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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Penn West Should Cut Its Dividend; If It Does I Will Buy More [View article]
    XOM as well as solid cos like cnq, su are going to clean up buying up assets due to mismanaged assets/balance sheets from the morons littering this industry. Somehow the dividend pimps got a hold of this industry. well run cos in this highly cyclical industry are run counter-cyclical to the prevailing trends. Lower dividend payout ratios aggressive acquisitions in downturns, strong balance sheets. The losers do the opposite.
    Dec 8, 2014. 01:35 AM | 1 Like Like |Link to Comment
  • Oil slide cuts $46M in future pay for Nabors CEO Petrello [View news story]
    these clowns are grossly over paid anyway. heads they win tails they win no matter the miserable performance. probably many will get boosted stock awards to make up. NBR has and has had huge corp governance issues regarding compensation.
    Dec 5, 2014. 08:51 PM | 5 Likes Like |Link to Comment
  • Update: United-Guardian's Dividend Cut Raises Questions [View article]
    there is not much margin of safety at the current share price imo. over 6 times sales and little r&d spend is a minus. obviously noone wants them to just waste r&d spend but it is lacking at this company so they are not as profitable as they appear.
    Dec 3, 2014. 01:01 PM | Likes Like |Link to Comment
  • Update: United-Guardian's Dividend Cut Raises Questions [View article]
    butters excellent post and observation. No lt share count increase wow!!!! Typical American corp exec pigs feast at the stock option restricted stock trough and feel they are entitled to riches and dilution no matter what the performance. good to see dilution is not a heavy expense here! would like to see this share price take a further beating. only happen due probably to extension of the above issues, but with solid mgt and increasing R&D investment they can overcome and move ahead.
    Dec 3, 2014. 12:16 PM | Likes Like |Link to Comment
  • Update: United-Guardian's Dividend Cut Raises Questions [View article]
    Period Ending Sep 30, 2014 Jun 30, 2014 Mar 31, 2014 Dec 31, 2013
    Total Revenue 2,517 2,980 3,959 4,432
    Cost of Revenue 1,301 1,104 1,433 1,625
    Gross Profit 1,215 1,876 2,527 2,807
    Operating Expenses
    Research Development - - - -
    Selling General and Administrative 672 624 616 653
    Non Recurring - - - -
    Others - - - -
    Total Operating Expenses - - - -
    Operating Income or Loss 544 1,252 1,911 2,154
    Income from Continuing Operations
    Total Other Income/Expenses Net 51 54 58 285
    Earnings Before Interest And Taxes 595 1,306 1,969 2,439
    Interest Expense - - - -
    Income Before Tax 595 1,306 1,969 2,439
    Income Tax Expense 184 405 633 720
    Minority Interest - - - -
    Net Income From Continuing Ops 411 901 1,336 1,719
    Non-recurring Events
    Discontinued Operations - - - -
    Extraordinary Items - - - -
    Effect Of Accounting Changes - - - -
    Other Items - - - -
    Net Income 411 901 1,336 1,719
    Preferred Stock And Other Adjustments - - - -
    Net Income Applicable To Common Shares 411 901 1,336 1,719

    the trend here looks pretty horrific.
    Is this about to reverse in this qtr or next year? <Based on the fact that October 2014 was one of our strongest months ever, we are confident that we will end 2014 with a strong fourth quarter> So why no insider buying at these levels?
    As for buybacks stock really never gets cheap so building or holding cash reserves makes sense for a small business to make tuck in acq or technologies. Have they made acq in the past? sometimes fewer or no acq can be better by example after example of company acquisitions that have been total cash incineration.
    what about an increase in R&D?
    Dec 3, 2014. 08:00 AM | Likes Like |Link to Comment
  • Penn West has turned the corner, CEO says [View news story]
    congrats on the great call not only this time but consistently all the way down on pwe. you took alot of heat from the bulls. anything catch your interest in energy yet?
    Dec 1, 2014. 05:37 PM | 1 Like Like |Link to Comment
  • Seadrill's Dividend Cut; The Analysts Weigh In [View article]
    if someone is interested in learning about a well run prudent top of line mgt crew who has organically grown business with no over priced acquisitions watch HP--- a land driller. If it breaksdown into the 50's hopefully low 50's (usually does not hit book value with NO goodwill) you can buy best in breed land driller and balance sheet (no debt and 300 mil cash and affordable dividend with lower payout ratio) booooooyaaaa.
