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Recent Stock Pitches
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Outperform
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OutperformAutomatic Data Processing (ADP)
This business is a cash clearing house with one of the best sales forces on the planet. Even without product and service superiority they are making a mess of the payroll business through consolidating share of Paychex, Ceridian, Ultimate, and a bun... More
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OutperformMelco Crown Entertainment (MPEL)
Pure play in the Macau market with huge potential in the Phillipines
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Underperform
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OutperformSociedad Quimica y Minera (ADR) (SQM)
Lithium demand set to increase with electric car sales. Fertilizer sales and prices to increase with higher demand. Solid balance sheet and sustainable dividend. Pps at 52week low. What more can you ask for?
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UnderperformVanda Pharmaceuticals, Inc. (VNDA)
I was somewhat bemused to see Vanda spiking as high as 7 on Friday without any clear catalyst but I quickly took the opportunity to exit a spec green thumb for a nice positive score. I had long ago closed my real position for a profit but apparently ... More
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Underperform
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OutperformCorning, Inc. (GLW)
Corning rules Fiber Optics and Glass in the tech industry. Glass in the form of Cell Phone screens, Gorilla Glass etc... will continue to rise as smart phones proliferate. With data, Cell phones and internet access proliferating there will be a need ... More
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OutperformCheniere Energy, Inc. (LNG)
Cheniere has exclusive rights to export LNG, and the contracts in place to do so until 2020. They compete with Kinder Morgan and Exxon in this respect, but I believe Cheniere is a step ahead in the legislative process for both of these companies. I a... More
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OutperformDirexion Daily Gold Miners Bull (NUGT)
Plugging this ETF as an outperform over 2 to 4 years almost feels like cheating... Why?
Back on September 8, 2011:
*NUGT hit it's high of 216.10. Note: 216 is today's equivalent retro price of NUGT after a 5 to 1 reverse split a few m... More -
OutperformPBF Energy (PBF)
PBF was formed in 2008 and went IPO in late 2012. It has a mission to purchase low-margin refineries, and now has 3. One, in Delaware City, was discontinued by the seller and brought back online by PBF. Long story short, from an original purchase of ... More
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Outperform
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Outperform
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Outperform
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Underperform
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Outperform3D Systems Corp (DDD)
Seeing more and more applications. If the 3d printers can do guns and high fashion shoes - wow what a range!
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OutperformTesla Motors Inc. (TSLA)
The Model S is Tesla's first ground up build. The car is an amazing accomplishment. It accelerates like a Corvette, handles like a Porsche, and rides like a Cadillac Seamlessly integrated into this incredible performance is unbelievable technology. I... More
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OutperformInter Parfums, Inc. (IPAR)
Long term eps growth is excellent. Even though they are losing a major customer, that is factored into the price, and they know how to grow.
ROA is increasing and Gross margin is holding its own. No debt. -
OutperformCirrus Logic, Inc. (CRUS)
Cirrus Logic will see strong sales, when Apple next generation protfolio will enter the market in fall 2013.
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UnderperformWestern Refining, Inc. (WNR)
Insiders and analysts both pessimistic about this company's prospects. That doesn't happen very often.




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