dcgatlanta’s Activity

Thu Sep 14

CAPS Underperform Pitch

dcgatlanta wrote about Cloudera, Inc. (CLDR) . 10:58 AM

CLDR Underperform

Market for Hadoop may not be as large as expected; Growth may stall quickly and company is nor profitable

Caps Pick

dcgatlanta made a pick in CAPS. 10:58 AM

Cloudera, Inc. (CLDR) will Underperform the S&P 500

Tue Sep 5

CAPS Outperform Pitch

dcgatlanta wrote about Bob Evans Farms (BOBE) . 10:17 AM

BOBE Outperform

Expecting a takeout now that company split off restaurtants from the more successful packaged goods business.

Caps Pick

dcgatlanta made a pick in CAPS. 10:17 AM

Bob Evans Farms (BOBE) will Outperform the S&P 500

Mon Aug 28

Caps Pick

dcgatlanta made a pick in CAPS. 2:40 PM

Sprouts Farmers Markets (SFM) will Underperform the S&P 500

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
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CAPS Stats & Trivia

CAPS Player Rating 35.27
Player Rank 45806 out of 70762
Score -1087.93
Score Change Today +1.53
Accuracy 57.94%
Active Picks 18
Total Picks 500
Best Pick GLL (+128.20)
Worst Pick DDD (-192.65)
Average Score per Pick -2.18
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