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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • The Safest Stocks In The World [View article]
    sold bdx into its most recent massive spike. overpriced
    Oct 24 02:07 PM | Likes Like |Link to Comment
  • Sears Holdings higher again on downsizing news [View news story]
    eddie eddie eddie.........
    Oct 24 12:15 PM | Likes Like |Link to Comment
  • Why Unilever Is Undervalued [View article]
    Refreshments - Lipton teas and k-cup
    do expect the bad news to continue for UN a bit longer so hopefully it will get cheaper 10% lower or 14 times next year est eps. UN going forward has much better prospects than pg imo. pg is at a 232 billion market cap. it's tough to move that needle at that size. UN hopefully will be trading down under 100 billion. sell sell sell
    Oct 24 12:12 PM | Likes Like |Link to Comment
  • Why Unilever Is Undervalued [View article]
    Food represents 24% of total sales 12.2 bil for Q3
    Personal care 37%
    Refreshments 20%
    Home care products 19%

    sales by region
    Europe 28%
    Americas 31%
    Asia 41%
    Fairly large % of current sales are in distressed areas the last several years.
    Stock should continue to trade down as business continues in these more difficult areas, BUT this will reverse at some point. if the stock is bought cheap enough, it will be a solid investment..Do think some of the stocks u recommend are pricey.
    Oct 24 11:50 AM | Likes Like |Link to Comment
  • Why Unilever Is Undervalued [View article]
    "I am not a fan of UL/UN." why? ok what is better alternative?
    Oct 24 07:20 AM | Likes Like |Link to Comment
  • Note To Warren Buffett: Dump Coke, Pay Your Taxes, And Get On The Right Side Of History [View article]
    ko was priced 45-50 p/e for a large market cap company. and was amazed investors both retail and institutional thought it was invincible. wmt was overpriced too. wmt peaked at like 60 in 2001 and bottomed in 2007 at about 42. yeah ok most investors will just sit with a downtrending stock for 6 years.
    Both these stocks were mega cap stocks priced at near 50 times earnings hello?This is not hindsight
    Oct 23 09:07 PM | Likes Like |Link to Comment
  • Note To Warren Buffett: Dump Coke, Pay Your Taxes, And Get On The Right Side Of History [View article]
    not in hindsight. KO was trading at 45-50 p/e around early 2000 peak at the time as was a number of well known brand cos like wmt too. the bubble was not only internet, tech and eyeballs.
    Oct 23 06:28 PM | Likes Like |Link to Comment
  • Kinder Morgan Is Prepared To Control The Oil Industry For Its Own Good [View article]
    impact kmi if there is a bust of many of the leveraged shale producers?
    besides the 4.55% dividend is valuation attractive?
    Oct 23 12:31 PM | 3 Likes Like |Link to Comment
  • Why Unilever Is Undervalued [View article]
    The emerging market uncertainty is what will hopefully give investors the opportunity.bring it on. hehehe the lower the price the better
    Oct 23 12:13 PM | 1 Like Like |Link to Comment
  • Why Unilever Is Undervalued [View article]
    what's the authors take on the current earnings
    Oct 23 10:24 AM | Likes Like |Link to Comment
  • Note To Warren Buffett: Dump Coke, Pay Your Taxes, And Get On The Right Side Of History [View article]
    "It tastes great. It's wonderful the morning after you belted a few too many scotches (knowledge from the distant past)." so true just replace scotch great work.
    agreed ko does not deserve such a high multiple now.
    Oct 23 09:30 AM | 3 Likes Like |Link to Comment
  • General Motors beats by $0.02, misses on revenue [View news story]
    agreed quality control is "out of control" BUT they are doing the right thing by recalling and fixing the problem. What's wrong with that to the buying public? Shareholders feel all the pain so mgt better feel it to thru lower compensation.
    Oct 23 09:19 AM | Likes Like |Link to Comment
  • Drill Your Way To Long-Term Profits With Ensco [View article]
    "It just stands there, and does no real harm."
    Yes the pride acq has done great harm to me and u but the new investor buying at 36 benefits. so u can see why i am a little grumpy when mgt keeps getting big pay packages when they $%$ up big time. Do not want to go back and forth but this last dividend increase was totally stupid. Although was impressed with the sale of the Oldish 4 JUs with bv of $42 mil each and sold for $53 mil each to a singapore (appears no experience with rig assets--less likely to rehire them at expiration) company. when the rigs run off contract in 2015 a good chance they move to asian market which would be 4 less in mexico or gom market.
    Oct 23 09:06 AM | Likes Like |Link to Comment
  • Will Penn West Survive The Free Fall In Oil Prices? I Think So [View article]
    yet payout 25% of ffo (276 mil) when liquidating assets to paydown debt??? who cares about a dividend when the share price has been decimated. buybacks would increase shareholder value but even this is questionable cuz cash is so precious.
    Are there hedges in place for 2015? If not ffo falls pretty hard here and the company will borrow to pay the dividend. LOL! give me a break
    Oct 23 08:55 AM | Likes Like |Link to Comment
  • Drill Your Way To Long-Term Profits With Ensco [View article]
    hey pedro long time esv investor too at lower prices. Did not like the acq due to the high price paid and it has cost shareholders dearly. Lets run a quick tally 1 billion written off so far and then lets say 1/2 of $3 bil or 1.5 bil for total of $2.5 billion. A Massive mistake. also did not like it when they last increased the dividend not long ago with such an aggressive new build program in place. This company as a few others have got caught up in the Seadrill high spend high debt and high dividend mentality. when got into esv much less leveraged and stronger flexible balance sheets to weather any environment. do think esv is one of the best operationally managed cos but waiting for a partial writeoff of this goodwill. under 36 would be time to get interested again.
    Oct 22 11:42 AM | Likes Like |Link to Comment
COMMENTS STATS
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