The_Hammer

The_Hammer
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  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    no i bought mid 40's debating others to wait for better price from 55. hey i am not against buying here the lower the better.
    Jan 14, 2016. 12:47 PM | Likes Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    what is the noi on their current properties......not the securities portfolio or loans just properties?
    well lets see how this ufolds over the next few months. For those of us out here looking for deep values hopefully we can catch the lows or at least close to it.
    I do agree that in max volatile markets and pessimistic outlooks inefficiences increase big time. Just look at the flash crashes opps galore if you can buy in.
    Jan 14, 2016. 12:08 PM | Likes Like |Link to Comment
  • GM boosts profit view, buyback firepower, and dividend  [View news story]
    no brainers can can cause major pain. Look the market appears to be betting that the car cycle has peaked or near peaking. How does this company have enough fcf to pay dividend and buyback without incurring more debts. this company needs to preserve that cash hoard for downturns. The stupid dividend policy of ramping it up so fast now locks them in with dividend hounds who seem to not care if their share price crumbles. There is going to be some significant corrections in some of these dividend aristocrat stocks like the industrial stocks which have been hammered.
    Jan 14, 2016. 12:00 PM | Likes Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    what about the volume? This is not dumb money in this stock....probably deep value oriented hedge funds you'll be the last to know like the rest of us here.
    Jan 14, 2016. 11:52 AM | Likes Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    What did Winters do wrong? The markets are spooked about a possible slowdown. Industrial stocks have been massacred and have been signaling a slowdown for like 6 months now. Take a look at HHC. It is getting blasted too. raw land is not very liquid in a downturn.
    Jan 14, 2016. 11:46 AM | Likes Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    with this type of activity doubt the sales interest is going well.
    Jan 14, 2016. 11:32 AM | Likes Like |Link to Comment
  • GM boosts profit view, buyback firepower, and dividend  [View news story]
    the point is that they paying out to much in a dividend. with a market cap of like 47 bil this huge dividend could be used to reduce shares by an additional like 6% a year at current prices. Flexible capital allocation should be a priority finding value in the shares. the markets are pricing in peak sales and sub-prime buyers are increasing so am watching this one carefully.
    Jan 14, 2016. 07:40 AM | Likes Like |Link to Comment
  • GM boosts profit view, buyback firepower, and dividend  [View news story]
    Every extra cash-flow beyond the cash hoard should be aggressively buying back shares near $30. This dumb additional dividend raise is not going to increase value.
    Jan 13, 2016. 08:24 AM | Likes Like |Link to Comment
  • Update For Portfolio Positioning And Management As Of 1/12/2016  [View instapost]
    good work SG
    Jan 12, 2016. 06:30 PM | Likes Like |Link to Comment
  • Wi-Lan: Don't Throw The Baby Out With The Bathwater  [View article]
    currently, does the company have a buyback in place to scoop up shares near cash levels?
    Jan 8, 2016. 10:14 PM | Likes Like |Link to Comment
  • Why Consolidated Tomoka Should, And Likely Will, Be Sold  [View article]
    ever consider investors are selling concerned about peak cycle and do not want to be stuck in this for a while? why do you think hhc is down so much or why gm or f even with record car sales sit near lows?
    Jan 8, 2016. 02:53 PM | Likes Like |Link to Comment
  • Is oil in the $20s an inevitable reality?  [View news story]
    move out of that crooked liberal dysfunctional state. paid 1.61 Sunday.
    Jan 7, 2016. 08:57 PM | 5 Likes Like |Link to Comment
  • Gundlach: "All is not well"  [View news story]
    where has jeff been the last year? most industrial stocks have been pummeled along with commodity related.
    Jan 7, 2016. 05:04 PM | 3 Likes Like |Link to Comment
  • Patent Reform Has Scorched The IP Space, But We See A Green-Shoot Opportunity: Wi-Lan  [View article]
    what happens if they lose the apple case on appeal?
    why doesn't this company take 15 mil and buyback shares (15 mil shares) around cash levels or $1 a share? they could build some real value at these levels.
    Jan 7, 2016. 03:46 PM | Likes Like |Link to Comment
  • Is oil in the $20s an inevitable reality?  [View news story]
    as Saudia Arabia burns thru their sovereign wealth fund they will become more desperate.
    Saudia Arabia cannot physically ever pump 90 mil barrels a day. They are probably going balls out to the point where they may damage the productivity of their reserve wells.
    Jan 7, 2016. 11:27 AM | 2 Likes Like |Link to Comment
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