Thomas Sidwell

5 Comments

    • 6 Medical Device Makers Poised for Growth [view article]
      I have defended every argument reasonably, and just people throw back crap as paid bashers and pumpers.

      crabcake: I have not changed my point at all, and any one who reads the title of the article can see that. Your most recent bash says absolutely nothing. ISRG wants to make as much money as possible, and by your reasoning, they are willfully holding back systems because they are selling as much as they want. Who exactly would Hansen change their "target market" to, children? I don't care that you call me a Moll disciple or that I have done no research, it means you have run out of even half cooked ideas.

      Polaris: Basher. What more can I say. It seems that given the constant timing of your posts, you and crabcake are the same person. Also similarly, your post says nothing and makes personal attacks. I open my argument by saying companies in this field have been hit hard because of the credit crunch, but given their potential are very attractive now. Again, look at the title. I said 6 poised for growth, not 4 that won't and two that will.

      I will not be responding to any more posts, as I am just repeating myself. Especially for this post, I did not do it for polaris or crabcake, but for the readers of the article and seeking alpha. Anyone interested in my track record can check my other articles on SA concerning Transmeridian and see how I correctly predicted both the takeover and the failure of the takeover due to the credit crunch.

      -TS       May 12 05:35 PM
    • 6 Medical Device Makers Poised for Growth [view article]
      People seems to be misunderstanding me about the my inclusion of ISRG. I think it is a great company with a great product with a very bright future ahead of it as the leader in its field. Period. I am not suggesting that ISRG is in trouble of plummeting, losing its edge, or going into bankruptcy. If this were true, we would have seen it by now. If you look at the title of the article, it says 6 medical Device Makers Poised for GROWTH. I am completely aware of the success that ISRG has had in this tough market. I am saying that they will do EVEN BETTER as credit loosens. Is anyone going to argue with me here? As for people saying I am unaware that management has stated they have been unaffected by the credit crunch, I simply respond that you have to take everything with a grain of salt. Look at Tomotherapy (TOMO). Their management said the exact same thing two quarters ago, then completely blew it this quarter. I am not saying they are in the same boat at all, but Enron sure had confident management as well, no? BABY is not in an earnings crisis either, on the contrary, they just blew out estimates, but I included them for similar reasons. I think that they will do better as credit loosens, which is the main point of this article.

      Stereotaxis: when I said that i "do not know how many of the core abstracts truely relate to the Niobe system and how many of them are good" I simply meant that I have not read them all nor done a calculation to reach 90%. My neighbor, as "convenient" as it sounds, is a cardiologist, and we were talking about it and he prefers Sensei because he feels he has more control over the system. As for giving systems away, Moll has taken the view that it is more important to get them into doctors hands (who can then decide to use them or not) and try to get a dominate position in the market before going after seemingly short sighted reward systems. Does anyone want to comment on the fact that Stereotaxis has never come close to meeting its negative earnings estimate, already less optimistic than Hansen's (which in fairness has had its misses too and are negative as well). I will also say Stereotaxis balance sheet is not terrible.

      I will continue to hear arguments about why Stereotaxis is better than Hansen, as there are certainly pros and cons of each system. Can anyone other than myself (and the market) say anything good about Hansen, or is this board full of pumpers and bashers? Also it is a waste of everyone's time to get these posts about ISRG, as I think I have very clearly addressed this issue.       May 12 04:36 PM
    • 6 Medical Device Makers Poised for Growth [view article]
      Polaris: ISRG is included in the list not because of necessarily a lack of sales growth or profitability, but rather because I believe that they should do EVEN BETTER as the cruch lessens. You cannot deny that ISRG is $80 off of its high. I have no financial interest in any of these companies, and infer rather you do from your incredibly hostile post.

      phil_vardena: I don't know how to address your comments as outright like polaris. I do not know how many of the core abstracts truely relate to the Niobe system and how many of them are good. Undeniably Stereotaxis trails Hansen overall in production and approval currently, whether or not you believe they have a better product. Nevertheless, the market certainly like Hansen much more than Stereotaxis, and it is poised for profitability considerably sooner than Stereotaxis. As I said in the Article, I think that Stereotaxis remains an attractive buyout for Hansen should competition increase, and if their product is better, of which I, nor the medical community is 100% convinced, they will combine with Hansen. Something you are also overlooking is the overall connections and leadership of Dr. Moll in this field. Again, I have no financial interest in Hansen.       May 12 12:06 PM
    • Red Flags at Transmeridian Exploration [view article]
      I totally see that argument's validity, and I was extremely bullish on TMY before this takeover by Oliver. A takeover by anyone else and I would say money in the bank. As far as I know from press releases, this is a completely legit oil field, and management is just so incompetent that it is unable to unlock its true value. Credit markets now are so incredibly tight, that I don't see a bank loaning to Oliver. If had made this bid even before subprime, I wouldnt have been estatic, but I think it would have passed

      I really don't see a flip happening, mostly because he would be hit with a lawsuit. If (when) the financing falls through and the stock plummets, this will be back on my radar. For now, I wouldn't pay more than 1.35, ($1.69 fair value and a 20% margin of saftey).

      If your looking at RIG, take a look at Helmerich & Payne (SYMBOL HP), I think they are the best in the biz. just my $.02       Jan 06 06:50 PM
    • Transmeridian to Benefit From Changing Oil Regimes [view article]
      This is a complete copy of my Transmeridian Exploration: Attractive E&P Player From Kazakhstan. Get this off the site NOW. Jan 02 05:28 PM
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