TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Yesterday

CAPS Outperform Pitch

TMFEBCapital wrote about Keryx Biopharmaceuticals (KERX) . 3:23 PM

KERX Outperform

Potential opportunity to significantly expand addressable market with pending FDA label approval in non-dialysis patients. 62 million plus from Aurixia this year, representing 25% YoY plus quarterly growth Q3/Q4. FDA PDUFA date Nov. 6.

Caps Pick

TMFEBCapital made a pick in CAPS. 3:23 PM

Keryx Biopharmaceuticals (KERX) will Outperform the S&P 500

Tue Oct 17

CAPS Outperform Pitch

TMFEBCapital wrote about National Beverage (FIZZ) . 11:22 AM

FIZZ Outperform

CEO Nick Caporella owns nearly 74% of National's stock, making him perfectly aligned with shareholders. Yes, this company's trading at premium prices, but a recent pullback offers an opportunity to get in on this company and potentially, benefit from [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 11:22 AM

National Beverage (FIZZ) will Outperform the S&P 500

Tue Oct 10

CAPS Outperform Pitch

TMFEBCapital wrote about Foundation Medicine (FMI) . 3:52 PM

FMI Outperform

This company's on the cutting edge of genetic screening for cancer mutations and a potential FDA approval for its Foundation One platform by year's end -- and the corresponding issuance of a distinct Medicare code at the same time -- could [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:52 PM

Foundation Medicine (FMI) will Outperform the S&P 500

Thu Oct 5

CAPS Outperform Pitch

TMFEBCapital wrote about Flexion Therapeutics (FLXN) . 10:15 AM

FLXN Outperform

I want to watch what happens with this one. PDUFA date for its osteoarthritis pain of the knee drug -- Zilretta -- tomorrow. I lean toward an OK, but anything can happen. This is binary. Approval could lead to 9-figures in sales, rejection could [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:15 AM

Flexion Therapeutics (FLXN) will Outperform the S&P 500

Thu Sep 28

CAPS Outperform Pitch

TMFEBCapital wrote about Nutanix, Inc. (NTNX) . 2:50 PM

NTNX Outperform

The ability to seamlessly merge private and public cloud is increasingly important to enterprises, and Nutanix's is benefiting from that trend with high double-digit growth in clients and sales. Profit is elusive, but they're getting closer, and [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:50 PM

Nutanix, Inc. (NTNX) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Symantec (SYMC) . 9:32 AM

SYMC Outperform

Despite a post-Equifax breach run-up in shares, growing demand for Lifelock resulting from the breach should bring forward SYMC planned synergies and benefits associated with acquiring Lifelock. Lifelock represents ~15% of SYMC sales (est. based on [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 9:32 AM

Symantec (SYMC) will Outperform the S&P 500

Tue Sep 26

CAPS Outperform Pitch

TMFEBCapital wrote 12:07 PM

Outperform

The need for mission critical insight isn't declining, and as long as there's increasing global complexity (economic, regulatory, etc), there will be reason to embrace this company's solutions. Solid double digit top line growth includes 5% organic [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 12:07 PM

() will Outperform the S&P 500

Wed Sep 6

CAPS Outperform Pitch

TMFEBCapital wrote about Mazor Robotics (MZOR) . 2:28 PM

MZOR Outperform

Robotic surgery is the future, and Medtronic is so convinced it has inked a deal to be the exclusive seller of Mazor Robotics latest surgical robot for spine surgery. They've also agreed to buy up to 14% of the company. With high double digit top [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:28 PM

Mazor Robotics (MZOR) will Outperform the S&P 500

Tue Aug 1

CAPS Outperform Pitch

TMFEBCapital wrote about NovoCure (NVCR) . 3:17 PM

NVCR Outperform

A brand-new way to tackle brain cancer could expand someday into other cancers, including pancreatic and non-small lung cancer. Mgmt says they can achieve profitability on brain cancer indication already approved, so additional indications could [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:17 PM

NovoCure (NVCR) will Outperform the S&P 500

Fri Jul 28

CAPS Outperform Pitch

TMFEBCapital wrote about Wix.com (WIX) . 2:54 PM

WIX Outperform

Investors are punishing Wix on its Q2 EPS miss, but I'm less concerned about stocks missing when they're knee deep in growth phase than I am stocks missing when they're mature. Sales were up 50% year over year. Also, it's not like this company's EPS [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:54 PM

Wix.com (WIX) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 43.81
Player Rank 39774 out of 70782
Score -232.38
Score Change Today +77.73
Accuracy 52.26%
Active Picks 120
Total Picks 157
Best Pick NVR (+157.03)
Worst Pick MNKD (-337.23)
Average Score per Pick -1.48
Charms Earned 6
Highest Rated Favorite TMFSpiffyPop
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Recs to Posts Ratio (last 30 days) N/A
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