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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Copper Producers Could Still Have Long Way To Fall [View article]
    Xcellent article, but shorting seems risky to me at these levels.
    Dec 29, 2011. 11:02 PM | 2 Likes Like |Link to Comment
  • The Fairholme Fund's Year To Forget Will Reverse Course In 2012 [View article]
    Berkowitz blew it for investors. He has invested this fund based as if we are in a typical business cyclical downturn. He could not have been so wrong. How he as analyzed these tbtf financials is beyond me. He has to be making a number of assumptions in his conclusions. I think many of these financials will not be the big gainers due to bv impairments overtime.
    Dec 29, 2011. 07:08 PM | 1 Like Like |Link to Comment
  • Why Oil Prices Are Killing The Economy [View article]
    I think oilfinder is on onto something big here. Besides the leveraged to the scalp financial system, the corrupt polticians and the spineless fed stooges, I am starting to get Bullish on America's energy future and mfg renaissance.
    We neeed to clean house in dc.
    Dec 22, 2011. 05:16 PM | 3 Likes Like |Link to Comment
  • Ford And GM Can Make A Remarkable Comeback [View article]
    As usual the baaaaaahhhhh like herd are always on the wrong side when the bull or bear hits.
    Open your eyes. After getting their heads handed to them along with the lazy/greedy unions, f and gm are finally turning the ship in the right direction.
    Dec 22, 2011. 04:56 PM | Likes Like |Link to Comment
  • Harvesting A 10% Yield With A Fertilizer Dividend [View article]
    Unfortunately it would be difficult to farm or produce fertilizers without some energy source.
    The world would come to a halt with lack of energy supplies.
    chk, dvn, coswf,sto,mos.pot........

    As an LP is it Difficult for taxes? IRAs?

    "CVR Partners uses petroleum coke as a key raw material feedstock."

    what is petro coke?

    Thanks
    Dec 22, 2011. 03:53 PM | 1 Like Like |Link to Comment
  • Now's The Time To Get Back Into Real Estate [View article]
    Where your wrong danny is that incomes (real have been flat to down for a few decades. The unions had wage power in the 60's and 70's so incomes grew as fast or faster than inflation. Today our standard of living is falling and will continue to fall as incomes do not keep up with the cost of living and cheap energy is long gone.
    Housing will not keep pace with inflation and as one of the posters said some areas of the country are still overbloated and overpriced. Some areas have come down to fair values but many remain ovepriced.
    Dec 21, 2011. 04:59 PM | Likes Like |Link to Comment
  • James Kostohryz Positions For 2012: 100% Cash The Only Way To Play This Market [View article]
    James should start writing press releases for the Fed reserve and the Bernank.

    Hey james I have been real worried about our levered to the scalp financial system, but you are starting to make me feel a little bullish.
    Dec 21, 2011. 02:30 PM | 7 Likes Like |Link to Comment
  • BI-LO will acquire all the outstanding shares of Winn-Dixie (WINN) for $9.50/share, a ~75% premium over Winn-Dixie's closing price on Friday. The merged company will have approximately 690 stores and 63,000 employees. (PR)  [View news story]
    Lone star thinks they got a bargain? Congrats to winn shareholders for finding a bagholder.
    Dec 19, 2011. 04:01 PM | Likes Like |Link to Comment
  • Word that BofA (BAC -4.8%) trades below $5 could test the mettle of value investor Warren Buffett as his paper loss on warrants pushes over $1B - presumably a big number even for the Oracle. But cushioning the blow for Buffett will be the $300M in dividends he rakes annually no matter how far down into the abysss BAC falls. [View news story]
    buffett warned and warned of WMD's how it was near impossible to unwind the modest derivative book at gen re but he goes in on these TBTF financials whom have massive book of illiquid derivatives. will buffett finally take a big hit on one of his financial investments?
    Dec 19, 2011. 03:54 PM | Likes Like |Link to Comment
  • National Oilwell Varco: A Value Priced, Dominant Global Energy Capital Equipment Supplier [View article]
    Thanks for the great article. slb would be another interesting investment in the low $50's.
    Dec 19, 2011. 03:01 PM | 1 Like Like |Link to Comment
  • Tim Tebow, Social Mood And The Future Of U.S. Stocks [View article]
    Many Americans are clueless to the serious debt situation and do not even bother to vote. When the sovereign crisis moves in our direction maybe the US as a whole needs to be broken to its knees to change this me me me type attitude that dominates the country.
    Dec 19, 2011. 06:56 AM | 3 Likes Like |Link to Comment
  • Investing In Italian Stocks: Weighing Risk Vs. World's Biggest Bargain [View article]
    My mistake on the etf. If there is a CEF and the discout is massive, it may make sense, but the tax withholding is pretty brutal on the high dividend payers.
    Definatley when the final SHTF in europe I am building a list of European opportunties to pounce on.
    Dec 18, 2011. 10:32 PM | Likes Like |Link to Comment
  • 6 Highest Yielding Stocks In Bruce Berkowitz's Portfolio [View article]
    Another example (TEF) of stooge mgt leveraging up to the scalp with little margin of safety. $71 bil in debt???? These idiots need to cut the dividend by 75% and start paying down this outrageous debt level.
    Where do these stooges get trained? Shareholders should dump the reckless mgt.
    Dec 18, 2011. 03:06 PM | Likes Like |Link to Comment
  • Investing In Italian Stocks: Weighing Risk Vs. World's Biggest Bargain [View article]
    You failed to address the discount to NAV? Hello?
    Dec 18, 2011. 02:30 PM | Likes Like |Link to Comment
  • No Monetary Virgin: The ECB's Backdoor Easing [View article]
    1. Hello??? The avg interest rate on the current fed debt is 2.96% a record LOW.

    Rates ONLY have to revert back to normal: avg rate of 5.5-6% on our debts and interest expense will consumer over 36% of current tax receipts. This is at current debt levels and we will easily be breaking 20 bil in debts in about 5 years.

    2. The US does have the Fed FOR NOW? what happens when Euro mess is over. Then the USA faces a crisis. Fed actions will be challenged by market forces.

    3. <<Grantham has been hugely wrong on margins for years.>> Back that one up.
    We do not need to revert back 30 years ago. Margins were less in the last 10. Margins are at record levels and I say this is unsustainable as commodity prices especially of energy remain strong going forward. Pricing flexibility will be hindered by lack of income growth. Price increases of finished goods cannot be fully passed onto the consumer.

    4. We disagree again. since I believe high inflation is coming back, the USA will face a sovereign crisis and interest rates are going up in the not to distant future, P/e's could be under pressure and the equity markets can undershoot to the downside.

    5. WE DISAGREE AGAIN. The clock is ticking away against the USA. Once Euro crisis is past the peak, the focus will be on the wild deficit spending going on in the USA. The US will have a bullseye on its back.
    Dec 17, 2011. 01:07 PM | 1 Like Like |Link to Comment
COMMENTS STATS
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