TMFDitty’s Activity

Thu Dec 28

CAPS Outperform Pitch

TMFDitty wrote about Tesla (TSLA) . 1:08 PM

TSLA Outperform

What is the appropriate P/E ratio for a dream? Because that's what Tesla is: a series of dreams for a brighter tomorrow, powered by clean energy production, non-polluting cars, and an end to energy blackouts. Once TSLA starts earning profits, it will [more]

Caps Pick

TMFDitty made a pick in CAPS. 1:08 PM

Tesla (TSLA) will Outperform the S&P 500

Tue Dec 26

CAPS Outperform Pitch

TMFDitty wrote about Qiwi (QIWI) . 11:17 PM

QIWI Outperform

At 20 times earnings and just 11 times FCF, with a 5%-plus dividend and a growth rate variously estimated at between 12% and 25%, Cyprus-registered, Russian-operating Qiwi looks cheap to me.

Caps Pick

TMFDitty made a pick in CAPS. 11:17 PM

Qiwi (QIWI) will Outperform the S&P 500

Fri Dec 22

CAPS Outperform Pitch

TMFDitty wrote about Rio Tinto (RIO) . 2:14 PM

RIO Outperform

13.3 times earnings (and even less times FCF) is a nice price to pay for an 11.7% grower with a 4.9% dividend yield.

Caps Pick

TMFDitty made a pick in CAPS. 2:14 PM

Rio Tinto (RIO) will Outperform the S&P 500

Thu Dec 21

CAPS Outperform Pitch

TMFDitty wrote about Regions Financial (RF) . 1:10 PM

RF Outperform

Regions looks good with an average dividend yield, modest tailwinds from tax "reform," and ... a projected growth rate twice that of giant JPMorgan. Also, I've had good firsthand experience with Regions. Disclaimer: I'm not a very good bank picker, [more]

Caps Pick

TMFDitty made a pick in CAPS. 1:10 PM

Regions Financial (RF) will Outperform the S&P 500

Wed Dec 20

CAPS Underperform Pitch

TMFDitty wrote about American International Group (AIG) . 12:01 PM

AIG Underperform

AIG has no profits and one of the most miserable P&C combined ratios I've seen in an insurance stock -- 133.1. This one's a sell, plain and simple.

Caps Pick

TMFDitty made a pick in CAPS. 12:01 PM

American International Group (AIG) will Underperform the S&P 500

CAPS Outperform Pitch

TMFDitty wrote about Cirrus Logic (CRUS) . 10:26 AM

CRUS Outperform

Pay 12x earnings and 9x FCF for a stock expected to grow profits at 15% annually over the next five years? Yes, please!

Caps Pick

TMFDitty made a pick in CAPS. 10:26 AM

Cirrus Logic (CRUS) will Outperform the S&P 500

Mon Dec 18

CAPS Outperform Pitch Reply

TMFDitty commented on TMFDitty's pitch for AIG. 10:03 AM

Indeed! Thanks!

Mon Dec 4

CAPS Outperform Pitch

TMFDitty wrote about American International Group (AIG) . 10:49 AM

AIG Outperform

AIG has one of the most miserable P&C combined ratios I've seen of late in an insurance stock -- 133.1. This one's a sell, plain and simple.

Caps Pick

TMFDitty made a pick in CAPS. 10:49 AM

American International Group (AIG) will Outperform the S&P 500

Fri Nov 3

CAPS Outperform Pitch

TMFDitty wrote about Stamps.com (STMP) . 12:53 PM

STMP Outperform

I'd really like to see the latest FCF figures before I make this call, but based on P/E and growth rates alone, plus today's big sell-off, I'm once again optimistic about the valuation at STMP.

Caps Pick

TMFDitty made a pick in CAPS. 12:52 PM

Stamps.com (STMP) will Outperform the S&P 500

Wed Nov 1

CAPS Underperform Pitch

TMFDitty wrote about Under Armour (A Shares) (UAA) . 10:45 AM

UAA Underperform

P/E is set to turn negative with Q4 results. FCF appears nonexistent, and debt is rising.

Caps Pick

TMFDitty made a pick in CAPS. 10:45 AM

Under Armour (A Shares) (UAA) will Underperform the S&P 500

Thu Jul 13

CAPS Outperform Pitch

TMFDitty wrote about Seagate Technology (STX) . 1:31 PM

STX Outperform

At 8x FCF (a bit more adjusted for debt), a 19% projected growth rate, and a dividend of better than 6%, I cannot not like this stock.

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CAPS Stats & Trivia

CAPS Player Rating 99.16
Player Rank 593 out of 70318
Score 5787.45
Score Change Today +5.60
Accuracy 76.74%
Active Picks 35
Total Picks 384
Best Pick ATVI (+366.04)
Worst Pick TSL.DL (-200.40)
Average Score per Pick 15.07
Charms Earned 12
Highest Rated Favorite TMFStockSpam
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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 %
Most Frequent Board Lawyers/Attorneys
Very First Post Re: Russia (1/29/2000)
Percentage of Posts Rec'd 44.32 %
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