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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Fiat Chrysler CEO seeks activist help for GM merger [View news story]
    Take a hike Serg. anyone see the giveaway at jeep/chrysler vehicles. do they make any money after the financing and lease deals they are handing out? a little desperation. gm needs to get a handle on their own situation cuz shareholder patience is running low and are getting grumpy..
    Jun 9, 2015. 09:21 AM | 2 Likes Like |Link to Comment
  • American Airlines Group CEO see cautious capacity growth ahead [View news story]
    but what about an economic slowdown recession? the Gods, Bernank and yeller, think they have conquered an economic recession but i highly doubt it. we are due again for one real real soon based on history. sell sell sell. some of us need a much lower entry price for comfort. booooyaaaaa.
    Jun 9, 2015. 09:15 AM | Likes Like |Link to Comment
  • Pengrowth Is A Safe Play On Oil [View article]
    tony how about a followup article on pgh nav pv10 oil vs nat gas reserves life of lindbergh asset valuations at various energy price levels. explain why this company will NOT dilute anymore to expand Lindbergh or pay down debt? more and more diluted shares just consumes more of the ffo in dividends and less dividends for current shareholders. explain why u are not critical of the current dividend policy?
    the high dividend high debt model does not work for long term shareholders as principal is burned up. main reason stock is at all time lows. pgh is like a reverse mortgage Bad policy. thanks
    Jun 9, 2015. 08:58 AM | 1 Like Like |Link to Comment
  • Pengrowth Is A Safe Play On Oil [View article]
    thanks
    so ffo 450 mil - 230 mil cap ex - 130 mil div = 90 mil leftover. just think retaining that 130 mil dividend would handle the debt reduction and allow for a little cash build to play it safe. This high debt / committed dividend model has increased share count big over the years.
    why do u think shares are nearly 50% lower than 2009 and near all time lows?
    retaining 130 mil annually over 2 years could really put the company in a better financial cash position. noone seems to care until it is to late or a problem arises.
    Jun 8, 2015. 03:11 PM | Likes Like |Link to Comment
  • Pengrowth Is A Safe Play On Oil [View article]
    how will pgh handle 185 mil debt maturing in 2015?
    Jun 8, 2015. 02:49 PM | 1 Like Like |Link to Comment
  • Pengrowth Is A Safe Play On Oil [View article]
    the concerns here is lack of cash, paying out 130 mil annual dividend, and the equity shelf filing. it appears the shareholders will get more of the same eventually when more shares are sold to fund the next phase of lindburgh. just look at historical share count. an addiction to dilute. if mgt was fired and dividend eliminated the stock imo would go up 50% from here. no doubt the hedging was a savior.
    Jun 8, 2015. 11:55 AM | 3 Likes Like |Link to Comment
  • TowerJazz: Restructuring Charge Masks Huge Margin Improvement And Earnings Beat [View article]
    Kenon liquidating shares?
    Jun 8, 2015. 11:48 AM | Likes Like |Link to Comment
  • American Airlines Group CEO see cautious capacity growth ahead [View news story]
    what happens if we get an economic slowdown or recession? Recessions do happen every once in a while no matter what yeller thinks. A recession is not priced in here. maybe a recession is what is needed to put to rest any capacity additions and a harsh reminder to airline execs to cool it. it's about profits not ego.
    Jun 8, 2015. 11:20 AM | Likes Like |Link to Comment
  • Who Buys Micron? [View article]
    wow 38-40 would satisfy you? that bid is laughable. apple can afford alot more
    Jun 7, 2015. 06:04 AM | 1 Like Like |Link to Comment
  • Pengrowth Energy - Making Sense Of The Recent Decline [View article]
    The MGT made their own bed by paying out a ridiculously high dividend with big cap ex needs and cyclical business. It is THEIR fault. TIRED of Excuses from mgt blaming oil prices. When oil prices go up they take all the credit. When energy prices go down it is not their fault. They should have a better balance sheet to begin with. They freaken blew it. 1.95 billion in debt is just to high and they have near No cash or rock bottom levels. Wise financial management. It is their duty to protect shareholder value and manage a company throughout boom and bust periods.
    Unless energy prices turn around near term this company is selling and diluting with more shares.
    Why is this stock substantially below 2009 lows and near all time lows?
    Disc. no position just sickening financial mismanagement and have been considering a position but.......
    Jun 5, 2015. 11:33 AM | 2 Likes Like |Link to Comment
  • Deflation In Full Vigor [View article]
    Pockets of deflation. However there is inflation in a number of relevant sectors like medical, education, services, govt sovereign debt prices, stock market and housing. These sectors have heavy govt involvement. surprise surprise.
    Jun 4, 2015. 11:31 AM | Likes Like |Link to Comment
  • Yahoo streaming Bills-Jaguars game; price tag believed to top $20M [View news story]
    when does professional sports price tags peak? I have been wondering for a while. It surprises me it continues but greed will eventually peak and decline will occur.
    Jun 4, 2015. 10:44 AM | Likes Like |Link to Comment
  • Pengrowth Energy - Making Sense Of The Recent Decline [View article]
    Fire mgt and eliminate dividend the stock increases by 50% imo. why are idiot dividend investors in this stock? Why? many shareholders have taken a bath on their principal. The investment strategy here is one of liquidating principal. One way to go to the poor house and run out of money.
    Buy some JNJ or PEP or something in more stable business.
    Jun 4, 2015. 10:35 AM | 1 Like Like |Link to Comment
  • Pengrowth Energy - Making Sense Of The Recent Decline [View article]
    oh i did not realize ffo was guaranteed to stay at its current level in the future. 130 mil is a big deal. wasted breath. So far i have been right staying away from this financially mismanaged company as it approaches its all time lows again. why is the stock near all time lows even lower than the rock bottom prices in 2009? seriously why is it nearly 50% lower than 2009?
    Jun 3, 2015. 04:39 PM | 1 Like Like |Link to Comment
  • Innovation and expansion in the hamburger sector [View news story]
    what concept is not being over exploited or micro branded. cannibalism will be more intense in the burger business as it has in the retail business as retailers continue to rip. Consumerism going bust as standard of living for the peons continues to grind lower and lower. buy buy buy spend money go into additional debts the economy needs it.... be a good worker drone.
    Jun 3, 2015. 04:34 PM | 3 Likes Like |Link to Comment
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