TMFDitty

Rich Smith

Rich Smith spent most of the mid-to-late '90s in Moscow, advising U.S. and European companies eager to get in on the action of Russia's emerging market. Segueing into Ukrainian law, he then did the same thing for Westerners investing in Kiev. At some point, he decided that instead of telling these companies how to make money for themselves, he'd prefer to own a piece of the companies (and their profits) -- and began investing. Retiring to rural Indiana to continue this project, he continues to invest for his own account, and to advise other investors on how to maximize their profits, and minimize their risks, by writing directly for The Motley Fool as a contributor, and on special assignment for Yahoo! Finance and AOL DailyFinance. He undertakes assignments for other media outlets -- online, print, radio, and television, upon request.

TMFDitty’s Activity

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.

NL

Article

TMFDitty published an article 1:36 PM

Intelsat Merges With OneWeb: What You Need to Know

Investors haven't been able to make heads or tails of this deal. Let's clear some things up.

NL

Article

TMFDitty published an article 12:22 PM

Predicting $65 Oil, Credit Suisse Upgrades ExxonMobil Stock

Revelations from the oil giant's investor day inspire Credit Suisse to upgrade.

NL

Article

TMFDitty published an article 11:00 AM

Why Vista Outdoor Inc Stock Dropped 29.8% in February

A series of negative announcements have left investors reeling.

Thu Mar 2

NL

Article

TMFDitty published an article 6:44 PM

Why Air Methods Corp Surged 11% Thursday

Going-private rumors surface.

NL

Article

TMFDitty published an article 6:09 PM

Why Intelsat Stock Just Plunged Another 18%

Man, Wall Street really doesn't like this merger.

NL

Article

TMFDitty published an article 1:04 PM

Ionic Materials and the Plastic Battery: What You Need to Know

You can hack it to pieces, but this solid polymer lithium metal battery will keep on ticking -- and not explode.

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CAPS Stats & Trivia

CAPS Player Rating 99.38
Player Rank 441 out of 71206
Score 5605.24
Score Change Today +19.50
Accuracy 77.05%
Active Picks 31
Total Picks 375
Best Pick ATVI (+371.19)
Worst Pick TSL (-200.40)
Average Score per Pick 14.95
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