The_Hammer

The_Hammer
Send Message
View as an RSS Feed
  • Bain and TPG reportedly eyeing Yahoo; shares close down 4.7% post-earnings  [View news story]
    the woman is a clueless executive on how to represent shareholders value. Total disgrace the amount of money she has pulled out of the company in the last few years for little to show in the core business. Corporate America and boards are highly overrated and their needs to be an overhaul of the hiring process and contracts signed. To many of these failures walk away filthy rich while hurting shareholders.
    Feb 3, 2016. 11:07 PM | 6 Likes Like |Link to Comment
  • Johnson & Johnson Looks Like It Is Topping Again  [View article]
    picking up pennies in front of freight train. why messing with this stock that is reasonably or fairly valued when there are so many bloated overpriced dividend stocks?
    as currency-neutral sales rose 4.4% seems pretty good to me and KING dollar will not hold at these levels forever.
    Jan 29, 2016. 08:20 AM | 6 Likes Like |Link to Comment
  • Kirby Has Still A Lot Lower To Go From Here  [View article]
    Mgt seemed clueless in sensing the pulse of this downturn and were aggressively buying back stock at much higher prices --inflated p/e levels. hopefully with the reduced cap ex 2016 they can take down some of the maturing debts over the next 2 years. with guidance of 3-3.50 the stock still remains overpriced imo
    Jan 29, 2016. 08:02 AM | 1 Like Like |Link to Comment
  • Tidewater suspends dividend, repurchase program  [View news story]
    exactly shooter21. Assets are valued at what and they cannot buyback shares now? it is laughable. this is why a cyclical company should not be run with larger debts but nice cash cushions.
    Jan 28, 2016. 10:23 PM | 1 Like Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    The management at this company acts as if they own the entire company. And all the criticism of winters for just wanting to be heard.
    Jan 28, 2016. 02:06 PM | Likes Like |Link to Comment
  • Sell-side: AIG moves not likely to appease Icahn  [View news story]
    Icahn needs to cleanhouse on this disastrous 3.6 bil reserve hit. throw the bums out.
    Jan 27, 2016. 04:08 PM | Likes Like |Link to Comment
  • AIG details plans in conference call  [View news story]
    $3.6 billiion reserve is abysmal and UNacceptable. Many heads should be rolling for this disaster.
    Jan 27, 2016. 04:07 PM | Likes Like |Link to Comment
  • AIG: That Was Not Good Enough  [View article]
    Hancock should be fired for poor underwriting performance.Serial reserve additions are unacceptable. You have to tackle and block first before using other financial engineering techniques.
    Jan 27, 2016. 08:41 AM | 2 Likes Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    It has been mentioned that Wintergreen is just kind of being "ignored".

    no wonder winters is hammering these clowns.
    Jan 26, 2016. 02:45 AM | Likes Like |Link to Comment
  • Distribution NOW: How Bad Can It Get?  [View article]
    also he said it was the worst he has ever seen. I expect revenues to really take a big hit and would not be surprised the stock price falls into single digits at the bottom. Hopefully he does not let fickle analyst influence him to lever up the company. Leverage kills in cyclical businesses.
    Jan 22, 2016. 07:16 AM | 3 Likes Like |Link to Comment
  • Distribution NOW: How Bad Can It Get?  [View article]
    This company is going to have shrinking revenues at least in the near term and those margins will be under pressure.Probably mgt overpaid on the most recent acquisitions but the company does have a good balance sheet.
    Jan 21, 2016. 01:23 PM | 1 Like Like |Link to Comment
  • Kinder Morgan Is Still Growing  [View article]
    Mgt is a joke. fcf of 300 mil. This company has to much debt and has to bite the bullet now and reduce it.
    Jan 21, 2016. 07:53 AM | 2 Likes Like |Link to Comment
  • Here's Where Crude Oil Supply Will Unexpectedly Be Cut  [View article]
    what about SU refining operations which are making money? this may offset any losses. other oils sands without refinery operations will bleed
    Jan 20, 2016. 01:14 PM | 1 Like Like |Link to Comment
  • USG Is One Of The Cheapest Midcap Stocks On The Market  [View article]
    the momo is down especially on these levered cyclical cos 10-12 looks like good support. hopefully the company means it when they say reducing debt with cashflow. they never seem to act on it though.
    Jan 20, 2016. 12:45 PM | Likes Like |Link to Comment
  • Fastenal: Underlying Performance Remains Strong, Buy On Further Weakness  [View article]
    been watching this one for a long time. it seems to have always been to pricey for me. How much of their business is related to energy? How is fast able to maintain such higher margins over gww? Is amazon getting into this line of business? read this may be the case.
    Jan 20, 2016. 05:47 AM | Likes Like |Link to Comment
COMMENTS STATS
4,841 Comments
7,237 Likes