TMFDitty’s Activity

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

Thu May 3

CAPS Underperform Pitch

TMFDitty wrote about Seaspan (SSW) . 10:36 AM

SSW Underperform

Seaspan's debt load is massive, and analyst hopes for a debt paydown look overoptimistic with FCF entirely absent.

Caps Pick

TMFDitty made a pick in CAPS. 10:36 AM

Seaspan (SSW) will Underperform the S&P 500

Wed May 2

CAPS Outperform Pitch

TMFDitty wrote about Alcoa (AA) . 11:09 AM

AA Outperform

FCF is looking really strong at Alcoa -- for now at least. That number tends to ebb and flow. Still, with debt levels looking pretty modest, and growth predictions pretty reasonable (11% growth for a 12x EV/FCF stock), I think Alcoa stock is looking [more]

Caps Pick

TMFDitty made a pick in CAPS. 11:09 AM

Alcoa (AA) will Outperform the S&P 500

Fri Apr 27

CAPS Outperform Pitch

TMFDitty wrote about Medtronic (MDT) . 1:04 PM

MDT Outperform

28x FCF is simply too much to pay for a company promising only 9% growth.

Caps Pick

TMFDitty made a pick in CAPS. 1:04 PM

Medtronic (MDT) will Outperform the S&P 500

Wed Apr 25

CAPS Outperform Pitch

TMFDitty wrote about PulteGroup (PHM) . 10:39 AM

PHM Outperform

15.5x FCF is not a high price to pay for 27% earnings growth (and PHM just grew a whole lot faster than that in Q1).

Caps Pick

TMFDitty made a pick in CAPS. 10:39 AM

PulteGroup (PHM) will Outperform the S&P 500

Tue Apr 24

CAPS Outperform Pitch

TMFDitty wrote about Skyworks Solutions (SWKS) . 10:25 AM

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. 10:25 AM

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.

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 98.97
Player Rank 720 out of 70119
Score 6056.27
Score Change Today -14.33
Accuracy 75.19%
Active Picks 48
Total Picks 402
Best Pick ATVI (+366.04)
Worst Pick TSL.DL (-200.40)
Average Score per Pick 15.07
Charms Earned 12
Highest Rated Favorite TMFStockSpam
Go to TMFDitty’s CAPS page

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 %
Show TMFDitty’s 10 Latest Posts