TMFGemHunter

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 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]