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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • American Airlines: Keep Until The Perception Changes [View article]
    how do u guys explain southwest airlines success over the decades? Hopefully these industry execs remember past lessons and not face the same fate as some recent cash churners like seadrill in the bloated overbuilt offshore market. airline stocks are very volatile and economically sensitive so any whiff of recession could collapse them like miners or energy. the industry appears to be changing so lets see and hope for a real low entry price for a margin of safety.
    May 5, 2015. 06:44 PM | Likes Like |Link to Comment
  • Glanbia Needs To Be On Your Radar [View article]
    thanks for pointing out an obscure company... not a lot of wasted words and to the point.
    May 5, 2015. 07:20 AM | Likes Like |Link to Comment
  • Expect Strong Dividend Growth From Williams Companies [View article]
    have owned wmb since the energy deregulation blowup (enron) low single digits and nearly sold it after the price soared toward 60 but would prefer the company to err to a little less dividend increase and a little more debt reduction.
    May 4, 2015. 03:18 PM | Likes Like |Link to Comment
  • American Airlines: Keep Until The Perception Changes [View article]
    how much have shareholders made over those 14 years?
    May 1, 2015. 01:58 PM | Likes Like |Link to Comment
  • American Airlines: Keep Until The Perception Changes [View article]
    1. Recessions do have a historical cycle usually every 4 or 5 years. what does this have to do with politics?
    2. Great they are refinancing the debt. why not? They still have a junk rating and this is still an economically sensitive industry.
    3. Hopefully parker stays disciplined (spreads out debt refinancings, maintains cash and buys back stock on dips and keeps dividend here do not foolishly increase it) and does not get sucked into this dividend bubble and easy money bubble). This is not a high / stable dividend industry and should be run accordingly. If he does fall into the trap he will have proven he is like many execs. focused on short term rewards over long term value building. this guy has been handed a very sweet spot in time to run this company. Hopefully he is not another washout exec that blows it for shareholders. now lets get this stock price down so we get a much lower entry price.
    May 1, 2015. 01:11 PM | Likes Like |Link to Comment
  • American Airlines: Keep Until The Perception Changes [View article]
    This company has a junk rating so why would anyone want to consider levering up anymore at 19 bil in total debts and it is in an economically sensitive industry. we are due for another recession. I know yeller and her stooges think they can control the economic cycles? Also the company should always have a substantial cash cushion and at about 9.5 bil in cash is adequate (reducing the Venezuelan bolivar cash more than half).
    May 1, 2015. 09:31 AM | 1 Like Like |Link to Comment
  • Masco Corp.: Upcoming Spin-Off And New CEO Create Significant Upside [View article]
    what about debt structure and post split? Peer group valuations mostly are on the high side imo. own fbhs shw. thought about selling both at the recent all time highs.
    May 1, 2015. 07:24 AM | Likes Like |Link to Comment
  • American Airlines: Keep Until The Perception Changes [View article]
    I have heard very few analyst suggest a long term strategic decision. These clown analyst will tell them to lever up then go to sell if cashflow dries up as debt maturities roll over pressuring credit ratings. This company needs to act conservative and remember like oil cos or mining cos they are cyclical and have ups and downs. this is not a stable utility company or packaged food company. They also need to calm down on any dividend policy too. i can't comment on your hedging statement since am not informed enough.
    Apr 30, 2015. 11:03 PM | Likes Like |Link to Comment
  • American Airlines: Keep Until The Perception Changes [View article]
    do agree favorable change is occurring in the dynamics of airline business (hopefully exec idiots maintain some discipline) but their cap ex commitments go out a number of years not just 2. unsure what exactly is happening with oil prices but it is not staying down at these levels for years. it would make sense if aal would hedge at least some if it can be done economically and around 1.50. not sure where you got the debt being paid down since net debt went up slightly more so debt increased for the Q1 2015. Dividend at 280 mil annualized probably a mistake imo due to large cap ex and debt reduction/stock buyback needs.hopefully an economic slowdown sends this one down hard giving those that missed out earlier on.
    Apr 30, 2015. 10:20 PM | Likes Like |Link to Comment
  • Yahoo CEO got 69% raise in 2014 [View news story]
    she sold less at ipo? big deal! this is accomplishment? yes she is transitioning to mobile but lets wait to reward until we see some fcf stabilization and finally growth. this is robbery and quite disgusting 42 mil. in compensation.
    These corp superstars are handed over the companies bank accounts and then fail to deliver but walk away filthy rich. This S#$T needs to stop now! If corp exec makes bad acquisition then that compensation should be CLAWED back.
    Apr 30, 2015. 04:11 PM | 2 Likes Like |Link to Comment
  • Yahoo CEO got 69% raise in 2014 [View news story]
    Ms. Mayer had nothing to do with acquiring the Baba position, Yahoo japan and cash when she arrived. As a matter of fact she and her bumbling cfo were selling shares at much lower stock prices. Shows lack of confidence in themselves, the business and their lack of understanding of the value of yahoo operating and investments holdings.

    She has done a reasonable job but 25 mil to 42 mil is outrageous. The blame falls squarely on the crony board of directors. The same crony board members are recycled throughout corp america. In need of serious revamping kind of like the political process and two party system.
    Apr 30, 2015. 10:49 AM | 3 Likes Like |Link to Comment
  • Yahoo CEO got 69% raise in 2014 [View news story]
    wow this is exactly what is wrong in America. where are the core company results to deserve such pay?
    Apr 30, 2015. 06:47 AM | 6 Likes Like |Link to Comment
  • Treasuries Are Fairly Priced Relative To Equities [View article]
    thanks a bubble in excitement over a 0.9% savings account and a bubble in missing out of stock market gains and quant stock etf investing. financial market valuations especially sovereign debts/corp profits/antique cars/harley cycle used asking prices(lots of those with few miles and aging-depreciating from denial) are freaken distorted.
    Apr 29, 2015. 01:32 PM | Likes Like |Link to Comment
  • American Airlines: Keep Until The Perception Changes [View article]
    Can anyone address the real issue here? The capital commitment for aircraft and engines. Very large cap ex requirements going out a number of years. Does this company ever really make big fcf or is it always being spent on new planes and equip? Dep and Amort only 336 mil Q1 2015 or annualized 1.34 bil vs 5.4 billion cap ex????
    about 5.4 bil 2015 4.5 bil in 2016 5.13 bil in 2017 and 4.3 bil in 2018..........
    and paying out about 70 mil a qtr in div or 280 mil a year with talk of increasing it? disclosure considering purchase not shorting so stop the whining about posters bringing up facts.
    Apr 29, 2015. 01:18 PM | Likes Like |Link to Comment
  • American Airlines: Keep Until The Perception Changes [View article]
    http://bit.ly/1bUlpVS

    technical breakdown? major support at about 35.
    Apr 29, 2015. 11:47 AM | Likes Like |Link to Comment
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