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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • 10 Reasons The Consumer Will Sink This Rally [View article]
    bbro still got the rose colored glasses on.

    rates are artificially low due to the ponzi fed buying and suppressing of rates. In addition about 40% of the total debt rolls over within 3 years so the debts are very senstive to short term interest rates movements.Record low interest rates on our debts of 2.88%.

    Sept 2001 avg interest rate on the debt was 6.06%. At $454 bil of interest expense last fiscal year ending Sept 2011, if the interest rates went back to Sept 2001 levels it comes to $911 billion in interest expense.

    Brro man keeps babbling about gdp. Reminds me of the clowns babbling about ebitda in past years. Well it is what comes into your pocket that matters and interest expense is currently 20% of tax receipts and at normal rates of 2001 interest expense would be 39% of tax receipts.

    We have a serious debt problem that continues to go parabolic. Add another 1.2 trillion this year and we break $16 trillion.

    Hey brro spin the new $100 down FHA home buying program for loans up to 203k. What a freaken scam from these crooked politicians. Bring on the revolution now before they raid the entire system.
    http://bit.ly/ubz8TC
    Oct 24, 2011. 07:56 PM | 4 Likes Like |Link to Comment
  • Coca-Cola: What Would Your Returns Have Been If You'd Bought At Its Height? [View article]
    KO has had dog performance since that peak. Take a look at PM + MO + KFT reinvestment of dividend. I like the fact that PM MO or KFT never really get overpriced by a high multiple so reinvestment is usually not at high p/e levels. Reinvesting at 18-20+ p/e's is high.
    I got some ko at the low 40's and 52. It is fairly valued here imo.
    PEP is one to watch for a nice downdraft and good valuation. PEP has smaller presence in emerging giving it a little better opportunity to grow.

    Trying to stay ahead of inflation is near impossible with the pyscho serial printer Bernank in charge.
    Oct 10, 2011. 01:03 PM | 1 Like Like |Link to Comment
  • YPF: A Volatile But High Dividend Stock That's Worth Considering [View article]
    Any news that Argentina govt will allow increased energy prices to offset increased demand and reduce imports and subsidies in the near future? This could give a huge boost to YPF.

    Also, eventhough US can print as much as they want at least for now there are huge ramifications to US citizens holding dollars,being paid in dollars and commodiites priced in dollars if they continue down this path. Just ask the brazilians argentianians and others who went down that path.
    Oct 7, 2011. 03:01 PM | 1 Like Like |Link to Comment
  • Coca-Cola: What Would Your Returns Have Been If You'd Bought At Its Height? [View article]
    KO has been an abysmal performing stock since the peak on April 1, 1998 of $85.50. Recall it to this day. Was trying to convince a friend that had owned it for a number of years with huge gains and everyone loved the stock at the time, it was time to sell as it was trading at something close to 50 times earnings.
    KO right now is no bargain and more than fairly valued in the high 60's. I would watch to see if PEP drifts down into the mid 50's then consider it.
    Oct 7, 2011. 02:44 PM | Likes Like |Link to Comment
  • Chesapeake Energy Creates $34 Billion Of Value At A Net Cost Of Zero [View article]
    There is sickening corporate cronyism displayed from the board of directors at CHK. I voted the two bums out in the recent election, but as always the good for nothing institutional holders blindly vote the same bums in. It must be they are afraid someone might take a look a what they make and question their investment performance.
    Oct 7, 2011. 12:59 PM | 1 Like Like |Link to Comment
  • Comparing Large Oil And Gas Names Working U.S. Land Plays, Part I [View article]
    <<In 2012, it estimates 74% liquids and 26% gas.>>

    What I was really trying to get at is out of this 74% liquids production for EOG, what % is truly oil vs ngls/liquids? Oil is more valuably priced than NGLs.

    DNR has something like 93% of their production as mainly light oil and it is cheap too. It has hedges in places with a floor of 70 to 80 for 2012.

    I like a few of cos mentioned especially eog.

    Any thoughts on some of the Canadians like PWE? They have huge acreage in the Carbonates, Viking , Cardium and Spearfish?

    Also any thoughts onYPF? They appear to have a massiveamount of acreage with huge unconventional oil/gas plays.
    Oct 5, 2011. 12:03 PM | 1 Like Like |Link to Comment
  • Comparing Large Oil And Gas Names Working U.S. Land Plays, Part I [View article]
    can someone break out the liquids production for EOG?

    oil/ngls?

    Will there be an excess supply of NGLs in the future as all these liquids plays come one line? This can't bode well for pricing of NGLs.

    Also can someone explain why eog is so cheap? On what basis is it cheap? The stock has performed poorly since beg. 2010?

