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The_Hammer

The_Hammer
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Latest  |  Highest rated
  • Pengrowth Is A Safe Play On Oil [View article]
    1.27 and dropping.

    Are covenants at risk of being triggered? Tony, Anybody
    Aug 7, 2015. 02:33 PM | Likes Like |Link to Comment
  • Alliance Healthcare (AIQ): Significant Upside [View instapost]
    I define fcf as u do but you also have to analyze/consider how much debt is on the balance sheet and cos interpretation of main cap ex and growth cap ex and how it impacts fcf's. the problem with these cos is that they are at the mercy of govt reimbursements in many cases so anytime they can get hit hard by fickle reimbursement adjustments. I would sure like it if they would live within fcf for cap ex growth not continually run neg fcf after cap ex growth. many cos that do this get a discounted value. does oaktree still have a big stake in it? will watch on any volatility
    Aug 7, 2015. 01:56 PM | Likes Like |Link to Comment
  • Alliance Healthcare (AIQ): Significant Upside [View instapost]
    500 mil in net debt is a killer. ev to fcf does not seem like a value here. has fcf grown the last few years or is their model reliant on continual growth cap ex to maintain fcf?
    Aug 7, 2015. 12:30 PM | Likes Like |Link to Comment
  • A Comprehensive Quantitative Breakdown Of Citigroup: Expect More Upside [View article]
    Chuckie tapped danced this one into the abyss, but corbett is for real
    Aug 6, 2015. 06:34 PM | Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    I think the company/leadership needs an overhaul of their capital destructive policy.
    Aug 6, 2015. 03:41 PM | Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    what good is the dividend if your original investment goes down the tubes. This sounds more like a ponzi.
    Aug 6, 2015. 03:17 PM | Likes Like |Link to Comment
  • If You Don't Think Lumber Liquidators Is Going Bust, Now Might Be The Time To Own It [View article]
    maybe getting close to pricing out some wood flooring estimates. hehehehe
    Aug 6, 2015. 12:42 PM | 1 Like Like |Link to Comment
  • A New Deal For TowerJazz? [View article]
    jw, how much in fcf are u expecting in 2016? what do u think tsem will do with it? can they buyback stock? best use right now.
    Aug 4, 2015. 04:55 PM | Likes Like |Link to Comment
  • Baxalta officially rejects Shire's $30B offer; undervalues the company [View news story]
    Lets get a bidding war going. can anyone say $50 bil?
    Aug 4, 2015. 04:44 PM | 4 Likes Like |Link to Comment
  • Intel, Micron: My Thoughts On 3D X Point Memory [View article]
    doggie been sniffing to much doggie doodoo
    Aug 4, 2015. 04:43 PM | 4 Likes Like |Link to Comment
  • Investors Recognize ChipMOS Arbitrage Play [View article]
    a year later and mgt is still delaying and dragging their feet. the stock is under bv now. has anything changed in your thesis jaret?
    Jul 29, 2015. 08:21 AM | 1 Like Like |Link to Comment
  • Unigroup's Micron Bid Offers Trust-Building Opportunity [View article]
    Is their a Propaganda campaign going on?

    TSINGWHOOO? WHOO?
    Jul 28, 2015. 06:06 PM | 1 Like Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    what proof do you have that m&a is so cheap? Sellers usually get it right more so than buyers. The problem I see is this stock is being recommended so much that it never gets a chance to correct down to appropriate valuation.
    Jul 28, 2015. 04:50 PM | Likes Like |Link to Comment
  • Intel/Micron: 3D NAND And SSDs About To Explode [View article]
    there is was never a chance this Tsingwhoo low ball non-sense had a chance. If MU mgt spent more than a minute thinking about it then they should be fired. As it is they have the wind at their backs and they bobble the ball constantly.
    Jul 28, 2015. 04:17 PM | 1 Like Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    goodwill should not be excluded. probably some compensation consultant's idea. when they take the non-cash charge in the future and boast it is NON-cash just remember ya paid for it.
    Jul 28, 2015. 04:12 PM | 1 Like Like |Link to Comment
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