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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Will American Airlines Return To Its 52-Week Highs Soon? [View article]
    upgrading the fleet is imperative to be competitive but to start a large buyback and a dividend (and talk of increasing it) is just undisciplined and reckless given the history of this business, the 19 bil in debts/leases and the HUGE cap ex requirements to upgrade the fleet.This is not hershey bar business this is a very tough transportation business that needs to be well organized, efficient, well maintained and customer friendly. Lots of moving parts and risks.
    Aug 26, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • Intel: The Memory Company [View article]
    look it at this way MU has about a 15 bill market cap and INTC 125 bil. It is going to take alot less juice to drive MU higher. MU valuation is silly right now considering the assets it owns and technology going forward.
    Aug 26, 2015. 11:50 AM | 10 Likes Like |Link to Comment
  • Intel: The Memory Company [View article]
    I believe, I believe.........
    Aug 26, 2015. 11:16 AM | 4 Likes Like |Link to Comment
  • Will American Airlines Return To Its 52-Week Highs Soon? [View article]
    KK, I do think all the boasting that AAL is all in UNhedged will some day backfire. If there was an economic way to hedge out a few years out to at least cover cap ex at about the 1.40 jet fuel level i do think it would be best course of action. Back in about 2007 or so when oil was headed toward $140 I spoke with COP about why not hedging production at these levels at least some. All they spoke about is look what happen to cos that hedged when oil was $40, big losses. well I said it is not at $40 now but over $120? What about hedging enough to cover cap ex and dividends going forward out the next few years? Nahhh shareholders want the stock to move with oil price and shareholders should hedge themselves. I laughed at the guy.
    Aug 26, 2015. 11:02 AM | 3 Likes Like |Link to Comment
  • Will American Airlines Return To Its 52-Week Highs Soon? [View article]
    "American Airlines already has the youngest fleet of all U.S. airlines," this is not a true statement.
    The company has about 19 billion in debt and new build commitments going out past 2020 for around $4 bil a year. You get your house in order when times are sanguine, just ask all those indebted E&P cash incinerating company managers how they levered up at the wrong time.
    when are analyst estimates guaranteed? How often are they wrong? The company better focus on debt reduction, fleet upgrading and operational improvement. Buybacks are great but priority is all the above first imo. Forget the dividend payout at this time. To many lemmings running corporate america following the dividend lemmings off a cliff.
    Bringing down debts increases value by reducing EV. Also I believe the company's debt is junk rated.
    Aug 26, 2015. 10:49 AM | 3 Likes Like |Link to Comment
  • Why U.S. Lime & Minerals Should Consider A $20 Per Share Special Dividend [View article]
    it looks like someone wants out so who is letting them out so easily? mak'em panic out
    Aug 25, 2015. 04:53 PM | 1 Like Like |Link to Comment
  • Seadrill Is Still 40% Overvalued [View article]
    when Seabloat goes bye bye it will be great for the industry and the rest of the other industry lemmings who followed them off a cliff spend and build mania.
    Aug 25, 2015. 02:07 PM | Likes Like |Link to Comment
  • Update On Portfolio Management And Positioning As Of 8/18/15 [View instapost]
    rsi was below 20 for?
    each of the four dates were 4 day vix spikes into the 30's?

    the basic rules to trigger an event is the vix has to spike into 30's for 4 days?
    Aug 25, 2015. 08:50 AM | Likes Like |Link to Comment
  • China Cuts Rates And RRR, Helps Markets Recover From Yesterday's Hemorrhage [View article]
    4.6%? wow lots of downward movement for more juice
    Aug 25, 2015. 08:25 AM | 1 Like Like |Link to Comment
  • Update On Portfolio Management And Positioning As Of 8/18/15 [View instapost]
    SG,
    what are the mechanical rules to arrive at a Trigger event?
    Aug 25, 2015. 05:18 AM | Likes Like |Link to Comment
  • Why U.S. Lime & Minerals Should Consider A $20 Per Share Special Dividend [View article]
    lol. how about some at 40-45?
    Aug 24, 2015. 07:35 PM | 1 Like Like |Link to Comment
  • Update On Portfolio Management And Positioning As Of 8/18/15 [View instapost]
    i have approx 40ish% cash and was unable to purchase any of the stocks/ etfs i wanted at plunge lows. I wonder if it is best just to put a bid 15-20% below the price and hope ya get lucky.
    HFTs have no feeling that's what makes the current markets so difficult to gauge since sentiment shifts so extreme anymore.
    Aug 24, 2015. 12:20 PM | Likes Like |Link to Comment
  • Update On Portfolio Management And Positioning As Of 8/18/15 [View instapost]
    vix 37.98.
    Aug 24, 2015. 11:58 AM | Likes Like |Link to Comment
  • Micron: Fear, Uncertainty And Doubt [View article]
    any idea what electricity reduction is between 3DXP and DRAM?
    Aug 23, 2015. 11:12 AM | Likes Like |Link to Comment
  • The Correction Everyone Asked For, But Nobody Wants [View article]
    Bring on a deeper correction. These BS valuations 20 to 25 times + earnings for slow to no growth cos? Give me a break. Many many stocks are down 20%+ and quality ones which were overpriced anyway. This is good..... maybe even ADP or SBUX may get down to some sane level. The current situation may play out similar to the Asian contagion of 1998. What financial blowup is lurking and will be triggered like Long Term Capital incinerators.
    Aug 23, 2015. 11:03 AM | Likes Like |Link to Comment
COMMENTS STATS
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