TMFDitty’s Activity

Fri Jul 27

CAPS Outperform Pitch

TMFDitty wrote about LogMeIn, Inc. (LOGM) . 11:13 AM

LOGM Outperform

After its sell-off LOGM stock sells for what -- I think -- may be less than 9 times this year's FCF. That's a steal of a deal.

Caps Pick

TMFDitty made a pick in CAPS. 11:13 AM

LogMeIn, Inc. (LOGM) will Outperform the S&P 500

Fri Jul 6

CAPS Outperform Pitch

TMFDitty wrote about BAE Systems (BAESY) . 3:48 PM

BAESY Outperform

$26B Australian navy contract promises to double BAE's rate of revenue growth, and probably its rate of profits growth as well. At 14.2x FCF, there's a good chance the stock's EV/FCF/G ratio just dropped below 1.0.

Caps Pick

TMFDitty made a pick in CAPS. 3:48 PM

BAE Systems (BAESY) will Outperform the S&P 500

Tue Jun 26

CAPS Outperform Pitch

TMFDitty wrote about Urban Outfitters (URBN) . 9:35 AM

URBN Outperform

17x FCF and a 15% growth rate qualifies this stock to at least go on the radar screen -- even if it's not quite cheap just yet.

Caps Pick

TMFDitty made a pick in CAPS. 9:35 AM

Urban Outfitters (URBN) will Outperform the S&P 500

Fri Jun 22

CAPS Outperform Pitch

TMFDitty wrote about Micron Technology (MU) . 9:40 AM

MU Outperform

At 5.6x earnings, 10x FCF (or less) and a 23% projected growth rate, all lights glow green for Micron.

Caps Pick

TMFDitty made a pick in CAPS. 9:40 AM

Micron Technology (MU) will Outperform the S&P 500

Tue Jun 12

CAPS Underperform Pitch

TMFDitty wrote about Barrick Gold (ABX) . 11:13 AM

ABX Underperform

Real FCF numbers don't back up the apparently strong earnings being reported by this gold miner -- and debt is relatively high. Sell.

Caps Pick

TMFDitty made a pick in CAPS. 11:13 AM

Barrick Gold (ABX) will Underperform the S&P 500

CAPS Outperform Pitch

TMFDitty wrote about Newmont Mining (NEM) . 11:12 AM

NEM Outperform

NEM is cheaper than ABX, but it's not cheap per se. Sell.

Caps Pick

TMFDitty made a pick in CAPS. 11:12 AM

Newmont Mining (NEM) will Outperform the S&P 500

Thu May 31

CAPS Underperform Pitch

TMFDitty wrote about Corning (GLW) . 11:55 AM

GLW Underperform

Free cash flow is just barely positive, yet GLW stock sells for an EV of $24B. That's too high a price to pay, for too little cash production.

Caps Pick

TMFDitty made a pick in CAPS. 11:55 AM

Corning (GLW) will Underperform the S&P 500

Thu May 17

CAPS Outperform Pitch

TMFDitty wrote about Mobile TeleSystems PJSC (MBT) . 11:16 AM

MBT Outperform

At 8.2x EV/FCF, MBT's 10.7% dividend yield alone justify's the stock price. Add in a 14% projected growth rate and the stock becomes a no-brainer.

Caps Pick

TMFDitty made a pick in CAPS. 11:16 AM

Mobile TeleSystems PJSC (MBT) will Outperform the S&P 500

Tue May 8

CAPS Outperform Pitch

TMFDitty wrote about Loma Negra Compania Industrial Argentina Sociedad Anonima ADS (LOMA) . 2:43 PM

LOMA Outperform

Yes, I know it's silly to recommend a stock right before earnings -- but in my defense, I'd never so much as heard of LOMA before MS upgraded it today. And ... the numbers look really good if LOMA grows at anything approaching the rate analysts are [more]

Caps Pick

TMFDitty made a pick in CAPS. 2:43 PM

Loma Negra Compania Industrial Argentina Sociedad Anonima ADS (LOMA) will Outperform the S&P 500

Fri May 4

CAPS Underperform Pitch

TMFDitty wrote about Pandora Media (P) . 10:36 AM

P Underperform

Pandora stock spiked 20% higher today on a $0.55 per share loss. Wait. What? Thumbs down for market illogicity.

Caps Pick

TMFDitty made a pick in CAPS. 10:36 AM

Pandora Media (P) will Underperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 98.79
Player Rank 846 out of 69795
Score 5678.46
Score Change Today -42.75
Accuracy 74.12%
Active Picks 55
Total Picks 409
Best Pick ATVI (+366.04)
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Average Score per Pick 13.88
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2340
Recs Received 2287
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Very First Post Re: Russia (1/29/2000)
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