The_Hammer

The_Hammer
Send Message
View as an RSS Feed
  • Are Subprime Loans Going To Sink General Motors?  [View article]
    Joe the $2.2 BIL in Free cashflow for FY 2015 was reported from GM mgt. Do ya think these execs are low balling their fcf reporting?
    Yeah they paid out 2.2 bil in dividends and 3.5 bil in stock buyback BUT cash went down about 5 billion cash position slightly over 20 bil now.
    ebit means jack when ya have $8 bil+ cap ex.
    Feb 9, 2016. 12:50 PM | Likes Like |Link to Comment
  • Update For Portfolio Positioning And Management As Of 2/4/16  [View instapost]
    HCP is really falling hard. Noticed this one over the past year or two was a dividend hound darling. Leveraged plays usually get hit hardest in any whiff of a slowdown or recession.
    Profit margins appear to have peaked and may be heading down somewhat.... this cannot be good for valuations which in a number of dividend darlings and growth aristocrats are still pricey.
    Feb 9, 2016. 12:02 PM | Likes Like |Link to Comment
  • Are Subprime Loans Going To Sink General Motors?  [View article]
    cashflow does not = free cashflow
    however saying that, GMmgt is projecting about $6 bil in fcf for 2016 which is up substantially. management has not stepped up to the plate and bought any shares eventhough they call the gm stock price "compelling". compelling for everyone else but not for their money. Such BS propaganda.
    Feb 9, 2016. 11:50 AM | 2 Likes Like |Link to Comment
  • Are Subprime Loans Going To Sink General Motors?  [View article]
    How is GM priced at 25% fcf yield? Recently FY 2105 GM had 2.2 billion in freecashflow. Subprime loans although not such a big % in 2008 held up well in that period.
    Feb 9, 2016. 07:27 AM | 1 Like Like |Link to Comment
  • Mead Johnson Earnings Prove It Can Bounce Back  [View article]
    in 1 year the baby formula market increases by 12 billion?
    Feb 8, 2016. 07:45 PM | Likes Like |Link to Comment
  • Update For Portfolio Positioning And Management As Of 2/4/16  [View instapost]
    what's new the two most polluted industries education and healthcare? Also highest inflation rates over the last 30 years.
    Feb 8, 2016. 06:19 PM | Likes Like |Link to Comment
  • Update For Portfolio Positioning And Management As Of 2/4/16  [View instapost]
    Ask the person that owns no stocks and is saving 200-300+ a month in fuel cost. they are feeling a little better with that tax cut.
    Most leveraged entities are taking it on the chin. The so called darling aristocrat dividend stocks and growth names are now going down hard too. About freaken time.
    Feb 8, 2016. 01:08 PM | Likes Like |Link to Comment
  • Horsehead...Is It Time To Back Up The Truck?  [View article]
    pabrai took a massive hit here sold like 3 mil shares at 0.45 and still holds i believe 5.3 mil shares total incineration. he must of had a real poor portfolio performance year.
    Feb 7, 2016. 04:28 AM | Likes Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    agree with investallday. Raw land becomes illiquid in downturns or credit tightening. yes they do generate more in op income and they are along in the development process but that does not mean it will sell at a price shareholders want.
    Feb 5, 2016. 02:15 PM | Likes Like |Link to Comment
  • Why American Airlines Needs $5 Billion In Buybacks This Year  [View article]
    More BS. what if profits vanished? 8.5 bil in cash would be incinerated pretty quickly imo. when things are good look at the downside and prepare somewhat.
    Feb 5, 2016. 01:08 PM | 2 Likes Like |Link to Comment
  • Why American Airlines Needs $5 Billion In Buybacks This Year  [View article]
    we have heard that story before. Int-Rates will go up someday and just Maybe airline profits will vanish for a time. NOONE is saying pay it all down BUT they have to much right now along with new build commitment and leases. why not play it reasonbly safe and take a balanced approach.
    Feb 5, 2016. 01:02 PM | 3 Likes Like |Link to Comment
  • On the hour  [View news story]
    probably more than half of america owns no stocks they could care less. they are cheering 1.65 a gallon gas and stock holders whine that oil prices need to go up?
    what about the little guy and that $100-200 a month in gas savings ? he's feeling it.
    Feb 5, 2016. 12:35 PM | 3 Likes Like |Link to Comment
  • Why American Airlines Needs $5 Billion In Buybacks This Year  [View article]
    agreed BUT balanced with 2.5 bil earmarked for debt reduction. this company has to much debt and liabilities
    Feb 5, 2016. 12:26 PM | 4 Likes Like |Link to Comment
  • On the hour  [View news story]
    If record profit margins start to digress (think it has turned down already) and move back or approach the mean could be driver of 1000 s&p.
    got plenty of cash burning a hole in pocket for sometime. lets get the pain train rolling.
    Feb 5, 2016. 12:22 PM | 2 Likes Like |Link to Comment
  • General Motors: Was That The Peak?  [View article]
    Stock options should be abolished. They have not proven that they instill LT shareholder value strategies and they work. why not offer stock at 15% discount and then let management have some REAL skin in the game not freebies!
    Feb 5, 2016. 12:19 PM | 1 Like Like |Link to Comment
COMMENTS STATS
4,839 Comments
7,235 Likes