TMFDitty’s Activity

Wed Sep 12

CAPS Outperform Pitch

TMFDitty wrote about Copa Holdings (CPA) . 11:11 AM

CPA Outperform

At 9x FCF and 9x earnings (closer to 10x with debt factored in), with a 9% growth rate and a 4.6% dividend yield, Copa is starting to look like a deep value candidate.

Caps Pick

TMFDitty made a pick in CAPS. 11:11 AM

Copa Holdings (CPA) will Outperform the S&P 500

Thu Aug 16

CAPS Outperform Pitch

TMFDitty wrote about Embraer Brazilian Aviation Co (ERJ) . 12:18 PM

ERJ Outperform

Numbers don't lie, and Embraer is a buy. With BA or without it, this stock is selling for a ridiculously low P/S ratio: https://www.fool.com/investing/2018/08/16/is-embraer-stock-a-buy-1-analyst-thinks-so.aspx

Caps Pick

TMFDitty made a pick in CAPS. 12:18 PM

Embraer Brazilian Aviation Co (ERJ) will Outperform the S&P 500

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
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CAPS Stats & Trivia

CAPS Player Rating 98.76
Player Rank 865 out of 69785
Score 5401.37
Score Change Today -8.60
Accuracy 73.75%
Active Picks 53
Total Picks 411
Best Pick ATVI (+366.04)
Worst Pick TSL.DL (-200.40)
Average Score per Pick 13.14
Charms Earned 12
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2340
Recs Received 2287
People who have rec'd these posts 885
Recs to Posts Ratio (last 30 days) N/A
Threads Started 467
Threads Started Percentage 19.96 %
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Very First Post Re: Russia (1/29/2000)
Percentage of Posts Rec'd 44.32 %
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