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Anthony Grossi  

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  • Mondelez Better Than Heinz, General Mills, And McCormick? [View article]
    sustainable growth of what? what qualitative or quantitative factors comprise this mystery data point? Are you suggesting that MKC will grow EPS at 12% ad infinitum? How can you purport to know such a thing? This article doesn't make any sense.
    Dec 20, 2012. 12:07 PM | Likes Like |Link to Comment
  • Marijuana May Be The Next Big Growth Sector In The U.S. Stock Market [View article]
    they call it weed for a reason, it will grow anywhere. so if it became completely legal users would just grow there own. much like alcohol during prohibition, the profit is exaggerated by criminal status. unlike alcohol, no expertise is required to make your own. even tobacco has to be cured and processed, something most users do not have the means to do themselves. these barriers do not exist in pot use.

    not a fit analogy
    Dec 17, 2012. 05:01 AM | 1 Like Like |Link to Comment
  • The Case For Intel [View article]
    All of these companies outsource the work overseas to the lowest cost producer. Intel has been in Costa Rica for 15 years. They are already focusing on power efficiency and not just speed (hence the lower performance Atom chip). And Apple already announced they are replacing Samsung.

    Now if we're talking about companies/countries that don't play by the same intellectual property rules that the rest of us have to, well in that case western business culture is screwed no matter what. The hope is that as so-called developing nations develop, they will adopt many of our rule based systems.

    As for changes in technology, I'm no expert, I simply look at Intel's R&D budget (6.5 Billion) and compare it to ARM's free cash flow (180 million) and assume that over time Intel will have the means to create superior products. This logic holds true for every competitor I could think of.

    But yes, irrefutably competition in this space will continue unabated
    Dec 8, 2012. 06:20 AM | 3 Likes Like |Link to Comment
  • The Case For Intel [View article]
    A different beast. Qualcomm is really more about CDMA licensing then anything else. Great royalty revenues, etc. Can't argue with the stock pick
    Dec 8, 2012. 06:09 AM | 2 Likes Like |Link to Comment
  • The Case For Intel [View article]
    I think the comparison is apt. Both AMD and ARM have achieved success by creating a product that fills a costumer need better than existing Intel products. In the case of ARM a chip that accomplishes the users needs while consumer much less power (longer battery life for your toys). Intel will simply create a comparable chip (the Atom), or phones/tablets will develop into platforms that require superior processing performance. Intel is in a position to win the battle on both cost and technology fronts over the long haul.
    Dec 8, 2012. 06:04 AM | 2 Likes Like |Link to Comment
  • The Case For Intel [View article]
    all apologies for the confusion of use of language. By power efficient I was refer to consumption of power. ARM has been highly successful in chips for mobile devices and tablets because of the low power consumption of its designs. Intel's Atom processors are becoming much more competitive on the power efficiency front, which will allow the firm to achieve design wins in tablets and smartphones and ultimately encroach upon ARM's turf. I assume this was thought process behind the acquisition of Infineon's wireless chip business in 2011.
    Dec 8, 2012. 05:56 AM | 1 Like Like |Link to Comment
  • Index Funds Make Markets Less Efficient [View article]
    thank you for the compliments and for taking time out of your day to read my little article
    Dec 7, 2012. 06:41 AM | Likes Like |Link to Comment
  • The Seductive Warren Buffett [View article]
    Seriously? "Buffett had a good run, but at this point there’s really zero reason to believe that his kind of fundamentals-based value investing still gives anybody an edge.

    made me laugh. if you're not investing based on fundamentals, what are you basing your investments on?
    Dec 4, 2012. 04:50 PM | 10 Likes Like |Link to Comment
  • Cramer's Lightning Round - Starbucks Will Do For Tea What It Has Done For Coffee (11/28/12) [View article]
    I wouldn't bang on SBUX buying TEA after its been proven that their teas are not organic
    Nov 29, 2012. 06:30 AM | Likes Like |Link to Comment
  • U.S. Silica Holdings: All Signals Are Flashing Green For This Fast Growing Fracking Supplier [View article]
    highly recommend reading the comments of Chris Sandy regarding Hi-Crush as a crash course in the business of proppants. (not the article, the comments section)

    http://seekingalpha.co...
    Nov 26, 2012. 07:54 AM | 1 Like Like |Link to Comment
  • Exelon's Risk Profile Has Changed - What You Need To Know [View article]
    I highly highly recommend that everyone re-read Peter Lynch on investing in utilities

    stage 1 - disaster strikes, a sudden loss of earnings
    stage 2 - crisis mgmt, austerity (dividend cut)
    stage 3 - financial stabilization
    stage 4 - recovery

    Mr. Lynch says you buy a utility, any utility, after it cuts its dividend

    These companies are state regulated monopolies that are not allowed to fail because they provide a necessary service. It is also because of this that they do stupid things with their money, they know that they can't lose.

    “A simple way to make a nice living from troubled utilities: buy them when a dividend is omitted and hold on to them until the dividend is restored. This is the strategy with terrific success ratio.”

    Look at CEG, this advice has held true for what 40+yrs now
    Nov 21, 2012. 10:51 AM | 3 Likes Like |Link to Comment
  • Exelon's Risk Profile Has Changed - What You Need To Know [View article]
    If EXC is an Obama stock how to explain the 4 year chart? Straight down is not my idea of favoritism.
    Nov 6, 2012. 04:30 PM | Likes Like |Link to Comment
  • IPO Preview: Restoration Hardware [View article]
    And who knows, maybe Mr. Lampert will have another go at taking over the company
    Nov 1, 2012. 07:31 PM | Likes Like |Link to Comment
  • Buy The Post-Earnings Sell-Off In Western Union For Rebound Potential, 4% Yield [View article]
    all lot if it is related to new compliance standards for international remittances that are required by Feb of 2013. They just bit the bullet early, which is why they had to close a lot of agents and it limits how much they can make per transaction. That and competition in the US Mexico corridor really took them by surprise. This is still a good (but not great) company but they will earn lower returns going forward than they have over the past 5 yrs and it will take the market time to adjust.
    Nov 1, 2012. 07:30 PM | 2 Likes Like |Link to Comment
  • People Who Think They Are Conservative Investors [View article]
    I understand the importance of the contrarian, don't follow the herd message

    but identifying valid devotional themes sounds like a lot more work than doing a proper five forces/value chain analysis
    Oct 24, 2012. 03:35 PM | Likes Like |Link to Comment
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