TMFDitty’s Activity

Today

CAPS Outperform Pitch

TMFDitty wrote about Skyworks Solutions (SWKS) . 4 hours ago

SWKS Outperform

EV/FCF is 13.7 with a 12.6% growth rate and a 1.4% divvy. That's only a fair price to pay (maybe a bit cheap) for a premier semiconductor play. In an expensive market, SWKS thus becomes relative bargain.

Caps Pick

TMFDitty made a pick in CAPS. 4 hours ago

Skyworks Solutions (SWKS) will Outperform the S&P 500

Tue Apr 17

CAPS Outperform Pitch

TMFDitty wrote 3:47 PM

Outperform

Wall Street analysts are voting 7-4 in favor of DBX today, but I'm ag'init. 37x FCF is too much to pay for a 12.5% growth rate.

CAPS Outperform Pitch

TMFDitty wrote 10:50 AM

Outperform

I know tech stocks are supposed to be crazy expensive, but 37x FCF for 12.5% growth is just plain insane. Sell.

Caps Pick

TMFDitty made a pick in CAPS. 10:50 AM

() will Outperform the S&P 500

Wed Apr 11

CAPS Underperform Pitch

TMFDitty wrote about AeroVironment (AVAV) . 10:50 AM

AVAV Underperform

Love the company, hate the stock price. At more than 50x trailing FCF, AVAV is too richly priced for the 20% long-term growth that analysts are predicting.

Caps Pick

TMFDitty made a pick in CAPS. 10:50 AM

AeroVironment (AVAV) will Underperform the S&P 500

Thu Apr 5

CAPS Outperform Pitch

TMFDitty wrote about Best Buy (BBY) . 8:53 PM

BBY Outperform

BBY sells for 14x FCF but is projected to grow earnings at 15-16% over the next five years -- and pays a 2.5% dividend yield. It's cash rich and paying down debt rapidly, and I think it's a good bet to survive the Amazon threat.

Caps Pick

TMFDitty made a pick in CAPS. 8:53 PM

Best Buy (BBY) will Outperform the S&P 500

Wed Mar 14

CAPS Outperform Pitch

TMFDitty wrote about Ford (F) . 12:30 PM

F Outperform

I get a $30.6B EV for Ford, and $11B FCF -- so an EV/FCF ratio of less than 3.0. Weighed against 3% projected earnings growth, that alone would make Ford stock a bargain, but it also pays a 6.8% dividend. That's a buy in my book.

Caps Pick

TMFDitty made a pick in CAPS. 12:30 PM

Ford (F) will Outperform the S&P 500

Thu Mar 8

CAPS Outperform Pitch

TMFDitty wrote about Thor Industries (THO) . 10:45 AM

THO Outperform

I'd really like it if THO would produce its cash flow statements in a more timely manner, so that I can check my assumptions. But even so ... 14.5x earnings seems like a low price for a debt-free, dividend-paying stock that analysts think will grow [more]

Caps Pick

TMFDitty made a pick in CAPS. 10:45 AM

Thor Industries (THO) will Outperform the S&P 500

Fri Mar 2

CAPS Outperform Pitch

TMFDitty wrote about United Parcel Service (UPS) . 4:56 PM

UPS Outperform

At $105 a share, UPS is selling for less than 19x trailing earnings. But over the past decade, UPS has averaged a P/E ratio of 24 (and sometimes much higher). At 20% below its average valuation, I think there's ample room for UPS to rise.

Caps Pick

TMFDitty made a pick in CAPS. 4:56 PM

United Parcel Service (UPS) will Outperform the S&P 500

Wed Feb 21

CAPS Outperform Pitch

TMFDitty wrote about Palo Alto Networks (PANW) . 10:31 AM

PANW Outperform

18x FCF and 26% projected growth rate make PANW a rare bargain in the tech space.

Caps Pick

TMFDitty made a pick in CAPS. 10:31 AM

Palo Alto Networks (PANW) will Outperform the S&P 500

Thu Feb 8

CAPS Outperform Pitch

TMFDitty wrote about Lifeway Foods (LWAY) . 9:16 AM

LWAY Outperform

Lifeway doesn't often get as cheap as it is today, and usually bounces back. While profit margins are weak, the stock is selling for about 1x sales versus valuations closer to 2x sales for similar-but-larger businesses Danone and GIS.

Caps Pick

TMFDitty made a pick in CAPS. 9:16 AM

Lifeway Foods (LWAY) will Outperform the S&P 500

Thu Jan 25

CAPS Outperform Pitch

TMFDitty wrote about AU Optronics (AUO) . 1:39 PM

AUO Outperform

@ <4x earnings and <3x FCF, AU Optronics looks bargain-priced for any level of growth, let alone the double-digit growth analysts are projecting.

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CAPS Stats & Trivia

CAPS Player Rating 98.98
Player Rank 716 out of 70119
Score 5910.83
Score Change Today +7.54
Accuracy 75.58%
Active Picks 42
Total Picks 395
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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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