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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Investing In India: The Demographic Bonus Will Play A Big Role [View article]
    <<I would be in doubt about investing in them or directly on their Brazilian subsidiary VIV..>>
    what is your doubt?
    Apr 2, 2012. 11:49 AM | Likes Like |Link to Comment
  • How To Position As Greed Replaces Fear [View article]
    This economy is one big manipulated ponzi. Between the Fed buying in 60% of the treasuries in 2011, to Oblama's new bailout the deadbeat scam
    http://1.usa.gov/H8XmRy, to the FHA mtg scamming and 9% default rates,
    to ZIRP killing savers and retirees to tarp., with the Bernank printing press to come to the rescue I guess the markets and economy can remain elevated. I have learned do NOT underestimate the Bernank. He is the perfect leader for the banksters and politicians since he enables them to carry on with their merry ways.
    Apr 2, 2012. 10:32 AM | 3 Likes Like |Link to Comment
  • This 10% Yielder Looks Like It Has Bottomed [View article]
    Any Lowering of this mountain of debt is a positive. Problem i see is that TEF is Spains largest company and makes up biggest allocation to any spanish index. If Spain's market tanks TEF naturally will lead it down. I think once spain's crisis is daily headline news and the spanish market is tanking then may just pick up some finally.
    Apr 2, 2012. 06:46 AM | Likes Like |Link to Comment
  • YOU AIN'T SEEN NOTHING YET - PART ONE [View instapost]
    Sheeple lined up for slaughter. great stuff.
    We seem to be in the eye of the storm. what will trigger the next financial collapse?
    Apr 2, 2012. 04:34 AM | 1 Like Like |Link to Comment
  • Investing In India: The Demographic Bonus Will Play A Big Role [View article]
    Thanks for the heads up on India..it has been off my radar screen
    for a while.....usually have used ifn, closed end fund, for India exposure.
    See u did work for TEF. ..have been eyeing this one up for a while.Any thoughts on TEF as an investment?
    Apr 2, 2012. 03:41 AM | 1 Like Like |Link to Comment
  • Why Philip Morris Is Our Favorite Tobacco Stock [View article]
    The beauty of Philip Morris stock over the decades is it rarely got pricey so when you reinvested the dividend you were always reinvesting at a reasonable price usually under 15 times earnings. I think the p/e on PM now is at historically high levels same with yum. I would say the same thing with MO too and KFT are getting pricey. Soon we will be getting the divie shortly. just reinvest it. Trying to time it and get fancy? Not worth it

    It is not the time to add to these stocks.
    IMO JNJ looks to be a little better valuation here. It has had a little move here too.
    Mar 30, 2012. 03:26 PM | Likes Like |Link to Comment
  • Why Philip Morris Is Our Favorite Tobacco Stock [View article]
    Sold a few shares of PM today at the highs. first time ever. still have a boatload, but it is at historically high valuation now. expecting a pretty deep pullback at some point. this stock has got some momo. Also look at yum. hitting new highs too. I definitely would not buy these stocks at these prices
    Mar 30, 2012. 02:13 PM | Likes Like |Link to Comment
  • Telefonica's Dividend Cut Is Already Priced In By The Market [View article]
    <<Net financial expenses in 2011 stood at 2,941 million euros (+11.0% year-on-year), due to increased average debt with respect to 2010 (+13% to 56,351 million euros). This implied an average cost of debt of 5.22%>>
    from the firms website.

    Can some one explain why a company with such strong fcf's increases its debts by 13%? Is this wise policy?

    why not drop dividend to 40% payout buyback stock at cheap prices and paydown some debts. No they will will decide to buyback stock when it returns to the $20's range. But do not go into further debts to do any of this.

    good cashflows and High debts are great in declining interest rate environment, but increasing interest rates could start to squeeze.
    Mar 30, 2012. 10:43 AM | 1 Like Like |Link to Comment
  • NRG Will Buck Natural Gas Glut [View article]
    stocks down about 0.70.

    Is it time to buy?
    concerned at all about an asset writedown?

    probably nat gas going lower in short term, but retail business a 1/3 of ebitda can benefit from this and believe they have hedged some nat gas to offset weaker spark spreads.
    only thing this company should do is some debt reduction would help.
    Mar 30, 2012. 10:02 AM | Likes Like |Link to Comment
  • Telefonica's Dividend Cut Is Already Priced In By The Market [View article]
    <<78% of free cash flow generated in a year like 2010.>> would imagine it is in the same level in 2011 too.
    dividend % of fcf.
    Mar 30, 2012. 09:32 AM | Likes Like |Link to Comment
  • Telefonica's Dividend Cut Is Already Priced In By The Market [View article]
    <<<Spain is having trouble to be sure but why do you think that will be TEFs downfall?>>

    where did I say it was TEF's downfall?
    All i said is that Spain will be in the headlines daily in crisis, probably spooking investors. it is right now.

    THE BIGGEST PROBLEM AT THIS COMPANY IS DEBT. They have to much. As long as fcf's stay relatively strong they can bring debt down to more reasonable level if they stop being in denial.

    These idiots (Mgt) talk non-sense. They boast about their support of the dividend but should cut it some and use difference to reduce debts.
    so yes am considering a purchase.

    From cc nov 11, '11
    "Revenue growth was driven by our Latin America business which probably account for around 45% of consolidated figures in underlying terms from revenue to "operating cash flow". It is important to highlight our lower dependence of Spain which now is at 28% of our sales and 35% of our OIBDA."

    latin America is 45% and growing.

    what % of FCF is the dividend?
    Mar 30, 2012. 09:24 AM | 1 Like Like |Link to Comment
  • NRG Will Buck Natural Gas Glut [View article]


    How were u wrong?
    Mar 30, 2012. 08:21 AM | Likes Like |Link to Comment
  • NRG Will Buck Natural Gas Glut [View article]
    any comments on nrg trading at 50% of book value or is this about to change?
    Mar 30, 2012. 07:48 AM | Likes Like |Link to Comment
  • Telefonica's Dividend Cut Is Already Priced In By The Market [View article]
    <<They have pledged to reduce the company's net debt and protect its credit rating.>> i read the transcript what mention of debt reduction?
    All i saw was mention of financial flexibility and the lists of debts and preferred that had to be refinanced in the coming year.
    This company needs to face reality that it has to much debt and it should cut the dividend 40% from here and use the proceeds to lower debts.
    Also Spain will shortly have a bullseye on its back and this turnoil could pound the stock some more.
    So
    1. Articulate a Debt reduction plan not words
    2. A more realistic dividend reduction
    3. Spain in focus of crisis
    would be interested in tef as the price declines, but I doubt this mgt has it in them to address the debt issue.
    Mar 30, 2012. 07:38 AM | 1 Like Like |Link to Comment
  • A Brief Remark On Gold And Bond Market Sentiment [View article]
    any miners in particular look ripe?

    It looks liker the miners rebounded off their lows today. many of the rsi's of the miners stil are not below 30 except nem.
    The hgnsi was -16% last week. How about more up to date number?

    <<overall gold sentiment oscillator>> can u share this?
    Mar 29, 2012. 10:54 PM | Likes Like |Link to Comment
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