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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • WSJ: China's Tsinghua Unigroup bids $21/share for Micron [View news story]
    worthless bid may have increased my add price.!!! sell sell sell!
    Jul 14, 2015. 07:50 AM | 1 Like Like |Link to Comment
  • WSJ: China's Tsinghua Unigroup bids $21/share for Micron [View news story]
    Yawn.
    Jul 13, 2015. 09:30 PM | 2 Likes Like |Link to Comment
  • Horsehead Holding Is A Turnaround Stock That Could Pop Sooner Than Later [View article]
    all good points MF and I have a few burn marks wading into a few miners in the past. where are the opportunities for investable cheaply priced cos now?
    Jul 9, 2015. 12:24 PM | Likes Like |Link to Comment
  • Horsehead Holding Is A Turnaround Stock That Could Pop Sooner Than Later [View article]
    current zinc prices are 0.9154 lb. this company is different than gold mining industry in that it is a recycler and hopefully management can improve the production process very soon or i would bet they will be out the door. As for Pabrai, I do not really follow but from what I have read is a smart process oriented investor so i would not downplay his thesis... will agree the mining industry is run by capital incinerators. agreed the ceo has been bumbling about for over a year and been well paid for several years spending and leveraging the company.
    Jul 9, 2015. 11:57 AM | Likes Like |Link to Comment
  • Drilling Down On Laredo Oil [View article]
    if the technology is so cost effective why hasn't COP made more agreements with the company?
    Jul 9, 2015. 11:47 AM | 2 Likes Like |Link to Comment
  • The REIT Bloodbath: Game Plan For 2nd Half [View article]
    Investors need to calm down and wait as this correction in reits could get rather ugly as the tailwinds shift to headwinds.
    Jul 8, 2015. 12:21 PM | 1 Like Like |Link to Comment
  • Exxon Mobil Is Still The Best House In A Terrible Neighborhood [View article]
    The best are last to fall. XOM is playing catch up as is CVX and a few other energy names. Lots of stocks been obliterated in this correction while dividend hound stocks been holding ok. Eventually, I expect dividend stocks will take a hit and test the resolve of the dividend hounds.
    Most of the majors are running big neg free cashflow to cover the dividends and lowered cap ex. It may get ugly for the majors as market prices in lower energy prices longer than currently expected.
    Jul 8, 2015. 12:10 PM | 1 Like Like |Link to Comment
  • Williams: Energy Transfer Equity Is Going Hostile [View article]
    Energy needs to pay up for control. As mentioned above the stock hit 59-60 before they publicly made an offer. Energy wants to go hostile - GO AHEAD! Stop talking and Cough up 75 and it will get done.
    Jul 8, 2015. 12:03 PM | 4 Likes Like |Link to Comment
  • American Airlines: Beaten Down Without Merit [View article]
    Commodity, tech and more spec plays have taken big hits, in many cases down close to 50%. the dividend bloated stocks will be last to fall or so called best stocks which have held up rather well, just check out nobl.
    Jul 7, 2015. 11:53 AM | Likes Like |Link to Comment
  • Horsehead Holding Is A Turnaround Stock That Could Pop Sooner Than Later [View article]
    It looks like a management shakeup is a must in order to get the process moving along finally. It is surprising they have been given so much time already. one bright spot, they did hedge '15 at over a buck now sitting at 0.91....supply questions have arisen bringing into debate where the supply may be stored especially in shanghai exchange, but from the most easily obtained data supply is at low levels.
    Jul 7, 2015. 07:36 AM | Likes Like |Link to Comment
  • Sardar Biglari Now Effectively Has Full Control Over Biglari Holdings [View article]
    Yawn......
    Jul 6, 2015. 03:24 AM | 1 Like Like |Link to Comment
  • After The Recent Rout Micron Is A Very Strong Buy [View article]
    RF got the bazooka out again. i have not bought or sold a share since mid single digits. the finger is near the trigger waiting for volatility to present even better pricing. the economy is slowing and markets are due for a much needed pullback. 0 bagger to 6 bagger to 3 bagger is tough ride, but it ain't easy gett'en rich.
    Jul 2, 2015. 02:21 PM | 4 Likes Like |Link to Comment
  • Chesapeake: Will Net $90 Million, Be Relieved Of $75 Million Dividend Liability From $840 Million FourPoint Transaction [View article]
    Now that is some value added info for the "little guy". great job. what indications/events would make you reverse from avoid to buy?
    Jul 2, 2015. 11:47 AM | 3 Likes Like |Link to Comment
  • Coca-Cola's 20 Brands With Over $1 Billion Annual Revenue: Future Growth Analysis [View article]
    Buffett's no action has given the management of KO a free pass to continually underperform and feed heavily at the compensation trough. Buffett is probably setting up shareholders for a low bid with his tag team partner 3G.
    Jul 2, 2015. 11:38 AM | Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    Good to hear Flyerbuy (maybe will consider buying) now call up braindead IR/Management and tell them to max value for shareholders. shareholders demand to MAX value by buying the cheapest best understood asset with dividend money...the company shares. The 600 mil asset sales proceeds must be used to reduce debt/build some cash surplus since these wrongways left the company in precarious position 2 bil debt and close to zilch cash.
    AA said he was long aapl. Actually AA has had some good calls MB on the other hand has been blasted on a number of calls.
    Jul 2, 2015. 11:00 AM | 1 Like Like |Link to Comment
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