Anthony Grossi

Long-term horizon
Anthony Grossi
Long-term horizon
Contributor since: 2011
5/21/15
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)
10/29/14
Anthony Grossi
$RYAM quarter wasn't that bad. Shame about the weak dividend
10/13/14
Anthony Grossi
$ETN looking good on the pullback
9/24/14
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)
6/30/14
Anthony Grossi
Sold $KRTFT at $60, will sell $MDLZ at $38. Money will go to balanced fund
typo, meant $KHC
5/25/14
Anthony Grossi
Time To Sell Enterprise Products $EPD http://seekingalpha.com/a/1bxyj
4/7/14
Anthony Grossi
Historically, $AMZN at 2X sales has been a buy. And here we are again. Disclaimer: correlation does not equal causation
3/21/14
Anthony Grossi
$1.2B in investments minus debt and prefereds. $DDEJF looks fairly valued to me.
2/24/14
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
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.
What is interesting is the PUT/CALL ratio is at .45.
2/20/14
Anthony Grossi
$DRUNF earns better than $1ps and sells off? That puts implied yield at about 8% or so
2/10/14
Anthony Grossi
drop in $L justified given problems at $BWP,
2/10/14
$DO also hurting $L
1/28/14
Anthony Grossi
1/2/14
Anthony Grossi
Year End Portfolio Review 2013 http://seekingalpha.com/a/158vl
11/21/13
Anthony Grossi
Has anyone figured out the tax implications on $MOAT? 35% short term cap gains tax on every position they turnover.
9/17/13
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
9/6/13
Anthony Grossi
$DDEJF.PK turning itself into hard asset inflationary pure play http://bit.ly/13o4eUT
3/18/13
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.
2/12/13
Anthony Grossi
$GD, $LMT, $NOC, $LDOS, Sen. McConnell says sequester will happen. Chance to buy ?
1/10/13
Anthony Grossi
Curious if someone could explain the market cap disparity b/t BHP and $BBL, I must be missing something obvious
Probably due to the listing, one in Aussie dollar and one in British Pound, along with the tax ramifications/withholding treaties? My guess
12/3/12
Anthony Grossi
DWA below book value for first time in company history. So basically the market is saying that each new movie destroys value.
2/16/12
Anthony Grossi
historically speaking, WLTW is a "buy on the dips". 10% is a pretty big dip.
10/11/11
Anthony Grossi
BEAM looks good. Cheaper than BF.B on valuation and more focused than DEO (no low margin beer)
8/20/11
Anthony Grossi
LUK now selling for less than LUK cost per share investment.
8/4/11
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
7/20/11
Anthony Grossi
Ecolab (ECL) to buy Nalco (NLC). I love this play on environmentalism and water sanitation. I'm a buyer
10/10/11
There is a difference between conservation and preservation (environmentalism).
9/26/12
Yes agu. Do not leave your values, morals, and principles, (implied good), for greed.
6/24/11
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
6/20/11
Anthony Grossi
Le Gaga (GAGA) a commoditized business with no control over input costs. Even if this chinese sm cap isn't a fraud its still a bad stock
5/24/11
Anthony Grossi
bad news for SHLD as WMT set to begin selling GE household appliances, offer lease-to-own payment programs
5/4/11
Anthony Grossi
rumor has it that budget talks include removing MLP tax advantaged status. Rebirth of Lakehead ruling? could be time to buy EPD, KMR
12/11/12
How did that work out?
4/19/11
Anthony Grossi
70 cents of every dollar spent on housing? VNQI RWO really interesting blog about housing bubbles here http://bit.ly/gtx5GJ
4/7/11
Anthony Grossi
Glencore (GLEN.UL) issues intention to float. Trade publicly on May 24. Expects to raise $12 Billion in IPO
3/30/11
Anthony Grossi
QIHU more than doubles on IPO, feels like the 90's again.