TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Fri Mar 22

CAPS Underperform Pitch Reply

TMFEBCapital commented on TMFEBCapital's pitch for AAL. 10:18 AM

Very true. I continue to worry about capacity additions longer-term, though.

Tue Jan 29

CAPS Underperform Pitch

TMFEBCapital wrote about Synchrony Financial (SYF) . 9:56 AM

SYF Underperform

The company's too exposed to credit risk via private label retail card business. Rising delinquency rates could pressure financials from here if GDP softens and net interest margin compresses because of rate increases.

Caps Pick

TMFEBCapital made a pick in CAPS. 9:56 AM

Synchrony Financial (SYF) will Underperform the S&P 500

CAPS Underperform Pitch

TMFEBCapital wrote about American Airlines Group (AAL) . 9:55 AM

AAL Underperform

Peak employment and rising interest rates suggest we may be near peak revenue per passenger mile. Capacity additions could pressure prices and slowing GDP could crimp demand.

Caps Pick

TMFEBCapital made a pick in CAPS. 9:55 AM

American Airlines Group (AAL) will Underperform the S&P 500

Mon Jan 28

CAPS Outperform Pitch

TMFEBCapital wrote about Smartsheet (SMAR) . 1:53 PM

SMAR Outperform

Potential to increase the penetration of its collaboration software to more companies/seats continues to fuel double-digit top line growth.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:53 PM

Smartsheet (SMAR) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Pluralsight, Inc. (PS) . 1:52 PM

PS Outperform

Technology continues to move fast and that's increasing the need for companies to provide training to their IT team on subjects, such as new coding languages. Size of B2B learning market is big enough to support years of double-digit revenue growth.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:52 PM

Pluralsight, Inc. (PS) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Sarepta Therapeutics (SRPT) . 1:49 PM

SRPT Outperform

Potential to increase total addressable market from 13% to to 30% of Duchenne muscular dystrophy population by the end of 2020.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:49 PM

Sarepta Therapeutics (SRPT) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Invitae (NVTA) . 1:47 PM

NVTA Outperform

Potential to grow significantly in the future because of ongoing demand for genetic testing for personalized medicine.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:47 PM

Invitae (NVTA) will Outperform the S&P 500

Wed Nov 28

CAPS Outperform Pitch

TMFEBCapital wrote about Kohl's (KSS) . 11:25 AM

KSS Outperform

I expect KSS softline sales will benefit from Sears woes, driving revenue up, particularly in high-margin private label women's clothing and household items. Given KSS increasingly better digital strategy, I think the recent post-EPS sell-off offers [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 11:25 AM

Kohl's (KSS) will Outperform the S&P 500

Tue Nov 20

CAPS Outperform Pitch

TMFEBCapital wrote about Gilead Sciences (GILD) . 11:14 AM

GILD Outperform

NASH data and filgotinib data in 2019 could finally mark the long-awaited turning point for this company. It's HCV drag should wane next year, allowing HIV sales growth and potentially, new drug approvals, to return it to top line growth in 2020.

Caps Pick

TMFEBCapital made a pick in CAPS. 11:14 AM

Gilead Sciences (GILD) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Ollie's Bargain Outlet Holdings (OLLI) . 11:12 AM

OLLI Outperform

282 self-described "semi-lovely," no-frills bargain-store locations. It drives foot traffic using a lighthearted, self-deprecating sense of humor that promotes a "when it's gone, it's gone" treasure-hunt mentality. It also boosts visits through its [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 11:12 AM

Ollie's Bargain Outlet Holdings (OLLI) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Acceleron Pharma (XLRN) . 11:10 AM

XLRN Outperform

Potential for short-term catalyst at ASH in December, longer term catalyst approval of luspatercept for beta thalassemia and MDS. Luspatercept's licensed to the best partner in bone marrow disorders, Celgene, and Celgene owns over 12% of XLRN [more]

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CAPS Stats & Trivia

CAPS Player Rating 85.43
Player Rank 9982 out of 68519
Score 2457.00
Score Change Today +126.21
Accuracy 50.00%
Active Picks 180
Total Picks 230
Best Pick AMRN (+701.01)
Worst Pick CLDX (-130.22)
Average Score per Pick 10.68
Charms Earned 12
Highest Rated Favorite TMFSpiffyPop
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