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steprightup's rating is 77.29.

  • Score: 2597.91 (95th percentile)
  • Accuracy: 43.15% (27th percentile)

A player's rating indicates his percentile rank in CAPS. steprightup is outperforming 77.29% of all CAPS players. A player's score is the total percentage return of all his picks subtracting out the S&P. A player's accuracy is how often that player has made correct predictions.

To calculate a player's rating, we take 2/3 of his score percentile and 1/3 of his accuracy percentile. For further information, read the Player Ratings section of the Help page.

Average Pick Score is a player's total score divided by the total number of picks (active and closed). It represents the player's average return after subtracting out the market's performance.

Average Pick Rating is the average stock rating of a player's total picks. Underperform picks are flip-flopped, so a underperform call on a one-star stock is treated like an outperform call on a five-star stock. This rating reflects how closely your picks are aligned with CAPS ratings.

Ratings last updated at 5:44 PM 3/26/2015.

steprightup (77.29)

steprightup beat the market on Thursday

Player Rating CAPS Rating

77.29

Rank: 17068 out of 75149
Score: 2,597.91 (+1.23)
Accuracy: 43.15%
Average Pick Score: +8.14
Average Pick Rating:
All-Time Best: GCI +709.83
All-Time Worst: FMD -197.43

Score Comparison vs. steprightup

Player History

How are these stats calculated?

steprightup's Latest Blog Post

Recs

1

Observational Notes on Knowles Corp.

March 13, 2015 – Comments (1) | RELATED TICKERS: KN , AACAY

By Owen I.L. Bernard II
Edited by Alexander H. Yazdani
DescriptionKnowles Corp. is a market leader with a degrading market share. Knowles Corp represents a lucrative holding to date; market price ~ $19. There is a growth story within the micro electro-mechanical systems tech space especially this global market leader in micro acoustics with 60% of the market share. The market is uncertain of whether this type of growth story is one shared by the historical competitive performance of the automobile and airline industry, creative destruction.  With significant market share, the company generates stable operating cash flow and produced strong growth in terms of unit volume and top-line revenue among their operating segments. The company has high returns on capital, which not reflected in most institutional screens due to conservative GAAP SG&A reporting by the company; marginal returns on capital are similarly as high against the company's reinvested earnings. Valuation in terms of discounted cash flow, the company is trading at 40%-50% of its worth. A conservative 12x multiple on unlevered 2015 eps, I estimate a worth of at least $40. Given the valuation guidance, the market price should double over the next two years as shipment issues are resolved and market share normalizes.
The market is overvaluing the risk of new entrants potentially resulting in lost market share decreasing KN's hold from 80% in 2009 to currently 60% due to temporary shipment issues to a top-tier client. This along with the "risk-on" perspective by market participants and the fear of a macro bubble touted by pundits.  [more]

steprightup's Stock Picks

Results 1 - 22 of 22  

picks per page. CHANGE Expand All Pitches

Top
Pick
Start
Date
TickerCAPS RatingCallTime FrameStart PriceToday (Change)Stock
Gain
Index
Gain
ScorePitch
03/24/15 FOR Outperform 3Y $15.71 $15.47
( -0.58%)
-1.53%-2.18%+0.65
02/09/15 PRIM Outperform 3Y $21.23 $17.97
( -0.28%)
-15.36%+0.24%-15.60
01/20/15 LKQ Outperform 3Y $25.70 $24.13
( +2.07%)
-6.11%+1.42%-7.53 Toggle the visibility of 60-Second Pitch and replies
05/12/09 01/09/15 FMD Outperform 3Y $19.00 $5.89
( +0.86%)
-69.00%+128.43%-197.43
12/24/14 OSTK Outperform 5Y $24.70 $23.10
( -0.39%)
-6.48%-1.32%-5.16
12/24/14 MGI Outperform 5Y $8.76 $8.55
( -0.06%)
-2.40%-1.32%-1.08
12/20/11 12/24/14 CPB Outperform 1Y $29.36 $45.04
( -0.79%)
+53.43%+68.01%-14.58
12/15/14 ASPS Outperform 5Y $49.37 $14.03
( -1.68%)
-71.58%+1.63%-73.21
12/11/14 RYAM Outperform 3Y $23.28 $15.01
( -0.79%)
-35.54%+0.68%-36.22
11/21/14 KN Outperform 3Y $20.11 $19.37
( -2.17%)
-3.68%-1.14%-2.54 Toggle the visibility of 60-Second Pitch and replies
11/21/14 MAT Outperform 3Y $31.09 $22.75
( -1.51%)
-26.81%-1.14%-25.67
11/21/14 SHLD Outperform 5Y $36.60 $41.77
( +0.65%)
+14.13%-1.14%+15.27 Toggle the visibility of 60-Second Pitch and replies
11/09/11 11/21/14 ELNK Outperform 1Y $6.00 $4.49
( +2.28%)
-25.22%+64.36%-89.58 Toggle the visibility of 60-Second Pitch and replies
11/04/14 CVEO Outperform 3Y $10.89 $2.59
( -1.52%)
-76.23%+2.09%-78.31 Toggle the visibility of 60-Second Pitch and replies
08/20/09 10/31/14 GLRE Outperform 3Y $18.49 $31.86
( -0.22%)
+72.31%+106.06%-33.76
09/04/13 CHL Outperform 3Y $52.28 $64.69
( -0.66%)
+23.75%+24.84%-1.09
09/04/13 CI Outperform 3Y $79.23 $126.21
( -0.55%)
+59.29%+24.84%+34.45
09/03/13 ORCL Outperform 3Y $31.58 $42.99
( +0.14%)
+36.12%+24.23%+11.89
09/03/13 AAPL Outperform 3Y $68.33 $124.24
( +0.70%)
+81.83%+24.23%+57.60
08/09/10 EXTR Outperform 5Y $2.93 $3.10
( +0.32%)
+5.80%+81.78%-75.98
02/24/10 AAON Outperform 5Y $6.07 $23.52
( +0.09%)
+287.74%+86.37%+201.37
02/24/10 TKC Outperform 5Y $14.82 $12.87
( -3.67%)
-13.15%+86.37%-99.52

Results 1 - 22 of 22  

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