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The_Hammer

The_Hammer
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AAPL, ABX, ACN, ADBE, ADM, ADP, AEYIF, AFSI, AGG, AGN, AGQ, AIG, AIZ, AMGN, AMSG, AMTX, AMZN, ANCX, ANTM, ANV, ARCB, ARW, ATPAQ, AU, AUY, AVP, AVT, AXLL, BA, BAC, BALT, BBSI, BBY, BDN, BF.B, BH, BIOYF, BKE, BMY, BP, BRFS, BRK.A, BRK.B, BTU, C, CABGY, CCJ, CDE, CDPYF, CEO, CF, CHK, CIMT, CL, CLMT, CLUB, CNA, CNQ, CNX, COST, COSWF, CPG, CRU, CRWS, CSCO, CVS, CVX, DE, DECK, DELL, DEO, DHT, DIA, DLTR, DPS, DRYS, DSX, DUSA, DVN, EAIAF, ECA, EONVF, EOS, EQT, ESV, ETN, EWI, EWP, EWU, EWZ, EXC, EXI, EXM, EZPW, F, FAA, FARM, FCX, FEZ, FIZZ, FLEX, FNJN, FNMA, FOSL, FRI, FSM, FTR, FUR, FXE, FXI, GDX, GE, GG, GGP, GIS, GLD, GLRE, GLW, GM, GNKOQ, GNW, GOOG, GRNB, GS, GTU, HCN, HEINY, HELE, HERO, HH, HHC, HIG, HIMX, HL, HPQ, IAG, IAU, IBA, IBM, IKNX, IMOS, INTC, IPAS, IWM, IYR, IYT, JBLU, JCP, JJG, JMHLY, JNJ, JNK, JNS, JPM, JSHLY, KCG, KEQU, KEX, KGC, KMI, KO, KSU, L, LABL, LEAF, LEHMQ, LO, LOAN, LSTMF, LUK, LULU, LXP, MAT, MBI, MCF, MDLZ, MDT, MHG, MO, MRCBF, MSFT, MU, MUB, MX, MZG, NAT, NBR, NE, NEM, NFG, NFX, NG, NGD, NOV, NRG, NSR, NSRGY, NTWK, NVS, OAK, OC, OHI, OI, OIL, OLN, OUBS, PAYX, PBI, PBY, PCLN, PDRDF, PEP, PFHO, PG, PGH, PGN, PHK, PHM, PHYS, PKB, PLPC, PM, PNC, PNTR, POT, PPLT, PSA, PSEC, PSLV, PSX, PTRY, PVG, PWE, PZZI, RAIL, RAVN, RCL, RDC, REGN, REZ, RFMD, RIG, RNF, RRD, RSH, RTH, RTK, RYL, SAND, SAVB, SCHW, SD, SDRL, SEA, SEB, SGOL, SHERF, SHLD, SINA, SKY, SLB, SLV, SLW, SNH, SPLS, SPY, STAG, STJ, STO, SU, SVU, SWY, T, TA, TAN, TAP, TEF, TEU, TEVA, TGE, TGH, TLM, TLT, TNK, TPX, TROX, TSEM, TUP, TWI, TX, UAN, UBG, UG, UIS, UL, UN, UNG, USO, UVV, VIG, VIVHY, VLO, VMC, VOD, VSEC, VTI, VXX, VZ, WAG, WAIR, WDC, WILC, WINN, WM, WMIH, WMT, WNR, WRES, WTM, WTR, WTW, WU, XCO, XHB, XIN, XLF, XLU, XLV, XRX, XXII, YHOO, YPF, YUM, Z
Latest  |  Highest rated
  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    apple
    Jul 28, 2015. 03:20 PM | 3 Likes Like |Link to Comment
  • NOW, Inc. - Now Is The Time To Buy [View article]
    why would a distribution company deserve 12-14 ev to ebitda valuation? avt or arw are not valued at such levels
    Jul 28, 2015. 01:08 PM | Likes Like |Link to Comment
  • Intel/Micron: 3D NAND And SSDs About To Explode [View article]
    fwiw just added for the first time since mid single digits. hopefully the mu management does not mess this cc up.
    Jul 28, 2015. 10:27 AM | Likes Like |Link to Comment
  • Why U.S. Lime & Minerals Should Consider A $20 Per Share Special Dividend [View article]
    the stock hit 20 in 2008, what's changed since 2008 for the company? has it purchased new assets or is it producing more cash-flow?
    Jul 27, 2015. 06:07 PM | 1 Like Like |Link to Comment
  • Why U.S. Lime & Minerals Should Consider A $20 Per Share Special Dividend [View article]
    can anyone explain why this industry deserves a 12 x ev/ebitda price tag? is it a scarcity value? what catalyst is there to get a fuller valuation? thanks
    Jul 27, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy: If You Were Disappointed By The Recent News, Don't Be [View article]
    in 2008-2009 some mortgage originators had their lines of credit pulled even though some displayed disciplined underwriting.
