Staka’s Activity

Sat Apr 5

CAPS Outperform Pitch

Staka wrote about AGCO Corp (AGCO) . 1:27 PM

AGCO Outperform

Positive:
- Not expensive, low debt, reasonable growth
- Short term outlook bleak, but known, longer term outlook remains good
- One insider has just bought stock for about $40 million!

Negative:
- Extremely [more]

Caps Pick

Staka made a pick in CAPS. 1:27 PM

AGCO Corp (AGCO) will Outperform the S&P 500

Sat Mar 29

CAPS Outperform Pitch

Staka wrote about Universal Electronics, Inc. (UEIC) . 1:09 PM

UEIC Outperform

Positive:
- Low debt, reasonable growth
- Still reasonably valued in an expensive market

Negative:
- Cyclical company, not really cheap

Category: PVm

Caps Pick

Staka made a pick in CAPS. 1:09 PM

Universal Electronics, Inc. (UEIC) will Outperform the S&P 500

Sat Mar 22

CAPS Outperform Pitch

Staka wrote about Insperity (NSP) . 12:37 PM

NSP Outperform

Positive:
- No debt, lots of cash, pays a dividend

Negative:
- Insiders start selling

Category: ICIn

Caps Pick

Staka made a pick in CAPS. 12:37 PM

Insperity (NSP) will Outperform the S&P 500

Sat Mar 15

CAPS Outperform Pitch

Staka wrote about Shoe Carnival, Inc. (SCVL) . 11:13 AM

SCVL Outperform

Positive:
- A good relative value in this expensive market
- Have slashed guidance for Q4 sales and earnings -> should remove negative surprises for upcoming earnings conference
- Longer term they still can growth their unique [more]

Caps Pick

Staka made a pick in CAPS. 11:13 AM

Shoe Carnival, Inc. (SCVL) will Outperform the S&P 500

Sun Mar 9

CAPS Underperform Pitch

Staka wrote about DATAWATCH CP (DWCH) . 4:13 AM

DWCH Underperform

A typical story stock in an in-business. Has a lot of competition and still to prove that it can operate profitably in this environment. Much can go wrong. They are too expensive, a clear sell!

One insider had bought some shares ahead of [more]

Caps Pick

Staka made a pick in CAPS. 4:13 AM

DATAWATCH CP (DWCH) will Underperform the S&P 500

CAPS Outperform Pitch

Staka wrote about ALLIANCE FIBER OPTIC PRODUCTS, INC. (AFOP) . 3:47 AM

AFOP Outperform

Positive:
- Cash generator with a sound balance sheet
- Reasonable valuation
- For everything else see TMFPencils evaluation below. I could not say it better.

Negative:
- Cyclical business, might suffer [more]

Caps Pick

Staka made a pick in CAPS. 3:47 AM

ALLIANCE FIBER OPTIC PRODUCTS, INC. (AFOP) will Outperform the S&P 500

Sun Mar 2

CAPS Outperform Pitch

Staka wrote about Domtar Corp. (USA) (UFS) . 3:10 AM

UFS Outperform

Positive:
- Suddenly seen as an innovative company with a new super material: nanocrystalline cellulose (NCC).
- Might not have an immediate impact on earnings but has an impact of how investors will see and value the company
- [more]

Caps Pick

Staka made a pick in CAPS. 3:10 AM

Domtar Corp. (USA) (UFS) will Outperform the S&P 500

Sun Feb 23

CAPS Outperform Pitch

Staka wrote about XUEDA EDUCATION GROUP (XUE) . 5:29 AM

XUE Outperform

Positive:
- Education is and will stay important in China. Urban Chinese are willing to invest in education.
- No debt and improving margins and cash flows.

Negative:
- Chart looks like a SHS top
- A cyclical [more]

Caps Pick

Staka made a pick in CAPS. 5:29 AM

XUEDA EDUCATION GROUP (XUE) will Outperform the S&P 500

Sat Feb 15

CAPS Outperform Pitch

Staka wrote about Semiconductor Manufacturing Int'l (ADR) (SMI) . 1:21 PM

SMI Outperform

Positive:
- Chinese foundry services, just taking off
- Reasonably good management, high priority for responsible and sustainable operations
- Profits from the chip and technology boom

Negative:
- Cyclical value, [more]

Caps Pick

Staka made a pick in CAPS. 1:21 PM

Semiconductor Manufacturing Int'l (ADR) (SMI) will Outperform the S&P 500

Sat Feb 8

CAPS Outperform Pitch

Staka wrote about REX American Resources Corporation (REX) . 12:30 PM

REX Outperform

Positive:
- Unloved, underfollowed company with lots of cash and a management which has made lots of clever moves
- Falling corn prices will play into their hands

Negative:
- Critical role of corn usage to make [more]

Caps Pick

Staka made a pick in CAPS. 12:30 PM

REX American Resources Corporation (REX) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 98.19
Player Rank 1353 out of 74856
Score 1946.79
Score Change Today +30.09
Accuracy 65.18%
Active Picks 56
Total Picks 316
Best Pick ADUS (+183.70)
Worst Pick LNG (-88.14)
Average Score per Pick 6.16
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