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The_Hammer

The_Hammer
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  • Existing Home Sales Surge [View article]
    Tack affordability is fleeting reliant mainly on historically and artificially low interest rates. The best time to buy a house with a "real" down payment is at interest rate highs.
    I do agree a a numbe rof areas of the country are priced at house replacment cost where cash buyers are buying, but on the whole houses are still to high vs local incomes.
    I have never heard Shiller say we have 50% lower prices from this level. If you look at long term inflation trendlines and median income growth houses are still about 20% over inflated.

    Open your eyes tack. the GOVT is pourng money at this economy by massive Money printing combines with outrageous deficit spending aliong with artificially low interest rates and finally they have opened the spiggot up for low downpayment houseing FHA and auto loans GMAC/Americredit. the govt is backing all these loans. This are FAKE loans. This does not register.e tried this S#$! already via Fannie/Freddie and GM. it does not work. these are not economic loans.

    Printing and going into debt trillions should generate economic activity in the short term but there are serious consequences to our actions as confidence in dollar continues to fall.
    Jan 26 09:45 AM | 1 Like Like |Link to Comment
  • 12 Stocks Hitting New Lows [View article]
    The knuckleheads in the shipping business do it again. Overbuild. Definately an area to watch and see if any opportunities arise in the carnage.
    Jan 26 09:28 AM | Likes Like |Link to Comment
  • If QEII Inflates Risky Assets, What Will Be When It Ends? [View article]
    Tony, just a little update. China has been cutting deals with Russia, iran and Canada to do deals in their own currencies without dollars.
    F%$#en Stupid @$$ Fed bernank, greenscam and stooges has squandered away our reserve currency status. there are huge benefits to controlling the reserve currency, but bernank the moron thinks there are 0 cost to printing money.
    Jan 26 09:22 AM | Likes Like |Link to Comment
  • Helen of Troy: Boring, But Cheap [View article]
    would like to see how many so called one time impairment charges this company has taken over the last decade. In my experience many of these serial acquirers are also serial one time Non-cash writeoff experts too. When mgts take the one time impairment charges they boast of it being NON-Cash, but in reality they took a loss on an acquisition.
    I am suggesting that depreciation/goodwill is not truly reflected in the annual numbers.
    Also there appears to be no sustainability of those fcfs like ko, pep, mcd wmt......
    This appears to be more of a short term type of trading stock buying it at a low and selling at higher level.
    Jan 26 09:14 AM | 1 Like Like |Link to Comment
  • 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
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