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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Micron Technologies: Tide Will Turn In Second Half Of 2015 [View article]
    it ain't easy holding and profiting from a multi-bagger. There are sharp corrections along the way to shake out current investors making room for newer investors. How many investors have ridden this up from the single digits? It ain't easy.The stock is broken technically so it will take further volatility and consolidation to work off investor regrets (buying above 30). Hopefully we see more investor regrets and an even more neg sentiment shift to form a bottom. hehehehe
    Jun 16, 2015. 05:11 PM | 2 Likes Like |Link to Comment
  • Owens-Illinois: Limited Growth, Volatile Earnings, Poor Management, Poor Governance, And An Activist Shareholder [View article]
    Good article pointing out the facts. Mgt has serially floundered and overpaid for acquisitions as well as being overpaid. This company needs new mgt & board desperately and a better balance sheet.
    Jun 15, 2015. 03:23 PM | Likes Like |Link to Comment
  • Intel And Micron: The Purple Swan [View article]
    Editors choice 5 times
    Jun 15, 2015. 09:26 AM | 2 Likes Like |Link to Comment
  • Johnson & Johnson Should Be In All Portfolios - A Good Business Portfolio Top 3 Holding [View article]
    and buffett sold out about 1/3rd lower too. unfortunately to get 14 times p/e jnj will have to bring back weldon and quality/recall issues or deep market correction
    Jun 15, 2015. 07:11 AM | 8 Likes Like |Link to Comment
  • Johnson & Johnson Should Be In All Portfolios - A Good Business Portfolio Top 3 Holding [View article]
    the stock is no bargain at the current share price but solid company.market cap is getting quite large it is going to get harder to move the needle. imo best to wait for a lower entry price to improve total return potential.
    Jun 15, 2015. 06:24 AM | 5 Likes Like |Link to Comment
  • AIG Worth $95 Per Share [View article]
    Great comments MGP!! You have added great value here.
    One last thing, is high leverage ratio LR a permanent hit to BV or is it like duration which fluctuates bond prices but at maturity bonds adjust to par and BV adjusted higher. If LR hit to BV is permanent then AIG mgt is playing with fire imo. Why are they so levered what pros and cons?
    Do u know AIG portfolio duration and junk bond exposure?
    thanks
    Jun 11, 2015. 09:37 AM | 1 Like Like |Link to Comment
  • Prospect Capital - Lies, Distortions And The Truth [View article]
    good luck wise guy. nothing more to say.
    Jun 11, 2015. 09:26 AM | Likes Like |Link to Comment
  • AIG Worth $95 Per Share [View article]
    mgpaisan, can u explain investment leverage ratio in simpler terms? doesn't aig have a finite pool of assets to invest. does it have to do with a longer duration bond portfolio and lower credit rating of the portfolio?
    also any thoughts on the outlier h greenburg lawsuit? any risks to aig shareholders? thanks
    Jun 10, 2015. 04:36 PM | 2 Likes Like |Link to Comment
  • Prospect Capital - Lies, Distortions And The Truth [View article]
    Just run from this one why mess around imo. Another economic downturn could really expose some of the weaknesses.
    Jun 10, 2015. 04:28 PM | 1 Like Like |Link to Comment
  • Pengrowth Energy: The 10% Rally Is Just The Start [View article]
    Hi Stan, PGH does not have to do away with the dividend forever just for a period of time to replenish cash and reduce debt and help with future cap ex. Cash and cashflow is mostly going out the door to fund operational needs and a dividend. there is a time for a dividend BUT it ain't now. they need to get their house in order first. would buy immediately if dividend withdrawn. Unfortunately the stock would probably jump up pretty quickly before able to buy in.
    Jun 10, 2015. 02:43 PM | 1 Like Like |Link to Comment
  • AIG Worth $95 Per Share [View article]
    JW what are the impact of higher interest rates?
    Jun 10, 2015. 08:43 AM | 1 Like Like |Link to Comment
  • Pengrowth Energy: The 10% Rally Is Just The Start [View article]
    Why did they need shares to buy nal? this company is usually running on empty with cash. WHY do they carry such little cash? since it all goes out the door sustaining this business model. and drip is dilution too. An E&P survives by development> No development production cannot be sustained over time. So yes CAP EX is a requirement in time.
    with little cash how will they fund expansion at Lindbergh. why is dividend 29% of ffo? cap ex cut to bone and hedges. Hedges were great move but u cannot deny the share price is near all time lows for a reason.
    Jun 10, 2015. 07:45 AM | 5 Likes Like |Link to Comment
  • Pengrowth Energy: The 10% Rally Is Just The Start [View article]
    Yeah sure do NOT worry about additional share dilution.
    These guys are pros at it.

    share count 2/2015 - 533 mil
    share count 3/2011 - 326 mil

    With little to no cash and hedges that will reduce over time and big cap ex needs for lindbergh to expand. Sure.
    More of the same non-sense about the dividend is affordable. NO it is not. it is 29% of ffo cuz cap ex is being cut to the bone. this is not sustainable for an e&p. The dividend is safe is non-sense. They give from one pocket in dividends and dilute from the other pocket to sustain operations over time. A reverse mortgage. Result stock way below 2009 levels and near all time lows BUT we get a dividend?
    Jun 10, 2015. 07:15 AM | 3 Likes Like |Link to Comment
  • Bond bear market resumes [View news story]
    rates have already bottomed is just not recognized by the masses yet. when reality hits, the stampede out will be pretty vicious. boyyyyyyyaaaaaaa
    Jun 9, 2015. 11:01 AM | Likes Like |Link to Comment
  • Micron -2.7%; Drexel downgrades to Sell, expects more price pressure [View news story]
    Just about everyone is begging for this company to fail. It ain't easy gett'en rich.
    Jun 9, 2015. 10:58 AM | 10 Likes Like |Link to Comment
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