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The_Hammer

The_Hammer
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  • A New Deal For TowerJazz? [View article]
    jw, how much in fcf are u expecting in 2016? what do u think tsem will do with it? can they buyback stock? best use right now.
    Aug 4, 2015. 04:55 PM | Likes Like |Link to Comment
  • Baxalta officially rejects Shire's $30B offer; undervalues the company [View news story]
    Lets get a bidding war going. can anyone say $50 bil?
    Aug 4, 2015. 04:44 PM | 3 Likes Like |Link to Comment
  • Intel, Micron: My Thoughts On 3D X Point Memory [View article]
    doggie been sniffing to much doggie doodoo
    Aug 4, 2015. 04:43 PM | 2 Likes Like |Link to Comment
  • Investors Recognize ChipMOS Arbitrage Play [View article]
    a year later and mgt is still delaying and dragging their feet. the stock is under bv now. has anything changed in your thesis jaret?
    Jul 29, 2015. 08:21 AM | 1 Like Like |Link to Comment
  • Unigroup's Micron Bid Offers Trust-Building Opportunity [View article]
    Is their a Propaganda campaign going on?

    TSINGWHOOO? WHOO?
    Jul 28, 2015. 06:06 PM | 1 Like Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    what proof do you have that m&a is so cheap? Sellers usually get it right more so than buyers. The problem I see is this stock is being recommended so much that it never gets a chance to correct down to appropriate valuation.
    Jul 28, 2015. 04:50 PM | Likes Like |Link to Comment
  • Intel/Micron: 3D NAND And SSDs About To Explode [View article]
    there is was never a chance this Tsingwhoo low ball non-sense had a chance. If MU mgt spent more than a minute thinking about it then they should be fired. As it is they have the wind at their backs and they bobble the ball constantly.
    Jul 28, 2015. 04:17 PM | 1 Like Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    goodwill should not be excluded. probably some compensation consultant's idea. when they take the non-cash charge in the future and boast it is NON-cash just remember ya paid for it.
    Jul 28, 2015. 04:12 PM | 1 Like Like |Link to Comment
  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    apple
    Jul 28, 2015. 03:20 PM | 3 Likes Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    why would a distribution company deserve 12-14 ev to ebitda valuation? avt or arw are not valued at such levels
    Jul 28, 2015. 01:08 PM | Likes Like |Link to Comment
  • Intel/Micron: 3D NAND And SSDs About To Explode [View article]
    fwiw just added for the first time since mid single digits. hopefully the mu management does not mess this cc up.
    Jul 28, 2015. 10:27 AM | Likes Like |Link to Comment
  • Why U.S. Lime & Minerals Should Consider A $20 Per Share Special Dividend [View article]
    the stock hit 20 in 2008, what's changed since 2008 for the company? has it purchased new assets or is it producing more cash-flow?
    Jul 27, 2015. 06:07 PM | 1 Like Like |Link to Comment
  • Why U.S. Lime & Minerals Should Consider A $20 Per Share Special Dividend [View article]
    can anyone explain why this industry deserves a 12 x ev/ebitda price tag? is it a scarcity value? what catalyst is there to get a fuller valuation? thanks
    Jul 27, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy: If You Were Disappointed By The Recent News, Don't Be [View article]
    in 2008-2009 some mortgage originators had their lines of credit pulled even though some displayed disciplined underwriting.
    Jul 27, 2015. 04:24 PM | Likes Like |Link to Comment
  • Chesapeake Energy: If You Were Disappointed By The Recent News, Don't Be [View article]
    RE does CHK have the ability to overcome if ng stays at the current 2.75 for a while longer? what would be some of the options/strategy to deal with it?
    Jul 24, 2015. 12:32 PM | Likes Like |Link to Comment
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