Staka’s Activity

Sat May 21

CAPS Outperform Pitch

Staka wrote about American Financial Group (AFG) . 1:36 PM

AFG Outperform

Positive:
- Unspectacular, solid management
- Well diversified insurance business
- Stock with low volatility
- Good growth, reasonable dividend with low payout

Negative:
- Will get into rough water if [more]

Caps Pick

Staka made a pick in CAPS. 1:36 PM

American Financial Group (AFG) will Outperform the S&P 500

Sat May 14

CAPS Underperform Pitch

Staka wrote about ExxonMobil Corp (XOM) . 1:13 PM

XOM Underperform

Got expensive again. A dinosaur which will underperform going forward.

Caps Pick

Staka made a pick in CAPS. 1:13 PM

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

CAPS Outperform Pitch

Staka wrote about Benchmark Electronics, Inc. (BHE) . 1:09 PM

BHE Outperform

Positive:
- Below tangible book value
- "Benchmark Electronics Inc.’s activist investor Engaged Capital won two board seats as part of a proxy fight pushing for changes at the contract electronics manufacturer and designer." [more]

Caps Pick

Staka made a pick in CAPS. 1:09 PM

Benchmark Electronics, Inc. (BHE) will Outperform the S&P 500

Sun May 8

CAPS Outperform Pitch

Staka wrote about Progressive (PGR) . 3:22 AM

PGR Outperform

Positive:
- Well managed, focused and realistic management
- Steady growth
- Good dividend

Negative:
- Some stagnation lately

Category: BV:1n

Caps Pick

Staka made a pick in CAPS. 3:22 AM

Progressive (PGR) will Outperform the S&P 500

Sat Apr 30

CAPS Underperform Pitch

Staka wrote about Amazon.com (AMZN) . 1:26 PM

AMZN Underperform

Despite the earnings hit they are highly overvalued. I expect a relative underperformance going forward.

Caps Pick

Staka made a pick in CAPS. 1:26 PM

Amazon.com (AMZN) will Underperform the S&P 500

CAPS Outperform Pitch

Staka wrote about The Travelers Companies, Inc. (TRV) . 1:23 PM

TRV Outperform

Positive:
- Earnings miss provides good entry point
- Not cheap but a very good management
- Dividend

Negative:
- Insurance risks

Category: EYLSG:3

Caps Pick

Staka made a pick in CAPS. 1:23 PM

The Travelers Companies, Inc. (TRV) will Outperform the S&P 500

Sat Apr 23

CAPS Underperform Pitch

Staka wrote about AT&T (T) . 12:55 PM

T Underperform

A bit to much optimism is in the market with respect to AT&T. They are to big to show much growth. They still have much debt and they create a considerable negative cash flow by serving their dividend. They will lag in the coming upward move of [more]

Caps Pick

Staka made a pick in CAPS. 12:55 PM

AT&T (T) will Underperform the S&P 500

CAPS Outperform Pitch

Staka wrote about Aflac (AFL) . 12:43 PM

AFL Outperform

Positive:
- Momentum coupled with still reasonable valuations
- Good dividend

Negative:
- Recent runup coupled with no or even a slightly negative surprise in coming earnings could stall the upward trend

[more]

Caps Pick

Staka made a pick in CAPS. 12:43 PM

Aflac (AFL) will Outperform the S&P 500

Sat Apr 16

CAPS Outperform Pitch

Staka wrote about Booz Allen Hamilton Inc. (BAH) . 12:28 PM

BAH Outperform

Positive:
- Well managed, good culture, consistent success
- Global threat mitigation with respect to terrorism is an area where they are strong and growing
- They are exceptionally well connected to the DoD which consistently moves [more]

Caps Pick

Staka made a pick in CAPS. 12:28 PM

Booz Allen Hamilton Inc. (BAH) will Outperform the S&P 500

Sun Apr 10

CAPS Outperform Pitch

Staka wrote about Kohl's Corp (KSS) . 2:52 AM

KSS Outperform

Positive:
- Reasonably valued, high dividend
- Good entry point after last earnings hit
- Generally a lot of pessimism surounds the department businesses which already is reflected in the share price of Kohls and usually is a good [more]

Caps Pick

Staka made a pick in CAPS. 2:52 AM

Kohl's Corp (KSS) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 97.01
Player Rank 2241 out of 74880
Score 1738.71
Score Change Today +9.07
Accuracy 66.67%
Active Picks 54
Total Picks 439
Best Pick ADUS (+183.70)
Worst Pick PCYC.DL (-155.65)
Average Score per Pick 3.96
Charms Earned 8
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