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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • 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
  • Contrarian David Dreman Bullish About the Market [View article]
    dreman is overrated. he got totally creamed in financials in 08 09 including i believe fannie. Low p/e's do not tell the entire story.

    profit margins are near record levels and the goldilocks conditions to reach those margins are disappearing.
    Mar 29, 2012. 10:35 PM | Likes Like |Link to Comment
  • Inflation Risk Stalks The U.S. Economy [View article]
    “….we have sown the seeds of a lot of inflation for the future. Now, whether we can unsow those seeds and dig them up again, that's not so easy to do. It's easy to talk about, but it's a lot easier to sow the seeds than it is to replant.”
    buffett cnbc feb 27, '12

    This is the same guy that praised Bernank and Timmyboy. see rich billionaires like inflation cuz they can protect themselves. The poor and retirees get crushed.
    Mar 29, 2012. 11:00 AM | 1 Like Like |Link to Comment
  • Inflation Risk Stalks The U.S. Economy [View article]
    thanks for the laugh lawrence.
    Mar 29, 2012. 10:51 AM | 1 Like Like |Link to Comment
  • The Housing Market Has Bottomed [View article]
    <<I don't want to see my sons unable to buy anywhere in LA/SF because prices went nuts so I root for lower prices.>>

    Record low interest rates and govt fraud intervention should not play a role. Basic incomes should allow for purchase of a house with a reasonable downpayment.

    Agree totally but across the USA. House Prices need to go down to a level that takes into account the requirements to fund ones retirement , a portion of ones healthcare and cost of living. Our youth should have a normal life not stretched to the max to buy a house.
    Mar 28, 2012. 07:26 PM | 1 Like Like |Link to Comment
  • The Housing Market Has Bottomed [View article]
    the housing market is a phoney market.

    lots of homedebtor zombies still in their houses. Lots of unqualified FHA buyers buying houses paying the asking.

    No skin in the game do not give a $%#@ what u pay.

    Free markets are non-existent in setting housing prices.

    WHAT A FREAKEN CORRUPT GOVT DEMOCRACY.....OUTSOURCED TO THE HIGHEST BIDDING LOBBYIST
    Mar 28, 2012. 06:41 PM | Likes Like |Link to Comment
  • Inflation Risk Stalks The U.S. Economy [View article]
    Stalks Like that one.

    Freaken pain is coming in the next few years as this bald headed so called "hero" brings a much lower standard of living to the middle class and crushes the poor and retirees.

    THERE IS A PRICE TO PAY FOR THIS ABUSIVE MONETARY POLICIES.

    WAKE UP ZOMBIES. IT IS NOT ALL ABOUT FREE LUNCHES.
    Mar 28, 2012. 06:32 PM | 4 Likes Like |Link to Comment
  • More evidence investors are willing to take on more risk: the "dramatic change" in the spread between the yield on the 10-year Treasury and the yield on BofA's U.S. Corporate BBB Index. Late last year, the spread was over 280 bps, meaning investors were demanding extra incentive to buy riskier assets. Since then, the spread has narrowed to 180 bps.  [View news story]
    yeah and the sheep are lined up to be slaughtered..

    Time to take a deep breath and remember how it felt in oct 08 and March 09. of course the prices are about 100%+ higher on the indices. Time for a little breather and caution.
    Mar 28, 2012. 06:17 PM | Likes Like |Link to Comment
  • The Housing Market Has Bottomed [View article]
    Obama has turned up the spigot refi'ing lots and lots and lots of deadbeats and homedebtors.
    There is NO free markets in America. All in one way or another are manipulated or distorted by fiscal or monetary policy.
    welcome to a broken democracy.

    The private sector can no longer carry the load to cover the escalating cashflow requirements coming out of this corrupt govt.
    Mar 28, 2012. 03:10 PM | 2 Likes Like |Link to Comment
  • Brasil Foods - An Emerging Titan With Hefty Expectations [View article]
    tsn appears to be a better valuation.
    Mar 28, 2012. 02:04 PM | Likes Like |Link to Comment
  • A Brief Remark On Gold And Bond Market Sentiment [View article]
    any update on gold sentiment?

    The mining shares have gone into freefall and are getting extremely oversold breaking major support levels.
    I have not bit yet but getting prepared.
    Mar 28, 2012. 12:16 PM | Likes Like |Link to Comment
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