Staka’s Activity

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]

Caps Pick

Staka made a pick in CAPS. 1:29 PM

The Greenbrier Companies (GBX) will Outperform the S&P 500

Sun Nov 2

CAPS Underperform Pitch

Staka wrote about Google (A shares) (GOOGL) . 5:48 AM

GOOGL Underperform

Advertisment growth reaches saturation. The many other businesses all sound quite interesting but mostly cost money instead of delivering profits.

Caps Pick

Staka made a pick in CAPS. 5:48 AM

Google (A shares) (GOOGL) will Underperform the S&P 500

CAPS Outperform Pitch

Staka wrote about Quanta Services, Inc. (PWR) . 5:46 AM

PWR Outperform

Positive:
- Based on growth and value metrics they are still reasonably priced in this expensive market
- They gain from the ongoing build-out of infrastructure for U.S. shale oil and gas

Negative:
- Chart double top
[more]

Caps Pick

Staka made a pick in CAPS. 5:46 AM

Quanta Services, Inc. (PWR) will Outperform the S&P 500

Sun Oct 26

CAPS Outperform Pitch

Staka wrote about Medifast, Inc. (MED) . 6:35 AM

MED Outperform

Positive:
- Relatively inexpensive compared to overall market
- Weight loss still in huge demand with few good solutions
- Chart in medium term uptrend

Negative:
- Recently adopted Stockholder Rights Plan is a [more]

Caps Pick

Staka made a pick in CAPS. 6:35 AM

Medifast, Inc. (MED) will Outperform the S&P 500

Tue Oct 21

CAPS Outperform Pitch

Staka wrote about Cameron International Corp (CAM) . 2:18 AM

CAM Outperform

Positive:
- Relative value after a strong price correction

Negative:
- Should a recession develop with further falling oil prices they definitely will be hurt

Category: DPVm

Caps Pick

Staka made a pick in CAPS. 2:18 AM

Cameron International Corp (CAM) will Outperform the S&P 500

Mon Oct 6

CAPS Outperform Pitch

Staka wrote about GREEN PLAINS RENEWABLE ENERGY, INC. (GPRE) . 10:07 AM

GPRE Outperform

Positive:
- Strong balance sheet, good cash flow
- Strong buyback actions they, small dividend
- Low corn prices

Negative:
- Further growth seems limited due to consumer reservations towards ethanol
- Strong [more]

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CAPS Stats & Trivia

CAPS Player Rating 97.23
Player Rank 2080 out of 75069
Score 1628.32
Score Change Today +0.43
Accuracy 63.04%
Active Picks 58
Total Picks 352
Best Pick ADUS (+183.70)
Worst Pick LNG (-119.28)
Average Score per Pick 4.63
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