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The_Hammer

The_Hammer
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  • Analyzing The Oil Patch: Dry Wells And Train Wrecks [View article]
    the market is demolishing sector by sector. the last left are either defensive dividend stocks like utilities foods at 20-30 times earnings and quality cos which are all high priced 22-35 times eps. having said that and lived thru a number of crazy asset valuation bubbles like the run up of the stock market in 1987, late 1980's housing bubble, Stock Index, emerging market and internet manias in late 1990's, housing insanity 1998-2006 and the interest rate/dollar/sovereign bond mania does not mean the sheep will not continue to push up valuations further. The assault on profit margins which will eventually will occur will show that this market is very expensive.
    Jan 12, 2015. 11:34 AM | Likes Like |Link to Comment
  • Oil falls below $47 as slide continue [View news story]
    carbon bubble popping? it is so laughable. as a society we have a long ways to go before we can maintain these living standards and rid ourselves of fossil fuels. Try living a week without oil or nat gas or propane or fertilizer. Having said this there is much we can do to not squander our resources. See all these gas guzzlers pulling up and filling up with their 8-10 mpg vehicles. what a waste of resources.
    Jan 12, 2015. 11:14 AM | 2 Likes Like |Link to Comment
  • The Jobs Report Was Great, But The Market Is Down? Let's Analyze The Dow [View article]
    and another great read! good work. got numbers for aig. thank u
    Jan 9, 2015. 04:23 PM | 1 Like Like |Link to Comment
  • The Jobs Report Was Great, But The Market Is Down? Let's Analyze The Dow [View article]
    was adding big to Philip Morris in early 2000 as Cramer bashed it as going bankrupt at near a 10% dividend yield as well as other tobacco stocks Boooooyaaaaaaaaa. sold off a 30 year holding yesterday. Pricey and high p/e utility. Valuations are nose bleed when profit margins fall from record levels.
    Jan 9, 2015. 03:44 PM | 1 Like Like |Link to Comment
  • Key Tronic: A Cheap, Quality, Growth Play On EMS Re-Shoring [View article]
    agreed where is the fcf? in 2013 it is up nicely but in 2014 2012 and 2011 cash from operations is really low or negative. also what risk does 3d printing pose to ems business? good work.
    Jan 9, 2015. 08:31 AM | 1 Like Like |Link to Comment
  • Penn West: Oil For Pennies On The Dollar [View article]
    or a distressed asset sale which will just destroy some more shareholder value or maybe just cnq swoops in at $4 a share.
    Jan 8, 2015. 07:49 PM | 1 Like Like |Link to Comment
  • Vector Group: Strategic Moves Likely To Unlock Significant Value For Investors [View article]
    http://1.usa.gov/1xKm8jD
    yeah sure he's buying

    1. The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 4, 2014.

    http://1.usa.gov/1xKmZAP

    http://1.usa.gov/1xKmZAT
    http://1.usa.gov/1xKmWoN
    http://1.usa.gov/1xKmWoP

    Yep he is buying!

    Big time trough feeding and major golden parachutes.
    http://1.usa.gov/1xKnrz1
    Jan 8, 2015. 05:34 PM | Likes Like |Link to Comment
  • Coca-Cola to cut between 1.6K-1.8K jobs [View news story]
    Lets just chop out a few more bodies in middle mgt or at the bottom. A big time cleansing at the top is what is needed. Lots of trough feeders at the top taking to much. How about no stock options and no bonus?
    Jan 8, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • Ford Motor declares $0.15 dividend [View news story]
    A dividend bubble.
    Jan 8, 2015. 04:06 PM | Likes Like |Link to Comment
  • Vector Group: Strategic Moves Likely To Unlock Significant Value For Investors [View article]
    why is interest expense so high in relation to ebitda and debt levels? in 9 months int exp 123 mil and debt only 958 mil. what is fcf?
    any reason why lebow is dumping shares like a madman?
    Jan 7, 2015. 01:45 PM | Likes Like |Link to Comment
  • How Does Coca-Cola Measure Up Now Compared To When Warren Buffett First Bought It In 1988? [View article]
    read that article. another good one, but was referring to record Profit and operating margins. feel they are sustainable at these levels? just about every valuation metric of this market is near or at record levels except earnings due to this margin and sovereign debt/bond bubble.
    goog 3.3%. another 100 point cheaper could help
    Jan 6, 2015. 02:04 PM | Likes Like |Link to Comment
  • Merger And Industry Consolidation Should Help Dawson Geophysical [View article]
    how about proforma for dwsn & tgc merger. ev, debts, cash, ebitda share count. hopefully this one continues to get slaughtered and sets up for multiple bagger at some point.. thanks
    Jan 6, 2015. 12:47 PM | Likes Like |Link to Comment
  • How Does Coca-Cola Measure Up Now Compared To When Warren Buffett First Bought It In 1988? [View article]
    good work. markets are expensive. any thoughts on record margins and reversion to mean?
    googl? fcf%
    Jan 6, 2015. 12:39 PM | Likes Like |Link to Comment
  • Why Jeremy Grantham Is Right About Corporate Profit Margins [View article]
    Most mgt's squander buybacks and pay high prices. They can boast of giving back to shareholders. When prices crater they stop buybacks due to reduced liquidity and hunker down. Buying long dated treasuries at these levels is a gamble. Kinda like chuckie baby saying as long as the music plays gotta keep dancing. Treasuries rates imo have bottomed few years back and this bloated insane sovereign/bond mania going to suck in as many as possible before it violently reverses.
    Jan 6, 2015. 08:46 AM | Likes Like |Link to Comment
  • Why Jeremy Grantham Is Right About Corporate Profit Margins [View article]
    Fantastic work. Where are you seeing value in the US and around the globe?
    Jan 2, 2015. 11:08 PM | Likes Like |Link to Comment
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