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Dick's Sporting Goods Inc. Message Board

mawchek 881 posts  |  Last Activity: Nov 24, 2015 5:47 PM Member since: Aug 21, 2000
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  • Reply to

    Tracking CPT code 0394T

    by luke_liem Nov 24, 2015 3:38 PM
    mawchek mawchek Nov 24, 2015 5:47 PM Flag

    Googled the new codes and came across various references, none specific to rates. Some will likely appear as reimbursement rates become public. One of the links contained the following:

    "Radiation therapy can be delivered in two main ways, explained Dr. Hartsell, specifically teletherapy and brachytherapy. Radiation applied from the outside is called teletherapy, or long distance therapy, where the treatment beam has been generated at a distance using a linear accelerator or stereotactic radiosurgery. For example, intensity modulated radiation therapy (IMRT), such as is seen in 77300 is a type of teletherapy.

    The second technique for delivery of radiation therapy is brachytherapy, or short distance therapy, where the radiation is placed either on or within the patient. Today, high-dose brachytherapy is primarily done remotely, meaning that the radiation oncologists, physicists, and therapists work at a distance from the radioactive materials being implanted on or in the patient, in a shielded area, saving the providers from excessive exposure to radiation.

    Electronic brachytherapy, where the radiation source is placed in direct contact with the treatment site, gains two new category III codes to replace the existing category III code. New codes 0394T (High dose rate electronic brachytherapy, skin surface application, per fraction, includes basic dosimetry, when performed) and 0395T (High dose rate electronic brachytherapy, interstitial or intracavitary treatment, per fraction, includes basic dosimetry, when performed) will replace 0182T (High dose rate electronic brachytherapy, per fraction). The difference here is that 0394T is now available for radiation treatment to skin, such as for skin cancers. Code 0395T, the intracavitary treatment code, might be used for a woman with cervical cancer status post cervical removal, where electronic brachytherapy treatment would be administered directly to the vaginal cuff."

  • Reply to

    Change of Control Bonus Agreements

    by fitzy800 Oct 29, 2015 7:40 PM
    mawchek mawchek Oct 30, 2015 11:43 PM Flag

    Welcome back from the Dark Side, cymrules. LOL! Where there is smoke....

  • Reply to

    more bad news

    by bacidog2 Oct 6, 2015 2:50 PM
    mawchek mawchek Oct 11, 2015 4:23 PM Flag

    Just lurking, cymrules. I for one have not disappeared. I don't see a need to dramatize every step in the journey. I give you credit, however, for being honest in stating your short position unlike so many spreading FUD.

  • Reply to

    i am READY to buy again

    by ivodirect Oct 2, 2015 9:35 AM
    mawchek mawchek Oct 2, 2015 5:37 PM Flag

    haschultz1, it's good to see your interest in GLUU. I highly value your opinion given your excellent due diligence work over at the HIMX MB.

    Agreed the GLUU chart is awful. I'm sure you are aware the chart broke down after management provided disappointing (some say overly conservative) guidance for the present quarter. The stock could get a boost in the short-term from at least 2 upcoming events - the upcoming release of a Katy Perry/Jenner game and an anticipated beat of Q3 guidance. Question: Does your willingness to wait for a bullish cross indicate an expectation GLUU's stock price will languish despite the above catalysts? Best regards.


  • Reply to

    Hello Foogie

    by cymrules Sep 24, 2015 11:35 AM
    mawchek mawchek Sep 26, 2015 10:35 PM Flag

    Hey cymrules,

    Your clinging to the theory of insider selling and the lack of insider buying as evidence of ICAD being a short candidate does not hold water.

    Out of curiosity, I cross-checked the list of the best 2015 year-to-date stock performers from wwwDOTgreenandredmarketDOTcom to insider purchase/sale activity at wwwDOTinsidercowDOTcom. Out of the top 15 companies listed (including Sketchers, Sturm Ruger, Jet Blue and others), only 3 of the top 15 had any purchase activity whatsoever in the past year (often going back for many years). In 12 cases, the top performers had ZERO insider buying going back 3 years or more. Interesting huh?

