Staka’s Activity

Yesterday

CAPS Outperform Pitch

Staka wrote about CVS Health (CVS) . 12:05 PM

CVS Outperform

Positive:
- Profits from wasted Obamacare money
- Defensive sector, steady cash generator
- Long term growth due to aging population

Negative:
- Chart quite extended, could correct in the short term

[more]

Caps Pick

Staka made a pick in CAPS. 12:05 PM

CVS Health (CVS) will Outperform the S&P 500

Sun Dec 14

CAPS Outperform Pitch

Staka wrote about ExxonMobil Corp (XOM) . 2:50 AM

XOM Outperform

Positive:
- The bigger ones and better managed usually win in times of stress -> ExxonMobile should come out well in this oil "crisis"

Negative:
- Their size limits their growth prospects
- In the short term [more]

Caps Pick

Staka made a pick in CAPS. 2:50 AM

ExxonMobil Corp (XOM) will Outperform the S&P 500

Sat Dec 6

CAPS Underperform Pitch

Staka wrote about PetroChina Company Limited (ADR) (PTR) . 12:20 PM

PTR Underperform

Chinese oil company. Will get lots of problems with the lower oil price. Additionally they are under pressure to give up public subsidies which will endanger their profitability.

Caps Pick

Staka made a pick in CAPS. 12:20 PM

PetroChina Company Limited (ADR) (PTR) will Underperform the S&P 500

CAPS Outperform Pitch

Staka wrote about MDU Resources Group, Inc. (MDU) . 12:13 PM

MDU Outperform

Positive:
- Solid, established, well managed company
- Price back to long-term uptrend line
- Good dividend
- Utility business is forward oriented towards renewables

Negative:
- Even lower energy prices might [more]

Caps Pick

Staka made a pick in CAPS. 12:13 PM

MDU Resources Group, Inc. (MDU) will Outperform the S&P 500

Sat Nov 29

CAPS Outperform Pitch

Staka wrote about The Kroger Co. (KR) . 2:57 PM

KR Outperform

Positive:
- Well managed
- Nice growth

Negative:
- High debt
- Of course they are way to expensive but who is not?

Category: BVm

Caps Pick

Staka made a pick in CAPS. 2:57 PM

The Kroger Co. (KR) will Outperform the S&P 500

Sun Nov 23

CAPS Outperform Pitch

Staka wrote about Nordstrom (JWN) . 3:16 AM

JWN Outperform

Positive:
- They are where the money is.
- Shops and the web site are well done and a pleasure to use.

Negative:
- Somewhat elevated valuation but who cares these days.

Category: BVm

Caps Pick

Staka made a pick in CAPS. 3:16 AM

Nordstrom (JWN) will Outperform the S&P 500

Blog Post

Staka added a blog post. 2:51 AM

Selbstreflektion 18

DozPureVal+BlueValue+Rs13wBookR+IncomCashI

Sat Nov 15

CAPS Outperform Pitch

Staka wrote about Celadon Group, Inc. (CGI) . 1:05 PM

CGI Outperform

Positive:
- Well managed with a good margin for a trucking business
- Cheapest valuation in its peer group despite having the highest long term growth rate
- Breakout from downtrend channel

Negative:
- Cyclical [more]

Caps Pick

Staka made a pick in CAPS. 1:05 PM

Celadon Group, Inc. (CGI) will Outperform the S&P 500

CAPS Underperform Pitch

Staka wrote about ExxonMobil Corp (XOM) . 12:48 PM

XOM Underperform

They are to big to outperform the market in the long run (still valid and therefore this third "Underperform" after two 5-point-wins so far).

Caps Pick

Staka made a pick in CAPS. 12:48 PM

ExxonMobil Corp (XOM) will Underperform the S&P 500

Tue Nov 11

CAPS Underperform Pitch

Staka wrote about Apple (AAPL) . 4:42 AM

AAPL Underperform

To much expanded in the short time. Some reversion is in. In the long term growth will definitely slow.

Caps Pick

Staka made a pick in CAPS. 4:42 AM

Apple (AAPL) will Underperform the S&P 500

Sat Nov 8

CAPS Outperform Pitch

Staka wrote about The Greenbrier Companies (GBX) . 1:29 PM

GBX Outperform

Positive:
- Backlog for railroad tank-cars at highest level ever.
- Earnings were good, margins went up.

Negative:
- If (a big IF) oil prices go down much further the positive trends for the company can stall.
- [more]

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CAPS Stats & Trivia

CAPS Player Rating 96.91
Player Rank 2322 out of 75070
Score 1502.21
Score Change Today +38.01
Accuracy 62.89%
Active Picks 59
Total Picks 357
Best Pick ADUS (+183.70)
Worst Pick LNG (-121.00)
Average Score per Pick 4.22
Charms Earned 7
Highest Rated Favorite translator999
Go to Staka’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts Old School Fool CAPS All Star
Board Posts 281
Recs Received 572
People who have rec'd these posts 235
Recs to Posts Ratio (last 30 days) N/A
Threads Started 28
Threads Started Percentage 9.96 %
Most Frequent Board Mechanical Investing
Very First Post What exactly is "spread"? (6/25/2000)
Percentage of Posts Rec'd 50.53 %
Show Staka’s 10 Latest Posts