TMFEnterprise

Michael Douglass

TMFEnterprise’s Activity

Wed Dec 27

CAPS Underperform Pitch

TMFEnterprise wrote about Wells Fargo (WFC) . 8:13 AM

WFC Underperform

Big cultural problems...and the solutions leave a big bank that looks kinda like other big banks. I'm not bullish on Wells' ability to get past this and win long term.

Caps Pick

TMFEnterprise made a pick in CAPS. 8:13 AM

Wells Fargo (WFC) will Underperform the S&P 500

Mon Dec 11

CAPS Outperform Pitch

TMFEnterprise wrote about Square (SQ) . 10:11 AM

SQ Outperform

Increasingly focused on vertically integrating into a platform that can serve a variety of small business needs. A very small fish in a very big pond -- but with a brand increasingly recognized by small businesses. I think they've got a long growth [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 10:11 AM

Square (SQ) will Outperform the S&P 500

Wed Nov 15

Caps Pick

TMFEnterprise made a pick in CAPS. 8:27 AM

Momo (MOMO) will Outperform the S&P 500

Mon Aug 21

CAPS Outperform Pitch

TMFEnterprise wrote about Alphabet (C shares) (GOOG) . 4:50 PM

GOOG Outperform

Search engines. Mobile growth. Digital advertising. These (and other) trends will propel Google further and further ahead of the competition.

Caps Pick

TMFEnterprise made a pick in CAPS. 4:50 PM

Alphabet (C shares) (GOOG) will Outperform the S&P 500

Fri Jul 21

CAPS Underperform Pitch

TMFEnterprise wrote about Blue Apron (APRN) . 11:12 PM

APRN Underperform

More marketing spend over time, diseconomies of scale.

Caps Pick

TMFEnterprise made a pick in CAPS. 11:12 PM

Blue Apron (APRN) will Underperform the S&P 500

Fri Jun 2

CAPS Underperform Pitch

TMFEnterprise wrote about Fresenius Medical Care AG & Co. (FMS) . 10:36 PM

FMS Underperform

Won't bet against ted weschler on davita...so I'll take the under on fresenius. Medicare reimbursement will be eroded by bundled payments, so these guys will see their margins squeezed over time. I don't see them having a ton of long-term success.

Caps Pick

TMFEnterprise made a pick in CAPS. 10:36 PM

Fresenius Medical Care AG & Co. (FMS) will Underperform the S&P 500

CAPS Outperform Pitch

TMFEnterprise wrote about Welltower (HCN) . 10:32 PM

HCN Outperform

Great play on chronic care. Strong credit rating means they should be able to take on debt at a comparative discount. Great diversity. 5% dividend, well-covered.

Caps Pick

TMFEnterprise made a pick in CAPS. 10:32 PM

Welltower (HCN) will Outperform the S&P 500

Mon May 22

CAPS Outperform Pitch

TMFEnterprise wrote about Realty Income (O) . 9:22 AM

O Outperform

Scalable business buying up retail properties. Won't be as crazy good in the coming years as it's been in the past, but O has the scale, the balance sheet, and the management to keep making good acquisitions even in a higher-interest rate [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 9:22 AM

Realty Income (O) will Outperform the S&P 500

Tue Apr 4

CAPS Outperform Pitch

TMFEnterprise wrote about Stag Industrial (STAG) . 7:50 AM

STAG Outperform

Riskier than most, but I like the company. Management's market agnosticity and focus strictly on risk-adjusted cashflow is a unique way of looking at the industrial market, and I think it's the right way to approach things. They've kept their [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 7:50 AM

Stag Industrial (STAG) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEnterprise wrote about Celgene (CELG) . 7:48 AM

CELG Outperform

A biotech hedge fund all contained in one stock. Great play on cancer and immunology. Expect great things out of them long-term...plenty of growth without the risk inherent to one-trick ponies. Love their methodology for sourcing drugs (early-stage, [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 7:48 AM

Celgene (CELG) will Outperform the S&P 500

Mon Apr 3

CAPS Outperform Pitch

TMFEnterprise wrote about Apple (AAPL) . 2:44 PM

AAPL Outperform

This one's too obvious. Lots of cash, cheap valuation, big opportunities in smartphones and tablets (maybe wearables too).

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CAPS Stats & Trivia

CAPS Player Rating 49.09
Player Rank 35798 out of 70320
Score 105.23
Score Change Today 0
Accuracy 46.67%
Active Picks 23
Total Picks 30
Best Pick APRN (+65.38)
Worst Pick CELG (-32.53)
Average Score per Pick 3.51
Charms Earned 1
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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