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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • The anemic recovery is no surprise to Steve Keen, who contends the U.S. has an economy dependent on not just high, but ever-accelerating levels of private debt. In a healthy system, debt levels rise and fall, but remain roughly flat over time. The ever-upward slope of U.S. debt, like a Ponzi, must at some point collapse.  [View news story]
    would not higher rates lead to additional deficits thus more fed buying of treasuries?
    We are past the point of no return. We have a currency crisis that leads to a devaluation of the dollar. This is the only way out now.
    Higher rates would jack up intetrest expense on the debt. Today the avg int exp on fed debts is 3%. In 2000 it was 6.60%.
    Rates go up we still have large budget deficits that can only be funded by Fed buying.
    Dollar collapse either way. Currency crisis and higher rates.
    Jun 14, 2011. 12:47 PM | 1 Like Like |Link to Comment
  • The Usefulness of Core Inflation Statistics [View article]
    Game is coming to an end soon as public uprisings come with greater frequency in the years ahead.
    End the Fed! Or put money printing restraints on these stooges. How about some standards? Your mandates are a joke and the policies have enabled the politicians to bend to their masters Lobbyist and big business.
    Asset inflation policies have failed. What's left? An economy with excess malinvestment, leveraged and gutted focused mainly on paper pushing (digital today) and transactions (consumption). Real strong fundamentally sound economy.
    where are the Freaken jobs the last decade? with each bubble the jobs come then go after the burst.
    If you are retired and are a saver the Fed has a bullseye on your back. Give the subsidies to the big banks cuz they are so vital to asset bubbles! LOL!
    Jun 14, 2011. 11:42 AM | Likes Like |Link to Comment
  • 3 Reasons to Avoid Universal Corp. [View article]
    <<The obvious concern is the potential for lost business as UVV's customers attempt to buy direct from tobacco farmers>> Do u think this is a big risk and are any large tob cos moving in this direction? why not just remove the middleman? What value does uvv bring to the table for the big tobacco cos?
    Know this has been a concern for a while. The reason they have not up til now that I can surmise is that the uvv's or aoi's have all the farmer contacts and good relations as opposed to the big tobacco cos.
    Jun 14, 2011. 10:15 AM | Likes Like |Link to Comment
  • 3 Reasons to Avoid Universal Corp. [View article]
    you have not touched on the real concern
    Jun 13, 2011. 07:11 PM | 1 Like Like |Link to Comment
  • The U.S. is actually in worse financial shape than Greece and other debt-ridden European countries when adding in all the money owed to cover future liabilities in Social Security, Medicare, Medicaid and other programs, Bill Gross says. All told, Gross puts the total at "nearly $100 trillion," a position he says hardly lends itself to an overnight solution.  [View news story]
    This bum gross should have been speaking out like this 3 years ago as the Fed govt absorbed all the private losses in the banks and across the economy as debts went parabolic up over 50% the last 3 years!!!. I guess he only speaks up when it aids his investment thesis.
    Jun 13, 2011. 06:15 PM | 4 Likes Like |Link to Comment
  • Investor Sentiment May Be Sending a 'Buy' Signal [View article]
    Sentiment for gold is lackluster as the price of the physical has remained strong. A growing pessimism of silver eventhough comex is running out of inventories. Setting up for an explosive move. The miners are totally hated and get NO respect as they sit at cheap valuations.
    <<But TRADER sentiment seems to be close to 100 percent Bearish>>
    Mind sharing some proof.
    Jun 13, 2011. 12:30 PM | Likes Like |Link to Comment
  • Newmont Mining, AngloGold Ashanti and Goldcorp May Be Priced for 'Collection' [View article]
    Nice article on the lagging mining stocks vs the physical. Sometimes the stocks lead the physical down. We will have to see if this is the case. Gold has been much more stable than silver.
    The mining stocks are starting to look cheap. Nem for instance is trading at an historically low level of fcf. Kind of unheard of for mining shares.
    As gold holds and moves higher expect the mining shares to get some respect as cashflows pile up and dividends raised.
    Jun 13, 2011. 12:17 PM | 1 Like Like |Link to Comment
  • The anemic recovery is no surprise to Steve Keen, who contends the U.S. has an economy dependent on not just high, but ever-accelerating levels of private debt. In a healthy system, debt levels rise and fall, but remain roughly flat over time. The ever-upward slope of U.S. debt, like a Ponzi, must at some point collapse.  [View news story]
    Econdoc?? 6.60% growth. I assume you are talking about GDP growth. Moving the size of this economy 6.60% annually is probably never going to happen again.
    You supposedly seem to know all the facts. Well then take a look at the entitlement, fed debt and budget deficits. Nothing wrong with parabolic debts?
    The fed debts went parabolic and up over 50% in 3 years. What was growth in this period?
    Every fool illegal or not was given the opportuity to purchase anything they so desired...we still did not hit 6.60% growth.
    Will the next collapse change your mind?
    Jun 13, 2011. 12:07 PM | 1 Like Like |Link to Comment
  • Investor Sentiment May Be Sending a 'Buy' Signal [View article]
    <In the wake of mounting negativity, the S&P 500 is on track to fall for the sixth consecutive week. That's only happened 16 other times since 1928, according to Bespoke Investment Group.>