    Insider stock sales were extremely common in the time both preceding and during the sizeable run-up in the stock prices. Even Apple, without doubt one of the best performing companies ever, shows only 10 insider purchases for a measly 8000 shares since 3-24-08 compared to hundreds of sales totaling millions of shares. Never once did AAPL insiders jump to buy shares in defense of the stock price. Interesting again!

    Insider buying MAY be a potentially valuable sign of a company's improving prospects. It is NOT, however, a prerequisite for strong price performance as the facts above show. The same goes for insider sales. Many top performers exhibit insider selling. It is not necessarily tied to some conspiracy theory as you suggest.


  • Reply to

    Picked up some shares today below $10...

    by microcaptrader Sep 23, 2015 7:43 PM
    mawchek mawchek Sep 24, 2015 5:50 PM Flag

    I bought some too, Micro, under $9.90. My expectations for KTCC have moderated over the years given the many disappointments with clients and their low margins. None the less, it appears KTCC has a reasonably good chance to grow revenues at a somewhat higher margin than has been typical. Not expecting a moonshot here but a decent return.


  • Reply to

    Excellent Conference Today

    by fitzy800 Sep 17, 2015 2:08 PM
    mawchek mawchek Sep 24, 2015 1:51 PM Flag

    Bought more shares at the $3.75 limit order.

  • Reply to

    Technicals and short interest

    by mawchek Sep 23, 2015 8:40 PM
    mawchek mawchek Sep 24, 2015 8:26 AM Flag

    Hey trendsetter20,

    IMO the possibility of reimbursements being denied/materially reduced is the most likely reason for SP weakness. Yes the SP is up recently but not much relative to the significant fall since early May. Shorts' mention of management's share sales and failure to buy additional ones carry little weight with me. Statistically, many more sales than buys take place as managers monetize stock option shares. I also think shorts have overstayed their positions.

    My case for investing in ICAD is based on the belief their diagnostic and therapeutic technology will be increasngly adopted despite financial incentives oncologists have to treat patients with repetitive radiation doses. Time will tell who is right. I'm confident longer-term returns will be very good.


  • The SP bounced off the 50 DMA of $3.66 today to end at $3.79. It will be interesting to see if the 50 provides support. The chart shows a series of higher lows since the early August bottom, an obvious bullish development.

    The FINRA Reg SHO daily files shows a notable increase in recent total short volume. Since last Friday's 7427, the following 3 days have had short volume of 18189, 20909 and 32046 today. This might explain recent price weakness. FYI.

  • Reply to

    Excellent Conference Today

    by fitzy800 Sep 17, 2015 2:08 PM
    mawchek mawchek Sep 22, 2015 10:09 PM Flag

    Today's low did not quite reach my limit order. With some good fortune I'll be picking up more shares soon. I'll have to content myself with my current holdings if ICAD finds support here.

  • Reply to

    Excellent Conference Today

    by fitzy800 Sep 17, 2015 2:08 PM
    mawchek mawchek Sep 20, 2015 9:37 AM Flag

    Hey fitzy800,

    Prospects sound very promising after listening to the earnings CC a while back and now the analyst conference. The uncertainty opened a wonderful buying opportunity IMO.

    A few balance sheet, P&L and cash flow items have caught my attention:

    ICAD has earned $.37 per share operating cash flow in the past 12 months. Not bad for a small high growth company.

    ICAD's payoff of their long term debt (leaving $488K) will save $.15 per share in annualized pre-tax interest expense going forward, based on the last quarterly run rate. Great for EPS.

    Balance sheet cash now exceeds their TOTAL liabilities. No problems with liquidity or credit quality here.


  • Reply to

    Excellent Conference Today

    by fitzy800 Sep 17, 2015 2:08 PM
    mawchek mawchek Sep 17, 2015 2:26 PM Flag

    fitzy800, I'm wishing I bought more than the "prudent" slug I acquired back in the $3.20's. I'll be looking for any temporary pullback to right that wrong! Thank you for your insights, not only here but at the GLUU MB.


