TMFWillSommers

Brendan Mathews

TMFWillSommers’ Activity

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]

Caps Pick

TMFWillSommers made a pick in CAPS. 3:44 PM

Edwards Lifesciences (EW) will Outperform the S&P 500

Thu Jul 20

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 12:43 PM

Mon Jun 19

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 3:07 PM

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 3:06 PM

Tue Jun 13

One Boards Post

TMFWillSommers replied to the One boards. 6:12 PM

Wed May 31

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 10:26 AM

Thu May 25

CAPS Outperform Pitch

TMFWillSommers wrote about The Clorox Company (CLX) . 10:49 AM

CLX Outperform

Thanks to consumer brand loyalty, product innovation, and the nature of its products (necessary, consumable, and a small part of a consumer’s overall disposable income), Clorox has pricing power. Since 2005, the firm has made 66 price increases [more]

Caps Pick

TMFWillSommers made a pick in CAPS. 10:49 AM

The Clorox Company (CLX) will Outperform the S&P 500

Tue May 9

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 10:40 PM

Tue Apr 25

Supernova Boards Post

TMFWillSommers replied to the Supernova boards. 12:07 PM

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CAPS Stats & Trivia

CAPS Player Rating 99.71
Player Rank 208 out of 70744
Score 7869.30
Score Change Today +26.47
Accuracy 82.76%
Active Picks 116
Total Picks 685
Best Pick NKE (+504.71)
Worst Pick BIB (-474.70)
Average Score per Pick 11.49
Charms Earned 13
Highest Rated Favorite TMFStockSpam
Go to TMFWillSommers’ CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool SN Odyssey
Board Posts 1383
Recs Received 4078
People who have rec'd these posts 881
Recs to Posts Ratio (last 30 days) N/A
Threads Started 381
Threads Started Percentage 27.55 %
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 69.34 %
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