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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • TRI Pointe Homes: A 'Knife Fight' In Houston's Housing Market [View article]
    tol was bullish? lol! Bob's rant back in the heyday Squeeze the shorts!
    Mar 10, 2015. 07:15 PM | Likes Like |Link to Comment
  • Merger And Industry Consolidation Should Help Dawson Geophysical [View article]
    this one will be priced for armageddon before it hits bottom. with no cash burn going forward net cash at approx 54 mil or 2.50 a share. lets patiently wait and see.
    Mar 10, 2015. 01:00 PM | Likes Like |Link to Comment
  • Should Noble Corporation Follow Its Peers In Cutting The Dividend? [View article]
    noble is in no position to do any new rig or distressed rig buying or stock right now considering cap ex for 2016. they have very little cash and cap ex needs for 2016 increase due to the new build to about 1.1 billion, So the company will have little if any fcf in 2016 after cap ex. the company probably will have to pay out any precious cash they built up in 2015 to pay the 380 mil dividend. ne is playing with fire with such a heavy dividend payout. The company has a heavy reliance on shell in its backlog and falling dayrates does represent more risks going forward.
    Mar 6, 2015. 03:43 PM | 1 Like Like |Link to Comment
  • Canadian Natural Resources boosts dividend as profit nearly triples [View news story]
    <CNQ says its management committee will see a 10% pay cut and the board will reduce its annual cash retainer by 10%.> OK lets lead by example.
    Mar 5, 2015. 11:21 AM | 1 Like Like |Link to Comment
  • IBM: Did The Smart Money Hold For $158 Billion Or Sell For $150 Billion? [View article]
    non-sense; the avg holding period of stocks is so short today that many do not know what being a shareholder is all about. most are stock renters/speculators.
    Buying back shares at cheap valuations is a great use of capital for any company with a reasonably strong balance sheet and ample cash flows to cover cap ex needs. Using stock buybacks to cover up for excessive stock options awards and share count does not decrease meaningfully is NOT good for shareholder value.
    Mar 4, 2015. 03:45 PM | Likes Like |Link to Comment
  • Ensco's Conservative 'Midwestern' Values Should Calm Seasick Investors [View article]
    ne putting a halt to buybacks to play it safe and continue with their high dividend payout to build cash. Is there anyone in this industry with any understanding of building shareholder value? Most of these stocks trade at 50% of book value or real close yet most cannot or if they can do not buy back stock? why would noble payout such a high dividend yet not buyback stock instead? they have it backwards.
    Mar 4, 2015. 02:48 PM | 1 Like Like |Link to Comment
  • TowerJazz: A Deeper Analysis Of Management's Troubling Behavior [View article]
    great news however the fully diluted share count is a weight on the share price.
    Mar 4, 2015. 09:08 AM | Likes Like |Link to Comment
  • Ensco's Conservative 'Midwestern' Values Should Calm Seasick Investors [View article]
    $3 billion in goodwill went up in smoke Pooofff. Book value fell by $13 a share. Did the management explain how they will be held accountable for such a disastrous pride acquisition or how they will defer bonuses and stock options for a few years?
    This management went off the deep end like Seadrill buying,spending and building new rigs like supply no longer matters and paying out a massive dividend like this is a low cap business. These guys really screwed up and deserve to pay in the pocketbook.
    Mar 3, 2015. 04:29 PM | 3 Likes Like |Link to Comment
  • TowerJazz: A Deeper Analysis Of Management's Troubling Behavior [View article]
    "Partnering (Intel) with TowerJazz was a part of our success in producing our advanced image sensor for 3D imaging" is this new revenues that has not been factored in on bull estimates ; was this collaboration a major surprise? can anyone put a number on this news? thanks
    come on India
    Mar 3, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • TowerJazz: A Deeper Analysis Of Management's Troubling Behavior [View article]
    jw is walking on water.
    Mar 3, 2015. 03:37 PM | 1 Like Like |Link to Comment
  • Ensco Slashes Dividend, But Here's Why I'm Not Selling [View article]
    ernie that was an excellent comment and should be sent to every offshore executive. This industry lost its way. It's called the Seadrill syndrome whereby you build new rigs at a maniacal pace and flood the market while leveraging to the gills and paying a high dividend payout ratio. real reckless strategy in a highly capital intensive and deep cyclical business. These cos were not run like this before seabloat hit the front page. Just go back and look at many cos balance sheets in 2008. Most were conservatively managed. These executives should be fired for such gross negligence. Just look at the massive writeoff Ensco took of over $3 billion in goodwill from pride acquisition. So shareholder destructive that these execs should forego a bonus and stock options for several years. Huge disastrous purchase.
    Mar 2, 2015. 08:05 AM | 3 Likes Like |Link to Comment
  • Resist The Urge To Bet On A Rebound At Weight Watchers International [View article]
    good call george. saw the 30% + price collapse today. looked and looked at this stock over the last year or so but thankfully never pulled the trigger. just could not understand its current predicament and competitive landscape. ya think it is worthwhile to look now or is it a dire situation?
    Feb 27, 2015. 02:05 PM | Likes Like |Link to Comment
  • Ensco Slashes Dividend, But Here's Why I'm Not Selling [View article]
    ensco just wrote down 3 bil in goodwill so cut about 13 from bv. so lets say 35-36 approx. now. ensco is still spending money on new builds this year. esv had no choice but to cut this ridiculously high dividend payout ratio.
    Feb 27, 2015. 01:51 PM | 1 Like Like |Link to Comment
  • Pengrowth Energy EPS of -$0.95 [View news story]
    insane this company has been mismanaged for many years by insisting on paying an overly generous dividend and selling off assets at the wrong time. why do you think the share price sits at or near record lows?
    Feb 27, 2015. 06:39 AM | Likes Like |Link to Comment
  • Seadrill: Don't Worry, Seadrill Will Make It Through A Sector Downturn [View article]
    many commenters on SA warned about this bloated company at the highs but most Bulls just were not open minded to listen. In addition what you should learn user from this experience is simply you want to remain flexible and open minded about your investments and always to the contra bear thesis. You should welcome it! It will not prevent poor decisions always but it will reduce them.
    Feb 26, 2015. 04:13 PM | 2 Likes Like |Link to Comment
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