TMFGemHunter

Adam Levine-Weinberg

TMFGemHunter’s Activity

Tue Aug 28

CAPS Outperform Pitch

TMFGemHunter wrote about Pennsylvania REIT (PEI) . 9:55 AM

PEI Outperform

PREIT has been slowly transforming itself from a low-quality retail REIT to a much higher-quality REIT. It has put a lot of money into improving well-located properties, primarily in the Philadelphia and D.C. metro areas. The opening of its massive [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 9:55 AM

Pennsylvania REIT (PEI) will Outperform the S&P 500

Mon May 28

CAPS Outperform Pitch

TMFGemHunter wrote about Best Buy (BBY) . 3:19 PM

BBY Outperform

It's bizarre that Best Buy stock has fallen by double-digits over the past week in spite of a big sales and earnings beat. Management's current-year and medium-term EPS targets are starting to look extremely conservative. A combination of solid [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 3:19 PM

Best Buy (BBY) will Outperform the S&P 500

Fri May 4

CAPS Outperform Pitch

TMFGemHunter wrote about General Growth Properties (GGP) . 3:33 AM

GGP Outperform

As of the time of writing, GGP trades at a surprisingly big discount to the value of its pending takeover deal. ($19.49 vs. ~$22) The sale to Brookfield Property Partners is expected to close within a few months, so this looks like a good arbitrage [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 3:33 AM

General Growth Properties (GGP) will Outperform the S&P 500

Mon Mar 5

CAPS Outperform Pitch

TMFGemHunter wrote about Ford (F) . 5:13 PM

F Outperform

Ford is finally working to fix its cost structure. It also has an improved product roadmap for the next few years, with new and redesigned trucks/crossovers in key segments. This should help it to stabilize its profitability even if domestic auto [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 5:13 PM

Ford (F) will Outperform the S&P 500

Mon Jan 29

CAPS Outperform Pitch

TMFGemHunter wrote about Southwest Airlines (LUV) . 11:05 AM

LUV Outperform

Southwest's profit margin is routinely near the top of the airline industry. It has ample growth opportunities and should be a big tax reform winner. This should keep the stock moving higher over the next five years.

Caps Pick

TMFGemHunter made a pick in CAPS. 11:05 AM

Southwest Airlines (LUV) will Outperform the S&P 500

Thu Jan 18

CAPS Outperform Pitch

TMFGemHunter wrote 9:42 AM

Outperform

Today, Seritage leases the vast majority of its real estate to Sears Holdings. Investors' worries about a potential Sears bankruptcy have kept a lid on Seritage stock. But in the long run, Seritage is poised to significantly increase its rental [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 9:42 AM

() will Outperform the S&P 500

Thu Jan 4

CAPS Underperform Pitch

TMFGemHunter wrote about American Airlines Group (AAL) . 12:32 PM

AAL Underperform

American Airlines' management might need to have a talk with Suze Orman. The company has way too much debt! $24.7 billion at the end of Q3 2017, and about $33 billion adjusting for aircraft rent, compared to less than $6 billion of cash and [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 12:32 PM

American Airlines Group (AAL) will Underperform the S&P 500

Wed Nov 22

CAPS Outperform Pitch

TMFGemHunter wrote about General Electric (GE) . 5:14 PM

GE Outperform

There are plenty of problems in GE's power business and some of its smaller segments. However, the healthcare and renewables segments have become steady growth businesses with plenty of long-term potential. Most importantly, the GE Aviation segment [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 5:14 PM

General Electric (GE) will Outperform the S&P 500

Mon Nov 20

CAPS Outperform Pitch

TMFGemHunter wrote about Lowe's (LOW) . 7:17 PM

LOW Outperform

Lowe's will be one of the big beneficiaries from Sears Holdings' virtually inevitable collapse. It's already the top appliance seller in the country, and it will start selling Craftsman tools next year. It's more reasonably priced than Home Depot and [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 7:17 PM

Lowe's (LOW) will Outperform the S&P 500

CAPS Outperform Pitch

TMFGemHunter wrote about Ross Stores (ROST) . 7:17 PM

ROST Outperform

Ross Stores stock roared higher after a stellar earnings report last week. However, the company is still reasonably priced in light of its long-term growth prospects. As a 100% domestic retailer that has a high tax burden, it would also be a big [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 7:17 PM

Ross Stores (ROST) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 44.21
Player Rank 38933 out of 69784
Score -435.79
Score Change Today +4.03
Accuracy 54.39%
Active Picks 26
Total Picks 59
Best Pick HA (+501.25)
Worst Pick NFLX (-501.52)
Average Score per Pick -7.39
Charms Earned 10
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

Board Posts 2
Recs Received 7
People who have rec'd these posts 6
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board Premium Boards
Very First Post A $: Netflix post. (9/1/2013)
Percentage of Posts Rec'd 100.00 %
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