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DexCom, Inc. (DXCM) Message Board

tmcg1367 51 posts  |  Last Activity: Nov 18, 2015 11:22 PM Member since: Sep 22, 2004
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  • Reply to

    Boston Partners increases stake

    by tmcg1367 Nov 14, 2015 12:16 PM
    tmcg1367 tmcg1367 Nov 18, 2015 11:22 PM Flag

    Sorry, ceedan, I meant to give you a thumbs up, but fat fingers and tiny type on my IPad resulted in a thumbs down. Yes, this guy couldn't just do the job he was hired to do and manage a dredging company. Wasn't sexy enough I guess.

  • From a 10-31-15 13G filing, Boston Partners increased their holdings to over 10%. Their last filing, dated 12-31-14, showed them owning 6.83%. That is an increase of ~48%. The analyst from the firm, Richard Shuster, really held management's feet to the fire on the conference call before this most recent one. I wonder if he was not invited to this most recent event because they did not want to deal with him. Most of the analysts on these calls are too easy on the managers, but you should listen to this guy, and I mean listen to the call to appreciate the tone of the questions and answers. He was great. At least this is some type of positive news. I just wish they would reclassify their holdings from a 13G to a 13D.

    Good luck, all.

  • Reply to

    bought back

    by wisco.topcat Nov 3, 2015 10:04 AM
    tmcg1367 tmcg1367 Nov 5, 2015 4:23 PM Flag

    Wisco, you are back in the black. Yes, I agree with you, I don't like management, either. They do anything but manage the main business.

  • Reply to

    I don't know how Jim Cramer sleeps at night

    by trewauerthr Oct 28, 2015 5:22 AM
    tmcg1367 tmcg1367 Nov 3, 2015 2:55 PM Flag

    Sorry, ceedan, I meant to hit a thumbs up and hit a thumbs down instead. It is cumbersome with the tiny print on my IPad.

  • tmcg1367 by tmcg1367 Oct 27, 2015 3:35 PM Flag

    Tanking on heavy volume, what did these guys do? Is it the lawsuit today for fraud? The thing that ticks me off is that someone knows something and they are trading on the information, but we are left in the dark because our inept management will only elaborate until earnings are released. Maybe they don't even know.

    Good luck, everybody.

  • It is strange that the CEO announced his retirement in 2017. I wonder if he is hanging on to reap the rewards of some benefit package. Why wasn't he fired or forced into an early retirement. No one is fired or shamed in any way to take responsibility for these disastrous business decisions, but if the business makes money, everyone seems to get bonuses, raises, increases in stock options, etc.

  • tmcg1367 by tmcg1367 Oct 19, 2015 1:32 PM Flag

    I can't help but wonder where the price will settle after the next couple of days. It would be interesting to hear what some of the analysts have to say, although they are probably as much in the dark as we are. What a kick in the head.

  • Reply to

    I wonder

    by rmgioscia Oct 19, 2015 9:24 AM
    tmcg1367 tmcg1367 Oct 19, 2015 1:17 PM Flag

    Crain's Chicago Business wrote an article entitled, "How Great Lakes Dredge mucked it all up" dated April 13, 2013. They should dust it off, change a few words and reprint the story, except add "again" at the end of the title.

  • Reply to

    I wonder

    by rmgioscia Oct 19, 2015 9:24 AM
    tmcg1367 tmcg1367 Oct 19, 2015 12:32 PM Flag

    I wrote this months ago, when you are dealing with something called environmental and remediation you are talking about toxic waste and lawsuits. More people on the board of directors should resign, not only for allowing the company to recklessly stray from their main business, again (they should have learned from their disastrous foray into demolition), but for not jumping on Berger for stating that there would be over $100 million in EBITDA in the last two quarters; what nincompoops.

  • Just saw the first, of what will be many, law firm announce an investigation into the company. I don't get how a company is punished and not the officer(s) for screw-ups.

  • tmcg1367 by tmcg1367 Oct 19, 2015 10:12 AM Flag

    Don't hire another accountant or money man to run the company, get a person that has been in the dredging business and wants to run a dredging company. I should have bailed when Berger bought Magnus.