    Another thing, EOG has taken a fairly large position in Argentina shale play and they said it may be the best they have seen. YPF controls and enormous amount of land and potential reserves.
    Oct 3, 2011. 10:23 AM | 2 Likes Like |Link to Comment
  • The Hyperinflation Meme Becomes A Nightmare [View article]
    For the several uninformed on the board the PMs have not reached inflation adjusted highs yet, even at their peak prices in recent times.

    Having the reserve currency and the ability to print all Bernank wants, inflation is the ONLY outcome. Of course the bernank will be forced to shut down the printing press eventually.

    Who is talking of only hyperinflation?
    How about stagflation and double digit inflation rates? This can wreak havoc.

    Default is the only way out. Of course there are a few ways to defaults.

    It is always funny to hear those that never purchased any gold/silver,pm mining shares, pm etf's or pm funds. You missed a huge ride that is now only in consolidation phase. As skepticism continues to build and build I get even more bullish. thanks.
    Sep 27, 2011. 11:27 AM | 3 Likes Like |Link to Comment
  • Buy Gold Miners To Profit From The Gold Bull [View article]
    Franc, the fed and govt have been debasing the currency at a slow unnoticeable pace to the public over the decades, BUT the madmen (Greenscam/Bernank) have taken this to a new level. The public is recognizing the debasement and a dollar devaluation is going to happen swiftly in the not to distant future. Can ya say 25-50% devaluation vs gold??
    Sep 18, 2011. 12:51 PM | 1 Like Like |Link to Comment
  • Investment Implications Of FHFA's Suing UBS [View article]
    Europe is a basketcase and so is the US. I will be watching this all unfold.
    Tom, I pulled out a $20 gold piece. Many years ago this coin was worth $20 dollars. Today, due to the serial money printing of Greenscam and bernank as well as other fed chiefs, this $20 gold piece is worth $2200 dollars. When these crony stooges are finally stopped, not allowed to print anymore, this gold piece will probably be worth alot more. Take a look at a few of the established gold and silver miners. They are minting cashflows and are at attractive valuations. Most people I know own NO gold silver, PM miners, pm funds or etfs.
    Sep 18, 2011. 12:44 PM | Likes Like |Link to Comment
  • Investment Implications Of FHFA's Suing UBS [View article]
    EU has already done stupid things by allowing members to run up massive deficits without constraint just like the idiot economists here and poltiicians that think spending (like drug addicts) our way to prosperity somehow works.
    It is inevitable IMO ( due to the massive amounts of leverage) that another crisis hits and the markets go haywire again.

    Let me ask the question again, It may impact mbi share price/the markets but how does it impact the fundamentals if at all of mbi?
    Sep 16, 2011. 12:56 PM | Likes Like |Link to Comment
  • Investment Implications Of FHFA's Suing UBS [View article]
    I expect house prices to continue downward, most especially in highly inflated markets like the Northeast , NYC metro , DC and the coasts out west, strategic defaults could escalate upwards.

    what risks do you see here?

    I also expect a real serious breakdown of european union. how could this impact mbi?
    Sep 16, 2011. 12:31 PM | Likes Like |Link to Comment
  • Investment Implications Of FHFA's Suing UBS [View article]
    hey tom how will strategic defaults impact the insurers?

    I expect a collapse of european union, how could this impact mbi?

    and regarding homebuyers, Noone forced them to pay these inflated prices. I know a few buyers who did not allow these unethical realtors and mtg brokers to influence them. The one realtor told a potential buyer buy now or be priced out forever and another said prices never go down but stay flat. a mtg broker was pushing someone I know to increase his home equity from 25k to 100k cuz he could afford it. He said NO!

    So stop blaming others for your derelict financial decisions. you overpaid, you should of done the homework. Most people do more homework planning a vacation. Just getting current comps is NOT HOMEWORK. This is supposed to be a free market system and so take responsibility for your decisions. In a few cases mtg apps were fudged or altered and appropriate action should be taken but on the whole many many buyers were using no money down loans speculating and they just did not give a damn what they paid since they had no skin in the game. The same freeloader idiots who live mtg free for a few years are the same idiots that bid up prices to stupid levels for those that are responsible. Time for these idiots to be removed so the houses can be sold at affordable prices to those that saved up money to afford it.
    Sep 16, 2011. 12:20 PM | Likes Like |Link to Comment
  • Bruce Berkowitz In Good Company As An Owner Of MBIA [View article]
    Tom is there any fundamental reason u are long the stock or is it just follow the leader here?
    what are some of the main issues regarding the litigation and remediation risks? thanks
    Sep 15, 2011. 03:44 PM | Likes Like |Link to Comment
  • Dollar: Long-Term And Short-Term Picture Collides [View article]
    Uncle, holding a 1904 $20 dollar gold piece worth today about 2000 is symbolic of the rampant debasing of the dollar.
    If people can't understand this, then they are going down with the ship.
    Sep 13, 2011. 01:06 PM | Likes Like |Link to Comment
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