Hammer1's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/545969/comments http://seekingalpha.com/article/1384441/comments?source=feed#comment-18282351 18282351 Tue, 30 Apr 2013 15:19:37 -0400 http://seekingalpha.com/article/1380731/comments?source=feed#comment-18225611 18225611 Mon, 29 Apr 2013 11:35:24 -0400 http://seekingalpha.com/article/1363951/comments?source=feed#comment-18009581 18009581 Tue, 23 Apr 2013 21:13:28 -0400 http://seekingalpha.com/article/1324291/comments?source=feed#comment-17402871 17402871 Tue, 09 Apr 2013 11:28:24 -0400 http://seekingalpha.com/article/1300071/comments?source=feed#comment-16820971 16820971 Tue, 26 Mar 2013 09:49:03 -0400 http://seekingalpha.com/article/1105671/comments?source=feed#comment-13591391 13591391 Fri, 11 Jan 2013 11:46:32 -0500 http://seekingalpha.com/article/1094011/comments?source=feed#comment-13307121 13307121 Companies like LINE are mentioned often on SA. Originally thought to be subject to large fluctuations in revenues, LINE and their brethren are hedging out commodity risk for up to 5 years and provide continuity of income similar to the midstream group. Not all are growing but a good manager could figure that out.]]> Fri, 04 Jan 2013 12:33:01 -0500 Companies like LINE are mentioned often on SA. Originally thought to be subject to large fluctuations in revenues, LINE and their brethren are hedging out commodity risk for up to 5 years and provide continuity of income similar to the midstream group. Not all are growing but a good manager could figure that out.]]> http://seekingalpha.com/article/1026431/comments?source=feed#comment-11946891 11946891
"The longer the procrastination prevails, the more difficult the unwinding becomes for everyone, as there are no exemptions for anyone in this mess." Well put, and an addendum to the dirty little secret.]]> Sun, 25 Nov 2012 20:51:54 -0500
"The longer the procrastination prevails, the more difficult the unwinding becomes for everyone, as there are no exemptions for anyone in this mess." Well put, and an addendum to the dirty little secret.]]> http://seekingalpha.com/article/1026431/comments?source=feed#comment-11935711 11935711 As a bond veteran one the tumultuous 70's and 80's, the actions by our current crop of politicians and Federal Reserve in handling the budget and monetary policy have made me extraordinarily fearful. There is no logical end to this charade, in my experience, except inflation, no solution to the debt crisis I can see other than monetization. One day the bond vigilantes will decide the party is over and there will be little if any warning. Massively higher taxes and economic stagnation are on the way. It's just a question of how long the Fed can postpone our day of reckoning.
The dirty little secret here is that we have to endure some economic austerity, tough times, to get our economic house in order. There is a void of political will/leadership to make this happen. So, we are trapped in a monetary death spiral. QE, and other countries like Japan racing us to the bottom, will postpone the serious consequences of our fiscal largess and we probably have a couple of years to get ready. But, prepare we must.
Your thoughts on the prep would be appreciated.]]> Sun, 25 Nov 2012 10:05:39 -0500 As a bond veteran one the tumultuous 70's and 80's, the actions by our current crop of politicians and Federal Reserve in handling the budget and monetary policy have made me extraordinarily fearful. There is no logical end to this charade, in my experience, except inflation, no solution to the debt crisis I can see other than monetization. One day the bond vigilantes will decide the party is over and there will be little if any warning. Massively higher taxes and economic stagnation are on the way. It's just a question of how long the Fed can postpone our day of reckoning.
The dirty little secret here is that we have to endure some economic austerity, tough times, to get our economic house in order. There is a void of political will/leadership to make this happen. So, we are trapped in a monetary death spiral. QE, and other countries like Japan racing us to the bottom, will postpone the serious consequences of our fiscal largess and we probably have a couple of years to get ready. But, prepare we must.
Your thoughts on the prep would be appreciated.]]> http://seekingalpha.com/article/937291/comments?source=feed#comment-10744021 10744021 Sun, 21 Oct 2012 10:09:12 -0400 http://seekingalpha.com/article/922521/comments?source=feed#comment-10515501 10515501 Sun, 14 Oct 2012 11:29:13 -0400 http://seekingalpha.com/article/922321/comments?source=feed#comment-10514191 10514191 http://seekingalpha.co...]]> Sun, 14 Oct 2012 10:43:50 -0400 http://seekingalpha.co...]]> http://seekingalpha.com/article/922321/comments?source=feed#comment-10514121 10514121 Sun, 14 Oct 2012 10:41:10 -0400 http://seekingalpha.com/article/922321/comments?source=feed#comment-10513871 10513871 Sun, 14 Oct 2012 10:27:20 -0400 http://seekingalpha.com/article/855851/comments?source=feed#comment-9275041 9275041 Mon, 10 Sep 2012 10:51:30 -0400 http://seekingalpha.com/article/669141/comments?source=feed#comment-6658381 6658381 Thu, 21 Jun 2012 14:23:21 -0400 http://seekingalpha.com/article/669141/comments?source=feed#comment-6619721 6619721 Wed, 20 Jun 2012 16:02:51 -0400 http://seekingalpha.com/article/652491/comments?source=feed#comment-6341261 6341261 Agree with your comments on SD from short term perspective. But, realize that the SD asset base provides 2-3 bagger potential. Unless oil craters for extended period of time, I believe Ward will buy enough time with his balance sheet to get to cash flow positive (self funding). We will want a position in the stock well in advance of that time.
