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The_Hammer

The_Hammer
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  • American International Group Q3'14 Update [View article]
    no mention of this george
    http://seekingalpha.co...
    what is your read of the risks if any to aig?
    Nov 6, 2014. 07:47 PM | Likes Like |Link to Comment
  • Nabors Industries Ltd.: Complete Fleet Analysis And 3rd Quarter Results [View article]
    HBP???
    Nov 6, 2014. 03:26 PM | Likes Like |Link to Comment
  • MagnaChip: Very Attractive Risk-Reward - 58% Upside With Little Downside [View article]
    <bondholders could choose to accelerate bond repayments under the bond indenture if the company fails to deliver its financial statements by Feb 14, 2015>

    anyone make an assessment with such dollar strength recently?

    shareholders probably would hope for a doubled down effort to resolve this soon before the deadline. an economic slowdown could hit the shares further like in'11.
    Nov 5, 2014. 04:22 PM | Likes Like |Link to Comment
  • Oaktree: Sum-Of-The-Parts And Secular Tailwinds Point To Undervalued Units [View article]
    <Fundraising peaks around maximum pessimism and angst in the markets.>
    great business model makes for happy camper investors ....most sheep want excitement
    Nov 5, 2014. 04:04 PM | Likes Like |Link to Comment
  • Study: Long-Term Rise In The Dollar Does Not Bode Well For Gold [View article]
    "Whatever it takes" is the mandated policy for CBers around the world. we will be hitting "Peak" CBer lunacy in the not to distant future.
    Nov 5, 2014. 08:45 AM | 1 Like Like |Link to Comment
  • Will Penn West Survive The Free Fall In Oil Prices? I Think So [View article]
    little to no hedges for 2015? ouch. maybe they can sell some more assets to pay the dividend.
    Nov 4, 2014. 07:05 PM | 1 Like Like |Link to Comment
  • Micron: New Projections And Price Targets [View article]
    120
    Nov 4, 2014. 07:02 PM | 1 Like Like |Link to Comment
  • AIG higher after beat and boosted buyback [View news story]
    that's the only type I like..... not the use of buybacks to cover up for excess stock option trough feeding.
    Nov 4, 2014. 06:19 PM | Likes Like |Link to Comment
  • Fairfax Financial's Prem Watsa - There Is A Large Disconnect Between Financial Markets And Actual Economic Fundamentals [View article]
    We are approaching Peak CBer lunacy. There is near unanimous belief becoming mainstream that CBers using easy money can do "whatever it takes" to solve our financial problems. Doing "whatever it takes" is dangerous. I am expecting the unexpected so do not be surprised that 90% of the population get some e-dollars transferred into their checking to spend or that food stamp card recipients gets triple the monthly allocation for a period of time. So any strong deflation may be short lived and will be followed by "Peak" Central Banker Lunacy. Having said this it would be wise to have more liquidity than normal now imo and also looking to purchase some gold or silver trying to catch a low. we can only hope it drops alot more for a real good purchase.
    Nov 4, 2014. 07:45 AM | 2 Likes Like |Link to Comment
  • Blood In The Streets: Why I Bought More Sandstorm Today [View article]
    Close to unanimous belief soon that money printing can solve all financial problems. we are approaching peak CBer lunacy.
    The mining industry is lead by mostly a bunch of capital incinerators. Most of them deserve to be put out to pasture never again allowed to burn up more shareholder funds.
    Nov 3, 2014. 06:26 PM | 1 Like Like |Link to Comment
  • AIG higher after beat and boosted buyback [View news story]
    time to be more aggressive on buyback at these prices. 1.5 billion should be 3 billion. do it now.
    Nov 3, 2014. 05:50 PM | Likes Like |Link to Comment
  • Putting The Gold Selloff Into Perspective [View article]
    agreed it is a store of value but one should try to buy it when it is cheaper vs other assets or against the dollar or at a discount to all in mining costs.
    yeah even greenspin recommended buying gold recently. Hopefully all the calls for under 1000 gold comes to fruition. the lower the better then u will get a better return in dollar terms as well as that currency event protection which is coming.
    Oct 31, 2014. 04:03 PM | 2 Likes Like |Link to Comment
  • Why I Don't Own Gold [View article]
    a price target of 770 would probably near halt most if not all gold mining except in china. so u approve of this CBer lunacy going on. why work just print up some e-currency and buy assets and jack up all the prices to make everyone fat and happy. would love to get 25% a year on my house and stocks then buy things at 0% interest rates. boooyaaaaa1
    as the chant for 770 gold or even 300 gold starts to get louder should help buyers looking to get in as low as possible.
    Oct 31, 2014. 03:16 PM | Likes Like |Link to Comment
  • Precious Metals Drop: Blood In The Streets [View article]
    the CBers are not done yet? wait til yeller e-drops dollars into everyone's checking acct. Expect the unexpected.CB lunacy will go to another level similar but way beyond 1000 times sales or eyeballs and 125% notting down loans..
    Oct 31, 2014. 03:07 PM | 1 Like Like |Link to Comment
  • Multiyear lows for precious metals as BOJ cranks up stimulus [View news story]
    all this CB manipulation and intervention starting to feel like the eyeball lunacy at the peak of the internet bubble in 2000. do not be surprised if yeller one day deposits e-dollars into everyone's checking account.
    Oct 31, 2014. 08:50 AM | Likes Like |Link to Comment
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