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The_Hammer

The_Hammer
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Latest comments  |  Highest rated
  • Joy Global sinks after cutting guidance [View news story]
    Mgt has underestimated the severity of the downturn by continually paying a annual dividend of 80 mil it should have been eliminated already. The company has 250 mil in debt maturing in 2016.
    Sep 3, 2015. 12:57 PM | Likes Like |Link to Comment
  • 3 Reasons To Buy Joy Global [View article]
    mgt is behind the curve with guidance and maybe only catching up to the severity of the downturn, now 1.8 eps so expect this to probably crack below $18. if they come in with another lowered guidance going forward the floor falls out. at 18 a share ev = 2.89 bil. if they lowered again, i would not be surprised the stock hits $10, EV= about $2 bil
    with 250 mil debt coming due in 2016. i would suggest mgt defer the dividend (78 mil annualized) for a year or two.
    anyone have any idea if montbert acquisition was at good price? 110 euros
    Sep 3, 2015. 08:18 AM | Likes Like |Link to Comment
  • After Puerto Rico, Brazil Could Be Next To Default [View article]
    kinda what I'm thinking after a nice sharp correction. maybe even king dollar will deflate too.
    Sep 2, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • Templeton Global Income Is On Sale [View article]
    net investment income and net foreign currency gains - net investment income = net foreign currency gains. that is right in their distributions. look under
    less distributions from:
    Now uncle what looks good in energy right now?
    Sep 2, 2015. 05:39 PM | Likes Like |Link to Comment
  • Templeton Global Income Is On Sale [View article]
    HELLO what about currency gains?
    of 2014 0.27 2013 0.34 2012 0.40 2011 0.39 and 2010 0
    cap gains
    of 2013 0.29 2012 0.34 2011 0.03
    Sep 2, 2015. 04:39 PM | 1 Like Like |Link to Comment
  • Templeton Global Income Is On Sale [View article]
    page 7 less distributions, net realized gains and net investment income and currency gains
    Sep 2, 2015. 03:49 PM | Likes Like |Link to Comment
  • Templeton Global Income Is On Sale [View article]
    Yeah it will be profitable if it can be bought during high market distress. emerging market contagions are good. Noone wanted Korean open and closed Funds in Sep 1998 either but look:
    http://yhoo.it/1hz5Cy3#{"range":"max","allow...
    Sep 2, 2015. 01:49 PM | 1 Like Like |Link to Comment
  • Templeton Global Income Is On Sale [View article]
    http://bit.ly/1iig2CJ

    2.06 cap gains and foreign currency cap gains
    2.24 in income
    2010-2014

    Remember NAV is currently 7.29. So when this dog gets beaten down in this emerging market contagion some more (boooyaaaa), hopefully this one gets flashed crashed or something like it and pick it up. Take the income until the nav goes to a premium. then sell sell sell
    Sep 2, 2015. 01:02 PM | Likes Like |Link to Comment
  • Horsehead says Mooresboro zinc production "limited" in August [View news story]
    So dan you want to be lead around by a leash then go ahead.
    Sep 2, 2015. 12:37 PM | Likes Like |Link to Comment
  • Templeton Global Income Is On Sale [View article]
    Uncle they have not. why? b/c the fund pays out cap gains thus lowering assets under mgt and also the fund currently trades at a 15% discount usually trades at nav or slightly above.
    4.8%? It is an income fund mainly sovereign debts not a corp junk fund.You can't wave a magic wand and get normalized income when The central bank gods push down rates.
    Sep 2, 2015. 12:28 PM | 1 Like Like |Link to Comment
  • Horsehead says Mooresboro zinc production "limited" in August [View news story]
    2016 is only 4 months away alot of cash burn can occur in 2 qtrs. . Look at a long term chart of zinc, if zinc prices head to 0.60 then what?
    http://bit.ly/1ihZMBW

    what's the breakeven point at this new facility if they even know at this operational point.
    Sep 2, 2015. 10:06 AM | Likes Like |Link to Comment
  • Templeton Global Income Is On Sale [View article]
    Fondul The fund is 85% invested in Romanian energy companies. No thanks. I'll take gim at 15-20% discount over that high spec fund anyday
    Sep 2, 2015. 09:56 AM | Likes Like |Link to Comment
  • Templeton Global Income Is On Sale [View article]
    i have watched/invested at opportune times gim for many years and this manager is excellent. the fund trades at -14.40 discount. When this fund is trading at such a discount usually been a good time to buy but i am waiting some more to see how this emerging market bloodbath plays out the next few months and see if one can get this at a -20+ discount to nav.
    http://bit.ly/1ihO6ix
    Sep 2, 2015. 07:37 AM | Likes Like |Link to Comment
  • Horsehead says Mooresboro zinc production "limited" in August [View news story]
    he may have just got himself in a roach motel. with zinc in a serious downtrend and hedges running off this year and never-ending equip problems....
    Sep 2, 2015. 07:22 AM | Likes Like |Link to Comment
  • Horsehead says Mooresboro zinc production "limited" in August [View news story]
    zinc 0.81
    http://bit.ly/1LKDKkM
    Sep 2, 2015. 06:35 AM | 1 Like Like |Link to Comment
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