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The_Hammer

The_Hammer
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  • If QEII Inflates Risky Assets, What Will Be When It Ends? [View article]
    World needs $100 trillion more credit, says World Economic Forum

    More is on the way sheeple.
    Jan 25 12:46 PM | Likes Like |Link to Comment
  • Cashing In on a Gold Boom (or Bust) [View article]
    www.telegraph.co.uk/fi...

    World needs $100 trillion more credit, says World Economic Forum


    Funny more debt is NOT what we need but a money system with a set of checks and balances to stop the fraud printers from enabling risky corrupt deficit spending and bailouts.
    Jan 25 12:27 PM | 5 Likes Like |Link to Comment
  • Helen of Troy: Boring, But Cheap [View article]
    I do not see the appeal here. The product lines are commodity type products deserving of their lower multiple imo.
    The company is a serial acquirer producing free cashflow but pays no dividend?
    Is this company not a beneificiary of yuan fixed peg vs dollar?
    what if yuan appreciates as it should?
    Jan 25 11:53 AM | Likes Like |Link to Comment
  • Examining the Consensus View of Intel [View article]
    I specifically stated INTC issues a large number of stock options that are soaked up by the billions in share buybacks each year to nearly keep share count even. So really buybacks merely cover up for the generous stock options awards. Stock options are an ongoing administrative expense at INTC. So one must subtract this ongoing expense from free cashflow --owner's earnings to come to a real number. Thus INTC does not generate as much free cashflow for shareholder benefit b/c compensation is that much higher.

    And you think the US is just doing dandy with $1.3 trillion in yearly deficit spending.

    There are NO free lunches with INTC stock option bonanza or FHA and GMAC low down payment loan bonanza.
    Jan 25 11:38 AM | Likes Like |Link to Comment
  • Cashing In on a Gold Boom (or Bust) [View article]
    It ain't easy gett'en rich. The miners peaked before gold and are probably bottoming before gold.
    Nem looks real strong bouncing off the correction lows. Low valuation and huge and growing cashflows making this one an attractive entry.
    Jan 25 11:25 AM | 2 Likes Like |Link to Comment
  • Examining the Consensus View of Intel [View article]
    This is why I specifically talked about how techland as abusing stock options. Stock options are the nature of techland investing so it is really important for investors to factor in stock option expense into their valuation metrics. And options are not good for shareholder value. Long term investing in tech is that much more difficult. This is why I do not prefer tech stocks cuz one smart individual can go off on his own and be a new competitor in short order since product cycles are so short.
    Jan 25 10:19 AM | 1 Like Like |Link to Comment
  • Examining the Consensus View of Intel [View article]
    Do you have a landscaper cut your yard?
    Would you give him of piece of your land each year?

    Stock options are abused by companies especially in techland.

    Stock options should be considered ongoing cap ex since year in and year out no matter how well or poor a mgt performs it is like clockwork stock options issuance the more the merrier at the lows.
    If shares are not bought back, stock options dilute the value of your holdings for a stock holder. The ongoing buybacks cost money so in reality you are making less free cashflow due to this ongoing expense.

    INTC has spent BILLIONS on buybacks for little share count reduction.
    Jan 25 10:09 AM | 1 Like Like |Link to Comment
  • Under the Hood of the CPI: Where Inflation Is and Isn't [View article]
    That's over $100 for oil easily and maybe even hold above those levels for a long time.
    Jan 25 09:30 AM | Likes Like |Link to Comment
  • Under the Hood of the CPI: Where Inflation Is and Isn't [View article]
    25-30% last year one year. Before that 10-12% was common for a few years.
    Probably pay about 100% more over 10 years BUT my deductibles are very high now. Factoring in much higher deductibles probably figure 10% a year increase on avg.

    Also you have not seen anything yet as it relates to oil prices.
    The IEA is forecasting the average demand for 2011 to be 89.1 million a day
    Demand is exploding. Together with this pyscho bernanke printing his "so called NO cost dollars" and demand exploding globally, oil prices could increase and break over $1000 very easily.
    Jan 25 09:28 AM | Likes Like |Link to Comment
  • Under the Hood of the CPI: Where Inflation Is and Isn't [View article]
    Food, medical care and education all increasing at rapid rates.

    Medical care probably does not include health insurance. rates increases of 25-30% common. A year.
    Food and energy will continue to explode due to the Mad Scientist bernanke and his stooges trying to print away our debt problems.
    Jan 25 09:06 AM | Likes Like |Link to Comment
  • Sears Holdings: Outlook Declines for Operations, Improves for Shareholders [View article]
    <<In fact, when WMT went away from caring many big brand names, their results tanked>>

    Results tanked?
    How do you justify this statement?
    WMT sales earnings and freecashflow have grown over the years. So has their dividend.

    where the heck is the growth at SHLD? I see declines in all categories except share count.
    Jan 25 08:57 AM | Likes Like |Link to Comment
  • Examining the Consensus View of Intel [View article]
    Just check out common shares outstanding. Intel does alot of talking about share buybacks but the benefts go to employees not shareholders. Stock options are a big theft from shareholders. Compensation is much to generous when it comes to stock options.
    Jan 25 08:53 AM | 3 Likes Like |Link to Comment
  • SeaDrill: Positioned to Prosper [View article]
    Mercy what is the ISIN or SEDUL # for STO on oslo exchange. Same as cusip in US.
    Jan 24 11:40 AM | Likes Like |Link to Comment
  • Silver: Multiple Bullish Indicators Signal Breakout [View article]
    hyper surprised you did not mention ssri. great potetntial reserve growth with this one and production growth going forward.
    silver had large move and the markets are shaking out the weak hands not truly believing in the future. This is common to see sharp swift corrections in major bull markets. The miners especially have taken it on the chin compared to the physical. probably miners will bottom first too. It appears they are building some base here, but we will see in next week or so.
    Jan 24 10:45 AM | 7 Likes Like |Link to Comment
  • Gold Decline Imminent: Why I Recommend Buying on the Dips [View article]
    During this consolidation and correction phase, we are going to lose a bunch of traders/investors kicking themselves next year that they got out to soon. Nothing goes straight up up down. There are sharp correctuions along the way. It ain't easy gett'en rich.
    Jan 24 10:38 AM | 6 Likes Like |Link to Comment
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