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SWS Group, Inc. Message Board

long_short_guy 35 posts  |  Last Activity: Jun 16, 2016 9:40 PM Member since: Jan 15, 2011
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  • Reply to

    RELLVALUE!!!

    by illinoismaker58 Feb 12, 2016 7:35 PM
    long_short_guy long_short_guy Jun 16, 2016 9:40 PM Flag

    What was the response from the SEC or Ariel, and any opinion on future value??

  • long_short_guy long_short_guy Jun 15, 2016 6:47 AM Flag

    Last years earnings call , Ed stated that at 160-170 mil annual rev they will not show a profit. and he estimated 4th quarter of 2017, so still have a long way to go.

    Sentiment: Strong Sell

  • long_short_guy long_short_guy Jun 7, 2016 9:42 PM Flag

    the Fed order was 3.8M on about 32-35M /q run rate, May Q usually stronger than Feb Q so we could be in the 35-37 range. Unless the sold inventory that had a zero cost, I do not think they will show a profit. They did 37M 8/2015Q and still posted big loss. Fed Orders always seem to be at a low margin (low Bidder). Not sure about layoffs.

  • Free to play, Win Nothing, Post on this thread

    Play all categories 4q only not full fiscal year
    Net Income (loss)
    Gross Margin
    EPS,
    Sales
    Net cash
    CASH BURN
    Will the guys from IMES reach 20% EBITDA payout?
    SG&A with New European Headquarters & Hookah lounge in Amsterdam? (Hint: Ed don’t fly coach)
    Bonus:
    Turkeys culled during spring hunt?

    AND AS ALWAYS, We appreciate your opinion...

  • Reply to

    The losses continue

    by pa1702 Apr 7, 2016 3:56 AM
    long_short_guy long_short_guy Apr 16, 2016 10:03 AM Flag

    Because it is spring turkey hunting season in IL. ED, friends and family, must manage the flock to a proper number, and cull the excess, up to daily limit. Nothing like a young tom in a smoker with apple wood. And if you put Dr. Pepper in the water tray it adds a nice flavor.

    Sentiment: Strong Sell

  • Reply to

    Cash and future/current value

    by long_short_guy Jul 24, 2015 8:08 PM
    long_short_guy long_short_guy Apr 9, 2016 9:16 AM Flag

    had to bump this up from July of last year. Cash burn is faster.

  • Reply to

    The losses continue

    by pa1702 Apr 7, 2016 3:56 AM
    long_short_guy long_short_guy Apr 9, 2016 9:08 AM Flag

    In the "Q", unabsorbed costs is one of the reasons GM is up.
    If COGS is based on FIFO, than older, written down inventory was used, (higher GM) while recent higher production product went into inventory. Inventory up. always comes back to bite you

    Sentiment: Strong Sell

  • Reply to

    Day'srange 5.10 - 5.61

    by waytooolfordis Apr 6, 2016 11:37 AM
    long_short_guy long_short_guy Apr 7, 2016 6:59 AM Flag

    400 shares near open. traded down to 5.10 within next ten minutes.
    LIMIT ORDERS ALWAYS on something like this.
    The only whisper on this is " how bad will the quarter be"... Ed did not disappoint. tragic quarter. (watch the inventory build)

  • Reply to

    The losses continue

    by pa1702 Apr 7, 2016 3:56 AM
    long_short_guy long_short_guy Apr 7, 2016 6:55 AM Flag

    Thank you, ED appreciates your opinion. Sorry, but had to, just like slowing down to look at the car crash.
    Anyone calc the NCAV of the company? RELLVALUE where are you?
    What is the NPV of future cash flows?
    I think both cash and shareholder equity are down again this quarter, How many in a row??

  • Reply to

    Post deleted

    by long_short_guy Feb 21, 2016 7:50 PM
    long_short_guy long_short_guy Feb 29, 2016 7:28 PM Flag

    No conspiracy, Just wanted to make sure this board knows, that a licences professional analyst is posting false information and lies about it. What was the NCAV per share???? that post seems to be missing.

  • Reply to

    Post deleted

    by long_short_guy Feb 21, 2016 7:50 PM
    long_short_guy long_short_guy Feb 24, 2016 7:40 PM Flag

    Here is proof, 3 pages one showing topic deleted, and one with last post but no longer listed.
    A professional licensed analyst should tell the truth, so sad. Maybe you something else with you life, take up an instrument and get some lessons.

    docdroid
    Dot
    net
    Forward-slash
    qcbWvky
    Forward-slash
    rellvalue DOT pdf DOT html

  • long_short_guy by long_short_guy Feb 21, 2016 7:50 PM Flag

    So funny that many of RELLVALUE posts from 1/7/2016 displaying the value of company and how great management was, have been deleted. when told about life style of ED "it did not matter" . Management was doing a great job. "Wildlife foundation" transactions are public record, listed on this board since 8/2015. He belittled others and even said would would not be sell knowing about the foundation transactions, and than sold within the week.

