The_Hammer

The_Hammer
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  • Consolidated Tomoka Land Company: An Open Letter To The Board  [View article]
    Shareholders have sent a pretty strong message to mgt
    Apr 27, 2016. 07:11 PM | Likes Like |Link to Comment
  • Avoid CSX  [View article]
    Shock hammering away
    Apr 27, 2016. 04:42 PM | 2 Likes Like |Link to Comment
  • Consolidated Tomoka Land Company: An Open Letter To The Board  [View article]
    Probably more of the same high fiving coming out of mgt. any mention of the 8.5% loss (500k+) on the reit trading portfolio? Do shareholders get free slushies at the Dallas seven eleven?
    Apr 27, 2016. 04:36 PM | Likes Like |Link to Comment
  • 4 Reasons Why Philip Morris Has Huge Dividend Growth Prospects  [View article]
    lalalalalalala. Long Big mo for decades. The stock is at a historically high valuation and mgt went to excesses ramping dividends and piling on debt.
    Apr 26, 2016. 10:46 PM | 1 Like Like |Link to Comment
  • Consolidated Tomoka Land Company: An Open Letter To The Board  [View article]
    i wish we can sell for 75 a share
    Apr 26, 2016. 10:34 PM | Likes Like |Link to Comment
  • Consolidated Tomoka Land Company: An Open Letter To The Board  [View article]
    what was the purpose of the 2.5 mil dallas seven eleven property purchase? We have a high frequency trader running the company. Flipping assets left and right.
    Apr 26, 2016. 09:31 PM | Likes Like |Link to Comment
  • Kirby Corp.: Tread Carefully  [View article]
    solid company over the years and was hoping for about a mid 30's entry but it never got there at least yet. Also the company did squander quite a bit of cash in buybacks at over valued levels...very poor execution imo.
    Apr 26, 2016. 04:10 PM | Likes Like |Link to Comment
  • Consolidated Tomoka Land Company: An Open Letter To The Board  [View article]
    well the board and mgt need to go. The insiders own what % of the company?
    Do agree any sale price is going to have to leave some meat on the bone for the buyer to be rewarded. a win win for all.
    Apr 22, 2016. 11:30 AM | Likes Like |Link to Comment
  • Consolidated Tomoka Land Company: An Open Letter To The Board  [View article]
    Can't Winters or you find a buyer or an interested party and refer it to the board? That may shut down any dreams mgt and the board may have in thinking they have a long career here managing the new reit assets.
    In all fairness winters has owned the assets over 10 years and he is not some hedgee coming in after buying a stake 3 months ago demanding a company split/sale.
    Apr 22, 2016. 11:12 AM | 1 Like Like |Link to Comment
  • Here's What It Will Take For Over 50% Upside At American Airlines  [View article]
    a dividend increase? lala land. The company should focus mainly its priority running the business well for profits, generate large fcf to pay for new build commitments, REDUCE debt levels then what ever is left buyback some shares at low swings in the price.
    You need to be aware that this is a cyclical business and if capacity continues to grow at a rapid rate airlines just may have a problem in a economic downturn. Just look at Seabloat and the rest of the offshore drillers. The parker and the rest of the industry lemmings (execs) need to calm down and enjoy the profitability and stay disciplined.
    Apr 22, 2016. 10:52 AM | Likes Like |Link to Comment
  • Here's What It Will Take For Over 50% Upside At American Airlines  [View article]
    we know the reasons for todays fall but debt is a real issue here and must be dealt with. this stock has become a good trading vehicle. hopefully a further decline to 35-36 will make it more enticing to enter for another one.
    Apr 22, 2016. 10:44 AM | Likes Like |Link to Comment
  • Here's What It Will Take For Over 50% Upside At American Airlines  [View article]
    agree with the author. Debt is a major issue and in addition they have multi billion commitments in new plane build. I am for new plane investment. Someone slap some common sense into parker. He can't guarantee or predict the future precisely so why risk the company with such a high debt load.2/3 debt reduction to 1/3 share buyback is the way to go imo.
    Apr 22, 2016. 10:38 AM | 1 Like Like |Link to Comment
  • Consolidated Tomoka Land Company: An Open Letter To The Board  [View article]
    Mgt should not be patting themselves on the back since they sold the resource business at the worst possible time and they had plenty of time to do it since 2011. also a number of assets like the security and loans had no business in the portfolio. I do like the simplification and the quickness now in asset sales. However this mgt should be held accountable if they are not trying to sell the company. It is quite apparent they want to manage the new assets in a reit. Unfortunately it is not their company to decide this. Hey if insiders want to cough up 75 a share betcha most shareholders would tender.
    Apr 22, 2016. 10:23 AM | Likes Like |Link to Comment
  • Trinity Earnings Play  [View article]
    SE What is your assessment of the recent earnings report?
    Apr 22, 2016. 07:49 AM | Likes Like |Link to Comment
  • Consolidated Tomoka Land Company: An Open Letter To The Board  [View article]
    Poor timing on the mineral sale but a decent price and they can use 1031 to avoid taxation. this is about the only stock in this market that appears cheap. Give mgt some credit they are moving fast in unwinding some of the investments and properties.
    Cyclical assets is the only concern here.
    Apr 20, 2016. 03:53 PM | 1 Like Like |Link to Comment
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