TMFDeej’s Activity

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Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 4 hours ago

Yesterday

Blog Comment

TMFDeej commented on TMFDeej's blog post. 8:55 PM

The best hedge fund that you've never heard of and how to profit from watching it

Not really. The dividend is really tiny and I think that they mentioned it previously. The best thing about RYAM is that it has already spent the money that it needs to grow. The market just needs to catch up with its excess

[more]

CAPS Outperform Pitch

TMFDeej wrote about Hamilton Bancorp, Inc. (HBK) . 12:53 PM

HBK Outperform

My favorite activist investor in the banking industry, Joseph Stilwell, owns a significant chunk of Hamilton Bancorp (HBK). this converted mutual has several things going for it, including the fact that it's trading at around 80% of its Tangible Book [more]

Caps Pick

TMFDeej made a pick in CAPS. 12:53 PM

Hamilton Bancorp, Inc. (HBK) will Outperform the S&P 500

Sun Jul 20

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 8:54 AM

Thu Jul 17

CAPS Outperform Pitch

TMFDeej wrote about DXP Enterprises, Inc. (DXPE) . 11:35 PM

DXPE Outperform

The acquisition of B27 was a major blunder, but not one that justifies a 40% pounding for DXPE which will ultimately recover this lost value.

Caps Pick

TMFDeej made a pick in CAPS. 11:35 PM

DXP Enterprises, Inc. (DXPE) will Outperform the S&P 500

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 11:23 PM

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 11:04 PM

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 1:56 PM

Blog Comment

TMFDeej commented on TMFDeej's blog post. 12:55 PM

The best hedge fund that you've never heard of and how to profit from watching it

Hey boozalex.  I remember that you were looking at it.  As I mentioned I have an initial position in it.  It does look very cheap at this level.  It's gotten pretty beaten up in July.  I may end up adding to

[more]

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 12:36 PM

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 10:32 AM

Wed Jul 16

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 3:25 PM

Blog Comment

TMFDeej commented on TMFDeej's blog post. 3:22 PM

The best hedge fund that you've never heard of and how to profit from watching it

No offense to "snarfy" but he built a pretty weak short case.  If DNOW is the most overvalued stock that he can find to short in this market then he's not looking very hard.  He argues that a multiple of 16x 2015

[more]

Blog Comment

TMFDeej commented on TMFDeej's blog post. 2:59 PM

The best hedge fund that you've never heard of and how to profit from watching it

Thanks for sharing David.  I'm headed over there to read it right now.  I certainly wouldn't be short DNOW and bet against NOV's former management building a distribution powerhouse.

Jason

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 2:53 PM

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 10:12 AM

CAPS Outperform Pitch

TMFDeej wrote about NCR Corp (NCR) . 10:06 AM

NCR Outperform

Here's a few important facts. 74% of NCR's revenue comes from ATM Machine (yes I know that's redundant :) ) sales and maintenance. 95% of the world's ATMs run on Windows XP. Microsoft recently pulled the plug on support for older versions of Windows [more]

Caps Pick

TMFDeej made a pick in CAPS. 10:06 AM

NCR Corp (NCR) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 99.40
Player Rank 448 out of 75001
Score 6355.64
Score Change Today +1.37
Accuracy 62.44%
Active Picks 200
Total Picks 3727
Best Pick TBSI (+358.48)
Worst Pick ABAT (-224.62)
Average Score per Pick 1.71
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 4325
Recs Received 5285
People who have rec'd these posts 830
Recs to Posts Ratio (last 30 days) 4.30
Threads Started 2825
Threads Started Percentage 65.32 %
Most Frequent Board Motley Fool Special Ops
Very First Post A HGS: Montpelier Re post. (6/25/2006)
Percentage of Posts Rec'd 49.71 %
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