TMFGemHunter

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 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 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 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 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 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 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 Outperform Pitch

TMFGemHunter wrote about General Electric (GE) . 5:14 PM

GE Outperform

There are plenty of problems in GE's power business and some of its smaller segments. However, the healthcare and renewables segments have become steady growth businesses with plenty of long-term potential. Most importantly, the GE Aviation segment [more]

CAPS Outperform Pitch

TMFGemHunter wrote about Lowe's (LOW) . 7:17 PM

LOW Outperform

Lowe's will be one of the big beneficiaries from Sears Holdings' virtually inevitable collapse. It's already the top appliance seller in the country, and it will start selling Craftsman tools next year. It's more reasonably priced than Home Depot and [more]