TMFOpie’s Activity

Fri Jul 28

CAPS Outperform Pitch

TMFOpie wrote about Ellie Mae (ELLI) . 3:23 PM

ELLI Outperform

With today's stock taking a 15%+ haircut after earnings I'm keeping in mind the long term growth opportunity of this cloud innovator. The mortgage space needs continued automation and there is no Pepsi to Elle Mae's Coke. It's definitely one that [more]

Caps Pick

TMFOpie made a pick in CAPS. 3:23 PM

Ellie Mae (ELLI) will Outperform the S&P 500

Tue Jul 25

CAPS Outperform Pitch

TMFOpie wrote about Scripps Networks Interactive (SNI) . 8:26 AM

SNI Outperform

Not my typical long-term investment but Scripps Networks is one I've followed for a very long time. A deal should be announced in the next month or so and I'm looking for north of $80 per share. Closer to $85 is what I think the family will require. [more]

Caps Pick

TMFOpie made a pick in CAPS. 8:26 AM

Scripps Networks Interactive (SNI) will Outperform the S&P 500

Thu Jul 20

Caps Pick

TMFOpie made a pick in CAPS. 7:21 PM

T-Mobile US (TMUS) will Outperform the S&P 500

Mon Jul 10

CAPS Outperform Pitch

TMFOpie wrote about Illumina (ILMN) . 12:51 PM

ILMN Outperform

Gene sequencing is going to be more important over time as life sciences continue to evolve to serve more tailored solutions. Illumina is set up nicely to drive this movement.

Caps Pick

TMFOpie made a pick in CAPS. 12:51 PM

Illumina (ILMN) will Outperform the S&P 500

Tue Jun 27

One Boards Post

TMFOpie replied to the One boards. 10:31 PM

Stock Advisor Boards Post

TMFOpie replied to the Stock Advisor boards. 10:18 PM

Fri Jun 23

Caps Pick

TMFOpie made a pick in CAPS. 3:12 PM

Veeva Systems (VEEV) will Outperform the S&P 500

Tue Jun 20

Caps Pick

TMFOpie made a pick in CAPS. 1:08 PM

Momo (MOMO) will Outperform the S&P 500

Mon Jun 19

CAPS Outperform Pitch

TMFOpie wrote about The Trade Desk (TTD) . 12:35 PM

TTD Outperform

Stock has pulled back from its recent highs after reporting a blow-out quarter. Love the position as advertising push more towards programable advertising, both online and offline. The financial model is attractive and the leadership team is bought [more]

Caps Pick

TMFOpie made a pick in CAPS. 12:35 PM

The Trade Desk (TTD) will Outperform the S&P 500

Fri May 26

CAPS Outperform Pitch

TMFOpie wrote about Globus Medical (GMED) . 10:50 AM

GMED Outperform

Founder-led, cash rich, steady cash flows that it invests in reasonable acquisitions. The new Excelsius spinal solutions still awaiting FDA approval but expects to be more significant contributor over the next several years.

Caps Pick

TMFOpie made a pick in CAPS. 10:50 AM

Globus Medical (GMED) will Outperform the S&P 500

Wed May 10

CAPS Outperform Pitch

TMFOpie wrote about MercadoLibre (MELI) . 4:23 PM

MELI Outperform

Just a monster. A lot of good vibes now piling onto it but I don't think the days are done.

Caps Pick

TMFOpie made a pick in CAPS. 4:23 PM

MercadoLibre (MELI) will Outperform the S&P 500

CAPS Outperform Pitch

TMFOpie wrote about Zillow Group (C shares) (Z) . 4:23 PM

Z Outperform

As my friend TMFMatty says, Z is not a disrupter but a huge complimentor to the real estate market that continues to grow rapidly. It's Trulia acquisition has proved to be an astute move though it took a while to get there. Over the next five to ten [more]

Caps Pick

TMFOpie made a pick in CAPS. 4:23 PM

Zillow Group (C shares) (Z) will Outperform the S&P 500

CAPS Outperform Pitch

TMFOpie wrote about IPG Photonics (IPGP) . 2:09 PM

IPGP Outperform

IPG continues to win in the growing fiber space. They have massive share and cost benefits and the stock just isn't overpriced even after this recent run.

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CAPS Stats & Trivia

CAPS Player Rating 94.35
Player Rank 3992 out of 70663
Score 5397.86
Score Change Today +61.77
Accuracy 52.38%
Active Picks 103
Total Picks 150
Best Pick NFLX (+6618.14)
Worst Pick SHLD (-270.88)
Average Score per Pick 35.99
Charms Earned 12
Highest Rated Favorite TMFBabo
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool Motley Fool One Everlasting Fool
Board Posts 3498
Recs Received 8841
People who have rec'd these posts 1348
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1030
Threads Started Percentage 29.45 %
Most Frequent Board Hidden Gems
Very First Post Re: DRP (6/6/1997)
Percentage of Posts Rec'd 66.47 %
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