    Dec 1, 2014. 01:32 PM | 2 Likes Like |Link to Comment
  • Seadrill's Dividend Cut; The Analysts Weigh In [View article]
    the question is why bother with this one? there are a few others better financially managed with solid assets. the same mentality was pervasive in the tanker industry right before its demise where the dolts built to oblivion with piles of debt and dividends.
    Dec 1, 2014. 01:17 PM | 4 Likes Like |Link to Comment
  • Seadrill's Dividend Cut; The Analysts Weigh In [View article]
    tunaman u are way to generous in assessing the situation. I am tired reading no one could have seen this coming. BS. Energy is highly cyclical business and cos should be run accordingly. SDRL these maniacs have like 13 new builts on spec. what the heck is that? Between the dividend and massive cap ex fcf is so far gone negative it is shocking that these clowns thought they could build and pile on debts without consequences. alot the old timers that ran these cos back in the 1980's are gone and a new breed of big spend big debt big dividend bunch has taken over.
    Dec 1, 2014. 12:55 PM | 7 Likes Like |Link to Comment
  • Seadrill Shows Just How Little Insider Buys Can Mean [View article]
    I do not own it so this is not bitterness. Just angry for those many dividend hounds who followed this reckless mgt off a cliff. No matter what one said eyes and ears were closed. it is to bad.
    This is kind of like the currency reset that is coming in the USA...... few want to believe ya even though you look at the facts and numbers it is going in that direction.
    Dec 1, 2014. 11:45 AM | 2 Likes Like |Link to Comment
  • Easier mortgage standards on the way [View news story]
    what took these country busters so long?
    Nov 30, 2014. 07:58 PM | Likes Like |Link to Comment
  • Seadrill Shows Just How Little Insider Buys Can Mean [View article]
    high cap ex + neg fcf + high dividend payout ratio + high debts + highly cyclical business = BAD NEWS ==== It's that simple.
    This POS sdrl has disrupted the entire offshore business with their lunatic irrational new build high debt and dividend policies.
    Nov 30, 2014. 07:47 PM | 4 Likes Like |Link to Comment
  • Fight For Physical Gold Has Started (Just Like 1968) [View article]
    from the mouth of the lead ego maniac fiat printer manipulator and many will not acknowledge. it is funny to read these skeptics on gold. It's always a doomsday scenario or always a choice between guns ammo food land and only gold. It's called asset diversification and adding money into the cheapest asset at any time. take the blinders off the CBers are increasing gold in their reserves.
    Nov 30, 2014. 09:52 AM | 1 Like Like |Link to Comment
  • Gold Is Way Overrated [View article]
    Toward the end of the summer (1922) in terms of gold, they (industrial shares) had fallen to about 0ne-tenth of their pre-war value, a substantial loss for consistent holders of these securities. page 118 when money dies. in nominal terms a basket of cos .....had risen between july 1914 - july 1922 by 13.4 times.....but that rise compared with a 143 fold rise in the value of the gold mark against the paper one.....in oct 1922 it dropped to three hundreths
    page 23 the gold currency people--the occupying Italains, the British and the Americans (were buying up everything valuable insight with their gold paper)
    Nov 28, 2014. 01:23 PM | 1 Like Like |Link to Comment
  • Gold Is Way Overrated [View article]
    Prove it that the stock market kept up with the hyperinflation in germany. according to book when money dies that stock market did go up but did not come close to keeping up with hyperinflation. Gold did nearly keep up. Another thing, back in early '20's many countries currency was gold backed so you could go to the bank with your gold certificate and exchange it for gold. So many people held foreign currency especially gold backed dollars in weimar to protect themselves. Today all currencies are fiat. Not backed by gold and can be e-printed without backing. Different ball game today. Yes hard assets and gold will do well. Not many here say put everything into gold but you are mistaken that gold will not help protect purchasing power along with other useful solid hard assets.
    Nov 28, 2014. 12:57 PM | 3 Likes Like |Link to Comment
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