What else do you like in the smid cap space. On recent pullback, I'm paying attention to CRZO and a couple of GOM producers- EPL and WTI. Among larger, I'm also a big fan of what's going on at EOG.]]> Tue, 12 Jun 2012 11:10:10 -0400 Agree with your comments on SD from short term perspective. But, realize that the SD asset base provides 2-3 bagger potential. Unless oil craters for extended period of time, I believe Ward will buy enough time with his balance sheet to get to cash flow positive (self funding). We will want a position in the stock well in advance of that time.
What else do you like in the smid cap space. On recent pullback, I'm paying attention to CRZO and a couple of GOM producers- EPL and WTI. Among larger, I'm also a big fan of what's going on at EOG.]]> http://seekingalpha.com/article/649451/comments?source=feed#comment-6311021 6311021 Mon, 11 Jun 2012 12:54:46 -0400 http://seekingalpha.com/article/635081/comments?source=feed#comment-6128931 6128931 It is surprising that there aren't more comments on your piece. This is a sincere, credible attempt to lay out the reality of the situation. Does no one want to face facts?
Let me add that there is obviously no political will or courage to push an austerity agenda that would provide the belt tightening necessary to put us on the road to fiscal sanity. So, we careen toward our day of reckoning, postponed by a worldwide flight to the relative safety and liquidity of the Greenback. ]]> Tue, 05 Jun 2012 12:23:43 -0400 It is surprising that there aren't more comments on your piece. This is a sincere, credible attempt to lay out the reality of the situation. Does no one want to face facts?
Let me add that there is obviously no political will or courage to push an austerity agenda that would provide the belt tightening necessary to put us on the road to fiscal sanity. So, we careen toward our day of reckoning, postponed by a worldwide flight to the relative safety and liquidity of the Greenback. ]]> http://seekingalpha.com/article/634471/comments?source=feed#comment-6095231 6095231 Mon, 04 Jun 2012 13:09:17 -0400 http://seekingalpha.com/article/634471/comments?source=feed#comment-6092581 6092581 Mon, 04 Jun 2012 12:03:21 -0400 http://seekingalpha.com/article/626741/comments?source=feed#comment-5979121 5979121 Thu, 31 May 2012 13:28:42 -0400 http://seekingalpha.com/article/617371/comments?source=feed#comment-5806731 5806731 Fri, 25 May 2012 10:35:42 -0400 http://seekingalpha.com/article/610431/comments?source=feed#comment-5769901 5769901 In addition to accountability, we need leadership who can lead their countries in reform, not just kick the can. A family of 4 in the U.S. is now responsible for approximately $200,000 in national debt. Question: What happens when the cost of that debt goes from the current ~$4,000/yr to a more normal ~$8-10,000/yr? Entitlement programs? Defense spending? Taxes? Economic growth? Things get very ugly, fast.
There is no political will to make the changes necessary. So, the logical solution is to print more money with the consequences that go with it. Dont know the timeframe. That's the tough part. But, we fail to prepare for this at our own peril. Where is the MSM?]]> Thu, 24 May 2012 11:29:59 -0400 In addition to accountability, we need leadership who can lead their countries in reform, not just kick the can. A family of 4 in the U.S. is now responsible for approximately $200,000 in national debt. Question: What happens when the cost of that debt goes from the current ~$4,000/yr to a more normal ~$8-10,000/yr? Entitlement programs? Defense spending? Taxes? Economic growth? Things get very ugly, fast.
There is no political will to make the changes necessary. So, the logical solution is to print more money with the consequences that go with it. Dont know the timeframe. That's the tough part. But, we fail to prepare for this at our own peril. Where is the MSM?]]> http://seekingalpha.com/article/604511/comments?source=feed#comment-5686371 5686371 Tue, 22 May 2012 09:55:34 -0400 http://seekingalpha.com/article/196899/comments?source=feed#comment-965288 965288 Mon, 05 Apr 2010 09:54:29 -0400 http://seekingalpha.com/article/196106/comments?source=feed#comment-959379 959379 Wed, 31 Mar 2010 10:59:45 -0400 http://seekingalpha.com/article/192782/comments?source=feed#comment-930926 930926 Wed, 10 Mar 2010 10:15:22 -0500 http://seekingalpha.com/article/192425/comments?source=feed#comment-928606 928606 Mon, 08 Mar 2010 16:25:10 -0500