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SWS Group, Inc. Message Board

long_short_guy 15 posts  |  Last Activity: Jun 28, 2015 9:15 PM Member since: Jan 15, 2011
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  • long_short_guy by long_short_guy Jun 28, 2015 9:15 PM Flag

    Suppose you are asset a manager that gets 1% annually for assets under management. or 25% per Quarter.
    Suppose you own 26 million shares
    Suppose you can make a few 100 share trades at ask price. say 100x8.5 = $850
    Suppose before quarter ends the price goes from 8.00 to 9.00 from a few $800 to $900 trades.
    DO THE MATH ON YOUR FEES vs TRADES

    another math question: If you own 26 million shares, How long @ 50% volume per day would it take to get out? remember only 5 trading days per week

  • long_short_guy by long_short_guy Jun 20, 2015 8:58 AM Flag

    "paid by the Company to IMES at closing was $12.2 million in cash" BUT

    IMES had 2 loans due to Bank Of A for another $1mill. that RELL had to pay. So the extra mill was not "paid to IMES". Very clever of ED to word it this way..

    So I ask you, appx 10 Sales, ( in Ed Speak prob 9.7 rounded up) 1 Mill in bank loans and 750K of other equipment not financed by bank? What kind of earnings power does IMES really have?

    Sentiment: Strong Sell

  • Reply to

    THINK ABOUT IT

    by illinoismaker58 Jun 4, 2015 8:24 PM
    long_short_guy long_short_guy Jun 9, 2015 7:22 PM Flag

    who flagged my post??
    #$%$

    broke it up for main points.
    1)Ed could have another 15-20 years.
    2) don't invest based on rndap hope of change in management based on old age
    3) price may spike on rndap's old age end game.
    4) watch obits if you want to invest this way. but that is not investing

    Better to invest in company with positive growth prospects

    Sentiment: Strong Sell

  • long_short_guy by long_short_guy Jun 7, 2015 9:43 PM Flag

    before you take this to zero.

  • Reply to

    THINK ABOUT IT

    by illinoismaker58 Jun 4, 2015 8:24 PM
    long_short_guy long_short_guy Jun 7, 2015 9:17 PM Flag

    Spot on. But not sure of liquidation value of this pig.
    CFO only 56/57 and going to "retire" ED take a hint!

    Sentiment: Strong Sell

  • long_short_guy by long_short_guy May 30, 2015 8:11 AM Flag

    CFO leaving, Announced after market close on a Friday. Class move.

    Any guess on next quarters loss?

  • long_short_guy by long_short_guy Apr 25, 2015 9:42 AM Flag

    SGA GM= OP Loss:
    Health care will look better next q, as they stated moving some canvas sales over. Smoke and mirrors.

  • long_short_guy long_short_guy Apr 12, 2015 9:54 AM Flag

    Losses will continue for some time. running 2 I.T. systems for another quarter or 2, Then I bet, these costs are then transferred to health care. so we a 12-13M run rate /q forever. .

    Of course Ed will need a raise.

    1) Next Q. 37M rev, a +10% Q/Q increase.Tell me when they did this last?
    2) GM has fallen May over Feb Q's. @ 29% ( only down .2%) Op profit 10.7
    3) less 12.2 -12.5 SG&A makes for at least 1.4 to 1.7M op loss next Q.

    Big bonus for smaller loss

    Watch for a new Line of business that will operate at a loss for 2-3 years.

    .

  • long_short_guy by long_short_guy Apr 3, 2015 11:22 AM Flag

    would try, but just don't care. I guess only number that matters is net reduction in cash.
    Ed has said on calls about three years of losses on health cares stuff. and less than a year into it.

    Adchoices: CIALIS for daily use.

  • Reply to

    Could Ed be a wolf in sheep clothing

    by gaaptrue Mar 24, 2015 12:27 PM
    long_short_guy long_short_guy Mar 25, 2015 6:55 PM Flag

    Sorry,
    From SEC filings: 1/29/2015: This Amendment Number 27 amends the Schedule 13G dated January 30, 2014,, Mr. Richardson has pledged 491,000 of his shares of Class B Common Stock as security to JP Morgan Chase Bank to secure a personal loan. The full Board evaluated the risk of significant pledging of stock. As this is a small percentage of his total holdings, the Board did not deem this to be material or represent a risk to the Company.
    There are no filings showing an increase of shares by Mr. Richardson since this period

    Read older posts and earnings Q&A,for ED's comments about 2 class.You know it when you buy in and it is not going to change.

    Ask the shark tank question: are sales and earnings better today than last year... NO. No one from shark tank ever invested in a venture where the answer was no

    Sentiment: Strong Sell

  • long_short_guy by long_short_guy Jan 31, 2015 3:25 PM Flag

    They have lost my trust and they say H&R Block is better and cheaper. .

    Return desk at Costco, saif they have been getting a lot returned.

    Good bye Turbo Tax

    Sentiment: Strong Sell

  • Reply to

    MISSING SOMETHING

    by illinoismaker58 Jan 28, 2015 9:11 PM
    long_short_guy long_short_guy Jan 30, 2015 6:52 AM Flag

    Is management really this horrendous ... Yes

    Burning cash, Super voting Class b stock, will never change. Ed Just pledged boat load of stock on a loan,

    read the Q&A from last conference call, it was very telling

  • long_short_guy by long_short_guy Jan 13, 2015 7:19 PM Flag

    I love proxies.
    First
    1) Stock 52 week low
    2) Stock at 104 week low
    3) Stock at 156 week low
    4) Stock at 4 YEAR LOW
    Now what have you paid for this?performance ???

    2014 compensation 1,102,474
    2013 compensation 879,845
    2012 compensation 789,732
    2011 compensation 2,448,719

    King Ed comp +5.2M for past 4 years.
    Where are the lawyers.

    Given comments about china sales about a year ago, shold be enough.for a class action, then lets see depositions.IMO
    Heck they file stuff on 40% gains.

  • long_short_guy by long_short_guy Aug 14, 2014 8:23 PM Flag

    In the 2012 proxy, the IC had 25% tied to operating profit, now in 2014 proxy no longer has any profit goals..
    IC now has 25% based on "acquisitions”, with no detail of accountability
    Could it be ....
    In last call, Ed talked about 3 years to new health care products established.
    But more..
    In last call, Ed stated the Class B super voting stock does not stop if transfers to someone in the family.
    If Ed buys back shares, his dividends go down?
    And more... (Look at share counts Year/Year common v, CL B) very telling. Someone cash out at 12...
    Kane County has some very good on line property and tax records
    Good luck to all, but IMO, If a company removes profit targets from the IC and major shareholder sold more stock than common and refuses to buy back common......, time to get out.... Sorry Gates..

  • Reply to

    Investor Relations

    by robhchndro Jul 25, 2014 4:19 PM
    long_short_guy long_short_guy Jul 27, 2014 8:38 AM Flag

    you know this is Robin's company and all press releases must be approved directly by Robin. and for the lack of wall street coverage. Time is a limited resourse. Would you want to waste a few days or a week every quarter defending the company against short attacks. There a lot of companies without coverage and less issues.

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