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Showing posts from 2016

It's As If Everything Has Been Forgotten

Well, Donald Trump won the presidency, the markets did not crash (they did fall overnight but quickly surged back) and now we have reached new all time highs... Me personally, I am not convinced by the rally. I am actually more fearful.. We have seen a tremendous push up in the markets since election day.... But electing a new president does not erase the last 7 years of near zero interest rates and their consequences, manipulative central bank policies, and record global debt levels. All of sudden its like everyone forgot about how 25% of the worlds GDP comes from countries with negative interest rates. How our economy is nearing 7 years on its expansion... How the business cycle peaked years ago, corporate profits have been on a significant decline and the dollar has reached a 13yr high... How debt from the four main domestic non-financial sectors (households, business, federal and state/local) has increased by 2.2 trillion over the latest statistical year while GDP grew by roughly …

Lamb Weston & Its Spin off from ConAgra Foods

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Recently, I had the privilege to come across two books written by Gotham Capital founder Joel Greenblatt titled "You Can Be A Stock Market Genius" and "The Little Book That Beats The Market". After reading both over the past two weeks I definitely enjoyed "You Can Be a Stock Market Genius" to be the best of the two. Mr. Greenblatt opened my eyes to a few areas I'm completely unfamiliar with including Spinoffs, LEAPS, and Restructuring's just to name a few. It's definitely worth the read and I recommend it to anyone in the investment field. For a while I have been simply focusing on searching for undervalued companies and occasional option trades. The book hands down will provide some valuable information on other areas to search for investment returns. I found the Spin-off section extremely intriguing and that is what brings us to this post.

Currently a major spin-off is about to take place between ConAgra Foods and its frozen potato business L…

Someone Is Lying

So I recently had the privilege of sharing my views regarding some of my holdings on CNBC and boy was it quite the experience. Little nerve racking first time on live TV but it was an awesome experience and I look forward to doing it many more times. Investment Management will be my career and I look forward to the day of managing my own million dollar fund. While on CNBC I called Herbalife a pyramid scheme and I believe its intrinsic value is significantly lower then its 60 dollar plus current share price. So I thought it would be nice to provide some uncommon sense ( I've learned common sense isn't so common in the world anymore) as the controversy continues over its business heats up. For those of you who may not be aware, Herbalife’s business practices were being investigated by the Federal Trade Commission for over two years up until July 15th, 2016 in which a settlement was announced. Bill Ackman and Carl Icahn, two of the worlds top billionaire hedge fund managers have…

Twitter Disclaimer

All posts and comments are personal and conversational of Anthony Bonsignore and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, stocks, bonds, etfs or mutual funds is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and past performance is not indicative of future results