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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Will Penn West Survive The Free Fall In Oil Prices? I Think So [View article]
    not after cap ex. dividend bubble heads. some cos are in a position to pay dividend due to circumstances this company should NOT be paying a dividend but reducing debt and just maybe buying in some shares as they have collapsed.
    Oct 16 08:36 AM | 1 Like Like |Link to Comment
  • Yahoo hires WaPo sales chief to handle North American ad sales [View news story]
    how filthy rich will this guy get if he fails? the last guy walked away carrying boatloads of cash. bs.
    Oct 14 07:06 PM | 3 Likes Like |Link to Comment
  • Fed's Williams not averse to additional QE [View news story]
    YEAH. Come on E-Drop $50k into everyones checking account!!!!!!!!!!
    Gotta devalue that dollar in half. Yeah! Debt problem solved for a bit but a little uncomfortable for those on a fixed budget or income as inflation pumps up. Do not panic live for today. think about the lobster tails and caviar u could buy or rent a Lamborghini for the day. hehehe. Oh wait minute the borders are still wide open from Liberia Do not worry u can buy ur own hazmat suit now
    Oct 14 02:13 PM | 3 Likes Like |Link to Comment
  • Owens-Illinois: An Underfollowed And Misunderstood Glass Blower? [View article]
    imo at most 5-7 times freecashflow is more appropriate for total debt

    the reason i use fcf vs ebitda is ebitda can be misleading as a multiple of debts. if the company has high cap ex requirements /dep then how does a company paydown debts or interest expense is gobbling away cashflow.

    10 year at 0.84% or 15 year at 1.79% I call that the biggest baddest fiat bubble the world has ever seen. and junk defaults have hit a record low....ring ring ring. Complacency is sky high as it relates to sovereign/fiat debts. probably at or near peak low default rates for this cycle.
    Oct 14 01:58 PM | Likes Like |Link to Comment
  • Starboard Value takes the reigns at Darden Restaurants [View news story]
    great another hedge fund expert going to really get this ship directed with the wind in sail. maybe hackman or eddie could be of asistance
    Oct 14 12:49 PM | Likes Like |Link to Comment
  • Owens-Illinois: An Underfollowed And Misunderstood Glass Blower? [View article]
    hold on a second. You act as if interest rates a year two or three years from now will remain at these ridiculously low levels. with an ev of over $7 billion it is not as attractive with only about 350 mil in fcf. as i said earlier another economic slowdown recession will knock this stock down under $20 imo due to the higher debt levels. the mgt needs to stop this ebitda cr@p and get the debt down another $ 1 bil to increase shareholder value and do not get undisciplined and overpay for an acquisition. this one is a fat pitch under 20.
    Oct 14 12:38 PM | Likes Like |Link to Comment
  • Owens-Illinois: An Underfollowed And Misunderstood Glass Blower? [View article]
    interest expense is running about 54 mil a qtr or about 6% at 3.5 bil in debt
    the cos capital allocation strategy is just not working for shareholders as the share price has done nada for a very long time plus does not even pay a dividend. do disagree debts are still to high and this company should be much more of a fcf machine. could be a good longer term hold if mgt got its act together
    Oct 14 10:24 AM | Likes Like |Link to Comment
  • Owens-Illinois: An Underfollowed And Misunderstood Glass Blower? [View article]
    a deeper economic downturn usually crushes indebted cos. the company has overpaid for acquisitions in the past and until this mgt gets its act together would tread carefully unless it is trading down below 20. the stock performance long term has just been horrible.
    Oct 14 09:02 AM | Likes Like |Link to Comment
  • IEA lowers oil demand outlook [View news story]
    oil demand, predicting that it will increase by 700,000 barrels per day (bpd) in 2014 vs a previous estimate of 0.9M bpd.

    oil demand is still increasing 700,000 barrels a day in 2014 and demand increases in 2015 by 1.1 mil barrels a day. when has it ever gone negative year over year? this all happening as europe is in depression and US much more efficient flatlining demand i believe.
    Oct 14 08:33 AM | 1 Like Like |Link to Comment
  • Owens-Illinois: An Underfollowed And Misunderstood Glass Blower? [View article]
    this company has had to much debt for some time. The company should bring it down. for a solid relatively stable cashflow the stock performance has been poor for shareholders over time.
    a combo of share buyback and debt reduction makes sense.
    what's the cap ex and cashflow? how is debt structured?
    Oct 14 07:31 AM | Likes Like |Link to Comment
  • Will Penn West Survive The Free Fall In Oil Prices? I Think So [View article]
    disastrous that the former mgt just gets to walk away free from accountability after sucking out gobs of compensation. this maybe be interesting for a trade depending how oversold it gets. would like to see how hedged they are for 2015.
    some of the energy stock price collapses are very similar to 2008-09. even though we are over $80 still. the shale revolution is an illusion at such lower prices
    Oct 13 08:45 PM | 1 Like Like |Link to Comment
  • The Forgotten Issue Facing Seadrill [View article]
    sdrl's dumb dividend policy is hurting the company. high dividends with high cap ex in a cyclical business is usually a bad mixture. just suspend an irrational dividend by 60% and the stock will soar. this reckless new build program is also quite irrational too.
    Tesla? cough.......
    Oct 13 06:36 PM | Likes Like |Link to Comment
  • The Forgotten Issue Facing Seadrill [View article]
    mgt went off the deep end by building an excessive amount of new builds on spec.
    this company is in deep trouble without a massive dividend cut. another alternative may be to just walk away from their deposit on half the new build rigs. would be extemely positive for sdrl imo.
    Oct 13 06:06 PM | 1 Like Like |Link to Comment
  • Rowan Companies: Complete Fleet Analysis As Of September 23, 2014 And Commentary [View article]
    at nearly 50% of bv is anyone buying at these fire sale prices? debts reasonable and dividend not excessive. fcf should start flowing in after q1 '15.
    solid portfolio of high spec ju's and new UDWs with sound 3 year contracts.
    Oct 13 05:52 PM | Likes Like |Link to Comment
  • Is It Time To Just Give Up On Gold? [View article]
    bring on lower prices.the lower the better
    Oct 13 06:40 AM | Likes Like |Link to Comment
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