dcgatlanta’s Activity

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%

Caps Pick

dcgatlanta made a pick in CAPS. 2:19 PM

() will Outperform the S&P 500

Wed Jul 27

CAPS Outperform Pitch

dcgatlanta wrote about CorEnergy Infrastructure Trust (CORR) . 10:45 AM

CORR Outperform

Dividend yield of 10% is safer than company being given credit. If the UPL and EXXI leases continue to pay, CORR stock price may jump above 40.

Caps Pick

dcgatlanta made a pick in CAPS. 10:45 AM

CorEnergy Infrastructure Trust (CORR) will Outperform the S&P 500

Thu Jul 7

CAPS Outperform Pitch

dcgatlanta wrote about BofI Holding (BOFI) . 11:41 AM

BOFI Outperform

Turning a corner after reputation took a hit. Continuing to grow despite negative headlines

Caps Pick

dcgatlanta made a pick in CAPS. 11:41 AM

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

Mon Jun 27

CAPS Outperform Pitch

dcgatlanta wrote about Pebblebrook Hotel Trust (PEB) . 10:47 AM

PEB Outperform

Great portfolio of top hotels in strong US cities. A 6% dividend yield.

Caps Pick

dcgatlanta made a pick in CAPS. 10:47 AM

Pebblebrook Hotel Trust (PEB) will Outperform the S&P 500

Wed Jun 8

CAPS Outperform Pitch

dcgatlanta wrote about Cheniere Energy (LNG) . 12:50 PM

LNG Outperform

Long term contracts in place to sell LNG abroad; High debt load, but sells at low P/E and can deleverage.

Caps Pick

dcgatlanta made a pick in CAPS. 12:50 PM

Cheniere Energy (LNG) will Outperform the S&P 500

Tue May 10

CAPS Underperform Pitch

dcgatlanta wrote about Pennsylvania REIT (PEI) . 11:47 AM

PEI Underperform

Highly leverages REIT with weak portfolio of B/C quality malls. Dividend yield of ~ 3.5% is below many higher quality REIT and is unlikely to grow at a decent rate. PEI's mall assets may be very vulnerable to e-commerce trend because they are not [more]

Caps Pick

dcgatlanta made a pick in CAPS. 11:47 AM

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

CAPS Stats & Trivia

CAPS Player Rating 35.05
Player Rank 48552 out of 74751
Score -1033.01
Score Change Today -2.62
Accuracy 58.21%
Active Picks 23
Total Picks 489
Best Pick GLL (+128.20)
Worst Pick DDD (-192.65)
Average Score per Pick -2.12
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