jtallenmd’s Activity

Fri Jul 4

CAPS Outperform Pitch

jtallenmd wrote about Teck Resources Limited (USA) (TCK) . 5:57 PM

TCK Outperform

Estimated intrinsic value of $42.

Caps Pick

jtallenmd made a pick in CAPS. 5:57 PM

Teck Resources Limited (USA) (TCK) will Outperform the S&P 500

Thu Jun 26

Caps Pick

jtallenmd made a pick in CAPS. 5:19 PM

Isis Pharmaceuticals (ISIS) will Outperform the S&P 500

Thu May 15

CAPS Underperform Pitch

jtallenmd wrote about AeroVironment (AVAV) . 10:04 AM

AVAV Underperform

Drone stocks are pretty popular now, so much so that they have been bid up beyond a reasonable valuation. This stock, for example, has a PE of 155 and is trading at more than twice my estimated intrinsic value of $15. For the current price to be [more]

Caps Pick

jtallenmd made a pick in CAPS. 10:04 AM

AeroVironment (AVAV) will Underperform the S&P 500

Wed May 14

CAPS Outperform Pitch

jtallenmd wrote about Air Lease (AL) . 2:06 AM

AL Outperform

Estimated intrinsic value of $78.

Caps Pick

jtallenmd made a pick in CAPS. 2:06 AM

Air Lease (AL) will Outperform the S&P 500

Mon May 12

CAPS Outperform Pitch

jtallenmd wrote about Ocwen Financial Corp (OCN) . 4:43 PM

OCN Outperform

Personally, I do not like this company. We had a bad experience with them when we sold our house (they held the mortgage). However, from a fundamentals perspective, this is a good value, selling at about 25% of intrinsic value.

Caps Pick

jtallenmd made a pick in CAPS. 4:43 PM

Ocwen Financial Corp (OCN) will Outperform the S&P 500

CAPS Outperform Pitch

jtallenmd wrote about Seadrill (SDRL) . 4:40 PM

SDRL Outperform

Five star stock bouncing off of a recent low. Estimated intrinsic value of $130.

Caps Pick

jtallenmd made a pick in CAPS. 4:40 PM

Seadrill (SDRL) will Outperform the S&P 500

CAPS Outperform Pitch

jtallenmd wrote about FireEye (FEYE) . 2:31 PM

FEYE Outperform

Two star stock bouncing off of a recent low. This company is still in the red for earnings, but market sentiment seems to think there is something to offer.

Caps Pick

jtallenmd made a pick in CAPS. 2:31 PM

FireEye (FEYE) will Outperform the S&P 500

Fri May 9

CAPS Outperform Pitch

jtallenmd wrote about Tesla Motors (TSLA) . 5:14 PM

TSLA Outperform

Like most growth stocks, this is not a good pick from a valuation standpoint. This pick is based a TED Talk by Simon Sinek
[more]

Caps Pick

jtallenmd made a pick in CAPS. 5:14 PM

Tesla Motors (TSLA) will Outperform the S&P 500

Wed May 7

Hidden Gems Boards Post

jtallenmd replied to the Hidden Gems boards. 4:59 PM

CAPS Outperform Pitch

jtallenmd wrote about Rofin-Sinar Technologies (RSTI) . 4:44 PM

RSTI Outperform

Four star stock bouncing off of recent low. I'm not sure that it has completely hit bottom yet, so I may go negative in the near term. Estimated intrinsic value of $35.

Caps Pick

jtallenmd made a pick in CAPS. 4:44 PM

Rofin-Sinar Technologies (RSTI) will Outperform the S&P 500

CAPS Outperform Pitch

jtallenmd wrote about Yandex (YNDX) . 3:25 PM

YNDX Outperform

Four star stock bouncing off of a recent low. Estimated intrinsic value of $45.

Caps Pick

jtallenmd made a pick in CAPS. 3:25 PM

Yandex (YNDX) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 99.57
Player Rank 320 out of 75008
Score 4960.99
Score Change Today -5.11
Accuracy 71.35%
Active Picks 118
Total Picks 875
Best Pick NFLX (+1589.84)
Worst Pick REVU (-164.58)
Average Score per Pick 5.67
Charms Earned 14
Highest Rated Favorite TMFEldrehad
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 1135
Recs Received 4823
People who have rec'd these posts 1312
Recs to Posts Ratio (last 30 days) N/A
Threads Started 308
Threads Started Percentage 27.14 %
Most Frequent Board Credit Cards and Consumer Debt
Very First Post Re: Heard from AT&T (5/25/2006)
Percentage of Posts Rec'd 57.27 %
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