TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Tue Aug 1

CAPS Outperform Pitch

TMFEBCapital wrote about NovoCure (NVCR) . 3:17 PM

NVCR Outperform

A brand-new way to tackle brain cancer could expand someday into other cancers, including pancreatic and non-small lung cancer. Mgmt says they can achieve profitability on brain cancer indication already approved, so additional indications could [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:17 PM

NovoCure (NVCR) will Outperform the S&P 500

Fri Jul 28

CAPS Outperform Pitch

TMFEBCapital wrote about Wix.com (WIX) . 2:54 PM

WIX Outperform

Investors are punishing Wix on its Q2 EPS miss, but I'm less concerned about stocks missing when they're knee deep in growth phase than I am stocks missing when they're mature. Sales were up 50% year over year. Also, it's not like this company's EPS [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:54 PM

Wix.com (WIX) will Outperform the S&P 500

Mon Jul 24

CAPS Outperform Pitch

TMFEBCapital wrote about Citrix Systems (CTXS) . 9:58 AM

CTXS Outperform

Business is on track to deliver better than expected results -- reaffirmed earlier this month. Shares are down on fear a M&A deal won't materialize. Use the pullback as an opp to buy this tech leader.

Caps Pick

TMFEBCapital made a pick in CAPS. 9:58 AM

Citrix Systems (CTXS) will Outperform the S&P 500

Thu Jul 13

CAPS Outperform Pitch

TMFEBCapital wrote about Momo (MOMO) . 11:45 AM

MOMO Outperform

Debate over the future of social media in China makes this stock risky, but rapid growth makes me willing to take on that risk. Consider these stats: "Momo's monthly active users (MAUs) rose 18% annually to 85.2 million last quarter. Paying live [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 11:45 AM

Momo (MOMO) will Outperform the S&P 500

Wed Jul 12

CAPS Outperform Pitch

TMFEBCapital wrote about Aurinia Pharmaceuticals (AUPH) . 3:51 PM

AUPH Outperform

There aren't any FDA approved therapies for lupus nephritis (LN), and the patient population in the U.S. alone is up to 200k people. Current treatments fall short with single digit complete remission rates, but this company's drug - voclosporin -- [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:51 PM

Aurinia Pharmaceuticals (AUPH) will Outperform the S&P 500

Mon Jul 10

CAPS Outperform Pitch

TMFEBCapital wrote about LeMaitre Vascular (LMAT) . 2:24 PM

LMAT Outperform

Small cap, debt-free company growing top-line 10%, bottom-line 20%, by targeting niche vascular surgery products, including biologics. 18% owned by founder aligns perfectly with investors. Tailwinds due to aging baby boomers support U.S. revenue, [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:24 PM

LeMaitre Vascular (LMAT) will Outperform the S&P 500

Thu Jun 29

CAPS Outperform Pitch

TMFEBCapital wrote about Autodesk (ADSK) . 1:15 PM

ADSK Outperform

About 43% of Autodesk’s FY17 revenue came from the Architecture, Engineering, and Construction segment, and those industries are firing on all cylinders. The company's shift to a high-margin, recurring revenue model makes the past year's top line [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 1:15 PM

Autodesk (ADSK) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Rite Aid (RAD) . 10:48 AM

RAD Outperform

Rite Aid has problems, big problems, but WBA's cash infusion solidifies its balance sheet, and there's always the speculative chance that private equity steps up and takes the remaining company private. Only time will tell, but down 25% I'm willing [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:48 AM

Rite Aid (RAD) will Outperform the S&P 500

Tue Jun 27

CAPS Outperform Pitch

TMFEBCapital wrote about Impinj (PI) . 10:51 AM

PI Outperform

Sometimes Wall St. analysts downgrade fast-growing stocks because of valuation, but those moves are oftentimes short-term gamesmanship that create opps for main street investors to buy. This is exactly what's going on with PI today, and I think that [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:51 AM

Impinj (PI) will Outperform the S&P 500

Fri Jun 23

CAPS Outperform Pitch Reply

TMFEBCapital commented on TMFEBCapital's pitch for PTLA. 3:54 PM

Great to hear! Congratulations! FYI, I'll be listening to the conference call over the weekend, so I'll probably have an article (or more) coming over the next week.

Thu Jun 22

CAPS Outperform Pitch

TMFEBCapital wrote about Weibo (WB) . 12:56 PM

WB Outperform

This is the 10th biggest social media company by monthly active users on the planet, and while it started off more like a Chinese version of Twitter, its now more a merger of Twitter, YouTube, and Facebook. Last quarter, the company's net revenues [more]

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CAPS Stats & Trivia

CAPS Player Rating 40.67
Player Rank 42251 out of 71206
Score -258.42
Score Change Today +28.32
Accuracy 50.34%
Active Picks 114
Total Picks 149
Best Pick MDVN.DL (+145.92)
Worst Pick OPHT (-108.49)
Average Score per Pick -1.73
Charms Earned 6
Highest Rated Favorite TMFSpiffyPop
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