TMFDeej’s Activity

Thu Apr 17

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 10:34 PM

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 3:28 PM

CAPS Outperform Pitch

TMFDeej wrote about Ignite Restaurant Group (IRG) . 1:34 PM

IRG Outperform

Ignite is the owner of Joe's Crab Shack and Brick House restaurants. Joe's is always packed around here and should be hot for a while. The problem is that the company also owns the floundering Macaroni Grill chain. The good news is that it recently [more]

Caps Pick

TMFDeej made a pick in CAPS. 1:34 PM

Ignite Restaurant Group (IRG) will Outperform the S&P 500

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 12:59 PM

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 12:54 PM

Wed Apr 16

CAPS Outperform Pitch

TMFDeej wrote about Equal Energy Ltd. (EQU) . 9:45 PM

EQU Outperform

Here's an interesting one. Equal Energy is a merger arb play with 15% upside in a relatively short time. If that deal falls through, and Mr. Market thinks that there is a decent chance that it will, a major shareholder has made an offer to buy the [more]

Caps Pick

TMFDeej made a pick in CAPS. 9:45 PM

Equal Energy Ltd. (EQU) will Outperform the S&P 500

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 8:42 PM

CAPS Outperform Pitch

TMFDeej wrote about Extendicare (EXETF) . 8:03 PM

EXETF Outperform

Courtesy of Denali Investors the separation of Extendicare's Canadian and U.S. operations should cause the stockto rise. As an added bonus we get paid a massive bonus to wait for the event to happen.

Jason

Caps Pick

TMFDeej made a pick in CAPS. 8:03 PM

Extendicare (EXETF) will Outperform the S&P 500

CAPS Outperform Pitch

TMFDeej wrote about SunEdison (SUNE) . 7:42 PM

SUNE Outperform

Spinoffs of the semiconductor business and a Yield Co in the coming months should benefit Sunedison.

Jason

Caps Pick

TMFDeej made a pick in CAPS. 7:42 PM

SunEdison (SUNE) will Outperform the S&P 500

Special Ops Boards Post

TMFDeej posted to the Special Ops boards. 5:03 PM

Blog Post

TMFDeej added a blog post. 4:55 PM

72% Outperformance for second step conversions

I mentioned yesterday that I had come across some interesting statistics about the outperformance of certain types of special situations.  I have already talked about spinoffs.  Today I want to mention a different type, [more]

Blog Comment

TMFDeej commented on TMFDeej's blog post. 4:29 PM

A spinoff that's cutting costs and riding a demographic wave

Thanks for the kind words Enigma.  There's a lot of special situations that I find interesting.  I just haven't really had as much time to write about them.  I'm slowly getting back into writing though.

[more]

Tue Apr 15

Special Ops Boards Post

TMFDeej replied to the Special Ops boards. 9:48 PM

Blog Comment

TMFDeej commented on TMFDeej's blog post. 9:43 PM

A spinoff that's cutting costs and riding a demographic wave

No worries Mr. Robot. Bear arguments are more than welcome, particularly polite ones :). Many comanes have indeed been spinning off crummy, low margin businesses. I don't think that's the case here though. 

[more]

Blog Comment

TMFDeej commented on TMFDeej's blog post. 9:26 PM

A spinoff that's cutting costs and riding a demographic wave

Thanks for the comment Mega. I don't think that the spun off companies are better businesses than their former parents. Some are better and some are worse. Backing the day spinoffs were often indiscriminately sold off by many

[more]

CAPS Outperform Pitch Reply

TMFDeej commented on TMFDeej's pitch for KN. 5:09 PM

Anyone who looks at my portfolio of stocks here in CAPS will see that I invest almost exclusively in special situations. I plan on talking about riding the coattails of activist investors and investing in demutualizations in the future because I've [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 99.46
Player Rank 412 out of 75542
Score 6394.40
Score Change Today 0
Accuracy 63.15%
Active Picks 190
Total Picks 3658
Best Pick TBSI (+358.48)
Worst Pick ABAT (-224.62)
Average Score per Pick 1.75
Charms Earned 12
Highest Rated Favorite TSIF
Go to TMFDeej’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Home Fool CAPS All Star
Board Posts 4097
Recs Received 5085
People who have rec'd these posts 820
Recs to Posts Ratio (last 30 days) 2.70
Threads Started 2704
Threads Started Percentage 66.00 %
Most Frequent Board Motley Fool Special Ops
Very First Post A HGS: Montpelier Re post. (6/25/2006)
Percentage of Posts Rec'd 50.13 %
Show TMFDeej’s 10 Latest Posts