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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • January Retail Sales Reach Post-Recession High [View article]
    Great job drone consumers. Go into debt and feel all content about buying things you can't afford.
    Now this prof can get his big pay raise this year as students can again become indebted up to scalp with student loans. Hey what's 6-8% increase in tuition anyway per year?
    Feb 15 11:30 AM | 3 Likes Like |Link to Comment
  • NAHB Housing Market Index: 16 vs. 17 expected, 16 prior. "Builders are telling us that some pockets of optimism have begun to emerge, but many prospective purchasers are concerned about selling their existing home in the current market, or face difficulty securing credit for a home purchase even when they are well-qualified," NAHB's David Crowe says.  [View news story]
    what is their idea of well qualified? 3% down payment?
    Residential housing has bankrupted our country. it is time to let this industry survive on its own merits to the free markets. IMO as a nation we have spent and leveraged up into housing, it was a big failure. it has not made economy more competitive or increased long lasting jobs that support export growth.
    Feb 15 10:13 AM | 4 Likes Like |Link to Comment
  • How to Use Leveraged Free Cash Flow to Analyze Stocks [View article]
    RE rsh has lots of goodwill and what is this goodwill worth? The free cashflow, how reliable is it? Does it really have a competitive advantage? I think not this is why i have avoided it.

    RE Csco: I like to factor in stock options as an ongoing cost when calculating fcf's. They buyback billions of shares but it does not lower share count anywhere near amount spent.

    Goog trades at 35 times. A great company but it appears priced in to me with little downside margin at least at this price.

    NEM is the big sleeper here imo. The mining shares have been mismanaged for sometime, but this is changing. Mgt is avoiding issuing new shares to fund operations and make acquistions while their underlying commodity is priced strong (Mainly gold but some copper which can be cyclical). FCF's imo are going to get stronger. Fcf's are going to really turn up here.
    Does not appear to be to much hedge fund support either.
    Feb 15 09:28 AM | 1 Like Like |Link to Comment
  • Bernanke Helps Fuel an Increasingly Expensive Market [View article]
    flow 5 you make a good Bernank bubblehead.

    I guess you believe bernank can 100% time and drain the funds to halt high inflation?? KEEP DREAMING!

    His track record of failure is pretty high. he's batting nearly 1000%
    Feb 14 12:02 PM | 2 Likes Like |Link to Comment
  • The Fed Is Not Monetizing U.S. Government Debt [View article]
    Projected 1.65 trillion this year! And Bernank is NOT monetzing the debts????????????

    projected 1.1 trillion 2012??? Yep!

    And Bernank guarantees 100% that he can prevent runaway inflation!!!!!! YEP!

    QE3 here we come. Insanity
    Feb 14 11:59 AM | 1 Like Like |Link to Comment
  • Axel Weber says his decision to leave central banking had its genesis in his unpopular stand against the ECB monetizing the debt of profligate EU nations. "(If the president) represents a minority opinion on important matters, then the credibility of his office suffers." With Weber and the Fed's Kevin Warsh gone, who is left to advocate sound money?  [View news story]
    Cliff you are clueless and closed minded. Gold and silver are a ways to back a currency but put checks and balances on the corrupt fed and govt officials from printing like maddogs.

    Go take a few looks at youtube and Zimbabwe gold for bread. Ask that Chinese and Indian citizen if they trust their paper currency.

    Just because westerners have total faith in printed diluted paper money does not mean the rest of the world does. I expect this faith to be shaken in the next few years as the psycho printer bernank crushes the dollar value.
    Feb 14 11:51 AM | Likes Like |Link to Comment
  • Axel Weber says his decision to leave central banking had its genesis in his unpopular stand against the ECB monetizing the debt of profligate EU nations. "(If the president) represents a minority opinion on important matters, then the credibility of his office suffers." With Weber and the Fed's Kevin Warsh gone, who is left to advocate sound money?  [View news story]
    The Banksters hand picking their crony CB members.
    Feb 13 11:34 AM | 1 Like Like |Link to Comment
  • When Recovery Is Just a Word [View article]
    Gregor Thanks for great article.
    This is also a fantastic article. www.minyanville.com/bu...
    The Biggest ultimate bubble of them all is the Federal treasury debt bubble.
    Feb 12 01:30 PM | 2 Likes Like |Link to Comment
  • When Recovery Is Just a Word [View article]
    I always have a good laugh reading econoBubblehead's comments.

