TMFDitty’s Activity

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.

Caps Pick

TMFDitty made a pick in CAPS. 1:39 PM

AU Optronics (AUO) will Outperform the S&P 500

Sat Jan 20

CAPS Outperform Pitch

TMFDitty wrote about MDC Holdings (MDC) . 1:54 PM

MDC Outperform

Priced at 13x EV/FCF and less than 13x earnings, analysts have MDC pegged for 18.5% long term annual profits growth. That's a pretty decent bargain already -- plus MDC pays a 2.7% divvy, which is above market average.

Caps Pick

TMFDitty made a pick in CAPS. 1:54 PM

MDC Holdings (MDC) will Outperform the S&P 500

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
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CAPS Stats & Trivia

CAPS Player Rating 99.01
Player Rank 698 out of 70263
Score 5795.45
Score Change Today -17.46
Accuracy 76.19%
Active Picks 37
Total Picks 388
Best Pick ATVI (+366.04)
Worst Pick TSL.DL (-200.40)
Average Score per Pick 14.94
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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