TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Thu Oct 25

CAPS Outperform Pitch

TMFEBCapital wrote about Insulet (PODD) . 10:14 AM

PODD Outperform

Demand for Insulet's wireless insulin pump, Omnipod, could slip short-term because of Tandem Diabetes automated insulin system, but I expect a similar system to become available from Insulet soon and if so, then its flexible design and loyal customer [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:14 AM

Insulet (PODD) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Zendesk (ZEN) . 10:11 AM

ZEN Outperform

Potential to revolutionize customer service using software to remove bottlenecks to drive loyalty and repeat sales. Opportunity to expand demand for Zendesk Support and Zendesk Chat into larger companies could help drive ongoing double-digit sales [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:11 AM

Zendesk (ZEN) will Outperform the S&P 500

Wed Oct 10

CAPS Outperform Pitch

TMFEBCapital wrote about Teva Pharmaceutical Industries (TEVA) . 1:44 PM

TEVA Outperform

Demand for generic drugs is supported by strengthening demographic tailwinds. Copaxone will remain a drag into 2019, however, expected stabilization next year, coupled with new launches and cost-cutting, could provide solid bottom-line upside [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 1:44 PM

Teva Pharmaceutical Industries (TEVA) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about ExxonMobil (XOM) . 1:42 PM

XOM Outperform

Potential offshore Guyana could spark a return of investor interest as reserves wind up getting replaced more quickly.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:42 PM

ExxonMobil (XOM) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Amgen (AMGN) . 1:38 PM

AMGN Outperform

The opportunity to build a significant new biosimilars business, plus potential new biologic launches, offsets concerns regarding patent expiration.

Caps Pick

TMFEBCapital made a pick in CAPS. 1:38 PM

Amgen (AMGN) will Outperform the S&P 500

Fri Sep 28

CAPS Outperform Pitch

TMFEBCapital wrote about Chegg (CHGG) . 12:05 PM

CHGG Outperform

The security breach is a short-term event that could be creating a solid entrypoint. Chegg's subscription model is gaining momentum and its product offering is differentiated enough to maintain leadership with students, particularly given their high [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 12:05 PM

Chegg (CHGG) will Outperform the S&P 500

Thu Jul 19

CAPS Outperform Pitch

TMFEBCapital wrote about Eli Lilly and Company (LLY) . 2:57 PM

LLY Outperform

Potential for expanding diabetes sales and new cancer drugs to offset patent headwinds should provide mid-single digit sales growth through 2020, supporting ongoing dividend growth. I don't expect much from this one, but it's a solid pick for income [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 2:57 PM

Eli Lilly and Company (LLY) will Outperform the S&P 500

Wed Jul 18

CAPS Outperform Pitch

TMFEBCapital wrote about Humana (HUM) . 3:16 PM

HUM Outperform

The aging of America provides tailwinds supporting enrollment in Medicare Advantage plans. HUM is the nation's second largest Medicare Advantage player with a 17% market share. As the over-65 population doubles, it should see its revenue continue to [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:16 PM

Humana (HUM) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about UnitedHealth Group (UNH) . 3:13 PM

UNH Outperform

The aging of America provides tailwinds supporting enrollment in Medicare Advantage plans. UNH is the nation's largest Medicare Advantage player with a 24% market share, so it should benefit from a projected doubling in the over-65 population by [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:13 PM

UnitedHealth Group (UNH) will Outperform the S&P 500

Fri Jul 13

CAPS Outperform Pitch

TMFEBCapital wrote about Madrigal Pharmaceuticals, Inc. (MDGL) . 1:21 PM

MDGL Outperform

27% NASH resolution in all patients and 39% resolution in patients that saw a 30%+ improvement in liver fat positions MDGL nicely as an acquisition target, despite MGL-3196s timeline to market trailing GILD and ICPT (depending on ph. 3 outcome).

Caps Pick

TMFEBCapital made a pick in CAPS. 1:21 PM

Madrigal Pharmaceuticals, Inc. (MDGL) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 64.30
Player Rank 24859 out of 69630
Score 892.09
Score Change Today -1.05
Accuracy 47.21%
Active Picks 153
Total Picks 199
Best Pick AMRN (+514.96)
Worst Pick OPHT (-108.49)
Average Score per Pick 4.48
Charms Earned 11
Highest Rated Favorite zzlangerhans
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