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Anthony Grossi

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  • Anthony Grossi
    Historically, $AMZN at 2X sales has been a buy. And here we are again. Disclaimer: correlation does not equal causation
    Apr 7, 8:47 AM
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      • Anthony Grossi
        $1.2B in investments minus debt and prefereds. $DDEJF looks fairly valued to me.
        Mar 21, 2:31 PM
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          • Anthony Grossi
            Guru's make their fair share of mistakes, but if Berkowitz went public with a $150 price target for $SHLD, one of us is being an idiot
            Feb 24, 5:28 PM
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            • MSF INVESTMENTS: No, Anthony I have traded it though long and short.I am Long now long the common long term but trade the options. I have puts for earning.
              Feb 25, 8:18 AM
            • MSF INVESTMENTS: What is interesting is the PUT/CALL ratio is at .45.
              Feb 25, 8:19 AM
              • Anthony Grossi
                $DRUNF earns better than $1ps and sells off? That puts implied yield at about 8% or so
                Feb 20, 5:40 PM
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                  • Anthony Grossi
                    drop in $L justified given problems at $BWP,
                    Feb 10, 9:45 AM
                    Reply (1)
                    • 2839298249: $DO also hurting $L
                      Feb 10, 9:47 AM
                      • Anthony Grossi
                        Exelon Revisited $EXC http://seekingalpha.com/a/16aa9
                        Jan 28, 11:08 AM
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                          • Anthony Grossi
                            Year End Portfolio Review 2013 http://seekingalpha.com/a/158vl
                            Jan 2, 3:10 AM
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                              • Anthony Grossi
                                Has anyone figured out the tax implications on $MOAT? 35% short term cap gains tax on every position they turnover.
                                11/21/13
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                                  • Anthony Grossi
                                    If you're the contrarian type who thinks retail investors always buy at the top, this is for you http://bit.ly/1dmDEhS
                                    9/17/13
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                                      • Anthony Grossi
                                        $DDEJF.PK turning itself into hard asset inflationary pure play http://bit.ly/13o4eUT
                                        9/6/13
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                                          • Anthony Grossi
                                            $WHLKY.PK at 0.3 X book and all three subsidiaries they own also trade below book. Too good to be true? Third Avenue Value doesn't think so.
                                            3/18/13
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                                              • Anthony Grossi
                                                $GD, $LMT, $NOC, $LDOS, Sen. McConnell says sequester will happen. Chance to buy ?
                                                2/12/13
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                                                  • Anthony Grossi
                                                    Curious if someone could explain the market cap disparity b/t BHP and $BBL, I must be missing something obvious
                                                    1/10/13
                                                    Reply (1)
                                                    • Energysystems: Probably due to the listing, one in Aussie dollar and one in British Pound, along with the tax ramifications/withholding treaties? My guess
                                                      1/10/13
                                                      • Anthony Grossi
                                                        DWA below book value for first time in company history. So basically the market is saying that each new movie destroys value.
                                                        12/3/12
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                                                          • Anthony Grossi
                                                            historically speaking, WSH is a "buy on the dips". 10% is a pretty big dip.
                                                            2/16/12
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                                                              • Anthony Grossi
                                                                BEAM looks good. Cheaper than BF.B on valuation and more focused than DEO (no low margin beer)
                                                                10/11/11
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                                                                  • Anthony Grossi
                                                                    JEF now selling for less than LUK cost per share investment.
                                                                    8/20/11
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                                                                      • Anthony Grossi
                                                                        MDLZ to imitate MO and split its US and Int'l business into two stocks. One for div/value play (US operations) and the other for growth
                                                                        8/4/11
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                                                                          • Anthony Grossi
                                                                            Ecolab (ECL) to buy Nalco (NLC). I love this play on environmentalism and water sanitation. I'm a buyer
                                                                            7/20/11
                                                                            Reply (2)
                                                                            • agu: There is a difference between conservation and preservation (environmentalism).
                                                                              10/10/11
                                                                            • FUK: Yes agu. Do not leave your values, morals, and principles, (implied good), for greed.
                                                                              9/26/12
                                                                              • Anthony Grossi
                                                                                Sears (SHLD) spinoff of OSHS is a non-event as far as creating any real value for shareholders. Now you own two retailers w/ declining sales
                                                                                6/24/11
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