Seeking Alpha

The_Hammer

The_Hammer
Send Message
View as an RSS Feed
View The_Hammer's Comments BY TICKER:
AAPL, ABX, ACN, ADBE, ADM, AEYIF, AFSI, AGG, AGN, AGQ, AIG, AIZ, AMGN, AMSG, AMTX, AMZN, ANCX, ANV, ARCB, ARW, ATPAQ, AU, AUY, AVP, AVT, AXLL, BA, BAC, BALT, BBSI, BBY, BDN, BF.B, BH, BIOYF, BKE, BMY, BP, BRFS, BRK.A, BRK.B, BTU, C, CCJ, CDE, CDPYF, CEO, CF, CHK, CIMT, CL, CLMT, CLUB, CNA, CNQ, CNX, COST, COSWF, CPG, CRU, CRWS, CSCO, CVS, CVX, DE, DECK, DELL, DEO, DIA, DLTR, DPS, DRYS, DSX, DUSA, DVN, EAIAF, ECA, EONVF, EOS, EQT, ESV, ETN, EWI, EWP, EWU, EWZ, EXC, EXI, EXM, EZPW, F, FAA, FARM, FCX, FEZ, FIZZ, FLEX, FNJN, FNMA, FOSL, FRI, FSM, FTR, FUR, FXE, FXI, GDX, GE, GG, GGP, GIS, GLD, GLRE, GLW, GM, GNKOQ, GNW, GOOG, GRNB, GS, HCN, HEINY, HELE, HERO, HH, HHC, HIG, HIMX, HL, HPQ, IAG, IAU, IBA, IBM, IMOS, INTC, IPAS, IWM, IYR, IYT, JBLU, JCP, JJG, JMHLY, JNJ, JNK, JNS, JPM, JSHLY, KCG, KEQU, KEX, KGC, KO, KSU, L, LABL, LEAF, LEHMQ, LO, LOAN, LSTMF, LUK, LULU, LXP, MAT, MBI, MCF, MDLZ, MDT, MHG, MO, MRCBF, MSFT, MU, MUB, MX, MZG, NAT, NBR, NEM, NFG, NFX, NG, NGD, NOV, NRG, NSR, NSRGY, NTWK, NVS, OHI, OIL, OLN, PAYX, PBI, PBY, PCLN, PDRDF, PEP, PFHO, PG, PGH, PHK, PHM, PHYS, PKB, PLPC, PM, PNC, POT, PPLT, PSA, PSEC, PSLV, PSX, PTRY, PVG, PWE, PZZI, RAIL, RAVN, RCL, RDC, REGN, REZ, RFMD, RIG, RNF, RRD, RSH, RTH, RTK, RYL, SAND, SAVB, SCHW, SD, SDRL, SEA, SEB, SGOL, SHERF, SHLD, SINA, SKY, SLB, SLV, SLW, SNH, SPLS, SPY, STAG, STJ, STO, SU, SVU, SWY, T, TA, TAN, TEF, TEU, TEVA, TGE, TGH, TLT, TNK, TPX, TROX, TSEM, TUP, TWI, TX, UAN, UBG, UBS, UIS, UNG, USO, UVV, VIG, VIVHY, VLO, VMC, VOD, VSEC, VTI, VXX, VZ, WAG, WDC, WILC, WINN, WLP, WM, WMT, WNR, WRES, WTM, WTR, WTW, WU, XCO, XHB, XIN, XLF, XLU, XLV, XRX, XXII, YHOO, YPF, YUM, Z
Latest  |  Highest rated
  • Ensco: Some Perspective In Offshore Drilling Values [View article]
    I do believe that indebted balloon sdrl is trying to discourage more building and get specs to cancel unbuilt new rigs. Hopefully they are successful.
    Anyone know what bv is after the 1.5 billion writedown before and after goodwill.
    Sep 12 01:07 PM | Likes Like |Link to Comment
  • Gold Appears Range-Bound Until Inflation Picks Up [View article]
    The bell does not go off warning of impending tops or bottoms. Complacent sentiment is in a bubble when it comes to The "Gods" "Saviors" Feds, interest rates and inflation. It will sneak up and getcha when least expected. Whatever we are going to find out either way
    Sep 11 12:50 PM | Likes Like |Link to Comment
  • Gold Appears Range-Bound Until Inflation Picks Up [View article]
    gold is not telling us inflation is low. Yeah in March 2000 the stock market was saying everything is okie dokie too. Or In 2007-2008 sub-prime is contained. NOT!
    The NAR said it was a great time to buy and sell a house in 2006. LOL!

    In 2000 Gold was scraping 250. what happened next?

    In 1999 it was a great time to BUY internet EYEball stocks. hhhmmm?

    Inflation is DEAD! Interest rates never go up! RIGHT!

