TMFGemHunter’s Activity

Tue Oct 13

TMFGemHunter wrote about GameStop (GME) . 3:23 PM

GME Underperform
GameStop has burned through most of its book value over the past year and a half. The release of next-gen PlayStation and Xbox consoles may help stem the bleeding a bit next year, but the pandemic makes a return to strong margins unlikely in 2021. [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 3:23 PM

GameStop (GME) will Underperform the S&P 500

Mon Oct 5

CAPS Underperform Pitch

TMFGemHunter wrote about Bed Bath & Beyond (BBBY) . 5:14 PM

BBBY Underperform
Despite an earnings beat in Q2, Bed Bath & Beyond faces major long-term challenges around getting people to visit its stores. While management is improving the company's e-commerce capabilities, a higher e-commerce mix will weigh on margins. [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 5:14 PM

Bed Bath & Beyond (BBBY) will Underperform the S&P 500

Tue Sep 29

CAPS Outperform Pitch

TMFGemHunter wrote about Costco Wholesale (COST) . 4:03 PM

COST Outperform
Costco stock is pricey, but its combination of steady growth, reliable margins, and massive long-term growth opportunities will allow the stock to continue rising, particularly with interest rates likely to stay low for years to come.

Caps Pick

TMFGemHunter made a pick in CAPS. 4:03 PM

Costco Wholesale (COST) will Outperform the S&P 500

Thu Sep 10

CAPS Outperform Pitch

TMFGemHunter wrote about Dillard's (DDS) . 5:39 PM

DDS Outperform
Dillard's was able to nip its pandemic-related losses in the bud with a strong Q2 performance. By focusing on maximizing its profit margin rather than sales, Dillard's should be able to continue churning out cash in the years ahead while gradually [more]

Caps Pick

TMFGemHunter made a pick in CAPS. 5:39 PM

Dillard's (DDS) will Outperform the S&P 500

Wed Aug 19

CAPS Outperform Pitch

TMFGemHunter wrote about CenturyLink (CTL) . 12:53 PM

CTL Outperform
CenturyLink is steadily reducing its debt and refinancing high-cost debt to lock in lower interest rates. With growing signs that revenue will stabilize over the next few years, this telecom stock is primed for big gains.

Caps Pick

TMFGemHunter made a pick in CAPS. 12:53 PM

CenturyLink (CTL) will Outperform the S&P 500

Fri Aug 7

CAPS Outperform Pitch

TMFGemHunter wrote about Walt Disney (DIS) . 12:35 AM

DIS Outperform
Disney+ is gaining scale far more quickly than anyone had expected. And while COVID-19 is weighing on the rest of the business, Disney's theme parks, film studio, and related endeavors will bounce back over time.

Caps Pick

TMFGemHunter made a pick in CAPS. 12:35 AM

Walt Disney (DIS) will Outperform the S&P 500

Fri Jul 31

CAPS Underperform Pitch

TMFGemHunter wrote about United Airlines Holdings (UAL) . 3:40 PM

UAL Underperform
Heavy exposure to business travel and long-haul international travel will make it hard for United to recover from COVID-19.

Caps Pick

TMFGemHunter made a pick in CAPS. 3:40 PM

United Airlines Holdings (UAL) will Underperform the S&P 500

CAPS Underperform Pitch

TMFGemHunter wrote about American Airlines Group (AAL) . 3:40 PM

AAL Underperform
American Airlines stock may look cheap, but a crushing debt load makes bankruptcy a significant risk over the next few years.

Caps Pick

TMFGemHunter made a pick in CAPS. 3:40 PM

American Airlines Group (AAL) will Underperform the S&P 500

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

Show More Activity ...


CAPS Player Rating	< 20
Player Rank	56227 out of 68851
Score	-2673.59
Score Change Today	+85.86
Accuracy	45.71%
Active Picks	35
Total Picks	72
Best Pick	AAPL (+98.74)
Worst Pick	TSLA (-560.22)
Average Score per Pick	-37.13
Charms Earned	5
Highest Rated Favorite	No Favorites Selected


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 %

TMFGemHunter

Adam Levine-Weinberg