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The_Hammer

The_Hammer
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Latest comments  |  Highest rated
  • Sardar Biglari Now Effectively Has Full Control Over Biglari Holdings [View article]
    Yawn......
    Jul 6, 2015. 03:24 AM | Likes Like |Link to Comment
  • After The Recent Rout Micron Is A Very Strong Buy [View article]
    RF got the bazooka out again. i have not bought or sold a share since mid single digits. the finger is near the trigger waiting for volatility to present even better pricing. the economy is slowing and markets are due for a much needed pullback. 0 bagger to 6 bagger to 3 bagger is tough ride, but it ain't easy gett'en rich.
    Jul 2, 2015. 02:21 PM | 4 Likes Like |Link to Comment
  • Chesapeake: Will Net $90 Million, Be Relieved Of $75 Million Dividend Liability From $840 Million FourPoint Transaction [View article]
    Now that is some value added info for the "little guy". great job. what indications/events would make you reverse from avoid to buy?
    Jul 2, 2015. 11:47 AM | 3 Likes Like |Link to Comment
  • Coca-Cola's 20 Brands With Over $1 Billion Annual Revenue: Future Growth Analysis [View article]
    Buffett's no action has given the management of KO a free pass to continually underperform and feed heavily at the compensation trough. Buffett is probably setting up shareholders for a low bid with his tag team partner 3G.
    Jul 2, 2015. 11:38 AM | Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    Good to hear Flyerbuy (maybe will consider buying) now call up braindead IR/Management and tell them to max value for shareholders. shareholders demand to MAX value by buying the cheapest best understood asset with dividend money...the company shares. The 600 mil asset sales proceeds must be used to reduce debt/build some cash surplus since these wrongways left the company in precarious position 2 bil debt and close to zilch cash.
    AA said he was long aapl. Actually AA has had some good calls MB on the other hand has been blasted on a number of calls.
    Jul 2, 2015. 11:00 AM | Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    why? the dividend flows out the door to shareholders. Stunning to me that all these bulls want the dividend yet say the stock is extremely undervalued. If so why are shareholders NOT begging for a stock buyback with this dividend money? This is the best decision to build long term shareholder value yet shareholders and this underperforming management insist on this dividend now.
    Jul 2, 2015. 10:37 AM | Likes Like |Link to Comment
  • Coca-Cola's 20 Brands With Over $1 Billion Annual Revenue: Future Growth Analysis [View article]
    robs can u give more detail on the specific annual serial earnings adjustments per year? also what has fcf looked like per year? thanks
    Jul 2, 2015. 08:01 AM | Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    PGH MGT is making some poor decisions and paying out this dividend is one big one! The dividend is going out the door to dumb investors anyway who are losing big on their stock price. The BEST course of action is retaining the 100 mil buying in stock in the low $2's reducing share count by like 40 MILLION + shares and using the asset sales to take care of debt. This is how you build value NOT the disastrous track record of current mgt. The wrong timed asset sales of non-core assets will take care of the debt and leave some cash surplus. The TIME to buy in your stock when it is at all time lows and the company has enough liquidity and lower debts to survive some time with low energy prices.
    Most of the dividend shareholders do not belong in this stock. They do NOT belong in a highly cyclical company for dividends. Buy a stable business for dividends like KO or PEP or JNJ or BCE or PM or UL or NSRGY or T or ADP or........
    Jul 1, 2015. 10:04 AM | 1 Like Like |Link to Comment
  • Oil Conundrum: Is Now The Time To Pick Away At The Stocks? I Think So [View article]
    They did not JUST sell 600 mil in non core assets. They are looking to sell. They are not going to get a good price at this time. Also why do u not promote halting the dividend to fund a 100 mil share buyback (7.5% of float) at these levels. This shareholder building action would offset somewhat the disastrous timing of the 600 mil future asset disposal. Also would be open to a complementary purchase of more assets near lindbergh with synergies at a great price to add resources. imo this stock is not worth 10 a share but only under the best of energy pricing conditions.Most likely $6-7 but alot of damage has been done by this mgt to hurt shareholder value over time. Though, still an attractive return.
    Jul 1, 2015. 08:37 AM | 1 Like Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    so explain to us why mgt ran up 2 bil in debts with little to no cash reserves while paying an idiotic dividend which is all smoke and mirrors all to deflect criticism from the abysmal share price performance at all time lows.
    Jun 30, 2015. 10:53 PM | 1 Like Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    Cut the dividend immediately, buyback 100 mil in stock and sell the non core assets to cut the high debts. Do not pay a dividend until cap ex for phase 2 is accumulated and in surplus. then thereafter initiate a lower payout divid. Halt the dividend reinvest program.
    Jun 30, 2015. 10:40 PM | Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    dabe the problem here is they have nearly 2 bil in debts and near 0 cash. yes they are generating cash flows due to the safety of hedges which was smart. However the management does not understand how to build lasting value they continually issue more shares and between cap ex and high dividend little if any cash is ever leftover for buybacks strategic acq or cap growth needs. Yes please ask this great mgt why they are paying out 102 mil in dividends when they SHOULD use it to buyback about 10% of the float. Buybacks at this price would be a home run, not issuing more reinvestment shares at all time low valuations. Unfortunately that $600 mil is precious cap needed to reduce this over levered balance sheet!It is laughable already. The stock is at all time lows for a reason. They have backed themselves into this corner and now are forced to sell NON-CORE assets to raise cash and strengthen this levered balance sheet at the wrong time to sell resource assets.
    Jun 30, 2015. 07:00 PM | 3 Likes Like |Link to Comment
  • Oil Conundrum: Is Now The Time To Pick Away At The Stocks? I Think So [View article]
    <The $0.80 Canadian dollar gives an edge to the Western Canadian Sedimentary Basin oil producers by lowering their costs relative to their U.S. counterparts> do you have anything specifically you could share (company specific-especially with su or cnq or pgh or erf) that shows the benefit of this currency differential?thanks
    Jun 30, 2015. 12:43 PM | Likes Like |Link to Comment
  • Pengrowth - Asset Sales And An Update On Lindbergh [View article]
    what? The stock is at an all time low for a reason. It is not a well managed company. why would they have high debts and no cash going into a deep cyclical low? they pay out a dividend they cannot afford due to high debts then are forced to sell so called "NON-CORE" assets at the bottom of a cycle. Is that well managed? Most WELL managed E&P's are NO where near all time lows stock prices and have strong balance sheets with cash surplus to POUNCE on available low priced assets at the bottom of the cycle!
    Jun 30, 2015. 12:10 PM | Likes Like |Link to Comment
  • Pengrowth Energy plans to sell C$600M in non-core assets by year-end [View news story]
    this is what should be happening across the e&p space.
    http://tinyurl.com/q8f...
    sacrifice across the board not just by shareholders and "little" employees
    Jun 30, 2015. 10:41 AM | 1 Like Like |Link to Comment
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