JaysRage’s Activity

Fri Dec 12

Caps Pick

JaysRage made a pick in CAPS. 10:41 AM

Amazon.com (AMZN) will Outperform the S&P 500

Fri Dec 5

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for DIS. 8:47 PM

The recent dividend announcement provides excellent guidance for a price target for 2015. Disney likes to keep their payout ratio for dividends at 20% of earnings. At a forward PE ratio of 20, you can simply multiply the dividend by 100 for a price [more]

Blog Comment

JaysRage commented on IBDvalueinvestin's blog post. 9:01 AM

I just put all my eggs in Berkshire H.

Owning Berkshire is a lot like owning a mutual fund anyway.   Inside of that company, you get exposure to a number of different sectors from a stock perspective, and they typically hold a decent sum of cash as well, so you have

[more]

Mon Dec 1

Blog Comment

JaysRage commented on esxokm's blog post. 1:15 PM

Bob Iger's Contract Extension: An Argument Against

Your biggest beef is that you don't think there are assets like Pixar, Marvel and Lucasfilms out there to continue the string of successes?   Well, no kidding.   No company can duplicate a series of acquisitions like that.

[more]

Fri Nov 28

Caps Pick

JaysRage made a pick in CAPS. 9:51 PM

Chicago Bridge & Iron (CBI) will Outperform the S&P 500

Fri Nov 21

Blog Comment

JaysRage commented on ElCid16's blog post. 4:20 PM

Tweaking the PEG ratio to show how cheap AMZN really is.

I love Amazon.  I love what they are doing for e-commerce and logistics.  I hate them as an investor.  

Paper thin margins, shipping losses, loss-leader entrances into emerging markets, extreme

[more]

Mon Oct 27

Caps Pick

JaysRage made a pick in CAPS. 11:54 AM

Procter & Gamble (PG) will Underperform the S&P 500

Wed Oct 22

CAPS Outperform Pitch

JaysRage wrote about Stratasys (SSYS) . 9:02 PM

SSYS Outperform

SSYS is a leader in the rapidly expanding 3D printing industry. Positives 1) Positioned as a strong leader in the consumer printing industry 2) No debt. 3) Stunning organic growth 4) Amazing margins. 5) Lean and effective acquisition strategy, [more]

CAPS Outperform Pitch

JaysRage wrote about 3D Systems (DDD) . 8:29 PM

DDD Outperform

I like both DDD and SSYS in the 3D printing space. I liked DDD slightly better because I thought it offered a better price, relative to its valuation than SSYS. After a weak pre-earnings guidance, it offers an even better price. I still like DDD in [more]

Caps Pick

JaysRage made a pick in CAPS. 10:59 AM

Stratasys (SSYS) will Outperform the S&P 500

Tue Oct 21

Blog Comment

JaysRage commented on JohnCLeven's blog post. 10:51 AM

Regarding IBM

I've actually been fairly impressed with IBM's transformation.   They are making the right decisions.   They are not trying to hold on to old technology while their company is buried alive.  They are morphing into a

[more]

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for AAPL. 9:57 AM

The Iphone 6 is a smashing short-term success that will continue to provide excellent returns into the holiday season. Apple continues to reap the benefits of investments in foreign markets with secondary product offerings. The launch of Apple Pay [more]

Mon Oct 20

Caps Pick

JaysRage made a pick in CAPS. 10:25 AM

3D Systems (DDD) will Outperform the S&P 500

Fri Sep 19

Caps Pick

JaysRage made a pick in CAPS. 1:55 PM

McDonald's (MCD) will Outperform the S&P 500

CAPS Stats & Trivia

CAPS Player Rating 88.57
Player Rank 8584 out of 75070
Score 598.29
Score Change Today +0.87
Accuracy 62.37%
Active Picks 7
Total Picks 381
Best Pick SNPK (+89.20)
Worst Pick MCP (-168.76)
Average Score per Pick 1.57
Charms Earned 8
Highest Rated Favorite TSIF
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Boards Stats & Trivia

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