TMFJaguar

CAPS Outperform Pitch

TMFJaguar wrote about Black Knight, Inc. (BKI) . 11:37 AM

BKI Outperform

One of my top 3 fintech stock for December. Company seems to fill a niche roll and is growing financials at a good pace. Hopefully I'm not letting the fact that it's based in my Jacksonville FL play too much into my bullish sentiment. Duuuuuvaaaaal!

CAPS Outperform Pitch

TMFJaguar wrote about SS&C Technologies Holdings (SSNC) . 3:29 PM

SSNC Outperform

Great use of resources -- acquiring companies, paying down debt, increasing cash flow. On Fortune 100's fastest growing companies but only trades at 12 times operating cash flow. One of my top 3 fintech stocks for December

CAPS Outperform Pitch

TMFJaguar wrote about Global Payments (GPN) . 3:27 PM

GPN Outperform

My top pick from my top 3 fintech stocks to buy in December. I can't imagine demand for its products weakening anytime soon. It's merger with Total Systems provides cost savings while increasing it's market opportunity. Only trades for 23 times [more]

CAPS Outperform Pitch

TMFJaguar wrote about WEX (WEX) . 3:20 PM

WEX Outperform

Seems like a fun company workplace. I think CEO Melissa Smith has done a great job. The company keeps growing revenue despite lower fuel prices. Opportunities to expand international and grow other business segments...plans to double in five years. I [more]

CAPS Outperform Pitch

thequast wrote about Activision Blizzard (ATVI) . 11:43 AM

ATVI Outperform

My top stock idea from the S&P 500 for 2019

CAPS Outperform Pitch

thequast wrote about Trex (TREX) . 6:49 AM

TREX Outperform

Following David Gardner's rule breaker investing podcast recommendation on this one. I like the product, I like the timing with the pullback, I like future margin potential with new production lines, I like the remodel market going forward, and I [more]

CAPS Outperform Pitch

thequast wrote about Facebook (FB) . 11:04 AM

FB Outperform

I can think of no company better positioned to take advantage of emerging trends such as AI, big data, streaming tv, blockchain technology etc. The valuation is very reasonable for a company of this caliber growing as it is. I wouldn't be shocked to [more]

CAPS Outperform Pitch

thequast wrote about Lowe's (LOW) . 11:01 AM

LOW Outperform

This company has every opportunity to perform as good as big brother Home Depot. Now with a new CEO, who was a previous CEO of Home Depot, I believe that this company can finally achieve operational potential. Add to this that it is a business that [more]