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Anthony Grossi  

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  • 5 Stocks For The World's Best Dividend Portfolio [View article]
    I'm going to have to disagree with MO. Falling sales volumes for years can only be offset by price hikes for so long until you hit an inflection point. Other MO product categories like smokeless and alcohol have significantly lower margins and thus shouldn't be expected to make up the difference in earnings.
    KMI, VOD, XOM, KO stalwarts each.
    Since you already have KO as a consumer staple I would look at replacing MO with maybe a diversified healthcare (ABT, JNJ) or branch out and try either an industrial or transportation stock the world probably couldn't work without (CNI, EXPD, GE, 3M).
    Sep 16, 2011. 06:43 AM | 1 Like Like |Link to Comment
  • Julian Robertson Sees Apple And Google As Fabulous Investment Opportunities [View article]
    it might be fun thinking about the long term value of google's horizontal integration business model (will advertisers be willing to spend as much on search when customers are getting product info from social sites like fb or retail sites like amazon? Will the google wallet expand the company into a financial services firm?), but the real gem of the SEQUX investors day transcript is the talk on CNQ. You're way deep in canadian oil/gas plays, I would have expected you to write about that instead.
    Sep 15, 2011. 07:46 AM | Likes Like |Link to Comment
  • Digesting the Kraft Split: Global Snacks and North American Foods [View article]
    you mentioned current CEO Rosenfeld to reign over N. American Grocery business and pick someone new for Global Snacks. I hate to bicker over a small point but Irene was the head of PepsiCo's Frito Lay division, the largest global snacks company in the world, it was her idea (her goal) to purchase Cadbury and transform KFT into a global snacks company, she's not about to hand over the wheel to her new sports car. Rosenfeld will do well at the head of the snacks division b/c it is within her circle of confidence, her experience in driving int'l sales at Frito Lay is the reason KFT hired her in the first place.
    Aug 17, 2011. 11:44 PM | Likes Like |Link to Comment
  • Cyber Security: A Growing Problem... and Investing Opportunity [View article]
    agree with the theme.
    would like to get your two cents worth on SAI and VHC.

    SAIC Inc's CloudShield cyber-security business is the industry leader in deep packet inspection. Not a pure play by any stretch of the imagination.

    VHC is a company that was spun out of SAI, owns a portfolio of software patents that were initially developed for DoD. VHC is very much a pure play on cyber-security but also trades at lofty valuations.

    looking forward to those follow up articles
    Aug 17, 2011. 06:30 AM | Likes Like |Link to Comment
  • Buy When There's Blood on the Street, Just Make Sure It's Not Your Own [View article]
    the original Rothschild quote was, "buy when there's blood in the streets, even if its your own". While I appreciate the insight regarding waiting for a market bottom in October to accumulate, I believe it is far more practical to scale into positions at 5% or 10% drops, but I lack the understanding you have in technical analysis.

    While I happen to agree with you that the market correction has further to go I'm curious what your take is on the long term consequences of the fed promising to keep interest rates this low for at least the next two years will be. Bigger bond bubble?
    Aug 10, 2011. 12:31 AM | Likes Like |Link to Comment
  • The Defense Sector: Heavily Oversold and Highly Misunderstood [View article]
    agreed. my take on it is to get out of old war stocks like atk (bullets and missiles) and use the sell off to buy into new war tech like SAI (isr, cybersecurity).
    Aug 4, 2011. 09:41 AM | Likes Like |Link to Comment
  • Electric Utilities Today Like Newspapers in 2000 - Facing Pressure From a Disruptive Technology [View article]
    in sunny cali, no. in windy chicago, yes
    www.pythagoras-solar.c...
    solar will not replace grid, just change how consumers pay for power needs
    Aug 4, 2011. 05:27 AM | Likes Like |Link to Comment
  • Merger Arbitrage Mondays: July 25, 2011 [View article]
    look forward to the list every week. think NLC will be a good arb play if debt debate knocks the market down (looking to get long < $35, for a very safe 10% return)
    Jul 29, 2011. 06:48 AM | Likes Like |Link to Comment
  • Nintendo: Dirt Cheap Ahead of Next Growth Cycle [View article]
    www.engadget.com/2011/.../

    Left holding the bag for all this desperation / generosity, are the company's investors. While pressure from the upcoming Vita is surely playing a part, Nintendo plans to sell 16 million 3DS units in the financial year, but still slashed its financial projections for the year from ¥110 billion to just ¥20 billion

    ouch, even got dissed by engadget
    Jul 28, 2011. 10:14 AM | Likes Like |Link to Comment
  • Rooting for a Crash [View article]
    "I'm only a middle class IT worker, but I'm aspiring to be rich someday. I give to charity of my own accord, but I say screw the government when they think they can be more charitable than me with my own hard-earned money."

    its easy to be generous with other people's money
    Jul 28, 2011. 01:17 AM | 1 Like Like |Link to Comment
  • Dividend Stock Battle: Coke vs. Pepsi [View article]
    I'd like to see Frito Lay sold to its former CEO Irene Rosenfeld. But I'm only saying that b/c Altria handed me a bunch of KFT shares.
    Jul 27, 2011. 07:24 AM | Likes Like |Link to Comment
  • Asset Allocation, From Nirvana to Nightmare [View article]
    you and your contrarian ideas. worst case scenario large cap value acts like an infinite duration bond with rising rates and you only beat the treasury markets, more likely outcome is you get index returns with a higher dividend kicker. (b/c the major indices are cap weighted)
    Jul 27, 2011. 07:15 AM | 1 Like Like |Link to Comment
  • Rooting for a Crash [View article]
    www.theatlantic.com/po.../

    so the link brings up a chart of NEW spending under Bush and Obama and helps show just how big the impact of the wars and the bailout have been. The point is that gov't can respond to but not control external shocks and should focus on policy changes.

    I'm cool with letting the Bush era - Obama extended tax cuts expire, and I am well aware that I hold an unpopular view. It would be nice to see an end to ethanol subsidies as well as purposeful reform to social security and medicare/medicaid, but why would a publicly elected official shoot themselves in the face like that?

    I find it amusing to watch congress argue about borrowing money to pay for spending they already approved. Its like watching a college kid get their first credit card invoice.
    Jul 27, 2011. 06:58 AM | 10 Likes Like |Link to Comment
  • Western Union: Old Name, New Opportunities [View article]
    New development regarding WU
    news.morningstar.com/a...
    So basically the CFPB is considering putting on cap on remittance transaction fees like they did with swipe fees at V and MA. Best to sit on the sidelines until this issue gets resolved.
    Jul 21, 2011. 06:59 AM | 1 Like Like |Link to Comment
  • Western Union: Old Name, New Opportunities [View article]
    Martin you're ignoring that we had a major recession very shortly after WU was spun off from FDC. One that severely hurt the US housing industry, which hires a lot of migrants. The company has increased shareholder equity, increased its dividend, bought back shares, grown eps, generated impressive free cash flows and returns on equity. The market is over emphasizing weakness in the US - Mexico corridor transaction volume, WU is becoming a much more global brand and expanding its market share in mature markets, even in the face of weak employment.

    This link highlights some of the opportunities WU has to expand its product offerings using new technology
    donsdocs.com/Documents...
    Jul 17, 2011. 04:48 PM | 1 Like Like |Link to Comment
COMMENTS STATS
202 Comments
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