youngblood58’s Activity

Fri Sep 14

CAPS Outperform Pitch

youngblood58 wrote about Tencent Holdings (TCEHY) . 12:42 PM

TCEHY Outperform

Tencent has been hit hard this year as Chinese regulators look to manage it (and Alibaba's) growth, compliance, etc. That's all well and good (especially to protect consumers), but there will be no holding this company back over the next few years.

Caps Pick

youngblood58 made a pick in CAPS. 12:42 PM

Tencent Holdings (TCEHY) will Outperform the S&P 500

Sat Aug 25

CAPS Outperform Pitch

youngblood58 wrote about Momo (MOMO) . 2:30 PM

MOMO Outperform

The "Tinder of China" is finding new ways to engage and monetize users. Could be a multi-bagger or acquisition target (or both).

Caps Pick

youngblood58 made a pick in CAPS. 2:30 PM

Momo (MOMO) will Outperform the S&P 500

Tue Aug 21

CAPS Outperform Pitch

youngblood58 wrote about EVERTEC (EVTC) . 11:24 PM

EVTC Outperform

Although not quite the same as Square, this company does handle a lot of payment processing for businesses throughout the burgeoning Latin American market. The stock is well up over the last year, as the region recovers from hurricanes, etc. I expect [more]

Caps Pick

youngblood58 made a pick in CAPS. 11:24 PM

EVERTEC (EVTC) will Outperform the S&P 500

Fri Aug 17

Caps Pick

youngblood58 made a pick in CAPS. 6:25 PM

Mindbody (MB) will Outperform the S&P 500

Wed Aug 8

CAPS Outperform Pitch

youngblood58 wrote about Etsy (ETSY) . 12:34 AM

ETSY Outperform

Disciplined cost-cutting moves and a sharper focus on key initiatives will lead this company to improve overall financials. I still see growth ahead for Etsy after the latest positive earnings.

Caps Pick

youngblood58 made a pick in CAPS. 12:34 AM

Etsy (ETSY) will Outperform the S&P 500

Mon Aug 6

CAPS Outperform Pitch

youngblood58 wrote about Universal Display (OLED) . 9:44 PM

OLED Outperform

It's been punished enough and tied to Apple too strongly. I expect OLED to bounce back from these lows to the $150 range once investors realize the value in this company's technology.

Caps Pick

youngblood58 made a pick in CAPS. 9:44 PM

Universal Display (OLED) will Outperform the S&P 500

Thu May 31

Caps Pick

youngblood58 made a pick in CAPS. 5:06 PM

General Motors (GM) will Outperform the S&P 500

Caps Pick

youngblood58 made a pick in CAPS. 5:05 PM

Okta (OKTA) will Outperform the S&P 500

Sat Feb 24

CAPS Outperform Pitch

youngblood58 wrote about Yandex (YNDX) . 6:55 PM

YNDX Outperform

Gaining significant market share for not only Search but also online advertising and ride sharing in the Russian marketplace. Could be a huge player in the months/years to come.

Caps Pick

youngblood58 made a pick in CAPS. 6:55 PM

Yandex (YNDX) will Outperform the S&P 500

Fri Feb 23

CAPS Outperform Pitch

youngblood58 wrote about Hewlett Packard Enterprise (HPE) . 5:31 PM

HPE Outperform

Whitman did what she could to bring discipline, but the new leadership team can now focus on growth.

Caps Pick

youngblood58 made a pick in CAPS. 5:30 PM

Hewlett Packard Enterprise (HPE) will Outperform the S&P 500

Mon Nov 6

CAPS Outperform Pitch

youngblood58 wrote about Under Armour (A Shares) (UAA) . 12:12 PM

UAA Outperform

Ok, Under Armour has been under a ton of pressure this last year, and rightly so. But I think this company has already displayed staying power in the market and will eventually find it's footing (no pun intended) yet again. It's been punished [more]

Caps Pick

youngblood58 made a pick in CAPS. 12:12 PM

Under Armour (A Shares) (UAA) will Outperform the S&P 500

Mon Sep 11

CAPS Underperform Pitch

youngblood58 wrote about Equifax (EFX) . 10:02 PM

EFX Underperform

There are going to be big legal implications of the data breach (and corporate malfeasance). This stock could be trading at $80/share in the next couple months - I think so. Maybe worse.

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