TMFOpie

Andy Cross

A near 20 year veteran of TMF, Andy loves investing and helping others understand the real power of long-term, business-focused investing. He serves as CIO of TMF's newsletter services and as an advisor on Hidden Gems and associate advisor of Stock Advisor. His Motley core value is "be inspirational."

TMFOpie’s Activity

Wed Sep 20

One Boards Post

TMFOpie replied to the One boards. 11:50 AM

Tue Sep 19

CAPS Underperform Pitch Reply

TMFOpie commented on TMFOpie's pitch for EFX. 2:01 PM

Got a little gain out of the efx announcement so i'm going to close it down and revisit. i still believe there is some pain ahead for the industry but some vale players may start fishing here so i'm going to close out.

Thu Sep 14

The Rising Stars Portfolio Boards Post

TMFOpie replied to the The Rising Stars Portfolio boards. 10:27 AM

Fri Sep 8

CAPS Underperform Pitch

TMFOpie wrote about Equifax (EFX) . 1:19 PM

EFX Underperform

The long-tail consequences of this data breach is going to be expensive and brand harming for Equifax. Might also put under a microscope the entire credit scoring universe.

Caps Pick

TMFOpie made a pick in CAPS. 1:19 PM

Equifax (EFX) will Underperform the S&P 500

Thu Aug 31

The Rising Stars Portfolio Boards Post

TMFOpie replied to the The Rising Stars Portfolio boards. 3:46 PM

Tue Aug 29

The Rising Stars Portfolio Boards Post

TMFOpie replied to the The Rising Stars Portfolio boards. 1:53 PM

The Rising Stars Portfolio Boards Post

TMFOpie replied to the The Rising Stars Portfolio boards. 7:12 AM

The Rising Stars Portfolio Boards Post

TMFOpie replied to the The Rising Stars Portfolio boards. 7:09 AM

The Rising Stars Portfolio Boards Post

TMFOpie replied to the The Rising Stars Portfolio boards. 7:06 AM

The Rising Stars Portfolio Boards Post

TMFOpie replied to the The Rising Stars Portfolio boards. 7:01 AM

The Rising Stars Portfolio Boards Post

TMFOpie replied to the The Rising Stars Portfolio boards. 6:49 AM

Mon Jul 31

CAPS Outperform Pitch Reply

TMFOpie commented on TMFOpie's pitch for SNI. 11:05 AM

Deal was announced today with Discovery offering shares and cash for around $90 per share of SNI. Still needs voting approval but it will be approved, I'm sure. Not sure on timing exactly. Stock is still selling below that $90 level as Discovery [more]

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
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CAPS Stats & Trivia

CAPS Player Rating 92.21
Player Rank 5551 out of 71203
Score 5731.40
Score Change Today -39.56
Accuracy 50.00%
Active Picks 100
Total Picks 147
Best Pick NFLX (+6550.20)
Worst Pick SHLD (-249.17)
Average Score per Pick 38.99
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 3497
Recs Received 8837
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 66.46 %
Show TMFOpie’s 10 Latest Posts