    Use simple common sense. rates have already bottomed u just do not realize it yet same with inflation!!@!

    Gold please collapse to triple digits. silver 10 pretty please. No inflation NONE?? Yeller is going to E-drop 10k in everyone's checking account. Expect the unexpected from these stooges.
    Sep 11 12:21 PM | 1 Like Like |Link to Comment
  • Ensco: Some Perspective In Offshore Drilling Values [View article]
    what is BV and did u account for the 1.5 billion writedown?
    They did not writedown goodwill either.
    Sep 11 09:11 AM | Likes Like |Link to Comment
  • Ensco: Some Perspective In Offshore Drilling Values [View article]
    ESV has not done such a great job. They overpaid for Pride and took a big writedown of $1.5 Bil. Of course Corp mgts will make it sound benign since it was "non-cash"! but the cash was paid and or shareholders diluted. Having said that esv does have a portfolio of solid assets and good operational record.
    These drillers usually bottom at or below bv's in cyclical downturns so tread carefully. SDRL cfo just said newish rig rates still under pressure and have not bottomed yet. Older rig rates have probably bottomed.
    Cyclical cos should remain flexible....lower dividends, cash on hand and strong balance sheets.
    Why? Cash should be available to buy stock and assets at cyclical lows. This is how u build shareholder value. expect DO to clean up in this downturn since they have by far best balance sheet and cash rich parent company.
    Sep 11 08:28 AM | Likes Like |Link to Comment
  • Paragon Offshore PLC: What It Is, What It Isn't [View article]
    Lundetrae says the market could need another 24 months to bottom out, though rates already are near the bottom for older assets.

    "near bottom for older assets"
    http://seekingalpha.co...
    Sep 10 09:40 PM | Likes Like |Link to Comment
  • Gold Appears Range-Bound Until Inflation Picks Up [View article]
    Lets hope King dollar and The "Gods" Feds take gold under 1000.
    Sep 10 08:20 PM | 1 Like Like |Link to Comment
  • Gold Appears Range-Bound Until Inflation Picks Up [View article]
    dvl, go price out a new roof for your house or siding. or get a plumber to stop in or mechanic to repair a car. prices are up. Yes those wrangler jeans are 16 bucks but health insurance premiums are crushing same with this entitlement group running colleges and tuition. Big time attitude adjustment needed at colleges for the elitist running the show who think they are untouchable. Massive structural cost adjustments and paycuts needed at colleges.
    Sep 10 05:00 PM | 1 Like Like |Link to Comment
  • Gold Appears Range-Bound Until Inflation Picks Up [View article]
    http://bit.ly/1lOlkqn

    Inflation is here
    Sep 8 06:44 PM | Likes Like |Link to Comment
  • Paragon Offshore: A Spin-Off With Minimum 40% Upside Potential [View article]
    selling at 1 x times cashflow? the question is can the refurbished 1975 and 1982 rigs/ships sustain the cashflow
    what about the higher tax in the north sea?
    u do not think knuckleheads in mgt would do the right thing and suspend the dividend and buyback shares? 80 mil would be big on a 650 mil market cap.
    Sep 5 08:10 PM | Likes Like |Link to Comment
  • Even The Council On Foreign Relations Is Saying It: Time To Rain Money On Main Street [View article]
    did u hear mobyss gold is worthless no value but shiney metal, no nothing but people around the globe are flocking to it cuz of this rigged corrupted money for notting system.
    When global confidence in money for notting currencies cracks watch out.
    Sep 2 02:33 PM | Likes Like |Link to Comment
  • Even The Council On Foreign Relations Is Saying It: Time To Rain Money On Main Street [View article]
    Just another new scheme to try to keep the current broken corrupted system in place.
    Sep 2 01:42 PM | 1 Like Like |Link to Comment
  • Why Interest Rates Won't Rise - Continued [View article]
    deflation? price out cost to do a roof on ur house or do siding and soffits/gutters. cost are escalating upwards.
    The sovereign debt markets are massively distorted/corrupted/ma... The dam is leaking eventually it will collapse along with confidence in this endless debt based ponzi system.
    Sep 1 12:36 PM | 1 Like Like |Link to Comment
  • TGC Industries: Buy When Others Are Selling [View article]
    what is the useful life of this new equipment? is it 5 years or much longer? they spent 100 mil between 2010-2012 for new equipment. just trying to figure true economic cap ex expenditures.
    Sep 1 11:50 AM | Likes Like |Link to Comment
  • TGC Industries: Buy When Others Are Selling [View article]
    is the dep rate accurate for the lifespan of the seis equipment? aprrox 20 mil a year
    Sep 1 09:31 AM | Likes Like |Link to Comment
COMMENTS STATS
3,857 Comments
5,978 Likes