TMFJaguar

CAPS Outperform Pitch

TMFJaguar wrote about Lululemon Athletica (LULU) . 1:43 PM

LULU Outperform

I think its acquisition of MIRROR was perfectly complementary and will enhance both businesses long term.

CAPS Outperform Pitch

TMFJaguar wrote about Magnite, Inc (MGNI) . 1:40 PM

MGNI Outperform

I'm frustrated that CAPS has this locked on $8.25. My cost basis is much much lower, but I closed it out because I couldn't figure out what was going on with CAPS. I keep waiting for it to get fixed but nothing happens. But I'm bullish on the company [more]

CAPS Outperform Pitch

TMFJaguar wrote about Domino's Pizza (DPZ) . 2:18 PM

DPZ Outperform

there's still expansion plans, sales growth opportunity, and with many mom and pops pizza chains facing the possibility of closure around the world, it can grab more market share. The franchise model allows it cash to reduce share count and pay a [more]

CAPS Outperform Pitch

TMFJaguar wrote about Dollar General (DG) . 10:08 AM

DG Outperform

Impressive comps, expansion opportunity, recession resistance, dividend growth. A lot to like and the longer it's held the greater the odds of outperformance.

CAPS Outperform Pitch

TMFJaguar wrote about Keurig Dr Pepper (KDP) . 10:40 AM

KDP Outperform

I've believed in this stock since the merger...I thought I had already picked it in CAPS, but I was mistaken. Long term, stock price correlates to earnings growth. And Keurig Dr Pepper is profitable and growing earnings. Won't dazzle, but slow and [more]

CAPS Outperform Pitch

TMFJaguar wrote about RH (RH) . 1:35 PM

RH Outperform

I think this company is adept at swimming upstream and delivering profits. I'm nervous to give this a green thumb with stores closed...perhaps I could get this lower. But ten years from now I feel good this will be beating the market. $20 billion [more]