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CAPS Outperform Pitch
AnsgarJohn wrote about EPAM Systems (EPAM) . 8:01 AM
EPAM OutperformBrian Feroldi @BrianFeroldi $EPAM score on my checklist: Financials: 14/17 Moat: 20/20 (switching cost) Potential: 13/18 Customers: 7/10 Revenue: 9/10 Management/Culture: 10/14 (no mission statement) Stock: 8/11 Gauntlet: -4 (cust concentraton) Total [more]
Brian Feroldi @BrianFeroldi $EPAM score on my checklist: Financials: 14/17 Moat: 20/20 (switching cost) Potential: 13/18 Customers: 7/10 Revenue: 9/10 Management/Culture: 10/14 (no mission statement) Stock: 8/11 Gauntlet: -4 (cust concentraton) Total [more]
Caps Pick
AnsgarJohn made a pick in CAPS. 8:01 AM
EPAM Systems (EPAM) will Outperform the S&P 500
CAPS Underperform Pitch
AnsgarJohn wrote about Frontline (FRO) . 11:33 AM
FRO UnderperformFrontline The Company is a Bermuda based shipping company engaged primarily in the ownership and operation of oil tankers, including oil/bulk/ore carriers. PE 35
Frontline The Company is a Bermuda based shipping company engaged primarily in the ownership and operation of oil tankers, including oil/bulk/ore carriers. PE 35
AnsgarJohn made a pick in CAPS. 11:33 AM
Frontline (FRO) will Underperform the S&P 500
AnsgarJohn wrote about Plug Power (PLUG) . 11:30 AM
PLUG UnderperformPlug Power keeps on soaking up shareholder money. Round trip efficiency on hydrogen versus lithium ion will make it a long-term loser.
Plug Power keeps on soaking up shareholder money. Round trip efficiency on hydrogen versus lithium ion will make it a long-term loser.
AnsgarJohn made a pick in CAPS. 11:30 AM
Plug Power (PLUG) will Underperform the S&P 500
AnsgarJohn wrote about Adobe Systems (ADBE) . 1:57 AM
ADBE Outperform$ADBE score on my checklist: Financials: 16/17 Moat: 20/20 Potential: 11/18 Customers: 9/10 Revenue: 10/10 Management/Culture: 12/14 Stock: 8/11 (mixed EPS expectations) Gauntlet: -4 (growth by acquisition) Total Score: 86 (stellar) An under-followed [more]
$ADBE score on my checklist: Financials: 16/17 Moat: 20/20 Potential: 11/18 Customers: 9/10 Revenue: 10/10 Management/Culture: 12/14 Stock: 8/11 (mixed EPS expectations) Gauntlet: -4 (growth by acquisition) Total Score: 86 (stellar) An under-followed [more]
AnsgarJohn made a pick in CAPS. 1:57 AM
Adobe Systems (ADBE) will Outperform the S&P 500
AnsgarJohn wrote about The Joint (JYNT) . 4:45 PM
JYNT OutperformGermans Joint Price?
Germans Joint Price?
AnsgarJohn made a pick in CAPS. 4:45 PM
The Joint (JYNT) will Outperform the S&P 500
CAPS Outperform Pitch Reply
AnsgarJohn commented on AnsgarJohn's pitch for NE. 3:49 PM
Down to $1,10 less than 1/10th of book. Insider buying.
AnsgarJohn commented on AnsgarJohn's pitch for CVE. 3:47 PM
Price $9,22 some insider buying, loss but cash flow positive 2% dividend. Start price $24. Check above $10
AnsgarJohn commented on AnsgarJohn's pitch for DB. 3:08 PM
Price $7 tangible book $30
AnsgarJohn commented on AnsgarJohn's pitch for BGS. 11:01 AM
Start price $15,85 Score plus 9.
AnsgarJohn wrote about Salesforce.com (CRM) . 7:24 AM
CRM UnderperformPriced to perfection? End ASAP Dreamforce...
Priced to perfection? End ASAP Dreamforce...
AnsgarJohn made a pick in CAPS. 7:24 AM
Salesforce.com (CRM) will Underperform the S&P 500
AnsgarJohn commented on AnsgarJohn's pitch for SAVE. 4:38 PM
Down to $38 profit down, debt up. Sales up. PE 8
CAPS Underperform Pitch Reply
AnsgarJohn commented on BaradDur's pitch for ARLP. 1:48 AM
Good point.
AnsgarJohn commented on AnsgarJohn's pitch for ARLP. 11:19 AM
Bought at $10,17
AnsgarJohn wrote about Netflix (NFLX) . 4:40 PM
NFLX OutperformCash flow problem
Cash flow problem
