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Anthony Grossi  

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  • Anthony Grossi
    finished the $DDEJF Q1. Book value $24 IFRS. Could be cheap if you really believe in inflation. Can't figure out book under GAAP (its lower)
    May 21, 5:07 AM
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      • Anthony Grossi
        $RYAM quarter wasn't that bad. Shame about the weak dividend
        10/29/14
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          • Anthony Grossi
            $ETN looking good on the pullback
            10/13/14
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              • Anthony Grossi
                What's $RYAM worth in runoff? Under 10x earnings and 4x ebitda, may have to write an article. 1 of 3 Mstar 5 star stocks (US listed)
                9/24/14
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                  • Anthony Grossi
                    Sold $KRTFT at $60, will sell $MDLZ at $38. Money will go to balanced fund
                    6/30/14
                    Reply (1)
                    • Anthony Grossi: typo, meant $KHC
                      6/30/14
                      • Anthony Grossi
                        Time To Sell Enterprise Products $EPD http://seekingalpha.com/a/1bxyj
                        5/25/14
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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
                            4/7/14
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                              • Anthony Grossi
                                $1.2B in investments minus debt and prefereds. $DDEJF looks fairly valued to me.
                                3/21/14
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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
                                    2/24/14
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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.
                                      2/25/14
                                    • MSF INVESTMENTS: What is interesting is the PUT/CALL ratio is at .45.
                                      2/25/14
                                      • Anthony Grossi
                                        $DRUNF earns better than $1ps and sells off? That puts implied yield at about 8% or so
                                        2/20/14
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                                          • Anthony Grossi
                                            drop in $L justified given problems at $BWP,
                                            2/10/14
                                            Reply (1)
                                            • 2839298249: $DO also hurting $L
                                              2/10/14
                                              • Anthony Grossi
                                                Exelon Revisited $EXC http://seekingalpha.com/a/16aa9
                                                1/28/14
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                                                  • Anthony Grossi
                                                    Year End Portfolio Review 2013 http://seekingalpha.com/a/158vl
                                                    1/2/14
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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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