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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Consumer sentiment pops higher [View news story]
    sure they will. take a look at that healthcare premium, or buy some windows or doors or roof for a house, or have a plumber stop by fix something or pay a college tuition bill or buy that downside can or box of food or service a car for repairs. no doubt new modern stuff like sneakers are at the same price since 1982 (100 price paid for top of the line asic running shoes). It is home grown costs that are rising not the deflation of things being imported here. the party will come to an end when everyone believes interest rates and inflation will stay low forever. complacency around this idea is sky high imo. Just waiting for the trigger. Noone expected swiss to decouple. noone will expect when dollar and other currencies devalue vs gold.
    Jan 16, 2015. 12:58 PM | 2 Likes Like |Link to Comment
  • Slow Train Comin' - Micron, Intel And 3D NAND [View article]
    when the share price was in single digits to today investors/speculators have been looking for any inkling of news to hit the eject button.
    Jan 16, 2015. 12:47 PM | Likes Like |Link to Comment
  • Consumer sentiment pops higher [View news story]
    Consumer Sentiment
    Released On 11/26/2014 9:55:00 AM For Nov, 2014
    Prior Consensus Consensus Range Actual
    Sentiment Index - Level 89.4 90.0 89.5 to 94.8 88.8

    this is the link they provided???

    and this is the title
    "Consumer sentiment hits 11-year high". If this title is accurate investors should be worried.
    Jan 16, 2015. 11:59 AM | 2 Likes Like |Link to Comment
  • Independence Contract Drilling: Pure-Play U.S. Driller Is An Investment That Could Double This Year [View article]
    so 4 of the 7 new builds are spec rigs? wish them well if this drags on for a while longer than expected. also mainly focused in one area. it appears this company came late to the party.
    Jan 16, 2015. 11:53 AM | Likes Like |Link to Comment
  • Costco: Where Will The Growth Come From? [View article]
    cost is great. and what is so massively impressive is this
    "Sales at stores opened 2005 & prior have grown at 4.72% during this period, while sales at stores opened since then have grown at a faster pace (between 6% and over 10% depending on the year opened)." this is great growth for 2005 and older stores. Unfortunately everyone knows it is great retailer and the stock is priced high. Remember cost share price quite well at the depths of the 2008-2009 crisis. This stock did not get cheap at all!~!!
    Jan 16, 2015. 11:39 AM | Likes Like |Link to Comment
  • ChipMOS: A Record Of Growth With Few Rivals [View instapost]
    and yet it is like pulling out teeth for the company to buyback stock?
    Jan 16, 2015. 10:30 AM | 1 Like Like |Link to Comment
  • Saudi Arabia: Cutting Off The Hand To Save A Finger [View article]
    after the dry gas bust many e&p's rushed into "liquids" to make higher profits and sustain and become less dependent on nat gas trading at $2 mcf. questioned a few cos about potential of over supplying in the liquids area with this rush into the sector and the potential for crashing prices like dry gas. their response dry gas is land locked and is not priced globally where liquids prices were based on global prices.
    Jan 15, 2015. 04:16 PM | Likes Like |Link to Comment
  • Core Laboratories - A Fantastic Company That Requires Patience [View article]
    see on yhoo finance that low analyst estimate for annual 2015 is $1.20. Can anyone confirm? would sure like to hear the basis behind that plunging estimate.
    http://yhoo.it/1y2Ei09
    Jan 15, 2015. 03:50 PM | Likes Like |Link to Comment
  • Saudi Arabia: Cutting Off The Hand To Save A Finger [View article]
    mf maybe you should be lecturing the domestic E&P cos which have done an absolute abysmal job of preserving shareholder value and incinerating capital. The domestic morons can't drill and produce fast enough to lose money.
    Jan 15, 2015. 12:21 PM | 6 Likes Like |Link to Comment
  • Core Laboratories - A Fantastic Company That Requires Patience [View article]
    the stock technically broke down and there is alot of air between current price and major support at high 60's-70. be careful with this one.
    Jan 15, 2015. 11:43 AM | Likes Like |Link to Comment
  • The Crash In Oil Prices Offers The Opportunity Of A Lifetime - I Beg To Differ [View article]
    xom stock price has barely been dented. no rush imo as the so called industry leaders will be last to fall. with a number of shares bought back in the last 6 years or so probably 60's is the lows. who knows for sure and we did not have this crazy looniness and debt accumulation in the energy sector in the period prior to the 2008 crisis. the energy sector has expanded aggressively and levered up since 2008. Just look at the fools running seabloat. the seabloat dolts thought you can have it all..massive debts, new rigs, massive dividends and fun times forever.
    Jan 13, 2015. 04:30 PM | 1 Like Like |Link to Comment
  • Core Laboratories - A Fantastic Company That Requires Patience [View article]
    why would anyone pay 4.9 bil ev for about 260 mil in peak near term fcf ttm? needs to drop at least another 1/3 in value imo.
    Jan 13, 2015. 01:19 PM | Likes Like |Link to Comment
  • AIG: Industry Leading Insurer At 32% Discount To Fair Value [View article]
    why is the combined ratio still over 100%? how is the investment portfolio? are they stretching for yield?
    Jan 13, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • Emerging Catalysts For TowerJazz [View article]
    what is mgt doing to minimize the converts and share count as things ramp up and stock price remains relatively low in comparison to target prices?
    Jan 13, 2015. 12:56 PM | 1 Like Like |Link to Comment
  • Lee Enterprises Offers 35% Free Cash Flow Yield And Continued Balance Sheet Deleveraging [View article]
    why did the company fail to refinance some of this outrageous 12% and 9.5% debts when high yield was very forgiving? and why is junck still running the show? she made an acquisition at an inflated price with huge debts.
    what % of revenues digital vs old line paper?
    Jan 13, 2015. 12:24 PM | Likes Like |Link to Comment
COMMENTS STATS
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