    Jul 27, 2015. 04:24 PM | Likes Like |Link to Comment
  • Chesapeake Energy: If You Were Disappointed By The Recent News, Don't Be [View article]
    RE does CHK have the ability to overcome if ng stays at the current 2.75 for a while longer? what would be some of the options/strategy to deal with it?
    Jul 24, 2015. 12:32 PM | Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    with a 200k gain i would be venting for MGT to make sure they have everything covered to preserve shareholder value even the unforeseen event.
    I know how u feel. I own Philip Morris for decades and reinvested all dividends. Spoke with Corp greeter at PM several years back making a point. The company was spun out with 6.5 billion in debt. Several years later with all the financial engineering to buyback stock the company increased debts to $18 billion. I said why increase debts anymore and risk the company at all when we generate 9 bil in fcf. Why not at this point live within fcf no more debts to play it safe so no worries for shareholders. Naaahhh the smart @$$ mba greeter said the company has strong position 1.3 times debt to ebidta. So what why take any chances with all this fcf. Nope wise @$$ mba greeter said no problems. I said what about the unforeseen events happening and that freecashflow is not guaranteed at these levels. Nope 1.3 times ebitda to debt. NOW LOOK 30 BIL IN DEBT FCF NEUTRAL WITH DIVIDEND. Now we have to sweat it out a little with KING dollar going parabolic upside. This was the unforeseen event. Oh now the greeters will not call me back since i warned them I would be yelling at them if the unforeseen happens..
    Jul 24, 2015. 10:52 AM | 3 Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    come on buy AMZN. The HFT computers have gone bezerk 20% instantaneous upside for a couple hundred billion dollar company. INSANE activity.
    Jul 24, 2015. 10:11 AM | 2 Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    why should i sell if i disagree with capital allocation but like the fcf's?
    Jul 24, 2015. 10:01 AM | 1 Like Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    hey 6034700, do not rub it in. it happens to all of us once in a while maybe not to this degree.
    Jul 24, 2015. 09:59 AM | 1 Like Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    Look i respect a mgt that takes stock BUT do not play with the future of the company buying back stock or even give this non-sense about dividend when the company has 19 bil in debt and huge new build airplane commitments thru 2020. THIS IS NOT A DIVIDEND STOCK. what happens if cashflows fall off due to a slowing economy or recession? $4 bil in new build airplanes each year will eat that 9 bil in cash very quickly.
    This is the same comments I made to COP IR in about 2007 when oil was at 120. I asked why are u not hedging at this level? He said shareholders do not want us to hedge/shareholders should hedge themselves. I laughed at him. I said you have high dividend to cover and high cap ex commitments to maintain and grow production why not cover some of it. I said to him start hedging at 120 lets say 25% and every 5 dollar upside in oil do another 5% up to 50% hedged and leave the rest float. Still same nonsense response from corp greeter.
    Jul 24, 2015. 09:52 AM | 4 Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    so you are saying in 2017 if oil goes up to 75 or 80 or 100 cashflows are not going down and new airplane commitments go away? actually I would not hedge this year. I would only hedge going out 1-3 years if they can economically do it at these low prices. I know it is complicated to hedge but these guys have alot of debt and alot of new build airplane commitments to 2020. i would get especially aggressive with hedging if oil broke 40.
    Mgt boasting of giving back money to shareholders is more of the same corp talk. it's shareholders money. they are not giving us anything. This guy needs to cool it and protect the company from the unforeseen.
    Jul 24, 2015. 09:40 AM | Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    disagree. I would not suggest aal hedge fuel cost at near 100 oil. The price of oil is under 50 now and is an opportune time to protect cash flows to pay for such elevated cap ex plane new builds. New build commitments are like $4 bil a year going out past 2020. I believe fuel cost hit 1.45 at some point. This would be a good place to start. It is not ALL or nothing...meaning aal does not have to hedge 100% of needs, but totally disagree with not hedging at all with this large cap ex commitment going forward and at these low prices.
    Jul 24, 2015. 08:08 AM | 2 Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    A huge part of profitability gain is coming from jet fuel. if jet fuel breaks below 1.50 the company should hedge fuel costs to protect profitability to pay for huge plane expansion commitments. since cap ex new build is 5.4 bil this year and remains elevated for several years into 2020. aal benefited from the fuel price drop, but why lose it if it increases at some point. Also the company needs to reduce debt it is to high.
    Jul 24, 2015. 07:32 AM | 4 Likes Like |Link to Comment
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