TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Fri Apr 21

CAPS Underperform Pitch

TMFEBCapital wrote about Bebe (BEBE) . 10:25 AM

BEBE Underperform

This company's plan to shutter its stores is too little too late. Inventory mark-downs could be significant, and an uncertain future in e-commerce makes this one appear on a track to zero.

Caps Pick

TMFEBCapital made a pick in CAPS. 10:25 AM

Bebe (BEBE) will Underperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Nucor (NUE) . 10:01 AM

NUE Outperform

Fear that Trump won't be his infrastructure plan across the Congressional finish line has knocked Nucor shares, but now could be a good time to buy. Nucor's business is growing thanks to economic expansion, and reviews of trade dumping and the [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:01 AM

Nucor (NUE) will Outperform the S&P 500

Thu Apr 20

CAPS Outperform Pitch

TMFEBCapital wrote about The Travelers Companies (TRV) . 9:46 AM

TRV Outperform

With catastrophic claims at 20-year highs, it would seem counter-intuitive to want to own P&C insurers, however, historically, higher claims have translated into higher premiums, and given that rising interest rates are rewarding insurers with [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 9:46 AM

The Travelers Companies (TRV) will Outperform the S&P 500

Wed Apr 19

CAPS Outperform Pitch

TMFEBCapital wrote about Netflix (NFLX) . 2:54 PM

NFLX Outperform

The short-term drop in shares offers a compelling opportunity to get shares ahead of new seasons that can reignite subscriber numbers next quarter. The company's turned the corner to profitability, and as subscriber growth is leveraged, profits [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:54 PM

Netflix (NFLX) will Outperform the S&P 500

Tue Apr 18

CAPS Outperform Pitch

TMFEBCapital wrote about Twitter (TWTR) . 1:47 PM

TWTR Outperform

The bar has been set incredibly low for this company, and for good reason. Sales are slowing, EPS is anemic, and management can't seem to find the right combination of levers to work to get this company's investors excited. So, why buy? Despite the [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 1:47 PM

Twitter (TWTR) will Outperform the S&P 500

Thu Apr 13

CAPS Outperform Pitch

TMFEBCapital wrote about Middleby (MIDD) . 3:51 PM

MIDD Outperform

Restaurant equipment isn't very sexy, but this company's putting up solid sales growth for a sleepy industry, and there's opportunity for margin improvement and int'l sales growth too. As restaurant foot traffic benefits from wage growth, so shall to [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:51 PM

Middleby (MIDD) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Tesaro (TSRO) . 3:50 PM

TSRO Outperform

PARP inhibitors could be the next significant class of cancer drugs, and potential label expansion opps and top shelf been-there-done-that management makes this a very intriguing, if also high risk biotech stock to buy.

Caps Pick

TMFEBCapital made a pick in CAPS. 3:50 PM

Tesaro (TSRO) will Outperform the S&P 500

Wed Apr 12

CAPS Outperform Pitch

TMFEBCapital wrote about Medifast (MED) . 11:47 AM

MED Outperform

Medifast benefits from wage growth, and an improving economy is sparking demand for its healthy lifestyle solutions. The company has notched 5 consecutive qtrs of growth for Take Shape For Life (81% of sales), including 8% YoY in Q4, and as a result, [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 11:47 AM

Medifast (MED) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Aspen Technology, Inc. (AZPN) . 11:40 AM

AZPN Outperform

Demand for process/practice software solutions by manufacturers is supported by GDP expansion. Political rhetoric provides ancillary tailwinds as manufacturers seek to balance job growth and productivity/margin expansion. Potential acquisition [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 11:40 AM

Aspen Technology, Inc. (AZPN) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Casey's General Stores (CASY) . 11:37 AM

CASY Outperform

Solid entry time for top convenience store provider in the Midwest. Growing footprint, more margin-friendly prepared foods, and shift to margin-friendly summer-grade gas provide tailwinds short-term.

Caps Pick

TMFEBCapital made a pick in CAPS. 11:37 AM

Casey's General Stores (CASY) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 37.64
Player Rank 46530 out of 74619
Score -541.79
Score Change Today -11.68
Accuracy 53.16%
Active Picks 61
Total Picks 81
Best Pick MDVN.DL (+145.92)
Worst Pick OPHT (-108.49)
Average Score per Pick -6.69
Charms Earned 3
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

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Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
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