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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Investors Should Expect A Bid Of At Least $70 For Williams Companies [View article]
    From bust to Boom! Come on suckas bid it up Can anyone say $80? done deal!
    Aug 19, 2015. 10:06 PM | 1 Like Like |Link to Comment
  • Decline In Global Oil And Gas Production Next Year [View article]
    Hey Uncle when did Ali say this? Thanks
    Aug 19, 2015. 09:32 PM | 1 Like Like |Link to Comment
  • Wynn Resorts: Valuation Should Give Pause [View article]
    2009 vs today how much has the company changed?
    Aug 19, 2015. 09:23 PM | Likes Like |Link to Comment
  • Micron: Fear, Uncertainty And Doubt [View article]
    Hey SB, $10 a share in cy2017? I hope you are right but I cannot put together a scenario where they earn this much so soon. Can you elaborate?

    10 a share is 10 bil and a 20 to 30 p/e is 200 bil - 300 bil market cap or $200 to $300 a share? Very very unlikely imo by 2017. However can you show us how we get to $60?
    Aug 19, 2015. 08:54 PM | 1 Like Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    let the market do its job of finishing the correction on this once over priced stock. As MF said above multiples could depress if this oil situation lingers much longer than expected. would definitely like $12 for an entry.
    Aug 19, 2015. 01:53 PM | Likes Like |Link to Comment
  • Update On Portfolio Management And Positioning As Of 8/18/15 [View instapost]
    I remember the Asian crisis quite well buying korean cef's and korean funds on the stock market and currency collapse. Time to prepare for armagedon again. hehehehe. There was a rumor at the time that a major US bank was in deep trouble and big banks were getting scorched as was the markets.
    Aug 19, 2015. 12:07 PM | Likes Like |Link to Comment
  • If History Is Any Indication, Junk Bonds And Copper Are Telling Us Exactly Where Stocks Are Heading Next [View article]
    actually there is a stealth bear market in progress just the indices are have not reflected yet. The better stuff falls last. Just for example: UTX, ETN, EMR, GPC, WMT,PPG..........
    Aug 19, 2015. 11:39 AM | 4 Likes Like |Link to Comment
  • Citigroup: Investors Are Still Not Fully Understanding The Enormous Opportunity [View article]
    what are the risks with C's higher exposure to emerging markets and the current increasing turmoil?
    Aug 19, 2015. 11:31 AM | Likes Like |Link to Comment
  • Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q2 2015 Update [View article]
    ryam too? wow pretty surprising so many clunkers.
    Aug 19, 2015. 11:00 AM | Likes Like |Link to Comment
  • Citi: Big oil becoming a buy [View news story]
    I just want to say one word to you. Just one word and never forget it when investing in energy or cyclical industries.

    "Seadrill"
    Aug 19, 2015. 10:52 AM | 5 Likes Like |Link to Comment
  • Living In The Future: Micron's Summer Analyst Conference [View article]
    Hey Durcan and Adams, your new colleague Maddocks bought 5,000 shares with his own money, something you guys never do with all your talk. how about you two step up and learn a thing or two from your new cfo. Your credibility is in question, so buy 5,000 shares with money out of your own pocket.
    Aug 18, 2015. 05:10 PM | 10 Likes Like |Link to Comment
  • Micron Technology: The Automata Processor [View article]
    mu had been a darling of hedge funds and we know they hit the eject button first and ask questions later. Second the HFTs control this stock and the volume. We have no idea what the algo programs are and if they factor in emerging technologies. Hopefully the cfo can help guide us thru the gauntlet and get expectations factored in before we get some crazy algo sudden readjustment. I have always been leery of technology cos and my experience with apple (selling early) have weighed on decision, but will add at some point.
    Aug 18, 2015. 01:55 PM | Likes Like |Link to Comment
  • Micron Technology: The Automata Processor [View article]
    doggiecool,
    If mu earns $2.50 next year it is fairly priced? How do u arrive at this conclusion? I hope you are short or kidding? right?
    If I ONLY knew this could earn 2.50 next year I would be tripling down my position on any further weakness here. I do not like MU mgt (never did) I think they stink and are to often feeding undeservedly at the compensation trough. the new cfo appears to be good imo.
    Hopefully they finished buying back shares down at these lower levels and get the dilution issue behind us.
    Aug 18, 2015. 12:28 PM | 2 Likes Like |Link to Comment
  • Citi: Big oil becoming a buy [View news story]
    He notes the sector price-to-book ratio of 1.2x is now below the Q1 2009 and Q4 1998 troughs

    good news and hope this trend continues to more extreme levels. the more extreme the better. booooooooyaaaaaaaaaa.
    i made a bundle in energy all 3 times (mostly in the service names) in early 1999, 2002 and early 2009 BUT one thing i must point out is that this industry went off the deep end the last 6-8 years by building & adding capacity, spending and borrowing like maniacs so it may take longer for this extreme excess to be worked off.
    Aug 18, 2015. 12:07 PM | 14 Likes Like |Link to Comment
  • BAML: Capitulation in emerging markets, commodities, and energy-related stocks [View news story]
    Hopefully this trend gets even more lopsided/extreme to make our decision a little easier.
    Aug 18, 2015. 12:00 PM | 3 Likes Like |Link to Comment
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