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The_Hammer

The_Hammer
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  • GM Could Approach $30, Ford Is Less Undervalued [View article]
    total cash - total liabilities cancel each other out. Market cap to ebitda = 2+ times. Dirt cheap.
    Dec 12, 2011. 03:35 PM | Likes Like |Link to Comment
  • Farmer Brothers: The Coffee Stock That Was Left Behind [View article]
    Value trap or value?
    value trap imo.
    Dec 12, 2011. 02:49 PM | Likes Like |Link to Comment
  • One of Joe Fahmy's five reasons a rally may be coming: He's noticing "more and more trading setups" for strong fundamental companies to build sound technical bases and break out on strong volume. "We're not quite 100% there yet [but] if they work out, that will be a very healthy sign."  [View news story]
    Please do not let us know after the fact.
    Dec 12, 2011. 11:43 AM | Likes Like |Link to Comment
  • Fundamentals Or Technicals: Which Provides Better Predictive Value? [View article]
    Avi stop patting yourself on the back. You probably would have been out of gold at 600. Or Philip Morris in 2000 at $21 a share.
    why share this secret with us mortals when you can make all the money yourself?
    Dec 12, 2011. 10:53 AM | 2 Likes Like |Link to Comment
  • Why Won't The Stock Market Believe In Chesapeake Energy's Business Model? [View article]
    Every shareholder should read this article. To pay themselves such outrageous amounts vs Exxon is pure greed and arrogance. All retail investors should wake their A$$@$ up and vote these board members out.
    I voted the bums out in most recent proxy, but the shareholders need to takwe back this company since the board and am only own about 1% of the shares.
    Dec 9, 2011. 08:09 AM | 3 Likes Like |Link to Comment
  • Inflation Or Deflation, Gold Will Outperform [View article]
    <<we put our financial house in order.>>

    In the early 1980's, the financial system was not levered. Credit was not available to any spend aholic.Nowhere near today. Inflation back then was more waged based cost push. Today it is more parabolic dollar dilution fannie/freddie fraud lending causing commodity priced in dollars higher.This is the reason why today is so serious a situation. If interest rates rose like in the early 1980's we would be bankrupt long before rates broke 10%.
    Dec 8, 2011. 10:28 PM | Likes Like |Link to Comment
  • Inflation Or Deflation, Gold Will Outperform [View article]
    Ed thanks for the thoughtful comments.

    However, in Zimbabwe they were buying bread with gold. So gold was NO relic. Gold is universally recognized store of value No matter where u are.
    http://bit.ly/v51pFH

    Yes when Europe goes down dollar and treasuries will probably blowout, and gold will drop some. This time around though imo gold will not drop as much. Gold is becoming the go to safe haven around the globe away from fiat currencies. This blowout in the dollar and treasuries will be the top imo. Next one to go down is the USA but France and UK must face crisis first.

    Yes debts have been vaporizing through shadow market devaluations and foreclosures, BUT overall debt in the USA has still grown somewhat even with the fall off in debts by the consumer. Fed govt debt going parabolic and we are past the tipping point already we just do not know it yet. Once interest rates start upward in US we will find out just like Italy and the rest of the debtors.
    Ed, the avg interest rates on our fed govt debts is 2.88% a record low. Back in 2001 the avg interest rate on the debt was 6.06%. 5-6% was quite normal avg interest rates. If we applied that same rate today our interest expense would be $900 + bil or about 36% of tax receipts. Total systemwide debts in US are abot $53 trillion or 350% of debt to gdp. Off the charts with very few solutions. The one these criminals favor is print and inflate. They will stay the course.

    I expect these crooks to keep printing money and monetize the debts. There are no checks and balances to prevent them. The gold standard would have done this long ago.
    Dec 8, 2011. 04:59 PM | Likes Like |Link to Comment
  • GM: Avoiding Auto Giant After Quick Look Under The Hood [View article]
    Jumped into to some pref and common on the plunge.
    Dec 8, 2011. 02:50 PM | Likes Like |Link to Comment
  • Transocean: 4 Valid Concerns, But The Price Is Still Tempting [View article]
    but are the booked values accurate at rig? esv sold a few rigs and made nice premium to booked values.
    ne probably best priced to tbv.
    Dec 7, 2011. 02:38 PM | Likes Like |Link to Comment
  • 4 Well Run Banks To Buy Now, 1 To Avoid [View article]
    A little surprised the author did not include tang book values to these banks to see how they stand. Definately like to hear more about nyb. nyb i believe focuses on multi-family properties, but cap rates are kind of low at this point cuz everyone is bidding them up. I am wondering if nyb is getting enough down to justify such high prices paid.
    One thing a little bothersome is the northeast the region for most of these banks have had an absolute halt on foreclosures for nearly 3 years. I expect these to start hitting the markets shortly. Lets see how well their underwritig was on their mtg loans.
    Dec 7, 2011. 02:00 PM | Likes Like |Link to Comment
  • Transocean: 4 Valid Concerns, But The Price Is Still Tempting [View article]
    I would say avoid this crappy leveraged driller. ESV and NE are not trading to much above their tang bv's and their fleets are newer with better balance sheets.
    Dec 7, 2011. 01:52 PM | Likes Like |Link to Comment
  • Inflation Or Deflation, Gold Will Outperform [View article]
    If there is a deflationary bust, people will charge out of broke currencies to gold. Gold will be the only place to be along with food and necessities to sustain one self. This is a solvency sovereign issue so people will lose faith in the value of fiat currencies to store their wealth.
    Who the hell bailsout the USA? there is no savior for the USA and the only real place that can be trusted is probably physical gold or sustaining hard assets investments.
    China, Russia and other countries are aggressivley selling dollars to acquire gold as reserves. Eventually this will be used against the US to try to esatablish a new currency. or weaken the dollars prevalence in transacting business.
    Dec 6, 2011. 05:10 PM | 3 Likes Like |Link to Comment
  • Inflation Or Deflation, Gold Will Outperform [View article]
    Robert damn good article everyone should read to put it all into perspective. Unfortunately I do disagree with your GLD allocation. I would run from this one and either buy some physical on weakness and or phys or gtu. Agree on the other large cap miners printing money right now.
    Dec 6, 2011. 01:24 PM | 6 Likes Like |Link to Comment
  • Nestle: Global Blue Chip That Continues to Share the Wealth With Shareholders [View article]
    Does anyone have the current nsrgy valuations on p/e, p/fcf and dividend yield? Maybe this sucka breaks $50?
    What is tax withholding rate?
    Dec 6, 2011. 08:29 AM | Likes Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    <<Is it time to get in now? sai looking real cheap. cyberwarfare an area that will resist budget cuts.>>>
    Hey David was it not me that started all of this discussion?
    The wind is no longer at the backs of these heavily reliant govt suppliers./servicers.
    Dec 6, 2011. 07:27 AM | Likes Like |Link to Comment
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