XMFRendezvous

Troy Springer

XMFRendezvous’ Activity

Fri Apr 5

Sat Mar 23

CAPS Underperform Pitch Reply

XMFRendezvous commented on XMFRendezvous's pitch for LOVE. 3:45 PM

Excellent analysis Emily. Public markets are not entirely dumb... as 42% of the float is short. But you can usually always find a buyer in public markets, and that looks to be the case. I'd expect a lot of volatility coming up. Would not even be [more]

Tue Mar 19

Caps Pick

XMFRendezvous made a pick in CAPS. 6:33 PM

Bitcoin Investment Trust (GBTC) will Outperform the S&P 500

CAPS Outperform Pitch

XMFRendezvous wrote about Tata Motors (TTM) . 5:30 PM

TTM Outperform

Diversified company, trading lower along with other automakers. Has more optionality than some given advances in EV with Jaguar and also a huge call option with development of Indian economy and infrastructure where they have dominate market-share.

CAPS Outperform Pitch

XMFRendezvous wrote about Hawaiian Holdings (HA) . 5:26 PM

HA Outperform

Hawaiian Airlines are on of the cheapest USA-based airlines you can buy. They have strong market share in Hawaii and face less competition from larger carriers on specific routes. Does not deserve to trade at a lower multiple.

CAPS Outperform Pitch

XMFRendezvous wrote about Steel Dynamics (STLD) . 5:24 PM

STLD Outperform

Steel companies are trading at good prices right now and Steel Dynamites seems more ready than most to be to ramp-down production if steel prices fall. Credit: Tobi Carlisle Adding value exposure to CAPS.

CAPS Outperform Pitch

XMFRendezvous wrote about Delphi Automotive (DLPH) . 5:22 PM

DLPH Outperform

Delphi is a ridiculously cheap company trading at 4X earnings and .35X sales. The company makes components that makes auto parts that make engines more fuel efficient. A few headwinds could be plaguing Delphi right now. 1. Concerns over general [more]

CAPS Outperform Pitch

XMFRendezvous wrote about Bed Bath & Beyond (BBBY) . 5:12 PM

BBBY Outperform

This is one of those businesses where if you closed you eyes and try to value it you will probably find some favorable upside. In fact if I model -5% sales growth and -1% gross margin contraction I still get an intrinsic value for this company over [more]

Mon Mar 18

Caps Pick

XMFRendezvous made a pick in CAPS. 7:27 PM

Steel Dynamics (STLD) will Outperform the S&P 500

Caps Pick

XMFRendezvous made a pick in CAPS. 6:52 PM

Enterprise Products Partners (EPD) will Outperform the S&P 500

Caps Pick

XMFRendezvous made a pick in CAPS. 6:01 PM

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

Sat Mar 16

Caps Pick

XMFRendezvous made a pick in CAPS. 4:00 PM

Wesco International (WCC) will Outperform the S&P 500

Caps Pick

XMFRendezvous made a pick in CAPS. 3:00 PM

Tata Motors (TTM) will Outperform the S&P 500

Caps Pick

XMFRendezvous made a pick in CAPS. 2:59 PM

Tenneco (TEN) will Outperform the S&P 500

Caps Pick

XMFRendezvous made a pick in CAPS. 2:58 PM

Delphi Automotive (DLPH) will Outperform the S&P 500

Thu Mar 14

Caps Pick

XMFRendezvous made a pick in CAPS. 4:28 PM

Hawaiian Holdings (HA) will Outperform the S&P 500

Mon Mar 4

CAPS Outperform Pitch

XMFRendezvous wrote about Amarin (AMRN) . 4:19 PM

AMRN Outperform

Buy the (buyout) rumor, sell the news.

High upside.. medium-high risk.

Caps Pick

XMFRendezvous made a pick in CAPS. 4:19 PM

Amarin (AMRN) will Outperform the S&P 500

CAPS Outperform Pitch

XMFRendezvous wrote about Kraft Heinz (KHC) . 4:17 PM

KHC Outperform

I'll place my bets with Buffett at a price lower than Buffett. ;) Kraft looks like a strong company that is currently facing questionable growth prospects. Investors always seem to be willing to pay more for uncertain growth than certain profits. [more]

Sat Feb 23

Caps Pick

XMFRendezvous made a pick in CAPS. 5:15 PM

Kraft Heinz (KHC) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 93.18
Player Rank 4745 out of 69553
Score 2110.42
Score Change Today +211.92
Accuracy 58.90%
Active Picks 199
Total Picks 389
Best Pick NVDA (+369.02)
Worst Pick ROKU (-229.19)
Average Score per Pick 5.55
Charms Earned 11
Highest Rated Favorite bbmaven
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Boards Stats & Trivia

One star, 50 posts
Board Posts 51
Recs Received 251
People who have rec'd these posts 152
Recs to Posts Ratio (last 30 days) N/A
Threads Started 14
Threads Started Percentage 27.45 %
Most Frequent Board Premium Boards
Very First Post A $: Chipotle Mexican Grill post. (6/9/2016)
Percentage of Posts Rec'd 64.71 %
Show XMFRendezvous’ 10 Latest Posts