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Dick's Sporting Goods Inc. Message Board

mawchek 13 posts  |  Last Activity: Jul 21, 2015 10:33 AM Member since: Aug 21, 2000
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  • 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.

    Mawchek

  • 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.

    Mawchek

  • Reply to

    Commandor - IAG

    by gmleon77 Mar 10, 2015 3:16 PM
    mawchek mawchek Mar 11, 2015 10:10 AM Flag

    commandor, gold and silver prices look like a falling knife. I see your purchase of IAG (good balance sheet and P/B) but wonder about another low-priced miner you mentioned a while ago, MUX. It's recent earnings were not very impressive. Might it also be worthy of consideration for diversification along with IAG and others? What % of a total position would you recommend now for miners? Best regards.

    Mawchek

  • It is clear to me management's lowball revenue guidance for 2015 played a big role in disappointing investors. For those who didn't read the conference call transcript, I want to highlight reasons for optimism 2015 will be better than portrayed. Quotes from management:

    "Again, we are really cautiously optimistic for 2015. This is the best estimate that we have at this time and we will continue to see how things progress and develop through the course of the year and we'll just make adjustment positive and or negative when necessary, but of course we'll want nothing more than to exceed our forecast again as we did in 2014."

    They want nothing more than to exceed their forecast. There is nothing like lowballing guidance to accomplish that.

    "...it was a concern that Frozen would be gone this year.

    We couldn't be more positive about Frozen, but it's too early in the year like it was for us last year to give a good forward-looking understanding as we did last year early on. We are very positive, we have lot of line extensions in various categories. Disney has a lot behind Frozen worldwide this year. So we're excited about Frozen, but not just about Frozen. We are excited about our Hulk's mask, Max Tow and Nintendo and we're excited about various areas of business and we're just not a Frozen company, but at the same time Frozen is a dream for JAKKS anyone that has license and for Disney, who created it."

    Management couldn't be more positive about Frozen and is excited over other new products. Investors need to consider this before selling into a depressed stock price.

    Mawchek

  • Reply to

    Recent Musings

    by commandor58 Feb 21, 2015 2:06 PM
    mawchek mawchek Feb 22, 2015 6:26 AM Flag

    Thank you, as usual commandor, for your thought-provoking musings. The MB really owes you for your intellectual contributions. A beer or fine wine, perhaps? Best regards.

  • Reply to

    Another nice article by deMasi

    by cougsnroses Feb 19, 2015 5:52 PM
    mawchek mawchek Feb 19, 2015 9:39 PM Flag

    The longer I am invested in GLUU, the more impressed I am with Niccolo de Masi. Let's face it - most of us don't really "know" him. After reading this article and listening to earnings conference calls, he strikes me as unusually intelligent and insightful by CEO standards. He is sharp and his relatively short track record is very good. A small, growing company like GLUU is blessed to have him.

    Twelve years ago I bought shares of DKS shortly after its IPO. It didn't take long to realize its CEO, Ed Stack, was several cuts above the talking-head CEOs at many companies. Now 475% later, it is clear this growth is owed to his drive and consistent leadership. It's early in the game but my bets are on de Masi.

    Mawchek

  • Reply to

    Sec Filing

    by salinvst Feb 17, 2015 1:24 PM
    mawchek mawchek Feb 18, 2015 4:35 PM Flag

    You got it, jrkkek. This makes Southpaw the second largest shareholder under Franklin. Per the 13-G:

    The Reporting Persons may be deemed the beneficial owner of 2,207,863 shares of Common Stock held by the Fund. This amount consists of 2,207,863 shares of Common Stock receivable upon conversion of presently convertible notes.

    (b) The Reporting Persons may be deemed the beneficial owner of 8.7% of the Issuer’s outstanding shares of Common Stock, which percentage was calculated by dividing 2,207,863 (the number of shares of Common Stock held by the Fund) by the sum of (i) 23,264,905 (the number of shares of Common Stock outstanding as of November 10, 2014, as reported in the Issuer’s most recent Form 10-Q filed on November 10, 2014) and (ii) 2,207,863 (the number of shares of Common Stock receivable by upon conversion of presently convertible notes held by the Fund).

    Mawchek

  • Reply to

    More Institution numbers on Nasdaq

    by sbacchus2003 Feb 15, 2015 2:41 AM
    mawchek mawchek Feb 15, 2015 6:19 AM Flag

    sbacchus, it is interesting (or frightening) to note my HIMX holdings are comparable to many globally-known advisors and insurance companies listed at the NASDAQ site. LOL

  • mawchek mawchek Feb 12, 2015 3:31 PM Flag

    There is no better way to get flamed on a MB than to agree with oilman but the potential for short squeezes is overblown. Advances in trading techniques and market liquidity over the years have helped shorts exit their positions with nary a trace. Sort of like the old Shadow character of bygone days. Short squeezes still do occur but most often in thinly traded stocks, not one with the volume of GLUU. JMHO

  • Reply to

    Himax: Q1 Could Miss, Credit Suisse

    by stillnesswisdomlogos Feb 10, 2015 9:31 AM
    mawchek mawchek Feb 10, 2015 4:07 PM Flag

    wildone, the CS story relates to a lower estimate for Q1 2015. HIMX pre-announced earnings for Q4 2014. Different quarter.

  • Reply to

    Q4 estimate

    by fitzy800 Jan 16, 2015 2:38 PM
    mawchek mawchek Feb 5, 2015 9:17 AM Flag

    "Big beat, new celeb announcement, and new games are catalysts right around the corner."

    I'm bumping this post to give fitzy800 credit for good analysis. Persistently supported his position despite critics. Great job fitzy.

DKS
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