dcgatlanta’s Activity

Today

CAPS Outperform Pitch

dcgatlanta wrote about Core Laboratories (CLB) . 9:53 AM

CLB Outperform

I'm probably early here, but this is a high margin company with sustainable competitive advantages. CLB seems shareholder friendly with dividends and buybacks. I expect this to outperform the market.

Caps Pick

dcgatlanta made a pick in CAPS. 9:53 AM

Core Laboratories (CLB) will Outperform the S&P 500

Yesterday

CAPS Underperform Pitch

dcgatlanta wrote about Panera Bread (PNRA) . 3:21 PM

PNRA Underperform

Too many good choices in fast casual. I don't see strong enough differentiators at PNRA.

Caps Pick

dcgatlanta made a pick in CAPS. 3:21 PM

Panera Bread (PNRA) will Underperform the S&P 500

Caps Pick

dcgatlanta made a pick in CAPS. 3:19 PM

BofI Holding (BOFI) will Outperform the S&P 500

Mon Oct 13

CAPS Outperform Pitch Reply

dcgatlanta commented on dcgatlanta's pitch for LUK. 9:56 AM

Well, I'm looking forward, not back. Today's discounted price puts the odds in our favor for future outperformance.

Thu Oct 9

CAPS Outperform Pitch

dcgatlanta wrote about Hertz Global Holdings (HTZ) . 3:54 PM

HTZ Outperform

Following some smart investors with this pick. Expectation of a value unlocking event like a spinoff or share buybacks

Caps Pick

dcgatlanta made a pick in CAPS. 3:54 PM

Hertz Global Holdings (HTZ) will Outperform the S&P 500

Caps Pick

dcgatlanta made a pick in CAPS. 3:53 PM

Cognex (CGNX) will Outperform the S&P 500

CAPS Outperform Pitch

dcgatlanta wrote about Leucadia National (LUK) . 3:53 PM

LUK Outperform

Priced around 80% of book value; No catalyst I can identify, but profitable and making new investments.

Caps Pick

dcgatlanta made a pick in CAPS. 3:53 PM

Leucadia National (LUK) will Outperform the S&P 500
NL

Boards Post

dcgatlanta replied to the Jim Royal board. 2:17 PM

Re: HTZ take?

Thanks for the reply Jim. Really enjoy following your investments.

NL

Boards Post

dcgatlanta replied to the Jim Royal board. 1:55 PM

Re: HTZ take?

I haven't followed the thesis closely, and just seeing the low share price for Hertz. After a quick look at the financials, I'm wondering why HTZ has such huge Cap ex. According to Yahoo Finance, they've spent around $10B each of the last three years [more]

Caps Pick

dcgatlanta made a pick in CAPS. 9:53 AM

InvenSense (INVN) will Outperform the S&P 500

Wed Oct 1

Caps Pick

dcgatlanta made a pick in CAPS. 9:58 AM

Chiquita Brands International, Inc. (CQB) will Outperform the S&P 500

Tue Sep 23

Caps Pick

dcgatlanta made a pick in CAPS. 1:31 PM

CarMax (KMX) will Outperform the S&P 500

Mon Sep 22

Caps Pick

dcgatlanta made a pick in CAPS. 2:47 PM

Atlantic Power Corp. (AT) will Outperform the S&P 500

Mon Aug 25

Caps Pick

dcgatlanta made a pick in CAPS. 10:02 AM

Primero Mining Corp. (PPP) will Outperform the S&P 500

Mon Aug 18

CAPS Outperform Pitch

dcgatlanta wrote about Loews (L) . 10:12 AM

L Outperform

Trading less that 85% of book value

Caps Pick

dcgatlanta made a pick in CAPS. 10:12 AM

Loews (L) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 44.68
Player Rank 41524 out of 75065
Score -362.41
Score Change Today +13.88
Accuracy 60.21%
Active Picks 18
Total Picks 408
Best Pick GLL (+128.20)
Worst Pick DDD (-192.65)
Average Score per Pick -0.89
Charms Earned 6
Highest Rated Favorite JakilaTheHun
Go to dcgatlanta’s CAPS page

Boards Stats & Trivia

Board Posts 9
Recs Received 6
People who have rec'd these posts 6
Recs to Posts Ratio (last 30 days) N/A
Threads Started 2
Threads Started Percentage 22.22 %
Most Frequent Board Jim Royal
Very First Post Re: Portfolio reset (8/4/2009)
Percentage of Posts Rec'd 33.33 %
Show dcgatlanta’s 10 Latest Posts