TMFBWItime’s Activity

Wed Sep 21

Rule Breakers article.

TMFBWItime published an update. 9:00 AM

Wed Aug 10

CAPS Outperform Pitch

TMFBWItime wrote about Columbia Sportswear (COLM) . 3:28 PM

COLM Outperform

Really impressive slate of new gear, great portfolio of brands including Sorel, Prana, and Mountainhardwear. Good balance sheet without any debt, consistently growing income, and decent long term trends in outdoor activities.

Caps Pick

TMFBWItime made a pick in CAPS. 3:28 PM

Columbia Sportswear (COLM) will Outperform the S&P 500

Tue Aug 9

Stock Advisor Boards Post

TMFBWItime replied to the Stock Advisor boards. 9:07 AM

Thu Aug 4

CAPS Outperform Pitch

TMFBWItime wrote about Caesarstone (CSTE) . 11:02 PM

CSTE Outperform

Quality product, high margins, more affordable that less durable alternatives. Given low housing supply, wave of millennial that will begin marrying, shopping for homes, and upgrading them, it seems like a good time to pick up shares of the best [more]

Sat Jul 23

Caps Pick

TMFBWItime made a pick in CAPS. 10:39 AM

SkyPeople Fruit Juice (SPU) will Underperform the S&P 500

Caps Pick

TMFBWItime made a pick in CAPS. 10:39 AM

Criteo (CRTO) will Outperform the S&P 500

Thu Jul 14

CAPS Outperform Pitch

TMFBWItime wrote about Union Pacific (UNP) . 6:17 PM

UNP Outperform

Poor timing on the initial pick with the collapse in coal volume, but a long-term winner given the exposure to some of the best ports and cities in North America.

CAPS Outperform Pitch

TMFBWItime wrote about Nissan Motor (NSANY) . 6:16 PM

NSANY Outperform

Perennial underdog in the auto space, but one that consistently delivers quality products. The inroads into EVs is promising. Feels cheap given their current size and potential.

CAPS Outperform Pitch

TMFBWItime wrote about Waste Management (WM) . 5:57 PM

WM Outperform

Essential, wide moat, strong operator.

CAPS Outperform Pitch

TMFBWItime wrote about SPDR Gold Trust (GLD) . 5:56 PM

GLD Outperform

Greatly dislike making macro bets, but Druckenmiller is way smarter than I am.

CAPS Outperform Pitch

TMFBWItime wrote about Fiat Chrysler Automobiles (FCAU) . 12:02 PM

FCAU Outperform

The automaker taking the road less traveled. They are the Ying to Tesla's Yang. All other automakers seem caught in the middle of deciding whether they want to make traditional ICE vehicles or hybrids and electric ones. They're walking the [more]

CAPS Outperform Pitch

TMFBWItime wrote about Whole Foods Market (WFM) . 11:59 AM

WFM Outperform

Best brand in the space, tons of growth left with expansion, and leaps and bounds ahead of the traditional grocers on sourcing. Their margins will likely get compressed in the long run, but the 365 concept shows some promise. Strong leadership team [more]

CAPS Outperform Pitch

TMFBWItime wrote about Sprint (S) . 11:58 AM

S Outperform

In Softbank I trust.

CAPS Outperform Pitch

TMFBWItime wrote about Chipotle Mexican Grill (CMG) . 11:57 AM

CMG Outperform

The economics on each restaurant remain incredible. Expansion (both domestically and internationally) leave a long runway. The food scare is in the rear view, the company hired a rewards program guru from Starbucks, and they're out in the market [more]

CAPS Outperform Pitch

TMFBWItime wrote about Illumina (ILMN) . 11:54 AM

ILMN Outperform

Rulebreaker that took a nosedive, but has the potential to change the world for the better. I know nothing about healthcare, but am inspired by their potential.

CAPS Outperform Pitch

TMFBWItime wrote about Lee Enterprises (LEE) . 11:54 AM

LEE Outperform

Bigger portfolio of newspaper brands and circulation than people realize. Really cheap. Owned by Berkshire.

CAPS Outperform Pitch

TMFBWItime wrote about Macy's (M) . 11:53 AM

M Outperform

TMFmoby says it's a loser. But he's a loser.

CAPS Underperform Pitch

TMFBWItime wrote about Tableau Software (DATA) . 11:53 AM

DATA Underperform

Competition is getting better, and cheaper. They could be an acquisition target, but as more options come onto the market that probability dwindles.

Caps Pick

TMFBWItime made a pick in CAPS. 11:53 AM

Tableau Software (DATA) will Underperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 99.72
Player Rank 212 out of 74878
Score 7301.37
Score Change Today -5.19
Accuracy 71.94%
Active Picks 331
Total Picks 887
Best Pick CSWC (+294.13)
Worst Pick RAD (-397.66)
Average Score per Pick 8.25
Charms Earned 8
Highest Rated Favorite TMFTomGardner
Go to TMFBWItime’s CAPS page

Boards Stats & Trivia

CAPS All Star
Board Posts 8
Recs Received 14
People who have rec'd these posts 14
Recs to Posts Ratio (last 30 days) N/A
Threads Started 3
Threads Started Percentage 37.50 %
Most Frequent Board Motley Fool Stock Advisor
Very First Post A SA Community Page post. (5/18/2013)
Percentage of Posts Rec'd 62.50 %
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