TMFOpie’s Activity

Wed Jul 18

CAPS Outperform Pitch

TMFOpie wrote about Wix.com (WIX) . 12:58 PM

WIX Outperform

They are providing ways for people and businesses to communicate at scale and at a lower end of the market than Shopify. Not profitable yet but growing fast and still a small player. Evolving business model that will get stronger over the next 3 [more]

Caps Pick

TMFOpie made a pick in CAPS. 12:58 PM

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

Fri Jul 13

CAPS Outperform Pitch

TMFOpie wrote about Skyworks Solutions (SWKS) . 11:26 AM

SWKS Outperform

The market hasn't been super excited about Skyworks and the space this year but I think the long-term prospects outweigh the risks here. Giving this a green thumb.

Caps Pick

TMFOpie made a pick in CAPS. 11:26 AM

Skyworks Solutions (SWKS) will Outperform the S&P 500

Wed Jul 11

Caps Pick

TMFOpie made a pick in CAPS. 3:26 PM

Naspers Limited (ADR) (NPSNY) will Outperform the S&P 500

CAPS Outperform Pitch

TMFOpie wrote about Twitter (TWTR) . 10:55 AM

TWTR Outperform

Among Pepsi, Microsoft, Twitter, Nordstrom and Coke, on yesterday's MarketFoolery I tapped Twitter to be the long-term winner. The stock has had a nice rebound from here but I could see it pushing through $50. A lot of value there that they are still [more]

Caps Pick

TMFOpie made a pick in CAPS. 10:55 AM

Twitter (TWTR) will Outperform the S&P 500

CAPS Outperform Pitch

TMFOpie wrote about Microsoft (MSFT) . 10:51 AM

MSFT Outperform

I talked about the new Surface Go on yesterday's MarketFoolery and I continue to be impressed by what Satya Nadella has done at Microsoft. The Go is going to be a tiny part of their consumer business but continues to extend the eco-system tie-in to [more]

Caps Pick

TMFOpie made a pick in CAPS. 10:51 AM

Microsoft (MSFT) will Outperform the S&P 500

Wed Jun 27

CAPS Underperform Pitch

TMFOpie wrote about Conagra Brands, Inc. (CAG) . 12:01 PM

CAG Underperform

Just more pressure that CPG companies are facing stiff headwinds. Leveraging up to buy Pinnacle with its older brands just aren't really going to drive higher value over the next few years, at least not compared to the market. Medium at best returns [more]

Caps Pick

TMFOpie made a pick in CAPS. 12:01 PM

Conagra Brands, Inc. (CAG) will Underperform the S&P 500

Mon Jun 25

CAPS Outperform Pitch

TMFOpie wrote about Docusign Inc (DOCU) . 12:42 PM

DOCU Outperform

Pretty impressive the moat they are starting to build. With the stock pulling back today I'm adding it on the long side.

Caps Pick

TMFOpie made a pick in CAPS. 12:42 PM

Docusign Inc (DOCU) will Outperform the S&P 500

Thu Jun 21

Caps Pick

TMFOpie made a pick in CAPS. 11:37 AM

SailPoint Technologies (SAIL) will Outperform the S&P 500

Fri Jun 8

CAPS Outperform Pitch Reply

TMFOpie commented on TMFOpie's pitch for JD. 10:40 AM

Trailing so far in JD but still liking what I'm seeing long-term coming from Liu and his team and the opportunity in China.

Sun Jun 3

One Boards Post

TMFOpie replied to the One boards. 10:43 AM

One Boards Post

TMFOpie replied to the One boards. 10:39 AM

Stock Advisor Boards Post

TMFOpie replied to the Stock Advisor boards. 10:26 AM

Sat Jun 2

One Boards Post

TMFOpie posted to the One boards. 9:21 AM

Fri Jun 1

CAPS Outperform Pitch

TMFOpie wrote about Appian (APPN) . 10:20 AM

APPN Outperform

Low code software leader in a high tech leader. Matt Calkins owns a load of stock and complete drive to build a pretty fantastic company solving solutions in a new and different way. A lot of government work (good to have them located in NoVa) but [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.12
Player Rank 617 out of 69784
Score 13095.33
Score Change Today -122.52
Accuracy 57.07%
Active Picks 124
Total Picks 187
Best Pick NFLX (+12764.37)
Worst Pick SHLD (-275.71)
Average Score per Pick 70.03
Charms Earned 13
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 3513
Recs Received 8920
People who have rec'd these posts 1366
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1031
Threads Started Percentage 29.35 %
Most Frequent Board Hidden Gems: Philosophy
Very First Post Re: DRP (6/6/1997)
Percentage of Posts Rec'd 66.52 %
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