TMFDeej’s Activity

Yesterday

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 8:47 PM

Blog Post

TMFDeej added a blog post. 4:29 PM

Another type of special situation, tax inversion may drive outstanding returns at this company

Given how close we are to April 15th, the subject of taxes and tax rates certainly is an appropriate one. Tax [more]

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 4:24 PM

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 3:56 PM

CAPS Outperform Pitch

TMFDeej wrote about Dillard's, Inc. (DDS) . 3:54 PM

DDS Outperform

I really don't like investing in floundering retailers (see the JCP debacle which I thankfully avoided) so I likely won't be putting any real money behind my CAPS long of Dillards. Having said that, I have a tremendous amount of respect for Marcato [more]

Caps Pick

TMFDeej made a pick in CAPS. 3:54 PM

Dillard's, Inc. (DDS) will Outperform the S&P 500

Blog Comment

TMFDeej commented on TMFDeej's blog post. 11:31 AM

And here it is...a terrible legacy business that obscures a great division. Even better, the value

Thanks for reading and commenting everyone. 

I like the Timken analogy goat.  I've had my eye on that one for a while.  Barron's wrote a bullish piece on the situation a couple of months ago.

[more]

Tue Apr 22

Blog Post

TMFDeej added a blog post. 4:57 PM

And here it is...a terrible legacy business that obscures a great division. Even better, the value

I was just blogged the other day about trying to find companies that had terrible legacy businesses that are obscuring attractive divisions and poof here is one.  SunEdison (SUNE) is a name that [more]

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 4:52 PM

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 3:48 PM

Mon Apr 21

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 9:59 PM

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 9:34 PM

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 8:44 PM

Blog Comment

TMFDeej commented on TMFDeej's blog post. 8:15 PM

Thoughts on The Manual of Ideas Book

Hey Mega. Thanks for sharing the link to the AGBG blog. It was very interesting. I'm going to have to do some more digging on that one.

Jason 

Caps Pick

TMFDeej made a pick in CAPS. 4:07 PM

The Ensign Group (ENSG) will Outperform the S&P 500

CAPS Outperform Pitch

TMFDeej wrote about AerCap Holdings N.V. (AER) . 4:00 PM

AER Outperform

It's funny to say this because AerCap's stock more than doubled since the announcement, but I don't think that Mr. Market full appreciates how cheaply the company purchased AIG's airplane leasing business for and how much it will benefit it. Courtesy [more]

Caps Pick

TMFDeej made a pick in CAPS. 3:51 PM

AerCap Holdings N.V. (AER) will Outperform the S&P 500

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 3:32 PM

CAPS Outperform Pitch

TMFDeej wrote about ABENGOA SA (ABGB) . 3:30 PM

ABGB Outperform

Courtesy of JeffryClarke:

"And even if you don't want to get in-depth in the numbers, consider this very superficial marker on how powerful the effect of this yieldco could be on the parent: the current market valuation of Abengoa is [more]

Caps Pick

TMFDeej made a pick in CAPS. 3:30 PM

ABENGOA SA (ABGB) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 99.45
Player Rank 410 out of 74853
Score 6420.66
Score Change Today -27.58
Accuracy 63.18%
Active Picks 193
Total Picks 3663
Best Pick TBSI (+358.48)
Worst Pick ABAT (-224.62)
Average Score per Pick 1.75
Charms Earned 12
Highest Rated Favorite TSIF
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Home Fool CAPS All Star
Board Posts 4111
Recs Received 5094
People who have rec'd these posts 821
Recs to Posts Ratio (last 30 days) 3.10
Threads Started 2711
Threads Started Percentage 65.95 %
Most Frequent Board Motley Fool Special Ops
Very First Post A HGS: Montpelier Re post. (6/25/2006)
Percentage of Posts Rec'd 50.04 %
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