TMFDeej’s Activity

Today

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 4:55 PM

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 4:45 PM

CAPS Outperform Pitch

TMFDeej wrote about ADCARE HEALTH SYSTEMS INC (ADK) . 4:29 PM

ADK Outperform

Adcare has not done a good job at managing its senior living facilities, so the company has decided to lease them out to operators who might be more competent. These assets have value, that is not being fully reflected in the company's stock. The [more]

Caps Pick

TMFDeej made a pick in CAPS. 4:29 PM

ADCARE HEALTH SYSTEMS INC (ADK) will Outperform the S&P 500

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 4:16 PM

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 12:12 PM

Yesterday

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 4:47 PM

Blog Comment

TMFDeej commented on TMFDeej's blog post. 4:28 PM

Tax Avoidance is the Name of the Game...It's Raining REITs and MLPs

The most hilarious part of the spike in Windstream's stock today is that the combined dividend of the new REIT and WIN's remaining operations will actually be 20% less than the company's current dividend. A REIT conversion is the

[more]

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 4:27 PM

Blog Comment

TMFDeej commented on JeffryClarke's blog post. 4:14 PM

Silicom (SILC) Blows a Tire at 100mph; International Paper (IP) Slowly Gathers Speed

I always enjoy your posts.  I can't believe that I didn't notice it a couple of days ago.  I too have been tossing around the idea of initiating a position in IP.  You're excellent post pushed me closer to doing

[more]

CAPS Outperform Pitch

TMFDeej wrote about PetSmart (PETM) . 4:04 PM

PETM Outperform

Even though PetSmart's stock soared when news that JANA Partners has gone activist on it broke, this is a bet that PETM eventually gets bought out at a premium to today's price.

Jason

Caps Pick

TMFDeej made a pick in CAPS. 4:04 PM

PetSmart (PETM) will Outperform the S&P 500

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 3:47 PM

Blog Post

TMFDeej added a blog post. 10:24 AM

Tax Avoidance is the Name of the Game...It's Raining REITs and MLPs

The name of the game in today's market is lowering taxes.  Earnings growth really isn't there for many companies in today's recovering yet still sluggish economy.  They only way for many of them to achieve sufficient [more]

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 10:24 AM

Blog Comment

TMFDeej commented on TMFDeej's blog post. 9:35 AM

Release the Kraken! Activist Investors May Finally Unlock the Hidden Value at LSB Industries

Hey Jeffry.  Good to hear from you.  When did you buy IP, before or after the announcement that paper companies may try to spin off their plants into MLPs?  I wonder if it is going to really happen.  Passport

[more]

Mon Jul 28

Blog Comment

TMFDeej commented on TMFDeej's blog post. 9:50 PM

CBI: Scam or Super Bargain?

Thanks for sharing your thoughts fatcat (great name BTW).  I agree with you. The only thing that gives me any pause at all is he mysterious absence if te CFO. I am definitely holding my CBI shares and may eventually add to it.

[more]

Special Ops Boards Post

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

Blog Comment

TMFDeej commented on TMFDeej's blog post. 10:51 AM

Release the Kraken! Activist Investors May Finally Unlock the Hidden Value at LSB Industries

I knew that you liked this one booxalex.  I know what you mean, but the pop has already faded some and none of these catalysts are immediate.  They will likely take a year or two to materialize.  Most of the people

[more]

Blog Post

TMFDeej added a blog post. 10:16 AM

Release the Kraken! Activist Investors May Finally Unlock the Hidden Value at LSB Industries

I love companies that are undervalues on a sum-of-the-parts basis.  I absolutely gobble up investment cases [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.40
Player Rank 448 out of 74988
Score 6197.18
Score Change Today -41.96
Accuracy 62.22%
Active Picks 200
Total Picks 3732
Best Pick TBSI (+358.48)
Worst Pick ABAT (-224.62)
Average Score per Pick 1.66
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 4352
Recs Received 5305
People who have rec'd these posts 831
Recs to Posts Ratio (last 30 days) 4.50
Threads Started 2846
Threads Started Percentage 65.40 %
Most Frequent Board Motley Fool Special Ops
Very First Post A HGS: Montpelier Re post. (6/25/2006)
Percentage of Posts Rec'd 49.66 %
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