timbrugger’s Activity

Fri Feb 2

CAPS Outperform Pitch

timbrugger wrote about Sierra Wireless (SWIR) . 1:11 PM

SWIR Outperform

SWIR's IoT connectivity solutions are already paying dividends, and its just the tip of the iceberg. Given its smallish market cap, it won't take much to move the revenue needle even further.

Caps Pick

timbrugger made a pick in CAPS. 1:11 PM

Sierra Wireless (SWIR) will Outperform the S&P 500

Mon Jan 29

CAPS Outperform Pitch

timbrugger wrote about Facebook (FB) . 2:45 PM

FB Outperform

Multiple growth opportunities. Both the top and bottom lines swell every quarter. Instagram and soon WhatsApp are just scratching the surface of their potential, and push into AI will help in multiple ways - better ad targeting, enhanced user [more]

Caps Pick

timbrugger made a pick in CAPS. 2:45 PM

Facebook (FB) will Outperform the S&P 500

Thu Jan 18

CAPS Outperform Pitch

timbrugger wrote about Micron Technology (MU) . 8:39 AM

MU Outperform

Despite a string of outstanding quarters, and even recognizing MU's stock performance has been stellar, its bargain-basement valuation of 3.5 times forward earnings equates to unlimited upside.

Caps Pick

timbrugger made a pick in CAPS. 8:39 AM

Micron Technology (MU) will Outperform the S&P 500

Wed Jan 17

CAPS Outperform Pitch

timbrugger wrote about Cypress Semiconductor (CY) . 10:49 AM

CY Outperform

CY's IoT focus is already paying dividends will only gather steam from here. Yes, Cypress stock is up considerably the past year, but at a mere 14 times forward earnings there's plenty of room for growth. I also like its strong 2.6% payout

Caps Pick

timbrugger made a pick in CAPS. 10:49 AM

Cypress Semiconductor (CY) will Outperform the S&P 500

Tue Dec 12

CAPS Outperform Pitch

timbrugger wrote about HP (HPQ) . 11:12 AM

HPQ Outperform

As HPQ has demonstrated with each passing quarter, its PC business is still flying high and now its printing unit is also hitting on all cylinders. Yet, HPQ remains a bargain relative to its peers, and its 2.5% yield is also near the top of its [more]

Caps Pick

timbrugger made a pick in CAPS. 11:12 AM

HP (HPQ) will Outperform the S&P 500

Sat Dec 9

CAPS Outperform Pitch

timbrugger wrote about Cisco Systems (CSCO) . 9:48 AM

CSCO Outperform

Transformation beginning to make an impact. Love the recurring revenue growth, along with an expected return to topline growth.

Caps Pick

timbrugger made a pick in CAPS. 9:48 AM

Cisco Systems (CSCO) will Outperform the S&P 500

Wed Oct 25

CAPS Outperform Pitch

timbrugger wrote about Himax Technologies (HIMX) . 2:26 PM

HIMX Outperform

Though on the high-end of valuation right now, HIMX is positioned for outstanding growth in exploding markets including IoT, 3D sensors, VR, AR, and others.

Caps Pick

timbrugger made a pick in CAPS. 2:26 PM

Himax Technologies (HIMX) will Outperform the S&P 500

Wed Oct 11

CAPS Outperform Pitch

timbrugger wrote about Qualcomm (QCOM) . 9:40 AM

QCOM Outperform

Legal snafus and lower revenue until the courtroom "stuff" is settled is already factored into its share price. Very little downside risk as a result, and QCOM is still cruising along despite the AAPL and FTC "issues." Nothing but upside from this [more]

Caps Pick

timbrugger made a pick in CAPS. 9:40 AM

Qualcomm (QCOM) will Outperform the S&P 500

CAPS Outperform Pitch

timbrugger wrote about Fortinet (FTNT) . 9:38 AM

FTNT Outperform

Right industry, and have made significant progress in cost-cutting initiatives, return to profitability in a big way, which will continue going forward..

Caps Pick

timbrugger made a pick in CAPS. 9:38 AM

Fortinet (FTNT) will Outperform the S&P 500

CAPS Outperform Pitch

timbrugger wrote about Adobe Systems (ADBE) . 9:38 AM

ADBE Outperform

CEO Narayen's move to monthly subscriptions has exploded. Steady, predictable revenue with forays into voice-activated tech, AI, and VR will keep ADBE ahead of the curve in the years to come.

Caps Pick

timbrugger made a pick in CAPS. 9:38 AM

Adobe Systems (ADBE) will Outperform the S&P 500
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CAPS Player Rating 30.00
Player Rank 48853 out of 69784
Score 99.48
Score Change Today -0.43
Accuracy 35.37%
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Total Picks 84
Best Pick MSFT (+260.22)
Worst Pick M (-111.04)
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Charms Earned 3
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