Universal Display (NASDAQ: OLED) had its share price soar recently after missing analyst estimates for several key areas in its quarterly earnings report.  I have been following the company for some time now and have seen its bumpy ride.  When the price was just below $60 in September of last year, I thought that this company might be overvalued.  The company causes excitement in the investment community because its business more »

  • The Amazon Phone

    By Moustafa El Zanaty - August 8, 2012 | Tickers: AMZN, AAPL, GOOG, NOK

    Amazon (NASDAQ: AMZN) recently announced plans to enter the handset market, definitely a difficult market to crack even for companies that have been in it for years.  Just ask Nokia (NYSE: NOK) who has had their market value disappear and at this point seems to be completely running on fumes.  Even with a strong cash balance the company has very little to get people excited about and that spells death more »

  • Apple vs. Google

    By Moustafa El Zanaty - August 8, 2012 | Tickers: AAPL, BBRY, GOOG, YHOO

    When looking back to the heyday of heavyweight boxing in the United States, Muhammad Ali is synonymous with greatness.  He was great because he not only fought the best but had opponents who elevated him and themselves through their battles in the ring.  One of those opponents that stands out the most was Smokin' Joe Frazier, who maintained a disdain for Ali well beyond their fighting days.   The two did more »

  • DIY Trips Done Right with Trip Advisor

    By Moustafa El Zanaty - August 8, 2012 | Tickers: EXPE, GOOG, TRIP

    Peter Lynch, the famed investor, had said that some of his best investments came from products or services he had used and really enjoyed.  I thought of this after using Trip Advisor (NASDAQ: TRIP) to plan my entire two week trip to Panama.  I was heading down with my recently retired father who on a whim had decided that Panama was where he wanted to live it out.  In his more »

  • Could Facebook Become the Next Amazon?

    By Moustafa El Zanaty - August 7, 2012 | Tickers: AMZN, FB, ZNGA

    A list of the most hated companies in America might include the likes of BP, Phillip Morris, any number of banks and many airlines, but the list can’t be complete these days without Facebook (NASDAQ: FB).  If any company this year has been used to exemplify the evil of Wall Street, our loss of privacy and the creation of an apparent bubble, Facebook is it.  If Facebook’s quarterly more »

  • Lose $5 Billion But Not Your Job

    By Moustafa El Zanaty - July 18, 2012 | Tickers: BCS, GS, JPM

    Since the first reports of massive trading losses caused by the now famous “London Whale,” a trader based in JPMorgan Chase’s (NYSE: JPM)  Chief Investment Office, nothing of any consequence has actually happened.  There has been a lot of complaining, a senate hearing, and the departure of many of the traders involved with the trades in question.   The traders who left received their golden parachutes, and the senate hearing more »

  • Why I'm Buying RIM

    By Moustafa El Zanaty - July 11, 2012 | Tickers: BBRY, FB, GOOG

    RIM (NASDAQ: BBRY) had their annual shareholders meeting yesterday, and as you could imagine shareholders and executives weren’t roasting marshmallows and singing Kumbaya together.

    There were some very unhappy investors and many felt that there should be a shakeup similar to what happened at CP Rail where the entire board was changed along with a complete shakeup. Though some investors voiced their opinion about RIM's board and the more »

  • Apple on its Way to $1,000

    By Moustafa El Zanaty - July 9, 2012 | Tickers: AAPL, BBRY, NOK, SNE

    As Apple (NASDAQ: AAPL) creeps past $600 it seems the tech giant has only one way to go, and that is up.  The sounds of bears murmuring in the background became louder as Apple corrected downwards after surpassing the $600 plateau earlier this year, but those murmurs have died down and a feeling of anticipation remains.  

    The tech landscape has two once-large players in Nokia (NYSE: NOK) and RIM (NASDAQ: BBRYmore »)

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