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The_Hammer

The_Hammer
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  • Wintergreen Advisers still grumpy over Coca-Cola's compensation plan [View news story]
    Hey warnin owning shares of a stock make u an owner of the company. Think about it. You own the company while these shyster Mgts and board members thumb their nose at you while padding their pockets and telling you to just sell out if u do not like it. problem today is the stock holding period has reduced over the decades to months as opposed to years and this benefits the crony elites that enrich themselves at the trough even when they fail miserably. It has become that a menial low level job has more accountability. Wake the F up
    Nov 13, 2014. 02:00 PM | 1 Like Like |Link to Comment
  • Wintergreen Advisers still grumpy over Coca-Cola's compensation plan [View news story]
    ko management should be shown the door. hats off to winters for making this run away stacked deck compensation a real issue.
    Nov 13, 2014. 12:53 PM | 3 Likes Like |Link to Comment
  • Berkshire Hathaway lands Duracell brand [View news story]
    Yep this guy is the master of telling everyone else to pay their fair share but does anything to avoid taxes. owning berkshire has been sweet but maybe keeping one's mouth shut would be right move.
    Nov 13, 2014. 08:25 AM | 7 Likes Like |Link to Comment
  • TowerJazz Remains On Track And Undervalued [View article]
    what's the deal with the diluted share count? and why isn't the company addressing the converts and dilution when cashflows are growing and share price staying down? have u talked to the company about it?
    Nov 13, 2014. 07:01 AM | Likes Like |Link to Comment
  • Coca-Cola Has Growth, Margin And Capital Deployment Problems [View article]
    More of the same compensation shenanigans from corp crony america.
    Nov 13, 2014. 06:59 AM | Likes Like |Link to Comment
  • MagnaChip: Very Attractive Risk-Reward - 58% Upside With Little Downside [View article]
    kl who are some of mx competitors? how are their competitors business performing?

    various manufacturing-related business practices that facilitated premature revenue recognition on unfinished goods, semi-finished goods, and inventory manufactured in advance that affected revenue and sales targets;
    various sales practices that resulted in overstated revenue for particular reporting periods, including premature shipment of products to and pulled-in orders from distributors and customers at quarter end;
    cash payments to certain vendors, using expense and capital expenditure accounts at the Company, that (i) the vendors used to purchase products from certain distributors; (ii) the distributors then paid to the Company for those products; and (iii) in turn were applied to aged accounts receivable;
    various improper inventory reserve accounting, non-recurring engineering (NRE) accounting, warranty reserve accounting and capitalization of repair expenses as capital expenditures that affected gross margins;
    improper allocations of selling, general, and administrative costs ("SG&A") that understated such costs and smoothed the SG&A-to-revenue ratio trend;
    improper deferral of outsourcing and free sample expenses that smoothed expense trends;
    improper revenue recognition on a gross rather than net basis for certain products and customers; and
    various undisclosed business practices and related concessions for distributors and customers (including credit limit increases, payment term extensions, provision of free samples, future discounts, and stock rotations), with distributor and customer consent, that affected the Company's sales.
    Nov 12, 2014. 08:28 PM | Likes Like |Link to Comment
  • Insatiable Demand For Gold And Silver From Both East And West [View article]
    One time event on the big discount for CEF? BS. Please show us the facts. Maybe u need to put up.

    <Your comments about the miners are completely disingenuous. Who cares how they run their businesses? As in any other industry, some will win, and some will lose.> so lets see your typical holding period is weeks or months?
    Nov 11, 2014. 02:56 PM | Likes Like |Link to Comment
  • Insatiable Demand For Gold And Silver From Both East And West [View article]
    <<The entire PM mining industry is on life support because no one wants to buy what they are digging out of the ground. You seem to have missed that.>> The PM miners are on life support because of gross mismanagement across the board, a weaker pm price and overpayment of acquisitions.

    CEF has had discounts as high as 15-20% in the past. These large discounts usually occur when sentiment for pms are near or at rock bottom. Hint a good time to buy pm's.
    Nov 10, 2014. 07:14 PM | 2 Likes Like |Link to Comment
  • Here's Why Gold Prices Have Been Declining [View article]
    If gold is not a store of value why did Nixon close the gold window in 1971? why not just trade it all way for all those redeeming dollars?
    The main idea is to buy valuable assets when they are extremely out of favor. That's how u increase wealth long term. Please king dollar keep going up and gold going down. King dollar vs ancient metal. Make my decision easier.
    Avi is right things peak at max complacency or bottom at max pessimism.
    Nov 7, 2014. 08:27 AM | 3 Likes Like |Link to Comment
  • American International Group Q3'14 Update [View article]
    no mention of this george
    http://seekingalpha.co...
    what is your read of the risks if any to aig?
    Nov 6, 2014. 07:47 PM | Likes Like |Link to Comment
  • Nabors Industries Ltd.: Complete Fleet Analysis And 3rd Quarter Results [View article]
    HBP???
    Nov 6, 2014. 03:26 PM | Likes Like |Link to Comment
  • MagnaChip: Very Attractive Risk-Reward - 58% Upside With Little Downside [View article]
    <bondholders could choose to accelerate bond repayments under the bond indenture if the company fails to deliver its financial statements by Feb 14, 2015>

    anyone make an assessment with such dollar strength recently?

    shareholders probably would hope for a doubled down effort to resolve this soon before the deadline. an economic slowdown could hit the shares further like in'11.
    Nov 5, 2014. 04:22 PM | Likes Like |Link to Comment
  • Oaktree: Sum-Of-The-Parts And Secular Tailwinds Point To Undervalued Units [View article]
    <Fundraising peaks around maximum pessimism and angst in the markets.>
    great business model makes for happy camper investors ....most sheep want excitement
    Nov 5, 2014. 04:04 PM | Likes Like |Link to Comment
  • Study: Long-Term Rise In The Dollar Does Not Bode Well For Gold [View article]
    "Whatever it takes" is the mandated policy for CBers around the world. we will be hitting "Peak" CBer lunacy in the not to distant future.
    Nov 5, 2014. 08:45 AM | 1 Like Like |Link to Comment
  • Will Penn West Survive The Free Fall In Oil Prices? I Think So [View article]
    little to no hedges for 2015? ouch. maybe they can sell some more assets to pay the dividend.
    Nov 4, 2014. 07:05 PM | 1 Like Like |Link to Comment
COMMENTS STATS
4,057 Comments
6,216 Likes