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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Penn West Is Talking With Lenders As It Faces A Liquidity Crisis [View article]
    lenders will have to protect their interests first so pwe is not in the driver seat. Blame management for paying a dumb dividend for 2 years and not hedging. That precious capital could have taken down an extra 500 mil in debts probably negating this situation now. hope shareholders enjoyed that dividend.
    Jan 26, 2015. 07:02 AM | 1 Like Like |Link to Comment
  • Penn West Is Talking With Lenders As It Faces A Liquidity Crisis [View article]
    Sad day for shareholders. I am concerned that many energy cos remain complacent while they should be taking drastic action to assure shareholders are protected especially a few in the offshore drilling industry paying inflated dividends and the big integrated oils which will take on debt to pay a dividend?????? wakeup already.
    Jan 23, 2015. 08:17 PM | 2 Likes Like |Link to Comment
  • IBM 2014 Cash Flow Analysis [View article]
    "do not perform any analysis" any? pretty big word to use. So you got in at what price? I have been watching ibm from a distance for a while, but decreasing revenues and financial engineering has kept from wasting time digging deeper . just maybe things are transitioning.
    Jan 23, 2015. 03:45 PM | Likes Like |Link to Comment
  • SPDR S&P 500 ETF Analysis: Using CapFlow And FROIC [View article]
    what are the five stocks that scored a 3 in this market
    Jan 23, 2015. 03:33 PM | Likes Like |Link to Comment
  • King Dollar Comeback [View article]
    gary you must be really excited about stock market potential with lots of consumer optimism and bullish investor sentiment at high levels. Do not fret about old school stock market valuations flashing red we have profit margins at a new plateau. Booooooooyaaaaaaa. Sound fundamentals as the CBer Gods save us at every crisis.
    Jan 23, 2015. 01:06 PM | 1 Like Like |Link to Comment
  • Emerging Catalysts For TowerJazz [View article]
    JW slammed another one out of the park!
    Jan 23, 2015. 10:08 AM | 1 Like Like |Link to Comment
  • Natural Gas Fundamentals Are Now Compatible With Higher Prices [View article]
    VF very good point. have the liquid prices collapsed as much as wti prices?
    Jan 23, 2015. 10:01 AM | 1 Like Like |Link to Comment
  • Pengrowth Energy: Weathering The Storm [View article]
    take a look at the successful energy cos they do not have issues with covenants or talk much at all of ebitda to debt multiples. highly cyclical businesses should be run differently than this company. highly cyclical cap ex heavy businesses should not have high payout ratios. the company is close to an all time low stock price should tell u something about the strategy of this company. how much debt they are gong to pay down as opposed to just roll into the revolver.
    Jan 23, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • King Dollar Comeback [View article]
    Controlling the world reserve currency printing press has huge advantages, but we will have squandered this away eventually as that reserve printing press is taken away. Dollar index Probably heading up to about 110 before a major peak sets in and then a devastating fast fall imo.
    Jan 23, 2015. 09:12 AM | Likes Like |Link to Comment
  • U.S. oil inventory highest in 80 years; crude drops below $47 [View news story]
    why cuz most smart investors usually buy a real asset at the depths of uncertainty/pessimism. of course it is difficult to gauge the level of pessimism and could go lower.
    Jan 23, 2015. 08:48 AM | Likes Like |Link to Comment
  • Update: AIG - Laya Healthcare Acquisition Setting The Tone For 2015? [View article]
    maybe aig should focus on current business of underwriting at a profit. combined ratio over 100 and they are making acquisitions? the stock trades at significant discount to tang bv and they are making acquisitions? hello?
    Jan 23, 2015. 08:35 AM | 2 Likes Like |Link to Comment
  • Scientific Games Shares Could Go Much, Much Higher [View article]
    with net debt to ebitda of 6.3x's it would make sense to give much more detail on capital structure and debt maturities. this is leveraged to the scalp
    <<there are reasons to believe we are on the precipice of a nice turn in industry fundamentals>> what are the reasons?
    it appears to me that this industry (US locale) is near saturated and that any expansion is just stealing share from existing operators.
    Jan 23, 2015. 08:26 AM | Likes Like |Link to Comment
  • IBM 2014 Cash Flow Analysis [View article]
    how much of the 40 bil in debts are corp and vendor financing debts? Lots of cos got themselves in trouble with vendor financing in 2000.
    Jan 22, 2015. 12:25 PM | Likes Like |Link to Comment
  • IBM 2014 Cash Flow Analysis [View article]
    er, how much of the revenue reduction came from dollar strength? dollar index hitting highs again today. painful to multi-national cos.
    Jan 22, 2015. 11:56 AM | Likes Like |Link to Comment
  • U.S. oil inventory highest in 80 years; crude drops below $47 [View news story]
    if oil tanks to 40 or under obama should use these printed dollars to buy as much strategic oil reserves as possible. fill it up to the rim plus more. the printing press will be taken away eventually might as well use it to our advantage now to buy real assets. US exec leadership of our energy cos and other cyclical industries need to be retired to pasture and replaced since they have no idea how to run a cyclical business.
    Jan 22, 2015. 11:49 AM | 9 Likes Like |Link to Comment
COMMENTS STATS
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6,289 Likes