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SWS Group, Inc. Message Board

dogchow2 16 posts  |  Last Activity: Apr 16, 2014 9:09 AM Member since: Sep 19, 1998
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  • Reply to

    Great Technology Poor Leadership

    by grady124 Apr 11, 2014 3:57 PM
    dogchow2 dogchow2 Apr 16, 2014 9:09 AM Flag

    Leadership here is excellent. This company has come a long way. What the management is bad at is hype and stock promotion. It is very apparent that management has decided to let their results do the talking. They are extremely ethical which in the long run will serve them well with the neurosurgeons they need to sell. If they get the results, which they seem to be on the verge of, the thing will soar. In the meantime they have no interest in hyping the stock to a higher level. Thus, if you believe that the product are going to be a success you have an outstanding opportunity to acquire the stock at an undervalued price. The only fault I have with them is keeping the current pink sheet listing.

    Sentiment: Strong Buy

  • Reply to

    Sky rocket!

    by doron_allen Apr 9, 2014 9:54 AM
    dogchow2 dogchow2 Apr 9, 2014 11:00 AM Flag

    Paul you need to view this as an investment. In 24 months it wont matter whether your cost was 7 or 9.

    Sentiment: Strong Buy

  • dogchow2 by dogchow2 Apr 9, 2014 8:34 AM Flag

    Has anyone heard how this meeting went or whether their were any indications of success contained in the presentation by Dr Aghi regarding the Toca 511 drug trials?

    Sentiment: Strong Buy

  • dogchow2 by dogchow2 Mar 29, 2014 2:12 PM Flag

    The Board needs to sell off all of the assets and operating divisions and liquidate. Since the resulting entities will no longer be TBTF they won't be subject to the same level of Fed scrutiny. That alone will lead to a higher valuation. If they began trying to liquidate today, and it took 2 to 3 years, the total payout to SH's would likely be in the $70-85 neighborhood. While I liked Citi's worldwide strategy, obviously the Fed does not and it appears no one can manage worldwide to the satisfaction of the regulators.

  • dogchow2 by dogchow2 Mar 26, 2014 4:10 PM Flag

    Then we can take our $60 per share and go home and leave the idiots without a job.

  • Reply to

    Looks like we sold the Japanese operation

    by cactionalpha Mar 14, 2014 2:21 PM
    dogchow2 dogchow2 Mar 16, 2014 11:40 AM Flag

    This is great. HIG will be selling at or above BV by July 1st at the latest.

    Sentiment: Strong Buy

  • Reply to

    Nice pricing of the warrents $1.75

    by drcas Mar 10, 2014 9:16 AM
    dogchow2 dogchow2 Mar 10, 2014 9:42 AM Flag

    This is a great financing deal!!! And Jenkins lived up to his promise of not doing an equity offering. We have a great mgt going for us.

    Sentiment: Strong Buy

  • Reply to

    What is the reason this stock is a OTC BB ?

    by dannyharris315 Mar 6, 2014 7:57 AM
    dogchow2 dogchow2 Mar 6, 2014 8:58 PM Flag

    good question. it has to do with the way they went public ...i.e. without a public offering and at a time when they had little revenue. They definitely need to step up the listing. I think the current one has a negative effect.

    Sentiment: Strong Buy

  • Today's announcement coupled with the Seimens announcement is quite encouraging. We haven't had a significant Clear Trace release in over a year. I had thought Clear Trace had been put on ice pending successful roll out of Clear Point. Obviously it is still moving forward, and perhaps now at an accelerated pace because management is seeing success on the Clear Trace roll out. It remains a long way from approval but it appears to be moving closer to success. This is very positive. It is likely that most investors are unaware of Clear Trace.

    Sentiment: Strong Buy

  • Reply to

    numbers out - looking good

    by airlease2000 Feb 25, 2014 7:50 AM
    dogchow2 dogchow2 Feb 25, 2014 8:00 AM Flag

    Ayr hit a grand slam in the 4th Q. it will be fun watching the shorts run for the exit today.

    Sentiment: Strong Buy

  • dogchow2 by dogchow2 Feb 25, 2014 7:26 AM Flag

    Surprised there was no reaction to the new agreement with Siemens.

    Sentiment: Strong Buy

  • dogchow2 by dogchow2 Feb 18, 2014 5:49 PM Flag

    @ ESGR have been huge. O'Shea has sold approx 110k shares since the first of the year, and 160k shares since last October. This was over half of his holdings. Silvester sold over 300k shares in December. There have been other insider sales also. These guys are smart and I would like to know where they are investing the proceeds. I have been out of ESGR for some time and will wait to see the results with the new businesses before reestablishing a position.

  • dogchow2 by dogchow2 Feb 12, 2014 10:00 AM Flag

    I Added to my position yesterday at 17.70. with a book value of 19.81, continued support of the major SH, and the additional leverage of the teacher's union deal the company can withstand and adverse event on a couple of leases and still end up as a great value investment..

    Sentiment: Buy

  • Reply to

    Valuation and when to buy?

    by besterman2013 Jan 29, 2014 11:12 AM
    dogchow2 dogchow2 Feb 7, 2014 7:04 PM Flag

    They supposedly did buy Torus for less than book value. But there were dividends to the old sh's before closing so we will have to wait and see what it looks like when the smoke clears. Everything depends on how the new businesses performed. If they did well the current price of $121 might be a good one. I just have a feeling that there is likely to be a lot of merger related expenses holding down earnings.

    Sentiment: Hold

  • Reply to

    Valuation and when to buy?

    by besterman2013 Jan 29, 2014 11:12 AM
    dogchow2 dogchow2 Jan 30, 2014 9:05 AM Flag

    I am was a very long time holder that recently sold my entire position for an average price of 134.50. The "old" Enstar deserved a premium valuation because future profits were in a sense locked in. The "new" Enstar has entered the commodity business of reinsurance and traditional insurance through Lloyd's. Most of those businesses sell for 90-110% of book value. Furthermore there is a glut of capital now in reinsurance and at Lloyd's. When I saw the insiders selling at the low point of the range, in advance of the first earnings to come from the new businesses I bailed. I will come back when they prove they can operate profitably from the new business model they have created.

    Sentiment: Sell

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