CmpsVktr’s Activity

Sat Mar 1

CAPS Underperform Pitch

CmpsVktr wrote about Waters Corp (WAT) . 1:00 PM

WAT Underperform

Update - Price/FV 1.14 Fair value 97.3 Normalized eps 5.10 Sales growth 7.5% Op Margin expands to 27% from 26.9% Competitive advantage period 5-10 years (wide moat) Discount rate 10% Market P/FV is 1.02 WAT to underperform market Investment period 3 [more]

Caps Pick

CmpsVktr made a pick in CAPS. 1:00 PM

Waters Corp (WAT) will Underperform the S&P 500

CAPS Underperform Pitch

CmpsVktr wrote about Nike (NKE) . 12:57 PM

NKE Underperform

Update - Price/FV 1.24 Fair value 63.2 Normalized eps 2.72 Sales growth 7.5% Op Margin expands to 14% from 13.7% Competitive advantage period 10 years (wide moat) Discount rate 9% Market P/FV is 1.02 NKE to underperform market Investment period 3 yrs

Caps Pick

CmpsVktr made a pick in CAPS. 12:57 PM

Nike (NKE) will Underperform the S&P 500

CAPS Outperform Pitch

CmpsVktr wrote about C.H. Robinson Worldwide, Inc. (CHRW) . 12:53 PM

CHRW Outperform

Update - Price/FV 0.77 Fair value 67.5 Normalized eps 2.71 Sales growth 8.5% Op Margin expands to 5.5% from 5.3% Competitive advantage period 10 years (wide moat) Discount rate 9% Market P/FV is 1.02 CHRW to outperform market Investment period 3 yrs

Caps Pick

CmpsVktr made a pick in CAPS. 12:53 PM

C.H. Robinson Worldwide, Inc. (CHRW) will Outperform the S&P 500

CAPS Outperform Pitch

CmpsVktr wrote about International Business Machines (IBM) . 12:49 PM

IBM Outperform

Update - Price/FV 0.82 Fair value 225.1 Normalized eps 16.05 Sales growth 4.4% Op Margin expands to 19.5% from 19.4% Competitive advantage period 5-10 years (wide moat) Discount rate 11% Market P/FV is 1.02 IBM to outperform market Investment period [more]

Caps Pick

CmpsVktr made a pick in CAPS. 12:49 PM

International Business Machines (IBM) will Outperform the S&P 500

Tue Feb 25

CAPS Outperform Pitch Reply

CmpsVktr commented on CmpsVktr's pitch for EXPD. 9:09 PM

Update - Price/FV 0.87 Fair value 44.8 Normalized eps 1.67 Sales growth 14.2% Op Margin expands to 9.5% from 9.1% Competitive advantage period 10 years (wide moat) Discount rate 9.5% Market P/FV is 1.01 EXPD to outperform market Investment period 5 [more]

CAPS Underperform Pitch Reply

CmpsVktr commented on CmpsVktr's pitch for DIS. 9:05 PM

Update - Price/FV 1.22 Fair value 65.6 Normalized eps 3.53 Sales growth 6.8% Op Margin expands to 21.5% from 21.3% Competitive advantage period 10 years (wide moat) Discount rate 10% Market P/FV is 1.01 DIS to underperform market Investment period 5 [more]

CAPS Underperform Pitch Reply

CmpsVktr commented on CmpsVktr's pitch for PAYX. 9:00 PM

Update - Price/FV 1.08 Fair value 38.3 Normalized eps 1.62 Sales growth 11.9% Op Margin expands to 39.5% from 39.2% Competitive advantage period 10 years (wide moat) Discount rate 10% Market P/FV is 1.01 PAYX to underperform market Investment period [more]

CAPS Underperform Pitch Reply

CmpsVktr commented on CmpsVktr's pitch for SYY. 8:52 PM

Update - Price/FV 1.09 Fair value 33.2 Normalized eps 1.83 Sales growth 4.3% Op Margin expands to 4% from 3.6% Competitive advantage period 10 years (wide moat) Discount rate 10% Market P/FV is 1.01 SYY to underperform Investment period 5 yrs

CAPS Outperform Pitch Reply

CmpsVktr commented on CmpsVktr's pitch for INTC. 8:44 PM

Update - Price/FV 0.85 Fair value 29.0 Normalized eps 1.93 Sales growth 4% Op Margin expands to 24% from 23.3% Competitive advantage period 10 years (wide moat) Discount rate 10.5% Market P/FV is 1.01 Market outperform Investment period 5 yrs

CAPS Outperform Pitch Reply

CmpsVktr commented on CmpsVktr's pitch for MCD. 8:40 PM

Update - Price/FV 0.97 Fair value 99.25 Normalized eps 5.48 Sales growth 6.4% Op Margin expands to 31.5% from 31.3% Competitive advantage period 10 years (wide moat) Discount rate 10% Market P/FV is 1.01 Market perform Investment period 5 yrs

CAPS Underperform Pitch Reply

CmpsVktr commented on CmpsVktr's pitch for HD. 8:30 PM

Update - Price/FV 1.08 Fair value 75.20 Normalized eps 3.50 Sales growth 10.9% Op Margin compresses to 11% from 11.5% Competitive advantage period 10 years (wide moat) Discount rate 10%

CAPS Stats & Trivia

CAPS Player Rating 50.78
Player Rank 36846 out of 74859
Score 32.36
Score Change Today -1.31
Accuracy 52.17%
Active Picks 12
Total Picks 26
Best Pick IBM (+34.28)
Worst Pick DIS (-34.44)
Average Score per Pick 1.24
Charms Earned 2
Highest Rated Favorite No Favorites Selected
Go to CmpsVktr’s CAPS page

Boards Stats & Trivia

Board Posts 0
Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board N/A
Very First Post N/A
Percentage of Posts Rec'd 100.00 %
Show CmpsVktr’s 10 Latest Posts