dcgatlanta’s Activity

Wed Aug 16

CAPS Underperform Pitch

dcgatlanta wrote about Trivago (TRVG) . 1:41 PM

TRVG Underperform

User experience isn't great with unreliable hotel offerings. Company is unprofitable, so if revenue growth slows, the stock will see lots of downside.

Caps Pick

dcgatlanta made a pick in CAPS. 1:41 PM

Trivago (TRVG) will Underperform the S&P 500

Tue Aug 15

CAPS Outperform Pitch

dcgatlanta wrote about Tanger Factory Outlet Centers (SKT) . 11:51 AM

SKT Outperform

Trading at 10X FFO and a dividend yield of 5.5%; FFO is expected to grow modestly

Caps Pick

dcgatlanta made a pick in CAPS. 11:51 AM

Tanger Factory Outlet Centers (SKT) will Outperform the S&P 500

CAPS Outperform Pitch

dcgatlanta wrote about The Macerich Company (MAC) . 11:50 AM

MAC Outperform

High quality mall REIT with 5% yield. Trades at 14X FFO and expected to grow FFO each year

Caps Pick

dcgatlanta made a pick in CAPS. 11:50 AM

The Macerich Company (MAC) will Outperform the S&P 500

Fri Jun 30

CAPS Underperform Pitch

dcgatlanta wrote about Proto Labs (PRLB) . 9:12 AM

PRLB Underperform

Increasing competition will lead to lower revenue growth and shrinking margins. PRLB currently priced at 40X earnings, so could drop over 25% on a revenue / earnings disappointment

Caps Pick

dcgatlanta made a pick in CAPS. 9:12 AM

Proto Labs (PRLB) will Underperform the S&P 500

Tue May 9

Caps Pick

dcgatlanta made a pick in CAPS. 9:53 AM

Pennsylvania REIT (PEI) will Outperform the S&P 500

Fri May 5

Caps Pick

dcgatlanta made a pick in CAPS. 12:08 PM

Simon Property Group (SPG) will Outperform the S&P 500

Sun Jan 29

Caps Pick

dcgatlanta made a pick in CAPS. 9:46 AM

Silicom (SILC) will Outperform the S&P 500

Mon Jan 9

CAPS Outperform Pitch

dcgatlanta wrote about W.P. Glimcher (WPG) . 3:07 PM

WPG Outperform

Dividend of nearly 10% is covered 1.5X and the company is improving its' mall portfolio.

Caps Pick

dcgatlanta made a pick in CAPS. 3:07 PM

W.P. Glimcher (WPG) will Outperform the S&P 500

Thu Dec 1

CAPS Outperform Pitch

dcgatlanta wrote about Coty (Class A) (COTY) . 9:45 AM

COTY Outperform

Major holding for Michael Burry; Coty is struggling to integrate major acquisition from P&G. If successful, the acquired brands will add a lot of revenue at low incremental cost.

Caps Pick

dcgatlanta made a pick in CAPS. 9:45 AM

Coty (Class A) (COTY) will Outperform the S&P 500

Mon Sep 26

CAPS Outperform Pitch

dcgatlanta wrote about Zoe's Kitchen (ZOES) . 11:35 AM

ZOES Outperform

Growing SSS and opportunity to increase store count by 7X. Not a lot of competition for its' niche menu offerings

Caps Pick

dcgatlanta made a pick in CAPS. 11:35 AM

Zoe's Kitchen (ZOES) will Outperform the S&P 500

Mon Aug 29

CAPS Outperform Pitch

dcgatlanta wrote about Par Petroleum Corporation (PARR) . 10:25 AM

PARR Outperform

Sam Zell vehicle with $1.4B in NOL's. Their two refineries have higher than normal crack spreads. Price decline is cyclical and PARR will do well when cycle turns.

Caps Pick

dcgatlanta made a pick in CAPS. 10:25 AM

Par Petroleum Corporation (PARR) will Outperform the S&P 500

Tue Aug 16

CAPS Outperform Pitch

dcgatlanta wrote 2:19 PM

Outperform

High quality properties, trades at discount to estimated NAV around $26; Conducting asset sales; dividend over 4%

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CAPS Stats & Trivia

CAPS Player Rating 34.84
Player Rank 46398 out of 71203
Score -1125.13
Score Change Today -8.98
Accuracy 57.24%
Active Picks 25
Total Picks 497
Best Pick GLL (+128.20)
Worst Pick DDD (-192.65)
Average Score per Pick -2.27
Charms Earned 6
Highest Rated Favorite JakilaTheHun
Go to dcgatlanta’s CAPS page

Boards Stats & Trivia

Board Posts 10
Recs Received 6
People who have rec'd these posts 6
Recs to Posts Ratio (last 30 days) N/A
Threads Started 3
Threads Started Percentage 30.00 %
Most Frequent Board Jim Royal
Very First Post Re: Portfolio reset (8/4/2009)
Percentage of Posts Rec'd 30.00 %
Show dcgatlanta’s 10 Latest Posts