TMFCheesehead

Brian Stoffel

TMFCheesehead’s Activity

Today

CAPS Underperform Pitch

TMFCheesehead wrote about McDonald's (MCD) . 3:43 PM

MCD Underperform

While the turnaround has hit an impressive inflection, the stock now trades for 41 times FCF. That's simply too much.

Caps Pick

TMFCheesehead made a pick in CAPS. 3:43 PM

McDonald's (MCD) will Underperform the S&P 500

Wed Dec 13

Supernova Boards Post

TMFCheesehead replied to the Supernova boards. 9:54 PM

Supernova Boards Post

TMFCheesehead posted to the Supernova boards. 5:23 PM

TMFCheesehead recommended squidboyhq's post on a Motley Fool Stock Advisor board. 3:54 PM

TMFCheesehead recommended TMF1000's post on a Motley Fool Stock Advisor board. 1:47 PM

Stock Advisor Boards Post

TMFCheesehead replied to the Stock Advisor boards. 12:07 AM

Tue Dec 12

TMFCheesehead recommended YouAreNumberSix's post on a Motley Fool Stock Advisor board. 11:15 PM

Stock Advisor Boards Post

TMFCheesehead replied to the Stock Advisor boards. 1:19 PM

Mon Dec 11

Stock Advisor Boards Post

TMFCheesehead posted to the Stock Advisor boards. 5:05 PM

TMFCheesehead recommended JSergeant's post on a Motley Fool Stock Advisor board. 9:00 AM

Fri Dec 8

TMFCheesehead recommended TMFTypeoh's post on a Motley Fool Supernova board. 8:24 PM

Supernova Boards Post

TMFCheesehead posted to the Supernova boards. 7:18 PM

Thu Dec 7

CAPS Outperform Pitch

TMFCheesehead wrote about AppFolio (APPF) . 10:19 PM

APPF Outperform

Brought to my attention by my friend TMFTypeoh, this is an impressive business. I might regret green thumbing it at such a high price point over the short-run. But the combination of high switching costs (dollar-based net expansion rate over 100%) [more]

Caps Pick

TMFCheesehead made a pick in CAPS. 10:19 PM

AppFolio (APPF) will Outperform the S&P 500

Wed Dec 6

CAPS Underperform Pitch

TMFCheesehead wrote about Dave & Buster's Entertainment (PLAY) . 10:17 AM

PLAY Underperform

I've changed my mind on this one. The amusement angle is a great high-margin business. But the stock is booming today on what I consider to be terrible news. Traffic is down, competition is coming (they even mention it in their calls), and part of me [more]

Caps Pick

TMFCheesehead made a pick in CAPS. 10:17 AM

Dave & Buster's Entertainment (PLAY) will Underperform the S&P 500

Tue Dec 5

Rule Breakers Boards Post

TMFCheesehead posted to the Rule Breakers boards. 9:56 PM

Mon Dec 4

TMFCheesehead recommended TMFMattyA's post on a Motley Fool Million Dollar Portfolio board. 10:32 PM

CAPS Underperform Pitch Reply

TMFCheesehead commented on TMFCheesehead's pitch for CMG. 10:25 PM

Ending this one almost 40 points in the green!

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CAPS Stats & Trivia

CAPS Player Rating 78.42
Player Rank 15250 out of 70664
Score 637.83
Score Change Today +37.21
Accuracy 57.24%
Active Picks 46
Total Picks 325
Best Pick AMZN (+356.35)
Worst Pick BBY (-164.36)
Average Score per Pick 1.96
Charms Earned 6
Highest Rated Favorite TMF1000
Go to TMFCheesehead’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts SN Explorer 1 Mission Team Member
Board Posts 690
Recs Received 3955
People who have rec'd these posts 790
Recs to Posts Ratio (last 30 days) 5.60
Threads Started 335
Threads Started Percentage 48.55 %
Most Frequent Board Motley Fool Rule Breakers
Very First Post A RB: New Stock Ideas post. (4/7/2011)
Percentage of Posts Rec'd 81.30 %
Show TMFCheesehead’s 10 Latest Posts