TMFWillSommers

Brendan Mathews

TMFWillSommers’ Activity

Mon Jul 2

Everlasting Portfolio Boards Post

TMFWillSommers posted to the Everlasting Portfolio boards. 9:31 AM

Thu Jun 21

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 1:41 PM

Fri May 18

Stock Advisor Boards Post

TMFWillSommers replied to the Stock Advisor boards. 2:59 PM

Mon May 14

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 8:54 PM

Wed Dec 27

CAPS Outperform Pitch

TMFWillSommers wrote about Sociedad Quimica y Minera (SQM) . 3:57 PM

SQM Outperform

Over the long-term, I think SQM’s superior resources combined with higher demand will drive market beating investor returns – in spite of gyrating commodity prices and corporate governance risks. Thanks to government concessions and the unique [more]

Caps Pick

TMFWillSommers made a pick in CAPS. 3:57 PM

Sociedad Quimica y Minera (SQM) will Outperform the S&P 500

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 10:27 AM

Tue Nov 28

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 11:28 AM

Wed Nov 22

CAPS Outperform Pitch

TMFWillSommers wrote about Jack Henry & Associates (JKHY) . 6:14 PM

JKHY Outperform

Despite a high P/E multiple and plodding growth rates, I’d expect Jack Henry to outpace the market, though perhaps not by much. Jack Henry’s software/services are critical to small banks and credit unions, who rarely switch providers and frequently [more]

Caps Pick

TMFWillSommers made a pick in CAPS. 6:13 PM

Jack Henry & Associates (JKHY) will Outperform the S&P 500

Mon Oct 30

Caps Pick

TMFWillSommers made a pick in CAPS. 5:07 PM

Arista Networks (ANET) will Outperform the S&P 500

CAPS Outperform Pitch

TMFWillSommers wrote about Keysight Technologies (KEYS) . 4:58 PM

KEYS Outperform

Although Keysight suffers from significant cyclicality, just like its customers, it’s goals for growth and margin improvement seem achievable. With the addition of Ixia, management estimates that the markets it serves are growing by 4% to 5% [more]

Caps Pick

TMFWillSommers made a pick in CAPS. 4:58 PM

Keysight Technologies (KEYS) will Outperform the S&P 500

Thu Oct 5

CAPS Underperform Pitch

TMFWillSommers wrote about Control4 (CTRL) . 5:10 PM

CTRL Underperform

I think the connected home is a very intriguing market, but it is also highly competitive, and Control4’s business model (selling hardware via installers) won’t scale fast enough to secure a dominant position. The most likely positive scenario would [more]

Caps Pick

TMFWillSommers made a pick in CAPS. 5:10 PM

Control4 (CTRL) will Underperform the S&P 500

Sun Sep 24

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 11:43 AM

Tue Aug 29

Stock Advisor Boards Post

TMFWillSommers replied to the Stock Advisor boards. 2:51 PM

Tue Aug 22

CAPS Outperform Pitch

TMFWillSommers wrote about 3M (MMM) . 11:45 AM

MMM Outperform

3M isn’t nimble – but it is consistent. It has beaten the S&P over the past 1, 3, 5, 10, and 15 year periods. In heady up-markets, I’d expect it to lag. In flat or bear markets, it should do at least a little better than the market. Considering we’re [more]

Caps Pick

TMFWillSommers made a pick in CAPS. 11:45 AM

3M (MMM) will Outperform the S&P 500

Fri Aug 11

CAPS Outperform Pitch

TMFWillSommers wrote about Edwards Lifesciences (EW) . 3:44 PM

EW Outperform

Selling medical products, especially non-recurring, complicated devices, is a tough business. Aside from competition, there are worries about heavy R&D spending, FDA approval, payor reimbursement, doctor/patient acceptance, etc… And Edwards is [more]

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CAPS Stats & Trivia

CAPS Player Rating 99.42
Player Rank 408 out of 69784
Score 8942.62
Score Change Today +76.58
Accuracy 83.41%
Active Picks 112
Total Picks 687
Best Pick NKE (+719.11)
Worst Pick BIB.DL (-474.70)
Average Score per Pick 13.02
Charms Earned 14
Highest Rated Favorite TMFStockSpam
Go to TMFWillSommers’ CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool SN Odyssey
Board Posts 1389
Recs Received 4089
People who have rec'd these posts 883
Recs to Posts Ratio (last 30 days) N/A
Threads Started 382
Threads Started Percentage 27.50 %
Most Frequent Board Motley Fool Stock Advisor
Very First Post Re: TMFarticle on Berkshire; - $71 billion of fl (4/5/2012)
Percentage of Posts Rec'd 69.33 %
Show TMFWillSommers’ 10 Latest Posts