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The_Hammer

The_Hammer
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  • Homebuilder Confidence Capitulation Opens Opportunity in Housing [View article]
    When the ponzi scam financers Fannie Freddie and FHA are finally shut down mtg credit will only be afforded to real buyers. A 20%+ down payment. The way it should have always been.

    Just look at the decimation in the mfg housing market....bubble bust and lack of financing. Peaked in 1999. Bankruptcies galore and mfg capacity off 60% from peak.

    Also, Investors are not long term holders. They will want to exit their investment adding inventory on the market in the near future.

    Short sales are escalating upwards as more and more homedebtors try to escape their nightmare.
    Multi-family building probably will pick up.....find those that benefit from multi-family.
    Owning a house is expensive as in maintenance and prop taxes. the unethical RE complex has sold the American public a nightmare ponzi scheme.
    Jun 16, 2011. 10:11 AM | 2 Likes Like |Link to Comment
  • Health Care REIT, Inc.: It's Nothing but Smoke and Mirrors [View article]
    Tim you mentioned sbra any others look reasonably managed?
    Jun 16, 2011. 09:55 AM | Likes Like |Link to Comment
  • America Can't Escape China's Inflation [View article]
    Hey Ron Paul said this the other night.
    Jun 15, 2011. 01:57 PM | Likes Like |Link to Comment
  • The anemic recovery is no surprise to Steve Keen, who contends the U.S. has an economy dependent on not just high, but ever-accelerating levels of private debt. In a healthy system, debt levels rise and fall, but remain roughly flat over time. The ever-upward slope of U.S. debt, like a Ponzi, must at some point collapse.  [View news story]
    American incomes are not keeping up with cost of living. People are falling farther and farther behind the curve. I was looking online in a decimated area of the country and houses that were selling for 180-190k's in mid 2000's are now being sold for 50-60-70K. The local incomes cannot even support such prices.
    The only jobs produced in mass over the past decade were rehores, mtg brokers, appraisors, house decorators, house speculators and tradesman. The economy nhas been gutted out and it will take a number of years to get it in right direction toward mfg energy efficient products that the world needs and wants.
    Jun 15, 2011. 01:13 PM | 2 Likes Like |Link to Comment
  • The U.S. is actually in worse financial shape than Greece and other debt-ridden European countries when adding in all the money owed to cover future liabilities in Social Security, Medicare, Medicaid and other programs, Bill Gross says. All told, Gross puts the total at "nearly $100 trillion," a position he says hardly lends itself to an overnight solution.  [View news story]
    Eventually when the debts are restructured or dollar devalued to reduce debtloads we will be better off. But serious crisis going hit in the meantime and if serious restructuring of the economy or drastic political change does not occur then NO we are not better off.
    Jun 15, 2011. 01:07 PM | 1 Like Like |Link to Comment
  • Health Care REIT, Inc.: It's Nothing but Smoke and Mirrors [View article]
    I think what Tim is saying is the structure of reits are similar to a ponzi. We all saw how badly reits got blasted in 2008 when credit dried up. I would not own a company like this that is constantly buying assets and selling stock preferred stock and debt.
    What were the Cap rates on the acquired properties? I find it hard to believe the properties were bargain priced.
    Sellers of companies usually are more knowledgeable of the assets than the acquirers. I bet that this insider selling is a warning sign.
    We'll see but serial acquirers usually run into problems down the line.
    Jun 15, 2011. 01:03 PM | Likes Like |Link to Comment
  • The anemic recovery is no surprise to Steve Keen, who contends the U.S. has an economy dependent on not just high, but ever-accelerating levels of private debt. In a healthy system, debt levels rise and fall, but remain roughly flat over time. The ever-upward slope of U.S. debt, like a Ponzi, must at some point collapse.  [View news story]
    what I am saying is the dollar is going to have a devaluation no matter what. The degree of devaluation is the key. Less so with higher rates and more so with 0% rates.
    Either way it is coming down the pike. Lets say 20% vs potentially 50%. It will be uncontrollable at some point. This slow devaluation of the dollar Bernank is trying to pull off ain't going to last forever.
    Jun 14, 2011. 02:03 PM | 2 Likes Like |Link to Comment
  • The anemic recovery is no surprise to Steve Keen, who contends the U.S. has an economy dependent on not just high, but ever-accelerating levels of private debt. In a healthy system, debt levels rise and fall, but remain roughly flat over time. The ever-upward slope of U.S. debt, like a Ponzi, must at some point collapse.  [View news story]
    would not higher rates lead to additional deficits thus more fed buying of treasuries?
