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TMFEnterprise

Michael Douglass

TMFEnterprise’s Activity

Tue Apr 4

Caps Pick

TMFEnterprise made a pick in CAPS. 7:50 AM

Stag Industrial (STAG) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEnterprise wrote about Celgene (CELG) . 7:48 AM

CELG Outperform

A biotech hedge fund all contained in one stock. Great play on cancer and immunology. Expect great things out of them long-term...plenty of growth without the risk inherent to one-trick ponies. Love their methodology for sourcing drugs (early-stage, [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 7:48 AM

Celgene (CELG) will Outperform the S&P 500

Mon Apr 3

CAPS Outperform Pitch

TMFEnterprise wrote about Apple (AAPL) . 2:44 PM

AAPL Outperform

This one's too obvious. Lots of cash, cheap valuation, big opportunities in smartphones and tablets (maybe wearables too).

Caps Pick

TMFEnterprise made a pick in CAPS. 2:44 PM

Apple (AAPL) will Outperform the S&P 500

Thu Mar 23

CAPS Outperform Pitch

TMFEnterprise wrote about Facebook (FB) . 10:54 AM

FB Outperform

Planning to add this one to my portfolio sometime soon, too. While the upside in ad load is largely gone, still plenty of opportunities to grow the core platform and to expand monetization via Messenger, Instagram, WhatsApp, etc. AI and VR are icing.

Caps Pick

TMFEnterprise made a pick in CAPS. 10:54 AM

Facebook (FB) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEnterprise wrote about Amazon (AMZN) . 10:53 AM

AMZN Outperform

Music services. Delivery services. Voice-activated services. E-commerce. Behemoth. Massive growth opportunity persists, even after a truly epic run-up. Need I say more?

Caps Pick

TMFEnterprise made a pick in CAPS. 10:53 AM

Amazon (AMZN) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEnterprise wrote about Axos Financial (AX) . 10:50 AM

AX Outperform

Incredible business, growing like a weed, super low efficiency ratio, still mispriced at under 3X book given its growth prospects and ability to reinvest so much of its revenue. The only bank I own, and with good reason.

Caps Pick

TMFEnterprise made a pick in CAPS. 10:50 AM

Axos Financial (AX) will Outperform the S&P 500

Fri Mar 17

CAPS Outperform Pitch

TMFEnterprise wrote about Starbucks (SBUX) . 11:32 AM

SBUX Outperform

Starbucks has plenty of room to continue growing, particularly internationally. (And Teavana continues to be an interesting tea opportunity.) Will be interested to see what Schultz does with the new premium coffee brand. This one's a "duh" long-term [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 11:32 AM

Starbucks (SBUX) will Outperform the S&P 500

CAPS Underperform Pitch

TMFEnterprise wrote about Pfizer (PFE) . 11:28 AM

PFE Underperform

Despite some solid breakthroughs (palbociclib being the big standout), I've never really gotten the sense that management is any good at capital allocation. There's been a string of purchases (Wyeth being the most notable) where their expected growth [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 11:28 AM

Pfizer (PFE) will Underperform the S&P 500

CAPS Outperform Pitch

TMFEnterprise wrote about Kinder Morgan (KMI) . 11:25 AM

KMI Outperform

Great business, tollbooth, lots of locked-in contracts, not nearly as dependent on commodities prices as people think. Once management has properly shored-up the balance sheet and cleared through some of the project backlog, I expect some solid [more]

Caps Pick

TMFEnterprise made a pick in CAPS. 11:25 AM

Kinder Morgan (KMI) will Outperform the S&P 500

CAPS Underperform Pitch

TMFEnterprise wrote about MannKind Corporation (MNKD) . 11:23 AM

MNKD Underperform

Innovative diabetes treatment, not gonna get sufficient traction before MannKind runs out of money. It's as simple as that. (Plus, management has never seemed to really get their act together.)

Caps Pick

TMFEnterprise made a pick in CAPS. 11:23 AM

MannKind Corporation (MNKD) will Underperform the S&P 500

CAPS Outperform Pitch

TMFEnterprise wrote about Berkshire Hathaway (B shares) (BRK.B) . 11:18 AM

BRK.B Outperform

Buffett has built a system that will continue to deliver solid gains long after he's gone. At its size, BRK won't be a huge winner, but I expect it to continue beating the market as its intrinsic value soars from acquiring new and interesting [more]

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CAPS Stats & Trivia

CAPS Player Rating 78.38
Player Rank 12882 out of 59575
Score 3350.51
Score Change Today -81.32
Accuracy 48.48%
Active Picks 24
Total Picks 33
Best Pick SHOP (+2230.57)
Worst Pick SNAP (-194.52)
Average Score per Pick 101.53
Charms Earned 8
Highest Rated Favorite No Favorites Selected
Go to TMFEnterprise’s CAPS page

Boards Stats & Trivia

Board Posts 1
Recs Received 1
People who have rec'd these posts 1
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board Supernova: Starshot 2019
Very First Post A ST: Our Strategy post. (5/29/2019)
Percentage of Posts Rec'd 100.00 %
Show TMFEnterprise’s 10 Latest Posts
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