Seeking Alpha

The_Hammer

The_Hammer
Send Message
View as an RSS Feed
View The_Hammer's Comments BY TICKER:
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
  • Ensco's Conservative 'Midwestern' Values Should Calm Seasick Investors [View article]
    ne putting a halt to buybacks to play it safe and continue with their high dividend payout to build cash. Is there anyone in this industry with any understanding of building shareholder value? Most of these stocks trade at 50% of book value or real close yet most cannot or if they can do not buy back stock? why would noble payout such a high dividend yet not buyback stock instead? they have it backwards.
    Mar 4, 2015. 02:48 PM | 1 Like Like |Link to Comment
  • TowerJazz: A Deeper Analysis Of Management's Troubling Behavior [View article]
    great news however the fully diluted share count is a weight on the share price.
    Mar 4, 2015. 09:08 AM | Likes Like |Link to Comment
  • Ensco's Conservative 'Midwestern' Values Should Calm Seasick Investors [View article]
    $3 billion in goodwill went up in smoke Pooofff. Book value fell by $13 a share. Did the management explain how they will be held accountable for such a disastrous pride acquisition or how they will defer bonuses and stock options for a few years?
    This management went off the deep end like Seadrill buying,spending and building new rigs like supply no longer matters and paying out a massive dividend like this is a low cap business. These guys really screwed up and deserve to pay in the pocketbook.
    Mar 3, 2015. 04:29 PM | 3 Likes Like |Link to Comment
  • TowerJazz: A Deeper Analysis Of Management's Troubling Behavior [View article]
    "Partnering (Intel) with TowerJazz was a part of our success in producing our advanced image sensor for 3D imaging" is this new revenues that has not been factored in on bull estimates ; was this collaboration a major surprise? can anyone put a number on this news? thanks
    come on India
    Mar 3, 2015. 04:11 PM | 1 Like Like |Link to Comment
  • TowerJazz: A Deeper Analysis Of Management's Troubling Behavior [View article]
    jw is walking on water.
    Mar 3, 2015. 03:37 PM | 1 Like Like |Link to Comment
  • Ensco Slashes Dividend, But Here's Why I'm Not Selling [View article]
    ernie that was an excellent comment and should be sent to every offshore executive. This industry lost its way. It's called the Seadrill syndrome whereby you build new rigs at a maniacal pace and flood the market while leveraging to the gills and paying a high dividend payout ratio. real reckless strategy in a highly capital intensive and deep cyclical business. These cos were not run like this before seabloat hit the front page. Just go back and look at many cos balance sheets in 2008. Most were conservatively managed. These executives should be fired for such gross negligence. Just look at the massive writeoff Ensco took of over $3 billion in goodwill from pride acquisition. So shareholder destructive that these execs should forego a bonus and stock options for several years. Huge disastrous purchase.
    Mar 2, 2015. 08:05 AM | 3 Likes Like |Link to Comment
  • Resist The Urge To Bet On A Rebound At Weight Watchers International [View article]
    good call george. saw the 30% + price collapse today. looked and looked at this stock over the last year or so but thankfully never pulled the trigger. just could not understand its current predicament and competitive landscape. ya think it is worthwhile to look now or is it a dire situation?
    Feb 27, 2015. 02:05 PM | Likes Like |Link to Comment
  • Ensco Slashes Dividend, But Here's Why I'm Not Selling [View article]
    ensco just wrote down 3 bil in goodwill so cut about 13 from bv. so lets say 35-36 approx. now. ensco is still spending money on new builds this year. esv had no choice but to cut this ridiculously high dividend payout ratio.
    Feb 27, 2015. 01:51 PM | 1 Like Like |Link to Comment
  • Pengrowth Energy EPS of -$0.95 [View news story]
    insane this company has been mismanaged for many years by insisting on paying an overly generous dividend and selling off assets at the wrong time. why do you think the share price sits at or near record lows?
    Feb 27, 2015. 06:39 AM | Likes Like |Link to Comment
  • Seadrill: Don't Worry, Seadrill Will Make It Through A Sector Downturn [View article]
    many commenters on SA warned about this bloated company at the highs but most Bulls just were not open minded to listen. In addition what you should learn user from this experience is simply you want to remain flexible and open minded about your investments and always to the contra bear thesis. You should welcome it! It will not prevent poor decisions always but it will reduce them.
    Feb 26, 2015. 04:13 PM | 2 Likes Like |Link to Comment
  • Seadrill: Don't Worry, Seadrill Will Make It Through A Sector Downturn [View article]
    <When releasing fourth quarter earnings, Chief Executive Officer Per Wullf acknowledged that Seadrill "operates in a market that is, and will continue to be cyclical".> This must be a newish revelation for Seadrill management; the maniacal way they spent money, built new rigs on spec, went into debt and paid out a nosebleed dividend payout ratio showed reckless abandon and arrogance.
    Feb 26, 2015. 03:46 PM | 7 Likes Like |Link to Comment
  • Waste Management: Looking For Dividend Growth? Look Elsewhere [View article]
    Insiders selling aggressively at these prices too. just fyi.
    Feb 26, 2015. 10:12 AM | 1 Like Like |Link to Comment
  • Waste Management: Looking For Dividend Growth? Look Elsewhere [View article]
    Buybacks are not a good indication of value. Most mgts flounder when it comes to buying back shares at value prices. You want to learn about buybacks. "Henry Singleton, teledyne" I bought this stock at about 13 in late 1990's following the acctg irregularities. reinvested all dividends over that period and recently sold all shares at or near record price levels in this company Do not like the financial engineering going on here or the valuation. So owned it like 15 years.
    Feb 26, 2015. 09:42 AM | 1 Like Like |Link to Comment
  • Ensco slashes its quarterly dividend by 80% to $0.15/share [View news story]
    This mgt has atrociously managed the company for shareholder value. The pride acquisition was a massive shareholder value killer. The goodwill being written down $2.998 billion goodwill impairment . Good job. BUT it was non-cash? Sure it was. Non-cash to mgt but shareholders paid dearly. Probably under 20 may be a consideration.
    Then they did that irresponsible dividend jackup just not to long ago and are now taking it back. This mgt was so out of touch with the dynamics of this cyclical business .
    Also mgt has run up the debts at 42% debt to capital.
    Feb 26, 2015. 09:30 AM | 4 Likes Like |Link to Comment
  • AT&T's DirecTV Purchase Will Pay Dividends For Shareholders [View article]
    $13B in adjusted free cash flows in 2014, resulting in an adjusted dividend payout ratio of 64%
    what is adjusted fcf and adjusted div payout ratio?
    Feb 25, 2015. 06:26 PM | Likes Like |Link to Comment
COMMENTS STATS
4,283 Comments
6,513 Likes