TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Yesterday

CAPS Underperform Pitch

TMFEBCapital wrote about Biogen (BIIB) . 3:12 PM

BIIB Underperform

While BIIB remains the market share leader in MS, its best seller, Tecfidera, is seeing unit volume decline, and a new drug that may compete with it as soon as next year has just put up solid phase 3 results at CELG. The MS market is lucrative, but [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:12 PM

Biogen (BIIB) will Underperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Equifax (EFX) . 12:43 PM

EFX Outperform

There are two things that support EFX from here. First, rising wages provide tailwinds to consumer demand for homes, credit cards, and other financial products that require credit insight. Second, slight upticks in delinquency rates increases the [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 12:43 PM

Equifax (EFX) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Goldman Sachs (GS) . 10:58 AM

GS Outperform

Perhaps, no other company in finance has a better track record of navigating market whims and whispers as effectively as Goldman Sachs, and while quarterly results can vary because of trading revenue, the company's long-term track record is [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:58 AM

Goldman Sachs (GS) will Outperform the S&P 500

Wed Apr 26

CAPS Underperform Pitch

TMFEBCapital wrote about Sorrento Therapeutics (SRNE) . 2:01 PM

SRNE Underperform

I simply don't see a catalyst here to make this stock worth buying.

Caps Pick

TMFEBCapital made a pick in CAPS. 2:01 PM

Sorrento Therapeutics (SRNE) will Underperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Seagate Technology (STX) . 1:48 PM

STX Outperform

Yes, STX missed by 40 million on the top line, but let's put that miss in perspective. In Jan, shares jumped on guidance for this quarter of 2.7bn, which was higher than the streets 2.62. At 2.67, STX still 'beat' what had initially been analysts [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 1:48 PM

Seagate Technology (STX) will Outperform the S&P 500

CAPS Underperform Pitch

TMFEBCapital wrote about Ophthotech (OPHT) . 1:21 PM

OPHT Underperform

Yes, it's got some cash to do something, but what is that 'something'!

Caps Pick

TMFEBCapital made a pick in CAPS. 1:21 PM

Ophthotech (OPHT) will Underperform the S&P 500

CAPS Underperform Pitch

TMFEBCapital wrote about Novavax (NVAX) . 1:20 PM

NVAX Underperform

I'm so skeptical of its RSV-F vaccine following multiple setbacks, and can't bring myself to want to gamble and own this one for the wildcard chance of it working.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:20 PM

Novavax (NVAX) will Underperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about United States Steel (X) . 1:16 PM

X Outperform

Nucor is the one to buy and hold in the space, but for a position trade of a year or less, picking up X following their surprise loss could be a smart play. I expect we haven't heard the last words of support for U.S. steel co's out of the Commerce [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 1:16 PM

United States Steel (X) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Nektar Therapeutics (NKTR) . 12:08 PM

NKTR Outperform

Mgmt is seeking a commercialization partner for its chronic back pain drug following late-stage success. The drug targets mu-opioid receptors, but it's more selective, and passes the blood brain barrier less easily, so its less prone to abuse. I [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 12:08 PM

Nektar Therapeutics (NKTR) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Monolithic Power Systems (MPWR) . 10:39 AM

MPWR Outperform

Demand isn't waning "Revenue was $388.7 million, a 16.7% increase from $333.1 million for the year ended December 31, 2015. GAAP gross margin was 54.3%, compared with 54.1% for the year ended December 31, 2015." and while this is a risky buy ahead of [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:39 AM

Monolithic Power Systems (MPWR) will Outperform the S&P 500
Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 41.06
Player Rank 43980 out of 74620
Score -497.21
Score Change Today +12.50
Accuracy 55.21%
Active Picks 78
Total Picks 98
Best Pick MDVN.DL (+145.92)
Worst Pick OPHT (-108.49)
Average Score per Pick -5.07
Charms Earned 6
Highest Rated Favorite No Favorites Selected
Go to TMFEBCapital’s CAPS page

Boards Stats & Trivia

Board Posts 0
Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board N/A
Very First Post N/A
Percentage of Posts Rec'd 100.00 %
Show TMFEBCapital’s 10 Latest Posts