  • Reply to

    PLEASE LET US KNOW

    by illinoismaker58 Aug 18, 2015 10:57 AM
    long_short_guy long_short_guy Feb 17, 2016 6:56 AM Flag

    August of 2015, ED has been doing this for years, all disclosed.

  • Reply to

    RELLVALUE!!!

    by illinoismaker58 Feb 12, 2016 7:35 PM
    long_short_guy long_short_guy Feb 13, 2016 7:14 PM Flag

    "Sokath, his eyes uncovered!"

  • Reply to

    GAAP recognition vs Actual recognition

    by rellvalue Jan 24, 2016 2:11 PM
    long_short_guy long_short_guy Feb 11, 2016 9:17 PM Flag

    We appreciate your opinion..

    Sentiment: Strong Sell

  • Reply to

    GAAP recognition vs Actual recognition

    by rellvalue Jan 24, 2016 2:11 PM
    long_short_guy long_short_guy Feb 9, 2016 7:41 PM Flag

    Thank you for confirming my post on "adjustments" to deferred tax valuation allowance...

    RELL is telling you they will be losing money for a long long time. Howard Schilit would call all these adjustments, Financial Shenanigans

    Financial Shenanigans: How to Detect Accounting Gimmicks & Fraud in Financial Reports, Third Edition

  • Reply to

    GAAP recognition vs Actual recognition

    by rellvalue Jan 24, 2016 2:11 PM
    long_short_guy long_short_guy Feb 3, 2016 9:40 PM Flag

    you may also want to tell the board you ideas on the German tax audit

    from 2015 10K "We are also currently under examination in Germany (fiscal 2008, 2009, 2010, and 2011).

  • Reply to

    GAAP recognition vs Actual recognition

    by rellvalue Jan 24, 2016 2:11 PM
    long_short_guy long_short_guy Feb 3, 2016 9:20 PM Flag

    you may want to explain RELL's the +5Mill deferred tax " valuation allowance".

    A valuation allowance is for a deferred tax asset if there is a more than 50% probability that the company will not realize some portion of the asset. Any changes to this allowance are to be recorded within income from continuing operations on the income statement. The need for a valuation allowance is especially likely if a business has a history of letting various carryforwards expire unused, or it expects to incur losses in the next few years.

    RELL is telling you they will be losing money for a long long time. Howard Schilit would call all these adjustments, Financial Shenanigans

  • Reply to

    GAAP recognition vs Actual recognition

    by rellvalue Jan 24, 2016 2:11 PM
    long_short_guy long_short_guy Feb 3, 2016 6:45 AM Flag

    they paid foreign taxes on foreign profits,
    "and this single items logically confirms to us that RELL indeed had an actual profit in 2015”
    this statement is false.

  • Reply to

    GAAP recognition vs Actual recognition

    by rellvalue Jan 24, 2016 2:11 PM
    long_short_guy long_short_guy Feb 2, 2016 7:26 PM Flag

    Now here is one of RellValue other completely false posts about RELL’s profitability. AND THIS IS A WHOPPER.

    “Lastly, or most likely lastly unless I think of anything else I feel like sharing, if you take the actual operating income of -$1.558 million and include the rest of the income statement, you realize that for the year 2015 RELL didn't lose money at all. Conversely, their actual net income turns out to be a gain of $969,000; $0.07 per share. This information can be logically concluded by a single important item foumd on the statement of cash flows: Cash Paid for Taxes. The cash paid in taxes was $495,000. Companies that incur an actual loss do not pay taxes, and this single items logically confirms to us that RELL indeed had an actual profit in 2015”

    NOW THE TRUTH: From 10K for fiscal year end 5/31/2015.

    Note# 8. INCOME TAXES Income (loss) before income taxes includes the following components (in thousands): Fiscal Year Ended May 30, 2015
    United States $ (9,287)
    Foreign 2,293
    Income (loss) before
    income taxes $ (6,994)

    Also in the same foot note:
    Income taxes paid, including foreign estimated tax payments, were $0.5 million, $2.1 million, and $1.7 million during fiscal 2015, 2014, and 2013, respectively.

    Paying foreign estimated tax payment does not mean RELL made money.

    And if anyone can figure out how RELLVALUE “actual” operating was only a loss of 1.5M versus the -8.5M reported on the 10K PLEASE share, or ask our favorite licensed stock analyst….., he/she/LBGTQA makes a lot of mistakes

SWS
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