Staka’s Activity

Yesterday

CAPS Outperform Pitch

Staka wrote about Rayonier Advanced Materials (RYAM) . 2:03 PM

RYAM Outperform

Positive:
- Priced for bankruptcy, don't think there is a serious danger for this to happen!

Negative:
- Debt (unclear)

Category: EYLSG

Caps Pick

Staka made a pick in CAPS. 2:03 PM

Rayonier Advanced Materials (RYAM) will Outperform the S&P 500

Sat Jan 30

CAPS Outperform Pitch

Staka wrote about Dollar General (DG) . 12:01 PM

DG Outperform

Positive:
- This is the prototype of a company that does hugely profit from the strong dollar.
- Pays a dividend and buys back shares aggressively with cheaply borrowed money.
- Dollar Tree takeover will bring some synergastic [more]

Caps Pick

Staka made a pick in CAPS. 12:01 PM

Dollar General (DG) will Outperform the S&P 500

Sun Jan 24

CAPS Outperform Pitch

Staka wrote about Koninklijke Philips Electronics NV (ADR) (PHG) . 3:39 AM

PHG Outperform

Positive:
- Restructering to focus on medical business will growth margins and profits
- Good dividend

Negative:
- Planned sale of ligthing business did not go through for "strategic" reasons

[more]

Caps Pick

Staka made a pick in CAPS. 3:39 AM

Koninklijke Philips Electronics NV (ADR) (PHG) will Outperform the S&P 500

Tue Jan 19

CAPS Outperform Pitch

Staka wrote about LAKELAND INDUSTRIES, INC. (LAKE) . 9:53 AM

LAKE Outperform

Positive:
- Small, highly specialized company
- They command very good margins even as growth is lacking
- Balance sheet is sound
- With a forward PE of 11 and being only 20% about tangible book value the company is a true value [more]

Caps Pick

Staka made a pick in CAPS. 9:53 AM

LAKELAND INDUSTRIES, INC. (LAKE) will Outperform the S&P 500

Sat Jan 9

CAPS Outperform Pitch

Staka wrote about Nippon Telegraph & Telephone Corp. (ADR) (NTT) . 1:18 PM

NTT Outperform

Positive:
- Defensive blue chip with a dividend
- Good sales and EPS growth, reasonable margins

Negative:
- Yen devaluation risk, they will not profit from it as much as other Japanese companies because they have the big [more]

Caps Pick

Staka made a pick in CAPS. 1:18 PM

Nippon Telegraph & Telephone Corp. (ADR) (NTT) will Outperform the S&P 500

Sun Jan 3

CAPS Outperform Pitch

Staka wrote about FreightCar America, Inc. (RAIL) . 4:27 AM

RAIL Outperform

Positive:
- Their fate is coupled to the commodity sector and all hope is lost here -> positive newsflow can only increase.
- They are only 20% above tangible book value.
- Decent backlog.
- No debt and tons of cash -> [more]

Caps Pick

Staka made a pick in CAPS. 4:27 AM

FreightCar America, Inc. (RAIL) will Outperform the S&P 500

Thu Dec 31

CAPS Underperform Pitch Reply

Staka commented on Staka's pitch for MSFT. 6:02 AM

Extremely high valuations don't matter until they suddenly matter again. Sometimes it takes courage to sit this out. I still expect to close out this underperformance call with a positive score.

Mon Dec 28

CAPS Outperform Pitch

Staka wrote about Robert Half International (RHI) . 7:24 AM

RHI Outperform

Positive:
- Reasonably expensive compared to S&P500
- No debt
- Dividend

Negative:
- Cyclical business, gets whacked in a recession
- Chart has already rolled over in February together with almost all [more]

Caps Pick

Staka made a pick in CAPS. 7:24 AM

Robert Half International (RHI) will Outperform the S&P 500

Sun Dec 20

CAPS Outperform Pitch

Staka wrote about Kulicke and Soffa Industries, Inc. (KLIC) . 5:46 AM

KLIC Outperform

Positive:
- Close to book value
- No debt, $7 cash/share ($11.50 stock price!)
- Dominant market share in wire bonding equipment
- Significant growth potential in the advanced packaging market (thermo-compression products)
[more]

Caps Pick

Staka made a pick in CAPS. 5:46 AM

Kulicke and Soffa Industries, Inc. (KLIC) will Outperform the S&P 500

Sun Dec 13

CAPS Outperform Pitch

Staka wrote about Sanmina-SCI Corp (SANM) . 1:46 PM

SANM Outperform

Positive:
- Close to tangible book value Sanmina usually is a good buy although it might go down further before recovering

Negative:
- Cyclical stock, not the optimal bet for the coming recession but should outperform [more]

Caps Pick

Staka made a pick in CAPS. 1:46 PM

Sanmina-SCI Corp (SANM) will Outperform the S&P 500

Sat Dec 5

CAPS Outperform Pitch

Staka wrote about UNUM GROUP (UNM) . 11:19 AM

UNM Outperform

Positive:
- Borring and inexpensive stock close to tangible book
- Breakout to new highs or double top?
- Just downgraded by Merrill Lynch (always a positive)

Negative:
- As long as the market runs they might [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 97.24
Player Rank 2070 out of 74889
Score 1632.91
Score Change Today +32.24
Accuracy 65.30%
Active Picks 49
Total Picks 420
Best Pick ADUS (+183.70)
Worst Pick PCYC.DL (-155.65)
Average Score per Pick 3.90
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