    And what has happened in the post time period?
    Jun 13, 2011. 11:59 AM | Likes Like |Link to Comment
  • Unfair Assessments of Intel and Cisco [View article]
    It seems to me the companies that internally innovate as oppsoed to being serial acquirers of growth are usually the best long term investments. CSCO been serial acquirer for years while intc has at least had a number of organic growth initiatives.
    Jun 13, 2011. 11:36 AM | 2 Likes Like |Link to Comment
  • Leucadia: A Mini-Berkshire on Sale [View article]
    What?
    LUK leaders are value investors. No fundamental value information offered here.
    Jun 12, 2011. 02:53 PM | 3 Likes Like |Link to Comment
  • Leucadia: A Mini-Berkshire on Sale [View article]
    <<First, where else can you find such a well-run company at such a discount to its high? >>

    Are u freaken serious?
    Then what about CSCO then or MSFT or you name any stock off its highs. This tells Nothing about value.
    Jun 12, 2011. 01:49 PM | 4 Likes Like |Link to Comment
  • Google: Outstanding Growth, Robust Cash Flows [View article]
    stock based compensation 3 months ended march 31 2011 $432 mil vs 2010 $291 mil huge jump. Trough feeding?
    if the stock takes a nosedive toward lows would hope they would buyback 10 bil in stock. this could make a dent in share count if they do not go awall issuing options or repricing them.
    Jun 12, 2011. 01:33 PM | Likes Like |Link to Comment
  • Health Care REIT, Inc.: It's Nothing but Smoke and Mirrors [View article]
    This is why most investors should use AFFO as the benchmark in comparing if a div is sustainable and of course a reasonable balance sheet. This has always been my problem with reits.
    Jun 12, 2011. 01:06 PM | Likes Like |Link to Comment
  • Bull Market Correcting or Bear Returning? [View article]
    Bro is at it again. Lets see we are at peak profit margins now. Yes they will stay there forever?? NOT. A margin squeeze is coming as input costs increase.

    I hope you are not comparing valuations to 1981. Rates were low to mid double digits. P/e's were high single digits and the countries financial balance sheet was NOwhere near as levered.

    <<Finally the dollar index was 78.49 the day of the Lehman bankruptcy...on Friday is was 75.26 a 4.1% decline in the dollar
    over a 2.74 year period. Hardly a Mauling....>> Yeah and over that 2.74 year period total fed debt went up nearly 50%! Yeah 50%!
    Bubbles sometimes take time to burst as we can see with tech and housing. The dollar and Fed govt debt are the real bubble that have NOT burst yet, but the likes of bro assume we are just in another cyclical downturn. NOT. This is a deep structural debt issue where malinvestment in banks, Housing and consumer spending went to parabolic levels now it is unwinding but there is no other sector that can pick up all the excess slack.
    Jun 12, 2011. 12:12 PM | 2 Likes Like |Link to Comment
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