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The_Hammer

The_Hammer
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  • Philip Morris Bonds Show Increased Risk Profile [View article]
    Don't kid yourself either. Rates/sovereign debts are in a mega bubble and just about everyone is convinced rates can never go up. This company has been financially mismanaged for the last few years. PM was spun out with 6.5 bil in debt and now $30 bil. I called these bozos up when debts were at 18.5 bil suggesting that they should cool it with the debt pile on. why take a undue risk and put long term investors at unease when the company is a fcf generating machine. Just live within the fcf. these %&^%^$bags did not listen. If the dollar index overshoots and hits 110 there is more pain ahead before the inevitable dollar devaluation again. I have been a multi decade(s) holder of philip morris so do not take lightly what i am saying to all those new dividend hounds. when this stock hit 90 took it off of dividend reinvestment since historical valuation was very high. The beauty of these tobacco stocks was they usually traded at no more than 12 times earnings so when u reinvested you made out like a bandit. Now valuations have been driven up from desperate dividend hounds while lemming corporate mgts try to out do one another by beating the other guys dividend % increase per year.
    Aug 13, 2015. 09:15 AM | 2 Likes Like |Link to Comment
  • The Bear Case Against American Airlines [View article]
    Excellent article. The company has to much debt and has a number of years of committed new builds like $4 bil a year going out past 2020. the company should do a better job of balancing debt reduction with buybacks. do not know why they are paying out 280 mil in dividends at this point with such high capital commitments and debt levels. Bullish article continue to appear yet the stock stagnates with such low jet fuels prices in the low 1.40's.
    Aug 13, 2015. 05:52 AM | 3 Likes Like |Link to Comment
  • Verizon Should Act Like A Tech Company [View article]
    agree that VZ has to much debt
    Aug 12, 2015. 09:36 PM | 1 Like Like |Link to Comment
  • Philip Morris Bonds Show Increased Risk Profile [View article]
    Damn leadership's financial engineering scheme has hit a pretty big bump in the road with this surprising dollar strength this is why you do not get greedy and leverage up to much no matter how strong the fcf, but live within fcf. Being a several decade owner I am disgusted with the board and mgt for dong this to shareholders. This is no longer a buy and forget.
    Aug 12, 2015. 08:55 PM | 3 Likes Like |Link to Comment
  • Cisco beats by $0.03, beats on revenue [View news story]
    give a big chunk back in stock option dilution
    Aug 12, 2015. 07:07 PM | 1 Like Like |Link to Comment
  • Does Buffett's Buy Of Precision Cast Parts Reflect His Macro Thinking?  [View instapost]
    Tom, Buffett is buying a good business at a relatively high price, but he is betting that PCP's customers, the airlines, have a much brighter future than the horrific past imo.
    Aug 11, 2015. 06:18 PM | Likes Like |Link to Comment
  • Buffett pays high price for Precision Castparts [View news story]
    maybe buffett is bullish on the airlines business by buying one of their suppliers. positive change in the airline business time will tell
    Aug 10, 2015. 07:54 PM | 4 Likes Like |Link to Comment
  • Natural Gas: An Ugly Bear Transforms To A Raging Bull [View article]
    sb would lower energy service costs like 20%+ lower which is occurring help lower that ng price points in the various plays?
    Aug 10, 2015. 11:33 AM | Likes Like |Link to Comment
  • 20 Dividend Growth Stocks To Buy Today For Your Retirement Portfolios: Part 1 [View article]
    Good advice. Sit and wait.
    Aug 7, 2015. 09:52 PM | 3 Likes Like |Link to Comment
  • Alliance Healthcare (AIQ): Significant Upside [View instapost]
    debt is par and fcf easily covered? I did not know fcf was guaranteed at this rate. debt at par? so what. things change .Unkowns blindside you when u least expect it. the reason would buy this illiquid investment is one word. oak tree.
    Aug 7, 2015. 09:39 PM | Likes Like |Link to Comment
  • Alliance Healthcare (AIQ): Significant Upside [View instapost]
    Hopefully this one takes a further nosedive for one that missed it in the single digits some time ago. However this debt is bothersome and this neg fcf after cap ex growth is not good. However with oak tree holding a bunch they are looking for an out and to make it look pretty to sell.
    Aug 7, 2015. 08:58 PM | Likes Like |Link to Comment
  • Horsehead Holding Corp's (ZINC) CEO Jim Hensler on Q2 2015 Results - Earnings Call Transcript [View article]
    Pabrai probably going to have to take the gloves off and take on this double talk.
    Aug 7, 2015. 08:53 PM | Likes Like |Link to Comment
  • Lumber Liquidators Has Lost $100+ Million Buying Back Stock [View article]
    Board and management squander shareholder value on a constant basis overpaying dearly for buybacks and over priced acquisitions. why do u think buffett made it to the top?
    Aug 7, 2015. 08:50 PM | Likes Like |Link to Comment
  • Micron: Fear, Uncertainty And Doubt [View article]
    apple with its 200 bil pile of cash would not flinch after a reduction of 60 bil.
    Aug 7, 2015. 04:39 PM | 3 Likes Like |Link to Comment
  • Horsehead Holding Corp's (ZINC) CEO Jim Hensler on Q2 2015 Results - Earnings Call Transcript [View article]
    if after q3 report material progress is not made on that money pit, there may be a swift adjustment lower again.
    Aug 7, 2015. 04:17 PM | Likes Like |Link to Comment
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