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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • 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
  • Valeant Pharmaceuticals - A Global Acquirer That Could Be The Next Berkshire Hathaway [View article]
    pau, i have not analyzed this one closely BUT how does rolling up businesses build such value? The stock chart has gone parabolic. I am not shorting or buying but if i owned this one i would be concentrating on what could go wrong.
    Aug 23, 2015. 10:48 AM | Likes Like |Link to Comment
  • After AerCap Sale, AIG Needs To Focus On Capital Efficiency [View article]
    the company should be aggressively buying back shares into this correction.hopefully the share price goes to 55 and they can soak up lots of shares. $5 billion worth is over 6% of float. if they can improve on combined ratios the company should be awarded a higher valuation.
    Aug 23, 2015. 10:39 AM | Likes Like |Link to Comment
  • Why U.S. Lime & Minerals Should Consider A $20 Per Share Special Dividend [View article]
    who is the big bidder around 50. let this sucka correct.
    Aug 21, 2015. 02:14 PM | Likes Like |Link to Comment
  • Micron: Fear, Uncertainty And Doubt [View article]
    well doggie just maybe MU will have some "patent" technology protection time with this new technology that is rolling out so we can get some multiple expansion
    Aug 21, 2015. 01:58 PM | 4 Likes Like |Link to Comment
  • Micron And Intel: Non-Volatile Memory Is Exploding [View article]
    It was not easy to buy this at around $6 knowing the past cash incinerating ways of old MU. When it is tough to buy there is lots of uncertainty and doubt. The stock is going to overshoot to the downside but hopefully can catch it at that low. Unfortunately the emerging markets will be in more turmoil over the next few months, so most stock prices go down. This industry is kind of unique that they spend billions on very complex R&D and factories/equip but are so willing to just discount it all away. The reason why i stepped into to this early on was the change in the industry dynamics (fewer more disciplined players). It appears samsung remains the big bully and still acts somewhat irrational. The key is if MU can be successful rolling out these new technologies and getting some technology separation. Then they may be able to achieve some more steady pricing power. This is when the stock will get multiple expansion. I have not sold one share since single digits. Painful but it does happen. 6 bagger to 1 1/2 bagger. Only need one bag to get back to $30. It ain;t easy gett'en rich. It was real hard buying Philip Morris in 2000 at near 10% yield when cramer and many others saying tobacco going bust or buying Berkshire in 2000 old economy stock at historic valuation level. Ity was not easy buying reit preferreds in 09 at 20% yields. What was I missing the all knowing market must know? What are we missing at mu?
    Aug 21, 2015. 11:51 AM | 4 Likes Like |Link to Comment
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