    We are past the point of no return. We have a currency crisis that leads to a devaluation of the dollar. This is the only way out now.
    Higher rates would jack up intetrest expense on the debt. Today the avg int exp on fed debts is 3%. In 2000 it was 6.60%.
    Rates go up we still have large budget deficits that can only be funded by Fed buying.
    Dollar collapse either way. Currency crisis and higher rates.
    Jun 14, 2011. 12:47 PM | 1 Like Like |Link to Comment
  • The Usefulness of Core Inflation Statistics [View article]
    Game is coming to an end soon as public uprisings come with greater frequency in the years ahead.
    End the Fed! Or put money printing restraints on these stooges. How about some standards? Your mandates are a joke and the policies have enabled the politicians to bend to their masters Lobbyist and big business.
    Asset inflation policies have failed. What's left? An economy with excess malinvestment, leveraged and gutted focused mainly on paper pushing (digital today) and transactions (consumption). Real strong fundamentally sound economy.
    where are the Freaken jobs the last decade? with each bubble the jobs come then go after the burst.
    If you are retired and are a saver the Fed has a bullseye on your back. Give the subsidies to the big banks cuz they are so vital to asset bubbles! LOL!
    Jun 14, 2011. 11:42 AM | Likes Like |Link to Comment
  • 3 Reasons to Avoid Universal Corp. [View article]
    <<The obvious concern is the potential for lost business as UVV's customers attempt to buy direct from tobacco farmers>> Do u think this is a big risk and are any large tob cos moving in this direction? why not just remove the middleman? What value does uvv bring to the table for the big tobacco cos?
    Know this has been a concern for a while. The reason they have not up til now that I can surmise is that the uvv's or aoi's have all the farmer contacts and good relations as opposed to the big tobacco cos.
    Jun 14, 2011. 10:15 AM | Likes Like |Link to Comment
  • 3 Reasons to Avoid Universal Corp. [View article]
    you have not touched on the real concern
    Jun 13, 2011. 07:11 PM | 1 Like Like |Link to Comment
  • The U.S. is actually in worse financial shape than Greece and other debt-ridden European countries when adding in all the money owed to cover future liabilities in Social Security, Medicare, Medicaid and other programs, Bill Gross says. All told, Gross puts the total at "nearly $100 trillion," a position he says hardly lends itself to an overnight solution.  [View news story]
    This bum gross should have been speaking out like this 3 years ago as the Fed govt absorbed all the private losses in the banks and across the economy as debts went parabolic up over 50% the last 3 years!!!. I guess he only speaks up when it aids his investment thesis.
    Jun 13, 2011. 06:15 PM | 4 Likes Like |Link to Comment
  • Investor Sentiment May Be Sending a 'Buy' Signal [View article]
    Sentiment for gold is lackluster as the price of the physical has remained strong. A growing pessimism of silver eventhough comex is running out of inventories. Setting up for an explosive move. The miners are totally hated and get NO respect as they sit at cheap valuations.
    <<But TRADER sentiment seems to be close to 100 percent Bearish>>
    Mind sharing some proof.
    Jun 13, 2011. 12:30 PM | Likes Like |Link to Comment
  • Newmont Mining, AngloGold Ashanti and Goldcorp May Be Priced for 'Collection' [View article]
    Nice article on the lagging mining stocks vs the physical. Sometimes the stocks lead the physical down. We will have to see if this is the case. Gold has been much more stable than silver.
    The mining stocks are starting to look cheap. Nem for instance is trading at an historically low level of fcf. Kind of unheard of for mining shares.
    As gold holds and moves higher expect the mining shares to get some respect as cashflows pile up and dividends raised.
    Jun 13, 2011. 12:17 PM | 1 Like Like |Link to Comment
  • The anemic recovery is no surprise to Steve Keen, who contends the U.S. has an economy dependent on not just high, but ever-accelerating levels of private debt. In a healthy system, debt levels rise and fall, but remain roughly flat over time. The ever-upward slope of U.S. debt, like a Ponzi, must at some point collapse.  [View news story]
    Econdoc?? 6.60% growth. I assume you are talking about GDP growth. Moving the size of this economy 6.60% annually is probably never going to happen again.
    You supposedly seem to know all the facts. Well then take a look at the entitlement, fed debt and budget deficits. Nothing wrong with parabolic debts?
    The fed debts went parabolic and up over 50% in 3 years. What was growth in this period?
    Every fool illegal or not was given the opportuity to purchase anything they so desired...we still did not hit 6.60% growth.
    Will the next collapse change your mind?
    Jun 13, 2011. 12:07 PM | 1 Like Like |Link to Comment
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