  • Reply to

    How Long Can Tencent Hold On ?

    by andy_leftbaum Aug 24, 2015 11:26 AM
    mawchek mawchek Aug 29, 2015 10:15 PM Flag

    Per the 8-K Section 1.01 dated April 29, 2015 Tencent will be holding until at least October 2016:

    Tencent and its Affiliates, including Red River, also agreed to a lock-up provision whereby they will not sell any of the Shares for a period of 18 months following the Initial Closing.

  • Reply to

    ICAD will get out of hand sometime soon

    by milkweedthug Aug 12, 2015 3:01 PM
    mawchek mawchek Aug 16, 2015 8:52 PM Flag

    The scary thing about uncertainty is that unlike risk, it is not quantifiable. When the market is dealing with an unknown risk it will often overreact and create great investment opportunities for the discerning investor. So it's ironic that uncertainty about a company can often lead to more certainty about the long-term value of the stock.

    Warren Buffett put it best when he spoke of uncertainty. He said, "The future is never clear; you pay a very high price in the stock market for a cheery consensus. Uncertainty actually is the friend of the buyer of long-term values."

    The above is a favorite quote from an investment article I've read. It seems pertinent to ICAD's current under-valuation.


  • Reply to

    A different perspective.

    by sixman02 Aug 4, 2015 8:47 PM
    mawchek mawchek Aug 4, 2015 9:29 PM Flag

    Well said, sixman. Today we saw one of the risks of owning a high beta, high growth microcap. GLUU's investments and higher op expenses are designed to make it a stronger long term performer. In the meantime, they have the effect of reducing near term results (which are themselves quite good). Patience is tough when some folks' vision is only as long as the next quarter. Give management a little time. Longs will be rewarded.

  • Reply to

    Q2 Revenue Estimate By Game

    by fitzy800 Jul 21, 2015 8:51 AM
    mawchek mawchek Aug 4, 2015 8:50 PM Flag

    fitzy, your revenue estimate versus actual results was remarkably accurate...again. Congratulations.

  • Reply to

    Commador ? on Oil/Nat Gas?

    by gmleon77 Jun 23, 2015 6:12 PM
    mawchek mawchek Jul 21, 2015 10:33 AM Flag

    Commandor, despite there being a world of difference between value and stock prices it is none the less amazing to see UPL and ECA under 9 yesterday. I have not been watching the group since selling UPL over a year ago in the 20s. Is the Iran nuclear deal and reduction of trade sanctions at the root of this?

  • mawchek mawchek Apr 16, 2015 5:13 PM Flag

    Fidelity notes an "unconfirmed" reporting date of May 7 before the market opening.

  • Reply to

    Jobs Data

    by commandor58 Mar 8, 2015 4:01 PM
    mawchek mawchek Apr 7, 2015 8:07 PM Flag

    commandor, I agree having believed this for some time, as you may recall. The bribery of our citizens is why I see so little hope of changing the dysfunction of our government. It is the way our elected leaders want it to be.

    I have a related story: a nephew has long and loudly complained about the ineptitude of government. A couple years ago, he earned a teaching degree and became an elementary school teacher in a nearby unionized public school district. He has continued to rail about government workers and government in general. When I recently mentioned the irony of his opinions given his employment with the school district, he recoiled saying "I'm not a government employee!". After I explained the taxing authority and governmental nature of the school district, he became quiet and troubled over the realization he was one of "them". It appears even some in government are oblivious to their role in the machine. Regards.


  • Reply to

    Alternate(short) uptick rule.

    by jarhead19881992 Mar 22, 2015 9:38 AM
    mawchek mawchek Mar 24, 2015 9:21 PM Flag

    Khalid, the Reg SHO Daily Files indicate a significant amount of short trades for days subsequent to the March 13 reporting date. March 17 alone had 2,409,445 additional shares traded short. In total, 4,668,305 shares have been shorted since the March 13 report date. There is no way to tell how many of these short trades were covered since March 13.

    Thanks to danfinn61 for identifying this short interest data source! It is eye opening to see the amount of daily short activity taking place in several of my positions.


39.55+0.10(+0.25%)Nov 27 1:02 PMEST