  • Reply to


    by wisco.topcat Oct 16, 2015 5:21 PM
    tmcg1367 tmcg1367 Oct 17, 2015 1:30 AM Flag

    The Chairman of the Board of Directors, Leight, resigned and the CEO, Berger, announced his retirement in early 2016 or earlier if the Board wishes. The both of them should have been fired.

  • Reply to


    by wisco.topcat Oct 16, 2015 5:21 PM
    tmcg1367 tmcg1367 Oct 16, 2015 11:40 PM Flag

    I don't think they are putting the company up for sale. It has to be the environmental business. The moron running the company did not learn a thing from the disastrous experience with the demolition business. The dredging business must not have been prestigious or sexy enough for him. Geez, the business has entered its sweet spot and these guys have squandered time, money and resources chasing a completely unrelated line of work. Of course, the people responsible for the falling stock price and mismanagement of the company these past few years will leave with generous stock option and bonus pay packages.

    When the company announced that they were exiting the demolition business the stock price rose. Maybe the same will happen on Monday when analysts know that we are exiting a problem business and will redirect attention and possible money from the sale of the E&R business into the dredging business.

  • Reply to


    by rmgioscia Oct 5, 2015 11:04 AM
    tmcg1367 tmcg1367 Oct 5, 2015 1:21 PM Flag

    I saw that it disappeared. They have done that to me in the past.

    Yes, the gulf spill money should start flowing now that everything has been signed.

  • Reply to

    reason for drop ?

    by mullam4444 Oct 2, 2015 11:33 AM
    tmcg1367 tmcg1367 Oct 2, 2015 1:52 PM Flag

    Scottrade has a headline, no story, that BB&T downgraded them to a hold.

  • tmcg1367 by tmcg1367 Oct 1, 2015 1:31 PM Flag

    It has finally pushed below $5. There has been pressure to go down for the past several days, let's see where it ends the day. Below $5, the stock cannot be used as collateral for margin and some mutual funds cannot buy it. On top of that, some people might be eyeing it to harvest tax losses.

    I still like it. They have been winning bids like crazy in there traditional business. I have no idea what is going on with the environmental and remediation part. The E&R subsidiary is supposed to be profitable this quarter. I wish they would exit that business. As another poster stated, the volume has been lousy lately and the market is not helping.

    Good luck, all.

  • Reply to

    new low

    by wisco.topcat Sep 28, 2015 4:44 PM
    tmcg1367 tmcg1367 Sep 29, 2015 12:11 PM Flag

    According to Scottrade, it tied the low of $5 that was made on 7-31. $5 seems to be support, but it looks like it is having a hard time bouncing from that base.

  • Reply to

    I want to buy more

    by tmcg1367 Sep 18, 2015 1:51 PM
    tmcg1367 tmcg1367 Sep 18, 2015 4:45 PM Flag

    In the second point I meant to say "by their sheer size".

  • Reply to

    I want to buy more

    by tmcg1367 Sep 18, 2015 1:51 PM
    tmcg1367 tmcg1367 Sep 18, 2015 4:41 PM Flag

    OK, here goes. I bought put my natural reluctance to buy in a falling market and falling stock price on hold and bought some before market close. There may be too much to put in one post, but I will post more if needed.

    First, your points are valid in the record backlog and COB purchases; I would venture to say that he bought more today. I also have way more than is prudently advisable, but really believe that this company is ready to shine and have sold some other stock holdings to buy more of GLDD.

    Second, future projects from the BP settlement have not even been put up for bid, but the work is very substantial and the one company that would be able to handle a large portion of the workload but their sheer size is GLDD.

    Third, they made a statement a few months ago that the next two quarters will make up for the first part of the year not being profitable. The story is in Seeking Alpha. I will post the comment if you wish, but they exposed themselves to liability by making such a bold statement.

    I have to go. I will continue this line discussion over the weekend.

  • tmcg1367 by tmcg1367 Sep 18, 2015 1:51 PM Flag

    Things have fallen into place for me to buy more, but I get antsy when the market falls and GLDD goes right along with it. I have been buying for the past few weeks and bought some yesterday for $5.50 and should be buying more today. Apparently the officers that went to the Imperial Capital Conference did not impress much. I will pick some up before the market closes if the price remains near this level. I will explain later, my positive outlook on the stock, but I have some work to do before market close.

    Good luck, all.

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