TMFDitty’s Activity

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.

Caps Pick

TMFDitty made a pick in CAPS. 1:31 PM

Seagate Technology (STX) will Outperform the S&P 500

Sun May 28

CAPS Outperform Pitch

TMFDitty wrote about Heritage-Crystal Clean (HCCI) . 10:11 PM

HCCI Outperform

This is a new idea for me, but HCCI a small company in a "yucky" sector -- an idea Peter Lynch would love. With $340M in market cap and $20M debt, I figure an EV/FCF ratio of about 12x on this one. That compares nicely to analysts' projected 18% [more]

Caps Pick

TMFDitty made a pick in CAPS. 10:11 PM

Heritage-Crystal Clean (HCCI) will Outperform the S&P 500

CAPS Outperform Pitch

TMFDitty wrote about Daktronics (DAKT) . 10:08 PM

DAKT Outperform

I'm going back to the well on this classic HG pick. With a $400M market cap and $76M cash, DAKT looks cheap at just 7.1x FCF. 2016 was a lousy year for Daktronics, but profits are projected to grow strongly over the next couple of years. With a 2.6% [more]

Caps Pick

TMFDitty made a pick in CAPS. 10:08 PM

Daktronics (DAKT) will Outperform the S&P 500

Wed Mar 8

CAPS Outperform Pitch

TMFDitty wrote about Wabash National (WNC) . 5:51 PM

WNC Outperform

What we have here folks is a diversified conglomerate valued at $1.2B (maybe $1.3B with debt factored in). Wabash generated about $158M in free cash flow last year, giving it an EV/FCF ratio of 8.3. Meanwhile, long-term growth is estimated at 15% per [more]

Caps Pick

TMFDitty made a pick in CAPS. 5:51 PM

Wabash National (WNC) will Outperform the S&P 500

Tue Mar 7

NL

Article

TMFDitty published an article 12:30 PM

Goldman Sachs Relents: Stericycle Upgraded to Neutral

Earnings expectations get reset.

NL

Article

TMFDitty published an article 11:57 AM

Why LGI Homes Stock Just Jumped 15%

LGI proves Wells Fargo was wrong to downgrade it last month.

Mon Mar 6

NL

Article

TMFDitty published an article 1:15 PM

Will President Trump Break His Keystone Pipeline Promise?

Trump promised that "American pipelines" would be "made with American steel," but things might not work out that way.

NL

Article

TMFDitty published an article 12:29 PM

Goldman Sachs Upgrades Alcoa Stock: What You Need to Know

Goldman sees major free cash flow in Alcoa's future.

NL

Article

TMFDitty published an article 12:19 PM

Blue Origin Boss Jeff Bezos Lays Out His Plan for Space

Space tourism, orbital manufacturing, and, one day, a colony on the Moon.

Fri Mar 3

NL

Article

TMFDitty published an article 3:49 PM

Why Bill Barrett Corporation Got Drilled 10% on Friday

Losses are either worse than expected, or much worse, depending on which numbers you use.

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CAPS Stats & Trivia

CAPS Player Rating 99.26
Player Rank 525 out of 70664
Score 5636.54
Score Change Today +21.91
Accuracy 76.15%
Active Picks 31
Total Picks 378
Best Pick ATVI (+366.04)
Worst Pick TSL.DL (-200.40)
Average Score per Pick 14.91
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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