    The guy has blinders on.

    1. Yes i will admit the economy is perking up, BUT with the Federal deficits soaring from $9.7 trillion to close to 14.2 trillion since Early 2009 to today ONLY a 46% increase one would expect acitivity to pick up.

    This is one manipulated and corrupted financial system all distorted by this Bankster Pumper Bernank. This guy represents only one interest the Banksters. The head fraudsters bernank is all about asset bubbles. Instigating Asset Bubbles is the basis for a sound economy? Lets spend more money and go into debt keep the ponzi going. What about real fundamental growth through saving and investment?

    This corrupt bernank is going back to the old playbook. More of the same bubble blowing policies. Lets prop up inflated house prices and stocks to make people FEEL wealthy? Yeah this is a long term solution!

    <<the nonsense about Federal outlays is just that. there is no evidence to support that view. >>>

    record food stamps, Projected record $1.5 trillion deficit fiscal 2011 and 100% debt to GDP this year???
    Explain this away Bubblehead.

    it is a bogus recovery favoring the same old group of thugs, the rich elite banksters and corp execs.
    Feb 12 11:20 AM | 7 Likes Like |Link to Comment
  • Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks [View article]
    Imagine the look I received warning a trump wantabee condo flipper with 5 investment condos in Fl that the biggest real estate bust in history was approaching in early '05. This was after the warning given before the purchase 6 months earlier.
    Also never heard a rehore suggest to me that I should offer whatever i think it is worth. Just make an offer. There is always a first time. Desperate hores. Good for them. They bled our country dry with these fraud and inflated house prices. We are definately moving closer on a selective basis to a buying opportunity in re.
    Based on the aapl investors tunnel vision it is definately entering a twilight zone price imo. Why waste my time trying to convince these bagholders.
    Feb 11 04:16 PM | Likes Like |Link to Comment
  • JPMorgan analysts pick 16 stocks they think will perform well if there's an onset of rapid inflation: NEM, ABX, PFE, TEVA, MRK, CVS, FCX, ABT, APA, AMGN, GILD, WLP, AET, COV, CI, BTU.  [View news story]
    Do not think healthcare will be the best inflation hedge. As healthcare as a % of govt expenditures escalates upwards, probably in the range of 17-18% currently. This cannot keep gojng up or it will consume all receipts. Downward pressure on pharma devices and healthcare servcies will continue. Cos that can provide cost effective methods will be a big advantage. Generics may be exception and outpatient type of procedures.
    Health insurers will be a target soon as their profits go ballistic and healtcare insurance prem spirals up. oil energy and pm's would be most preferable. At least they preformed well in stagflation of mid-late 1970's early 1980s.
    Feb 11 02:40 PM | 2 Likes Like |Link to Comment
  • Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks [View article]
    aapl is one that i will kick myself remember it well at $12 a share. having said that, appl has become a giant goliath company(300 bil market cap) and with product cycles getting ever shorter it will become harder and harder to fight off the wolves with each tech innovation or product enhancement. It seems to me when companies hit the 200-300 bil market cap zone that it gets very hard to grow such a goliath. Hey thought this one topped out at 270. Just going to stand on the sidelines and watch the fireworks.
    Feb 11 02:26 PM | Likes Like |Link to Comment
  • Genco Shipping & Trading: Value Investment in a Rebounding Industry [View article]
    <<However asset values are still in free fall.>> can u give an example maybe of capesize or another type of ship current market values?
    The amount of supply coming to market needs to slow or be terminated , it could be devastating to ship values.
    Feb 11 02:21 PM | Likes Like |Link to Comment
  • Dr. Pepper Snapple: Getting Sweeter With Rising Dividend, Almost 3% Yield and Stock Buybacks [View article]
    Does dps retain rights to its brands in international markets?

    Are input costs going to have impact on profitability? mainly container prices, sugar.......
    Feb 10 11:13 AM | Likes Like |Link to Comment
  • The Fed Is Not Monetizing U.S. Government Debt [View article]
    This article is non-sense. The Fed reserve is the GREAT ENABLER allowing congress to spend like addict. If the Freaken Fed would act independent the bond market would have forced the stoppage of these excessive deficits via higher rates.
    The current bond market is misjudging the potential snowballing of inflation. They have bought into the Bernank as a God-like figure.
    Feb 9 12:46 PM | 19 Likes Like |Link to Comment
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