JaysRage’s Activity

Fri Aug 14

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for KING. 9:43 AM

There wasn't a lot of good news on the earnings report, and the stock is getting killed as a result. The earnings were solid, but really, it's all about the pipeline at this point, and Current titles will lose steam....it's just the nature of the [more]

Wed Aug 12

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for TROV. 3:42 PM

The investment thesis is still intact with Trovagene. The company was smart to raise money at a solid valuation. This should give the management team the money that they need through to a full rollout of their technology. 1) Market disrupting [more]

Wed Aug 5

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for DIS. 9:36 AM

There weren't any real surprises here if you follow Disney closely. Change is coming in the TV industry in terms of distribution. ESPN is still a premium brand that will command a high price, regardless of what the distribution mechanism is. This was [more]

Thu Jul 30

Blog Comment

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

Are We Reaching Peak Apple?

IWatch, Apple Pay and Apple Car all have major potential.  

I expect Apple to have a major role in digital content at some point or another as well.  

I wouldn't rule out the

[more]

CAPS Outperform Pitch

JaysRage wrote about Aircastle Ltd. (AYR) . 12:10 PM

AYR Outperform

AYR is attractive as a business for a number of different reasons at the current time. 1) Management -- I am very impressed with the management of the company. They have a deep understanding of the economics of the sector that they work in and they [more]

Caps Pick

JaysRage made a pick in CAPS. 9:45 AM

Aircastle Ltd. (AYR) will Outperform the S&P 500

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for CBM. 9:17 AM

CBM is very conservative in their guidance, but they have raised their guidance significantly, so I will raise my fair value estimate accordingly. Fair value estimate between 57 and 63 This continues to be a strong long-term hold, and a higher [more]

Tue Jul 28

CAPS Outperform Pitch

JaysRage wrote about TrovaGene (TROV) . 1:27 PM

TROV Outperform

Still speculative, but the investment thesis is a little stronger.

Fri Jul 24

Caps Pick

JaysRage made a pick in CAPS. 2:24 PM

TrovaGene (TROV) will Outperform the S&P 500

CAPS Outperform Pitch

JaysRage wrote about Points International, Ltd. - Common Shares (PCOM) . 10:46 AM

PCOM Outperform

Points is the clear leader (first mover) in an emerging market in full-service points/rewards/loyalty outsourcing. They are building out an impressive network of providers and customers and they are building out a scale that will result in an [more]

Thu Jul 23

CAPS Outperform Pitch

JaysRage wrote about Silicom Ltd. (SILC) . 12:27 PM

SILC Outperform

SILC is a company that I looked at when it was at $35, and I considered it attractive at a price around $30-32. Then it ran up to $45, and I stopped following it, but it popped back on my radar. Not much has changed since that $35 price point, [more]

Wed Jul 22

CAPS Outperform Pitch

JaysRage wrote about IPG Photonics (IPGP) . 12:17 PM

IPGP Outperform

IPGP is an amazing company.....the clear leader in industrial lasers.....the leader in innovation....the leader in low-cost production....they should continue to dominate their sector barring outside interruption. Well.....that's the problem. A [more]

CAPS Outperform Pitch Reply

JaysRage commented on JaysRage's pitch for AAPL. 9:10 AM

Very little change. I thought Apple's results and guidance are within the range of my expectations. I think the market continues to fail to appreciate an incredible growth story. There isn't a company in the world that can continue to report the [more]

Tue Jul 21

Blog Comment

JaysRage commented on esxokm's blog post. 4:23 PM

What Is the Minimum Amount "Star Wars" Must Gross?

You also have to understand that a great movie has a multiplier effect as well.   Disney is going to make a ton of money on Star Wars. They would have to seriously screw up not too.....way worse than what Lucas did with the

[more]

Blog Comment

JaysRage commented on esxokm's blog post. 1:44 PM

What Is the Minimum Amount "Star Wars" Must Gross?

There is a great deal of pent up demand.   Opening weekend is not a good comparison.   All of that depends on theatre availability.  

Worldwide gross should be in the same neighborhood as Age of

[more]

Blog Comment

JaysRage commented on TMFPostOfTheDay's blog post. 11:06 AM

Throwing Away the Upside?

There is a lot of great wisdom here.   Thanks for a great post.   If you think a stock is worth purchasing at the current price, selling a put is not the right strategy.  I sell puts for income in a conservative

[more]

Mon Jul 20

Caps Pick

JaysRage made a pick in CAPS. 8:16 PM

Points International, Ltd. - Common Shares (PCOM) will Outperform the S&P 500

Sat Jul 18

Caps Pick

JaysRage made a pick in CAPS. 8:59 AM

IPG Photonics (IPGP) will Outperform the S&P 500

Wed Jul 15

Caps Pick

JaysRage made a pick in CAPS. 10:09 PM

Silicom Ltd. (SILC) will Outperform the S&P 500

CAPS Stats & Trivia

CAPS Player Rating 88.83
Player Rank 8402 out of 75184
Score 684.52
Score Change Today +1.71
Accuracy 62.88%
Active Picks 11
Total Picks 400
Best Pick SNPK (+89.20)
Worst Pick MCPIQ (-168.76)
Average Score per Pick 1.71
Charms Earned 8
Highest Rated Favorite TSIF
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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 %
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