TMFGemHunter

Adam Levine-Weinberg

TMFGemHunter’s Activity

Mon May 11

CAPS Outperform Pitch

TMFGemHunter wrote about Berkshire Hathaway (B shares) (BRK.B) . 5:01 PM

BRK.B Outperform

Berkshire Hathaway is one of the strongest companies around. It will be able to take advantage of the abundant opportunities that will likely become available due to the COVID-19 pandemic.

Caps Pick

TMFGemHunter made a pick in CAPS. 5:01 PM

Berkshire Hathaway (B shares) (BRK.B) will Outperform the S&P 500

Mon Mar 11

CAPS Underperform Pitch

TMFGemHunter wrote about Tesla (TSLA) . 6:47 PM

TSLA Underperform

Tesla seems completely out of control. Musk and his team appear to be unable to make good decisions and stick to them. And all signs seem to indicate that Model 3 demand is slowing rapidly, despite price cuts. Perhaps the opening of a Tesla factory [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 6:47 PM

Tesla (TSLA) will Underperform the S&P 500

Sun Mar 10

CAPS Outperform Pitch

TMFGemHunter wrote about Burlington Stores (BURL) . 4:38 PM

BURL Outperform

After the recent stock pullback, Burlington Stores looks like a great long-term investment opportunity. The stock's valuation is now roughly in line with that of TJX or Ross Stores (larger off-price retailers), but Burlington is growing faster and [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 4:38 PM

Burlington Stores (BURL) will Outperform the S&P 500

Fri Nov 2

CAPS Outperform Pitch

TMFGemHunter wrote about Starbucks (SBUX) . 1:09 AM

SBUX Outperform

I meant to add this stock when I bought it for my portfolio back in June. It's more expensive now after Starbucks' Q4 earnings beat, but the coffee giant still has plenty of levers to pull to drive long-term sales and EPS growth.

Caps Pick

TMFGemHunter made a pick in CAPS. 1:09 AM

Starbucks (SBUX) will Outperform the S&P 500

Tue Aug 28

CAPS Outperform Pitch

TMFGemHunter wrote about Pennsylvania REIT (PEI) . 9:55 AM

PEI Outperform

PREIT has been slowly transforming itself from a low-quality retail REIT to a much higher-quality REIT. It has put a lot of money into improving well-located properties, primarily in the Philadelphia and D.C. metro areas. The opening of its massive [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 9:55 AM

Pennsylvania REIT (PEI) will Outperform the S&P 500

Mon May 28

CAPS Outperform Pitch

TMFGemHunter wrote about Best Buy (BBY) . 3:19 PM

BBY Outperform

It's bizarre that Best Buy stock has fallen by double-digits over the past week in spite of a big sales and earnings beat. Management's current-year and medium-term EPS targets are starting to look extremely conservative. A combination of solid [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 3:19 PM

Best Buy (BBY) will Outperform the S&P 500

Fri May 4

CAPS Outperform Pitch

TMFGemHunter wrote about General Growth Properties (GGP) . 3:33 AM

GGP Outperform

As of the time of writing, GGP trades at a surprisingly big discount to the value of its pending takeover deal. ($19.49 vs. ~$22) The sale to Brookfield Property Partners is expected to close within a few months, so this looks like a good arbitrage [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 3:33 AM

General Growth Properties (GGP) will Outperform the S&P 500

Mon Mar 5

CAPS Outperform Pitch

TMFGemHunter wrote about Ford (F) . 5:13 PM

F Outperform

Ford is finally working to fix its cost structure. It also has an improved product roadmap for the next few years, with new and redesigned trucks/crossovers in key segments. This should help it to stabilize its profitability even if domestic auto [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 5:13 PM

Ford (F) will Outperform the S&P 500

Mon Jan 29

CAPS Outperform Pitch

TMFGemHunter wrote about Southwest Airlines (LUV) . 11:05 AM

LUV Outperform

Southwest's profit margin is routinely near the top of the airline industry. It has ample growth opportunities and should be a big tax reform winner. This should keep the stock moving higher over the next five years.

Caps Pick

TMFGemHunter made a pick in CAPS. 11:05 AM

Southwest Airlines (LUV) will Outperform the S&P 500

Thu Jan 18

CAPS Outperform Pitch

TMFGemHunter wrote 9:42 AM

Outperform

Today, Seritage leases the vast majority of its real estate to Sears Holdings. Investors' worries about a potential Sears bankruptcy have kept a lid on Seritage stock. But in the long run, Seritage is poised to significantly increase its rental [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 9:42 AM

() will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 21.73
Player Rank 53853 out of 68799
Score -2114.33
Score Change Today +1.46
Accuracy 46.77%
Active Picks 29
Total Picks 64
Best Pick HA (+132.24)
Worst Pick NFLX (-501.52)
Average Score per Pick -33.04
Charms Earned 7
Highest Rated Favorite No Favorites Selected
Go to TMFGemHunter’s CAPS page

Boards Stats & Trivia

Board Posts 2
Recs Received 7
People who have rec'd these posts 6
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board Premium Boards
Very First Post A $: Netflix post. (9/1/2013)
Percentage of Posts Rec'd 100.00 %
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