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The_Hammer

The_Hammer
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  • Verizon Communications: What Am I Missing? [View article]
    My point was there is more risk here than people realize. Another thing: with about $56 bil in debts refinancing at higher interest rates could mean higher interest expense.
    Cos with high debtloads will face much higher interest rates at some time in the future. The record low rates will no longer be a benefit.
    Mar 28, 2012. 11:16 AM | Likes Like |Link to Comment
  • Verizon Communications: What Am I Missing? [View article]
    Free cash flow In Billion
    $ 13.536 $ 16.905 $ 14.518

    Trend in fcf 2011 2010 2009 down.

    UNDERFunded Status of Pension and Health for retirees

    End of year 2011 in Billions
    $ (6.472 )-- Pension $ (24.741 ) ---Healthcare

    OUCH!
    Mar 28, 2012. 09:48 AM | 1 Like Like |Link to Comment
  • 10 Reasons Why The Dollar's Reign As The World Reserve Currency Is About To End [View article]
    the bernank and the govt are busy behind the scenes now refinancing all the deadbeat mtg loans to keep the ponzi going. Heard from a number of people saying this refinance scheme is quite large. Lower mtgs payments keeps the house from falling into foreclosure and puts more bucks in the homedebtors zombies pockets to spend. More socialized losses....what free capital markets?
    The Bernank is a national security risk.

    America has become one broken corrupt democracy and it will collapse. A massive cleansing of the system is needed to get back to some sort of free market capitalism.
    Mar 28, 2012. 08:31 AM | Likes Like |Link to Comment
  • Hussman: Beware Profit Margin Mean Reversion [View article]
    markets are getting speculative. high priced stock ipos coming out, pik bonds being sold (that's paid in kind). momo is here and pros are chasing the market so to not be left behind.
    Mar 27, 2012. 01:00 PM | Likes Like |Link to Comment
  • Hussman: Beware Profit Margin Mean Reversion [View article]
    nestor sorry but input costs and inflation will squeeze margins going forward.

    Monday 9:24 AM As concerns about a Chinese slowdown mount, the country's rising wages also have foreign investors on edge. Double-digit annual wage growth is now a fact of life for many firms, and consulting firm InterChina believes China's wages will surpass Mexico's in 5 years.

    Wednesday, March 21, 7:47 AM More on General Mills (GIS): "Price realization ... contributed 9 points to net sales growth in the quarter ... Gross margin as a percent of net sales was below year-ago levels," i.e. the company raised prices 9%, but still saw margins fall.

    Friday, February 17, 10:25 AM Apple (AAPL) contract manufacturer Foxconn, under fire (I, II) once again over its labor practices, says it has raised wages for Chinese workers by 16%-25%. The wage hike is Foxconn's third since 2010, and represents a doubling of pay since 2009. Fellow contract manufacturer Nam Tai (NTE) recently said its labor costs/employee would rise 23% this year

    Goldilocks has come to an end
    Mar 27, 2012. 11:49 AM | 2 Likes Like |Link to Comment
  • Consider Statoil: Its New Field Pipeline Is Fantastic [View article]
    dsr70, recently STO has began to grow their reserves base. Before they were producing more than they were replacing. This is changing.
    Mar 27, 2012. 11:39 AM | Likes Like |Link to Comment
  • Hussman: Beware Profit Margin Mean Reversion [View article]
    I notice the more the markets go up and the greater the speculation, the more investors become complacent and confident. I do not remember so many investors boasting it is a great time to buy when the markets were in freefall daily and stocks were really cheap back in late 08 early 09. Yes I was sweating and yes i was buying. This market is not so cheap.
    And yes i did buy a position in jnj the other day so i am not mega bear but the US faces a sovereign debt problem no matter how deep u put your head into the sand.
    Mar 27, 2012. 11:28 AM | Likes Like |Link to Comment
  • The Fed's actions were not responsible for the housing bubble, says Ben Bernanke in lecture #2 on the history of the Fed that is instead turning into a defense of a generation of easy money policies. Today's talk also includes a pat on the back for Greenspan for achieving economic stability. "Depends on what the meaning of 'stability' is," snipes Caroline Baum.  [View news story]
    when the price of gas is steady at $6, healthcare is unaffordable and food increases by 50%-100% while benefits are being cut then your going to have some real angry people. We got a bunch out there already but the masses will start getting impacted then watch the hell out.

