The_Hammer

The_Hammer
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  • On the hour  [View news story]
    Inflated dividend darlings and tech bubbles popping. Reality can be painful
    Feb 5, 2016. 11:15 AM | Likes Like |Link to Comment
  • Tracking Allan Mecham's Arlington Value Capital Portfolio - Q3 2015 Update  [View article]
    outr taking a beat down. some of the best managers in recent years have just been decimated the last year
    Feb 5, 2016. 07:21 AM | 1 Like Like |Link to Comment
  • GM- 5.2% Dividend Plus 25% Growth Potential  [View article]
    in the presentation Mgt says GM is a Compelling investment opportunity. why is it that mgt receive options and they sell them all and also do NOT buy any shares in market place?
    Compelling is a big word to use but no personal stock purchases to back it up.
    Feb 5, 2016. 07:14 AM | Likes Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    you are starting to sound like winters.
    Feb 5, 2016. 06:22 AM | 1 Like Like |Link to Comment
  • General Motors: Was That The Peak?  [View article]
    and mgt says "GM is a compelling investment opportunity" in its most recent presentation YET mgt only sell its free stock options not stepping up and buying this compelling stock? all talk all bs?
    Feb 5, 2016. 06:19 AM | Likes Like |Link to Comment
  • Takeover Bid Suggests There Are Bargains In The Small Cap Chemical Stocks  [View article]
    4.87 bil in debt and no talk of maturities schedule or a potential economic downturn. Leveraged cos take biggest hits in economic downturns especially ccl cos. what is the fcf for this company? is any fcf leftover after dividend?
    Feb 4, 2016. 08:53 AM | Likes Like |Link to Comment
  • Bain and TPG reportedly eyeing Yahoo; shares close down 4.7% post-earnings  [View news story]
    certainly the ceo is clueless and shareholder destructive. lavish compensation lavish over hiring lavish bennies for what? acquisitions ? the woman should be removed today and not reeve a dime more for such failure as she fires lower performing LITTLE workers.
    Feb 4, 2016. 08:35 AM | 1 Like Like |Link to Comment
  • Bain and TPG reportedly eyeing Yahoo; shares close down 4.7% post-earnings  [View news story]
    what a clueless comment. 7 billion in cash? no cash burn?how does that translate into bankruptcy?
    Feb 4, 2016. 07:32 AM | 1 Like Like |Link to Comment
  • General Motors: Was That The Peak?  [View article]
    the problem here is where is the freecashflow. It is a measly 2.2 billion. cap ex is running like 8 billion last year what is it this year?
    Feb 4, 2016. 07:22 AM | 1 Like Like |Link to Comment
  • GM- 5.2% Dividend Plus 25% Growth Potential  [View article]
    the problem with GM only generates 2.2 bil in fcf after cap ex. while they are doing what most dumb cos do payout div and buybacks way beyond this....thus paying out cash or increasing debts. who doesn't want them to buyback stock as aggressively as possible at such stock prices but they do not have the fcf to do it and maintain the cash cushion to preserve any cyclical downturn.
    when does cap ex reduce and fcf rise?
    Feb 4, 2016. 07:09 AM | 1 Like Like |Link to Comment
  • Bain and TPG reportedly eyeing Yahoo; shares close down 4.7% post-earnings  [View news story]
    the woman is a clueless executive on how to represent shareholders value. Total disgrace the amount of money she has pulled out of the company in the last few years for little to show in the core business. Corporate America and boards are highly overrated and their needs to be an overhaul of the hiring process and contracts signed. To many of these failures walk away filthy rich while hurting shareholders.
    Feb 3, 2016. 11:07 PM | 6 Likes Like |Link to Comment
  • Johnson & Johnson Looks Like It Is Topping Again  [View article]
    picking up pennies in front of freight train. why messing with this stock that is reasonably or fairly valued when there are so many bloated overpriced dividend stocks?
    as currency-neutral sales rose 4.4% seems pretty good to me and KING dollar will not hold at these levels forever.
    Jan 29, 2016. 08:20 AM | 6 Likes Like |Link to Comment
  • Kirby Has Still A Lot Lower To Go From Here  [View article]
    Mgt seemed clueless in sensing the pulse of this downturn and were aggressively buying back stock at much higher prices --inflated p/e levels. hopefully with the reduced cap ex 2016 they can take down some of the maturing debts over the next 2 years. with guidance of 3-3.50 the stock still remains overpriced imo
    Jan 29, 2016. 08:02 AM | 1 Like Like |Link to Comment
  • Tidewater suspends dividend, repurchase program  [View news story]
    exactly shooter21. Assets are valued at what and they cannot buyback shares now? it is laughable. this is why a cyclical company should not be run with larger debts but nice cash cushions.
    Jan 28, 2016. 10:23 PM | 1 Like Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    The management at this company acts as if they own the entire company. And all the criticism of winters for just wanting to be heard.
    Jan 28, 2016. 02:06 PM | Likes Like |Link to Comment
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