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The Hammer

The Hammer
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  • Back to Our Regularly Scheduled Housing Crash [View article]
    Affordability is a joke. Affordability is a fallacy based on some artificially manipulated interest rates NOT on home prices which are still pricey vs local incomes. Anyone buying houses based on a monthly payments are in for a big letdown when it is their time to sell within the next 5-7 years the avg holding period for a home. Try selling your house at your cost if rates back up 2-3 %
    The govt's contiunous massive fraud using now FHA to prop up house prices will be another major failure and taxpayers are getting stuck again subsidizing the idotic RE industry and banksters who re portfolio is underwater.
    Nov 25 10:40 AM | 12 Likes Like |Link to Comment
  • Back to Our Regularly Scheduled Housing Crash [View article]
    <<The San Francisco Fed has done substantial work with housing price models. If a reader is interested they should look it up.>>

    LOL! Yeah the same group of imbeciles that did nothing to halt a housing and credit bubble, The Biggest in history, and now the same folks that think inflating stocks is a long term solution to our over indebtedness??????????...
    Yeah and I got the Jimmy Jones plantation to sell ya.
    Nov 25 10:31 AM | 9 Likes Like |Link to Comment
  • Jump in Profits Leading to Sustainable Growth = Delusional Thinking [View article]
    Agree with panzer this is NO traditonal circumstance, but his rebuttal is somewhat weak. However just to let u know econo, the FHA is underwriting more phony loans with 1-3% down now. The fraud loans continue at FHA just like Black hole Fannie & Freddie.
    I know of 3 examples of people being let go by major corporations after working for 18-22 years. Their only hope is jobs at 2/3 the past salary. The standard of living is going down and many have accepted this for their future. States are in huge deficits and eventually will do large scale public job layoffs.
    Nov 25 09:05 AM | 6 Likes Like |Link to Comment
  • Back to Our Regularly Scheduled Housing Crash [View article]
    Rah rah rah Bro. The economy is just dandy. Inflate stock prices and the sheeple will spend more. Real wise economic strategy. Fraud at the FHA continues. When will FHA go bust just like Fannie and Freddie?
    The govt and corrupt politicians thumbing their noses at the responsible American public by continuing the fraud loans.
    Nov 25 08:29 AM | 16 Likes Like |Link to Comment
  • Back to Our Regularly Scheduled Housing Crash [View article]
    Bad news housing time bomb. The FHA is Baaaaaaaack. I know of two examples of houses being purchased for little money down eventhough the country is bankrupt from phony loans. A most recent example is a house sold for $484K and the buyer got a loan for $478K. Sad but the scam continues eventhough we are told lending standards have been tightened. It is pathetic.
    Nov 25 08:27 AM | 9 Likes Like |Link to Comment
  • Waste Management Remains a Core Portfolio Holding [View article]
    william I think me and you purchased waste about the same time. I have done well and have invested every dividend on reinvestment. Would prefer if they started paring down debt a little bit at a time from the $8 bil range down to about $4 -5 Bil.
    Nov 23 10:35 PM | 2 Likes Like |Link to Comment
  • Book Review: 'Buying at the Point of Maximum Pessimism' [View article]
    <40% of the profits of the S&P 500 are made abroad> It has been a benefit moving offshore the labor force, but the arbitrage between wages will be closing in the coming years. as I said earlier, labor cost benefits are slowly running out and this will start to increase. The US economy is manipulated and distorted. we have this arrogant Great Depression Expert (LOL) Bernanke thinking that pushing up stock prices will drive demand and wealth long term. Wrong. this is a short term addiction high that will not last. We need real productive investment in mfg and new innovation in energy efficiency. The use of internet/wireless devices has made the world smaller, but eventually as energy cost continue upwards mfg will become more local.
    As I look at companies many are fully priced and the bargains were back in early 2009 NOT now.
    Nov 22 11:25 AM | Likes Like |Link to Comment
  • Retail Sales Very Disappointing [View article]
    the govt is still pumping out low down payment loans via FHA and VA.
    I am trying to figure out who behind the scenes is so hell bent on destroying the country.
    Nov 21 03:22 AM | Likes Like |Link to Comment
  • Book Review: 'Buying at the Point of Maximum Pessimism' [View article]
    bro stocks are not outrageously priced as in 2000 but the market is overvalued. The people that are saying the market is compelling value are not looking at all the data. With the after-tax corporate profits at peak levels of 9.5% of national income, the long-term average margin the last sixty years is just above 6% so it is probably unsustainable going forward due to a number of factors like: the labor movement overseas about over and input prices increasing, there is not much more to cut to maintain these margins. Investors are making a mistake if they think these margins will expand or even continue at these levels.
    Nov 20 12:29 PM | 1 Like Like |Link to Comment
  • Stocks Now Overvalued: Congratulations, Bernanke [View article]
    margins are at historically high levels and probably will revert downward. Input prices are putting pressure are margins now.
    Nov 15 07:43 PM | 1 Like Like |Link to Comment
  • Stocks Now Overvalued: Congratulations, Bernanke [View article]
    the market is not incredibly cheap. You probably never seen incredibly cheap in your lifetime. at 666 it was close.
    Nov 15 07:38 PM | 2 Likes Like |Link to Comment
  • Retail Sales Very Disappointing [View article]
    good work beest. this idiot bernanke just does not understand the problem. Consumers are tapped out and real incomes are not increasing but are flat to down. This cannot support anymore debt accumulation. Joe6pack has no more assets to leverage. Just to mention a small positive the 2010 line is above 2009 and 2008 comparable period. Still far below 2007 since the phony fraud securitization loans are No longer.
    Nov 15 07:28 PM | 1 Like Like |Link to Comment
  • Oil Prices to Dip on Dollar's Rally: Value Opportunity in ConocoPhillips [View article]
    chk looks cheaper on reserve basis
    Nov 15 07:19 PM | 1 Like Like |Link to Comment
  • Municipal Debt Funds: Are These Yields Unsustainable? [View article]
    There is not much time to react when these levered and NAV premium closed end bond funds drop--- before you know fund prices are down 15-20% then you realize something is up or rates maybe about to rise and smart players have panicked already. The first gap to close is the premium to NAV then when bonds prices fall the leverage crushes you. Dancing until the music stops is risky business as chuckie baby found out.
    Risk trade on risk trade off. who makes up these scam terms? Greenshoots? It is all propaganda thought up from some very smart people. Remember Gold-locks???
    Nov 15 04:08 PM | Likes Like |Link to Comment
  • Oil Sands Could ‘Delay’ Peak Oil - Candice Beaumont [View article]
    Like this one:
    <in Canada, where they are basically destroying the environment. If a bird flies over a river near the oil sands, the bird dies just from flying over the river. It's that toxic. They are just dumping all the waste into the waterways. If you did that in the U.S. you would be in jail.>
    and <She is a member of the Independent Petroleum Association of America.> Hard to believe with her answers.
    Nov 13 02:08 PM | 1 Like Like |Link to Comment
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