    We have been quite lucky the last 3 decades that prices of some things like clothes are lower today than 1980 and some foods, but this has been changing and will rapidly change in the next 5 years.

    The Bernank will print and dilute, print and dilute and repeat until global investors shut him down or until he totally wrecks the dollar its purchasing power and your standard of living. The breaking point occurs when food and energy consume a greater portion of disposable income.

    A good portion of the housing stock will become obsolete and to costly to own at some point. Who needs to maintain a 3000+ sq ft shack on a postage stamp piece of property?
    Mar 27, 2012. 11:08 AM | 1 Like Like |Link to Comment
  • The Fed's actions were not responsible for the housing bubble, says Ben Bernanke in lecture #2 on the history of the Fed that is instead turning into a defense of a generation of easy money policies. Today's talk also includes a pat on the back for Greenspan for achieving economic stability. "Depends on what the meaning of 'stability' is," snipes Caroline Baum.  [View news story]
    462216, take back what i said before. Fwank and the other blood sucking ilk will be removed when the sheeple finally cannot take the pain anymore. Rapidly falling standard of living.
    Mar 27, 2012. 07:41 AM | Likes Like |Link to Comment
  • Raven Is Flying, But No One Is Looking [View article]
    engineered films benefitting from this shale oil revolution?

    obviously with d&a only 9 mil and 35 mil cap ex fcf negative?
    Mar 27, 2012. 06:56 AM | Likes Like |Link to Comment
  • 10 Reasons Why The Dollar's Reign As The World Reserve Currency Is About To End [View article]
    Good article but #10 the hatred thing goes a little to far.
    The standard of living in the US will continue to fall for middle class and retirees and poor are in deep trouble keeping up with escalating food and energy costs.

    Greenspan and bernank have done everything in their power to wreck the dollar. Having the reserve currency has huge privileges but these two BOZOS have decided to squander it..

    I would of liked if you touched on the investment implications a little more. I do see mfging coming back strongly in the US as things get more localized and our exports picking up.

    Not downplaying the US govt debt bubble because it is real, but if we transition over a substantial portion of our transportation (heavy truck,mass transportation) to nat gas this should be of great help adapting to higher oil prices.

    Although the US currently has a broken corrupt democracy the US does have a wealth of natural resouces water timber nat gas shale oil fresh water , and tech innovation to weather the future. So do not count out the USA so easily but we do face a severe crisis again before we can heal things.
    Mar 27, 2012. 06:39 AM | 1 Like Like |Link to Comment
  • Hussman: Beware Profit Margin Mean Reversion [View article]
    http://bit.ly/HffdCl

    something to consider bro
    Mar 27, 2012. 06:11 AM | 1 Like Like |Link to Comment
  • Hussman: Beware Profit Margin Mean Reversion [View article]
    http://seekingalpha.co...
    russ does a good job in response.
    Mar 27, 2012. 06:05 AM | Likes Like |Link to Comment
  • Raven Is Flying, But No One Is Looking [View article]
    <<Still, it's worth noting that this spend, which is funding "the greatest investment in Raven history" according to the CEO on the last conference call,>>
    so what's the greatest investment in Ravens history????
    Mar 27, 2012. 05:43 AM | Likes Like |Link to Comment
  • Reconsidering The Case For Johnson & Johnson [View article]
    jnj is a buy on weakness imo. the weldon compensation retirement package is an insult to every shareholder.
    Mar 26, 2012. 10:11 PM | 3 Likes Like |Link to Comment
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