TMFVolkman

Eric Volkman

TMFVolkman’s Activity

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

CAPS Outperform Pitch

TMFVolkman wrote about Teleflex (TFX) . 1:53 PM

TFX Outperform

It's not the most exciting stock, or even the best medical devices play, but the company is in a business that is almost certain to grow with the graying of the American population. Its recent inclusion on the S&P 500 won't hurt either.

Caps Pick

TMFVolkman made a pick in CAPS. 1:53 PM

Teleflex (TFX) will Outperform the S&P 500

CAPS Underperform Pitch

TMFVolkman wrote about PG&E (PCG) . 1:51 PM

PCG Underperform

With bankruptcy staring it in the face, this big utility stock is one to avoid for now, and probably well into the future.

Caps Pick

TMFVolkman made a pick in CAPS. 1:51 PM

PG&E (PCG) will Underperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 64.63
Player Rank 24600 out of 69553
Score 327.75
Score Change Today -32.89
Accuracy 53.33%
Active Picks 39
Total Picks 45
Best Pick DIS (+146.37)
Worst Pick WDC (-50.04)
Average Score per Pick 7.28
Charms Earned 5
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