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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Debt Factoids on Our National Debt Are Puzzling - And Scary [View article]
    Everything is just fine. The Fed debts will blow through $16 trillion this year. Hey even the consumer picked up spending on credit cards recently. Hip hip hoooray!
    Anyone done a study to see how much govt deficit spending and transfer payments at the fed and state levels has been propping up the economy?
    Currently would we have any economic growth if not for this parabolic debt explosion and the back stop of house financing from Fannie, Freddie and FHA frauds?
    Jan 11, 2012. 01:11 PM | Likes Like |Link to Comment
  • Volume Indicates This Isn't A Healthy Market [View article]
    It's a bunch of freaken computers trading out there. Just put a bid in and get jumped by some robotic computer programmed to skim every penny off of the humans. The markets have become one big manipulated ponzi and regulators are so corrupt they will not stop any of it.
    Jan 9, 2012. 02:04 PM | 6 Likes Like |Link to Comment
  • Debunking Altucher's Bull: 'I Could See, But Now Am Blind' [View article]
    AK how dare you question Jimmaaa. I would like to see you two go at on MSFT. I see you are neg and Jimmaaa is bullish. I am more positive based on valuation and sentiment and it is not a long term call.
    Jan 7, 2012. 02:17 PM | 1 Like Like |Link to Comment
  • 4 Utilities With Bond-Like Income Characteristics [View article]
    No doubt treasuries and interest rates have been in a bull market for 30 years. The biggest bubble in history a step ahead of the housing disaster. If this is not a massacre about to happen I do not what is. You got the Psycho Serial money printer Bernank and his Fed stooges doing just about everything they can to destroy the dollar and inflate the economy. So just maybe we wake up one monrning and KABOOOOOOOM rates rocket upwards and the dollar plunges. this day is getting closer.

    I do think utilities are priced at the high end of valuations and one should tread carefully entering in initial positions in these stocks.
    Jan 7, 2012. 02:06 PM | Likes Like |Link to Comment
  • Debunking Altucher's Bull: 'I Could See, But Now Am Blind' [View article]
    No doubt the internet has leveled the playing field so the chosen few no longer control the media outlets. The power struggle is a changing in America.
    AK it appears u ruffled Jimmyboys feathers.
    Jan 6, 2012. 04:10 PM | 3 Likes Like |Link to Comment
  • Another Day, Another $4 Billion Of Transactions In Unconventional Oil And Gas Resources [View article]
    Devons current proved reserves breakdown 40% oily 60% ng.
    <<<Devon is trading at an Enterprise Value of $9 per BOE of proved reserves>>>> I do not believe this is an accurrate value of reserves. A BOE of oil vs ng may be 6 but on a price basis it is something like 30 now so one needs to discount the value on a boe basis based on price of underlying commodity. Oily much more valuable now.
    Jan 6, 2012. 07:46 AM | Likes Like |Link to Comment
  • Debunking Altucher's Bull: 'I Could See, But Now Am Blind' [View article]
    Hey..... Jimmyboy shows up. AK did a little better than that. I do think MSFT is undervalued here and expectations are extremely low.
    Jan 5, 2012. 11:46 AM | Likes Like |Link to Comment
  • Debunking Altucher's Bull: 'I Could See, But Now Am Blind' [View article]
    AR a damn good article. Especially like that graph for the S&P Index earnings yield minus the 10 year yield. What S&P index does it use?
    Curious, where do see opportunity?
    Jan 5, 2012. 11:32 AM | Likes Like |Link to Comment
  • Government-Backed Investment Nearly Twice As Profitable As Gold [View article]
    The govt bond markets approx 30 year bull market is going to pop with a KABOOOOM soon. It is tough to call how long a ponzi can last. It all depends on confidence in the dollar and the ability for the Fraud Fed to print money without a rapid destructive fall in the dollar.
    All I hear is gold is in a bubble YAWN...not a word about the 30 year treasury bubble and dollar bubble.
    Jan 5, 2012. 10:37 AM | Likes Like |Link to Comment
  • Monoline Mania: MBIA Making A Move [View article]
    Tom any idea how many other banks mbi needs to deal with to settle. what is the next step after this ruling?
    Any rough numbers on valuations if moderatley favorable outcomes from these cases? thanks
    Jan 4, 2012. 11:41 AM | Likes Like |Link to Comment
  • Monoline Mania: MBIA Making A Move [View article]
    Surprised by mbi's stock sell off on the news. Maybe investors are not patient enough to wait for the eventual outcome or is there something else. Hey if it drops down into the 8's- 9's again maybe buyback the trading shares.
    Jan 4, 2012. 11:25 AM | Likes Like |Link to Comment
  • Xerox Corporation: Overpriced Acquisition Increases Risk [View article]
    Good stuff. Agree with most you said and have avoided xrx too.

    However, <<<...a free cash flow yield of just 10%>>> JUST 10%? 10% is pretty damn good but can you trust the cashflow will be there in the future with such an asset light company.

    One other thing the company has more debt than i feel comfortable with such an asset light company. If they keep upping the dividend and neglect paying down the debt i would be concerned as a shareholder.
    Jan 4, 2012. 11:05 AM | Likes Like |Link to Comment
  • Widows And Orphans Tied For Second Place In 10-Year Total Returns [View article]
    Investors are chasing yield at this point and you can't blame them cuz the Banksters crony, bernank sticks them with near 0% on their savings...criminal activity. many of these dividend plays are at the upper end of valuations. I would definately wait for some type of market convulsion to knock them down to enter.
    Jan 4, 2012. 10:56 AM | 1 Like Like |Link to Comment
  • Why Won't The Stock Market Believe In Chesapeake Energy's Business Model? [View article]
    <<CHK produces 80% NG & 20% oil. That's probably the highest % of NG in the industry>>
    As of end Sept this was the mix but ngls/oil should increase by the qtr. going forward. It is not the highest in the inudstry. SWN UPL ECA have alot more % gas.
    Agree as a shareholder one should not have to worry what mgt will do next. Also corp governance at this company absolutely wreaks of cronyism. Did u vote Am and Nichiols out in last proxy?
    Hopefully Icahn enters again. With mgt and the board owning less than 1% they have way to much control of this company while institutional investors sit on their hands.
    <<<I personally hope it falls below its disgusting support of $22.35.>>> Hello u want to lose more money or are u full of S$#!?
    Jan 4, 2012. 08:29 AM | Likes Like |Link to Comment
  • ECRI Recession Call: Growth Index Virtually Unchanged For 7 Weeks [View article]
    Tack seems to forget the deficits are running at 1.3 trillion pace. Only 1.3 trillion? hey man whats $16 trillion by end of this year anyway? Bernank can just figure a new scheme and make up some cool name to coverup for his crooked actions. The USA has a big problem at some point if not addressed and of course it will not be addressed until major crisis with the same 2 corrupt crooked demo/repub crap parties in charge.

    Europe is just a total mess too. Lets do some more ponzi financing ecb to banks then to sovereign debts. Hey it works just like the bernank said.

    Many segments of the economy are still bloated and reliant on govt deficit spending, BUT there are some positives occurring like the unconventional oil/gas shale boom across the country or the mfg turnaround coming.
    Jan 3, 2012. 03:06 PM | 1 Like Like |Link to Comment
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