TMFVolkman

Eric Volkman

TMFVolkman’s Activity

Tue Jan 7

CAPS Outperform Pitch

TMFVolkman wrote about STORE Capital (STOR) . 4:26 AM

STOR Outperform

Good enough for Warren Buffett, good enough for the rest of us. This stock hit the radar screen after the famous investor's Berkshire Hathaway piled into it. No wonder -- STORE Capital is a fast growing, ambitious retail REIT that laser-focuses on [more]

Caps Pick

TMFVolkman made a pick in CAPS. 4:26 AM

STORE Capital (STOR) will Outperform the S&P 500

CAPS Outperform Pitch

TMFVolkman wrote about Johnson & Johnson (JNJ) . 4:23 AM

JNJ Outperform

One of the most Aristocratic of the Dividend Aristocrats, Johnson & Johnson just keeps earning profits and throwing off mounds of cash. It's a strong and consistent performer in both of its key areas, consumer goods and health care. A big slate of [more]

Caps Pick

TMFVolkman made a pick in CAPS. 4:23 AM

Johnson & Johnson (JNJ) will Outperform the S&P 500

Thu Feb 21

CAPS Underperform Pitch

TMFVolkman wrote about Allegion (ALLE) . 7:08 AM

ALLE Underperform

The security devices company is a steady, somewhat predictable performer. It has decent top- and bottom-line growth. But the dividend yield is nothing special, and on a valuation basis the shares look expensive.

Caps Pick

TMFVolkman made a pick in CAPS. 7:08 AM

Allegion (ALLE) will Underperform the S&P 500

CAPS Outperform Pitch

TMFVolkman wrote about Starbucks (SBUX) . 7:06 AM

SBUX Outperform

The world loves coffee, and it's happy to satisfy this fix at Starbucks. The company continues to be an outstanding performer both at home and abroad, and there's little reason that shouldn't continue.

Caps Pick

TMFVolkman made a pick in CAPS. 7:06 AM

Starbucks (SBUX) will Outperform the S&P 500

CAPS Underperform Pitch

TMFVolkman wrote about On Deck Capital (ONDK) . 7:04 AM

ONDK Underperform

Although I believe the company is managed well and has delivered for its shareholders lately, it's still a fairly one-dimensional small business lender. In my view, this makes it too vulnerable to headwinds in the broader economy.

Caps Pick

TMFVolkman made a pick in CAPS. 7:04 AM

On Deck Capital (ONDK) will Underperform the S&P 500

Wed Jan 30

CAPS Outperform Pitch

TMFVolkman wrote about Tanger Factory Outlet Centers (SKT) . 2:05 PM

SKT Outperform

This is a counter-intuitive play given the Retail Apocalypse many investors are spooked about. SKT is somewhat resistant to these developments, as it operates in the discount segment that attracts on-site shoppers rather than online browsers. [more]

Caps Pick

TMFVolkman made a pick in CAPS. 2:05 PM

Tanger Factory Outlet Centers (SKT) will Outperform the S&P 500

CAPS Outperform Pitch

TMFVolkman wrote about Constellation Brands (STZ) . 2:04 PM

STZ Outperform

With some of the best-performing beer brands on the market and now a solid asset in the high-potential marijuana market (its 38% stake in Canopy Growth), dividend-paying STZ is destined to produce good returns for its shareholders.

Caps Pick

TMFVolkman made a pick in CAPS. 2:04 PM

Constellation Brands (STZ) will Outperform the S&P 500

CAPS Outperform Pitch

TMFVolkman wrote about Altria Group (MO) . 2:02 PM

MO Outperform

Cigarettes might be yesterday's habit, but apparently someone forgot to tell Altria. The company is still a mighty profit- and cash-generating machine, and it's stepped boldly into new and complimentary market segments. Also, that dividend is [more]

Caps Pick

TMFVolkman made a pick in CAPS. 2:02 PM

Altria Group (MO) will Outperform the S&P 500

CAPS Outperform Pitch

TMFVolkman wrote about Expedia (EXPE) . 1:55 PM

EXPE Outperform

As with BKNG (see my other CAPS pick), Expedia will do well on the back of global macroeconomic and travel trends. The company also has a high-growth unit in its HomeAway DIY accommodation business.

Caps Pick

TMFVolkman made a pick in CAPS. 1:55 PM

Expedia (EXPE) will Outperform the S&P 500

CAPS Outperform Pitch

TMFVolkman wrote about Booking Holdings (BKNG) . 1:54 PM

BKNG Outperform

A superb collection of travel assets, BKNG will benefit from a still-rising global economy, and travel options that have come down in price.

Caps Pick

TMFVolkman made a pick in CAPS. 1:54 PM

Booking Holdings (BKNG) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 51.20
Player Rank 33438 out of 68521
Score 180.96
Score Change Today +19.71
Accuracy 46.97%
Active Picks 60
Total Picks 66
Best Pick DIS (+134.31)
Worst Pick SKT (-51.11)
Average Score per Pick 2.74
Charms Earned 6
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

Board Posts 0
Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
Most Frequent Board N/A
Very First Post N/A
Percentage of Posts Rec'd 100.00 %
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