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Willihammer

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Everything posted by Willihammer

  1. Willihammer
    Berardino article on Castro's framing: http://www.twincities.com/2017/02/13/twins-pitch-framing-didnt-come-naturally-to-jason-castro/
  2. Willihammer
    Not a bad system for SP IMO. The talent won't all stick but looks like we're in for a steady feed over the next 2-3 years at least, which is more than we could say about the last decade or so.
  3. Willihammer
    Also the center field trees. Those supressed 20-30 homers easily.
  4. Willihammer
    Santiago threw 182 innings last year- same as Santana. Those two are the surest locks for the rotation on the team, barring injury, IMO.
  5. Willihammer
    I liked the Martha Stewart-Snoop Dogg commercial.
  6. Willihammer
    I'm surprised so much of the money is going on the Pats. 2 weeks ago a lot of folks were talking about the ATL - GB matchup almost like it was a formality on the way to a Rodgers - Brady showdown at the SB. That Falcons offense is good. Like, better than the '99 Rams good. 5dimes has the Falcons at +138, that seems like a solid bet to me.
  7. Willihammer
    Ha! So I'm not just too damn old to "get it." Nope, won't be buying SNAP.
  8. Willihammer
    Does it stop you doing a screen capture?
  9. Willihammer
    Why not get nudes via text? I guess I don't understand what value is adding by using the app versus just texting.
  10. Willihammer
    Whatsapp is cool, I've used it before. Instagram is kinda interesting. Snapchat - I installed it last year and for the life of me I don't understand wtf all the fuss is about. What am I doing wrong.
  11. Willihammer
    I'm looking at buying more CAKE before their Q4 earnings call on 2/22. Made a nice little gain when they beat expectations in Q3 with $.70 / share. Q4 consensus is only $0.672 so I'm thinking they should have no trouble meeting that, and could beat it again. Its not a flashy stock but they have good fundamentals, happy employees and anecdotally I know its really hard to get a table at their Edina location so I'm hopeful sales will be strong again. And, they do most business domestically so I'm also hopeful they'll be protected from Trump's trade craziness.
  12. Willihammer
    I'm strangely hopeful about the rotation personally. Berrios still throws 97, has two wipeout offspeed pitches. He'll have a new catcher, he's got the raw material to be an ace. Santiago, Mejia, and Rogers give the Twins a trio of lefties out the gate. Santiago and Rogers are sure-fire big leaguers in my mind. Mejia looks like he could fill out a rotation or be good AAA insurance at worst. Gonsalves is one of the more interesting pitchers to come along in a long time. Typically I trash the soft tossers but there's no denying that every so often a guy dominates with 88 and guile. Weaver, Buehrle, etc. The minor league numbers are definitely encouraging. Then in 2018 you're looking at Romero and Jay, who might have more upside than anyone.
  13. Willihammer
    I think Trump understands that a weak yuan and a strong dollar have been bad for US exporters. I don't think he understands much beyond that, either with forex markets, the Fed, deficits, or anything else economically speaking. Like, he says Yellen created a bubble in the stock market. What does he want to do? Repeal Dodd-Frank. He wants to rack up deficits because hey, money's cheap. But if he weakened the dollar, debt would get more expensive. He wants China to free float its currency, but if it did that now, it would probably tank. Etc. etc.
  14. Willihammer
    The tools available to Trump present a lot of complicated conflicts and tradeoffs. He pretty clearly doesn't understand all of the possible consequences. Plus no matter what he does, the Fed and other central banks will react to keep their currencies and inflation in check. If he and Congress do pass a huge import tax, for example, there *should* be upward pressure on the dollar to compensate for that. He's way out of his depth.
  15. Willihammer
    I can't believe the number of condos that continue to be built. $200-400 / month in association fees for a lot of them.
  16. Willihammer
    Yeah, the main thing is to keep his bat in the lineup. What I'd do- flip flop Mauer and Sano across the diamond. No reason Mauer couldn't play third as well as Sano.
  17. Willihammer
    Sano will be bad, but there is more downside with his surgically repaired elbow, the one that gave him soreness last August. That's my #1 worry by a mile.
  18. Willihammer
    Just to be clear, Molitor doesn't really talk about platooning more per se. He just wants to keep Mauer healthier, by resting him more, against lefties if possible. I don't think there are any plans to platoon anyone else.
  19. Willihammer
    Stephen Drew would make a nice lefty half of a SS platoon.
  20. Willihammer
  21. Willihammer
    Maybe so, but I think Brock is looking for yield. Cash yield. I did some basic research on REITs a few weeks ago, before my last buy. BXMT and ARI were the winners of what I looked at. Strong revenue, net income, and ROE trends.
  22. Willihammer
    Will he be on an innings limit?
  23. Willihammer
    As discussed a few pages back, the p/e is not that high in relation to interest rates. (Wish I knew that 4 months ago). By one calculation (now a couple months old) the S&P was at the time a bit undervalued.
  24. Willihammer
    Last fall I was convinced the oil market was in a bubble. I was looking at the S&P's high P/E and figured if there was one catalyst at the time to cause a correction, if not an outright bear market, oil would be it. So I shorted it, figuring it would be at worst a hedge and at best a chance to make a little profit. I still think the oil market is screwed up, but now I have several hundred dollars of margin interest and negative capital gains to close (I have been paying it down gradually). I believe the addage "the market can stay irrational longer than you can stay solvent" to be more true than ever now. Shorting is just one way to hedge, but if you think the market will correct, or turn bearish, you need to be 10x more certain of it than you would to go open a regular long position. Because you're betting against 100 years of rising tide. The "safe" play for me, is long. But we all have different risk tolerances.
  25. Willihammer
    Not a bad rotation but I don't see more upside than that group minus JDL. JMO.
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