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The_Hammer

The_Hammer
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  • Tom Russo's Recession-Proof Stock Picks [View article]
    Stockboy what is the dividend yield and the frequency of dividends?
    Also do u know the p/e and fcf multiple?
    Dec 5, 2011. 11:50 PM | Likes Like |Link to Comment
  • Gold Miners Finally Ready To Follow Gold Upwards [View article]
    Nice work again noting the price discrepencies gold vs gold miners. Once the markets are more comfortable with gold holding these levels the next move up begins. The div at 4% on nem at 2000 gold will drive valuation. Valuations on these stocks look real cheap on historic valuations p/e cashflows.
    any reason u own abx over nem or are both equally attractive to you?
    Dec 5, 2011. 05:23 PM | 2 Likes Like |Link to Comment
  • A Hint Of Sunshine In December Outlook [View article]
    would hope someone would go through the various hypothetical scenarios that could play out and the possible outcomes.

    agree with tom above. it would fun to watch a number of these bankster frauds swing a sledgehammer breaking stones. lol!
    Dec 4, 2011. 12:59 PM | 2 Likes Like |Link to Comment
  • Freeport McMoRan Is On Sale Again [View article]
    Kevin what is the production profile of fcx? copper/gold... thanks
    Dec 4, 2011. 12:15 PM | Likes Like |Link to Comment
  • Nestle: Superior Pricing Power Plus Earnings Quality Combine for a Tasty Outlook [View article]
    How about an update on Nestle's 2011 fcf, dividend,EV/Ebitda, cash position,eps, debt position and valuations and 2012 projections? Thanks
    what about emerging market exposure % sales?
    Can u translate into dollars?
    Considering the nsrgy shares.
    Dec 4, 2011. 09:04 AM | Likes Like |Link to Comment
  • GM: Avoiding Auto Giant After Quick Look Under The Hood [View article]
    hey bleck why did u not invest in the pref b shares as opposed to the common?
    Dec 4, 2011. 08:26 AM | Likes Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    I suggest u debloat your big head. You have purchased a few underwater dogs and u know the names.
    What margins? 3-7% is TOO much when U can''t afford it.
    Now u suggest i have anti-war bias?
    lol.
    Just ask the nursing, homehealthcare, respiratory and hospice industries about serial margin pressures. I know they do not do much.
    Dec 2, 2011. 10:14 AM | Likes Like |Link to Comment
  • Janus Is Cheap [View article]
    <<They have been buying in their Perkins and Intech mgmt streams at valuations 2-3x of what they're trading at now, > please explain

    <<make initial investments in structured securities that they then market to their clients>>

    please explain. what clients? what are these securities?

    why are these fools not buying back shares at these prices?
    Dec 2, 2011. 07:07 AM | Likes Like |Link to Comment
  • The House Price Decline: Bird's Eye View [View article]
    The cost of living is increasing much faster than incomes for years to come. Something has to give but it is not going to be the price of everyday necessities either. Houses are going to grind lower over time.
    Dec 1, 2011. 09:55 PM | 1 Like Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    Defense expenditure is something like $850 bil a year. Increasing at rapid rate the past decade. I'd say there is alot to be cut. I mean forced cuts akll around. The party is over.
    Dec 1, 2011. 08:23 PM | Likes Like |Link to Comment
  • Regression To Trend: A Perspective On Long-Term Market Performance [View article]
    For Mid 400's on S&P would need a massive deflationary bust. I really do not think this will happen with the Bernank leading the serial printing charge around the globe.
    Dec 1, 2011. 05:15 PM | 1 Like Like |Link to Comment
  • Wall Street honchos, led by hedge fund titan Louis Bacon, urged NY Fed chief Dudley for action on Europe in a private meeting in late September. Bacon is one of a 14 members of a Fed Advisory Committee set up post-2008. It's a tricky situation for the Fed, which wants to get insight from market participants without tipping its hand on action being considered.  [View news story]
    No wonder the top 1% continue to amass wealth at rapid rate.

    This crooked Fed system needs to be disbanded IMMEDIATELY.
    Dec 1, 2011. 04:57 PM | 2 Likes Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    Not. I see constant reimbursement cuts for years to come. margins will be under pressure. The glory days of defense just getting whatever they want and cost overruns are over imo.

    $15 trillion in fed govt debts.......interest expense going to explode with increasing rates expose these businesses to margin erosion.

    The avg interest rate on US govt debt is 2.88%. U see what is happening in Europe, it is coming this way. Higher interest rates.
    Interest rates in 2001 was 6.06% more normal rates over the years. At this rate current interest expense would be over 900 bil or nearly 40% of tax receipts. I have looked at these cos closely and they look good BUT their main customer is near bankrupt.

    U ain't seen nottting yet. To many value guys just wave their hand and say i do not look at macro stuff. Take some time and study the USA balance sheet. It is frightening.
    Dec 1, 2011. 01:13 PM | Likes Like |Link to Comment
  • Philip Morris: My Favorite 2012 Dividend Stock Idea [View article]
    As a long time holder of MO PM I would say they are getting up at the upper end of their value range. The great things about these stocks when you reinvest the dividends is they never get outrageously priced. KO WMT AXP year 2000 at 40 times earnings. Also these dopey cos were buying back shares at 40 times earnings. HELLO.
    Dec 1, 2011. 12:07 PM | 1 Like Like |Link to Comment
  • Aerospace and Defense Stocks: Beaten Down, With Healthy Free Cash Flow, 3%-Plus Dividends [View article]
    Healthcare and defense will be under pressure for years to come. Massive wasteful spending will need to brought under control. There will be a few winners in both and it will difficult to find them. One would think home healthcare would be a money saver, or outpatient surgery or hospice BUT the govt continually chopping reimbursements killing margins on a constant basis.
    Cyberwarfare and internet security proabably areas to focus since a huge part of business is done over the net.
    Dec 1, 2011. 11:52 AM | Likes Like |Link to Comment
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