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TMFPencils's rating is 99.81.

  • Score: 11776.19 (100th percentile)
  • Accuracy: 70.70% (99th percentile)

A player's rating indicates his percentile rank in CAPS. TMFPencils is outperforming 99.81% 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 5:57 PM 7/29/2014.

TMFPencils beat the market on Tuesday

Player Rating CAPS Rating

99.81

Rank: 145 out of 75012
Score: 11,776.19 (+0.61)
Accuracy: 70.70%
Average Pick Score: +30.59
Average Pick Rating:
All-Time Best: NFLX +1397.64
All-Time Worst: HKTV -612.37

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TMFPencils's Latest Blog Post

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1

Paycom Software (NYSE: PAYC) - 10K Challenge

July 18, 2014 – Comments (0) | RELATED TICKERS: PAYC , ADP , PCTY

Paycom Software, Inc. (NYSE: PAYC) 
Sector: Technology

Business in One Sentence 
Paycom provides a cloud-based platform for employers to manage employees in areas such as payroll and HR. 

Value Proposition 
Payroll offers talent acquisition, time and labor management, payroll, talent management, and HR management applications through a single platform for human capital management (HCM). Paycom’s platform was developed in-house and does not need to access or integrate with multiple databases. Paycom also collects data (on a single database) which employers can access and analyze in real time.

Company Strategy and Advantage 
Paycom employees a Software-as-a-Service delivery model which manages “the entire employment lifecycle” from recruitment to retirement. Paycom provides personalized service to its 10,000+ clients, assigning a trained specialist to work with each client. Paycom’s comprehensive cloud-based HCM solution enables data analytics on a single database. The company has an average annual revenue retention rate of 91% from existing clients for the three years ended December 31, 2013. 

Paycom has clients in all 50 states, and the company itself has 30 sales teams in 20 states. The company believes it can expand both in existing markets while adding up to 100 sales teams in the coming years. The company plans on opening 6 to 8 new sales offices over the next two years. International expansion is also a possibility but likely further down the road. 

Paycom has a total of 18 additional applications that clients can purchase. In 2013 all of Paycom’s clients, including new clients, utilized on average 5.2 applications. New clients obtained in 2013 utilized an average of 6.2 applications. The company sees an opportunity to boost the number of applications purchased and utilized by each client. 

In addition, Paycom aims to target larger clients with over 2,000 employees. 

Other Business Details 
-- Revenue grew from $57.2 million in 2011 to $107.6 million in 2013, with net income increasing from $1.4 million to $7.7 million over the same period. 

-- Paycom can utilize a mobile workforce thanks to the SaaS delivery model. 

-- As of 2013, clients with fewer than 50 employees made up 10% of Paycom’s total sales, clients with 50-2,000 employees made up 86%, and clients with more than 2,000 employees only comprised 4% of Paycom’s total sales. 

-- In 2013 Paycom stored data for more than 1 million people employed.

-- Paycom’s solutions are sold exclusively through its sales team, which is composed of 218 professionals. Sales professionals go through a four-week training course, after which training/development sessions are held on a weekly basis. 

Risks 
-- Highly competitive market with many varying products and solutions.

-- Requires persistent innovation while retaining (and boosting revenue from) current clients. 

-- The company primarily generates sales through its payroll processing application (58% of total sales in 2013, down from 68% in 2011). Future growth is somewhat hinged on Paycom’s success with other applications. 

-- Because of its multiple applications under the HCM umbrella, Paycom is competing with a variety of bigger players who have their own specialty (i.e. talent acquisition/management, payroll, time and labor management, etc.). 

Big Few 
1. How does Paycom’s platform compare to other HCM platforms on the market? 

2. Why the new focus on larger clients, when the company has done so well acquiring mid-sized clients? 

3. How do retention rates compare among small, mid-sized, and large clients? 

4. Does Paycom have any proprietary advantage over other competitors? 

Questions and input always welcome!

David K  [more]

TMFPencils's Stock Picks

Results 1 - 75 of 152 :   1 2 3 Next »

picks per page. CHANGE Expand All Pitches

Top
Pick
Start
Date
TickerCAPS RatingCallTime FrameStart PriceToday (Change)Stock
Gain
Index
Gain
ScorePitch
07/25/14 CYNK Underperform 5Y $3.20 $0.40
( -33.33%)
-87.50%-0.58%+86.92 Toggle the visibility of 60-Second Pitch and replies
05/16/07 06/16/14 HAIN Outperform 5Y $29.05 $86.70
( -1.19%)
+198.45%+38.07%+160.38 Toggle the visibility of 60-Second Pitch and replies
07/14/06 06/16/14 WFM Outperform 5Y $26.92 $37.68
( +3.15%)
+39.96%+70.16%-30.20 Toggle the visibility of 60-Second Pitch and replies
06/13/14 CVT Outperform 5Y $26.10 $26.96
( +0.52%)
+3.30%+1.56%+1.74 Toggle the visibility of 60-Second Pitch and replies
06/10/14 DVA Outperform 5Y $71.47 $71.33
( -0.59%)
-0.20%+0.81%-1.00 Toggle the visibility of 60-Second Pitch and replies
06/05/14 MKTX Outperform 5Y $51.27 $56.38
( +0.71%)
+9.97%+1.93%+8.03 Toggle the visibility of 60-Second Pitch and replies
06/03/14 KORS Outperform 5Y $93.98 $83.67
( -0.66%)
-10.97%+2.34%-13.31 Toggle the visibility of 60-Second Pitch and replies
05/23/14 SALE Outperform 5Y $24.50 $25.69
( +0.98%)
+4.86%+3.79%+1.06 Toggle the visibility of 60-Second Pitch and replies
05/19/14 WETF Outperform 5Y $9.75 $10.88
( +0.18%)
+11.59%+4.93%+6.66 Toggle the visibility of 60-Second Pitch and replies
05/14/14 UA Outperform 5Y $47.88 $68.85
( -1.12%)
+43.79%+3.88%+39.91 Toggle the visibility of 60-Second Pitch and replies
05/12/14 UBNT Outperform 3Y $31.27 $39.36
( +0.36%)
+25.87%+4.34%+21.53 Toggle the visibility of 60-Second Pitch and replies
03/27/14 FB Outperform 5Y $60.96 $73.71
( -1.62%)
+20.92%+6.66%+14.26 Toggle the visibility of 60-Second Pitch and replies
03/12/14 Z Outperform 5Y $80.38 $149.87
( -6.52%)
+86.45%+5.74%+80.71 Toggle the visibility of 60-Second Pitch and replies
03/12/14 LNKD Outperform 5Y $199.68 $179.74
( +0.98%)
-9.99%+5.74%-15.73 Toggle the visibility of 60-Second Pitch and replies
02/26/14 SHLO Outperform 5Y $19.43 $17.19
( -0.69%)
-11.53%+6.64%-18.17 Toggle the visibility of 60-Second Pitch and replies
02/18/14 PRLB Outperform 5Y $82.14 $83.10
( -0.46%)
+1.17%+6.94%-5.77
02/07/14 AMZN Outperform 5Y $352.86 $320.00
( -0.13%)
-9.31%+10.65%-19.97
02/06/14 AFOP Outperform 3Y $12.05 $13.17
( -20.61%)
+9.29%+11.51%-2.22 Toggle the visibility of 60-Second Pitch and replies
01/22/14 NGVC Outperform 5Y $41.83 $23.73
( +1.32%)
-43.26%+6.88%-50.14 Toggle the visibility of 60-Second Pitch and replies
01/21/14 STMP Outperform 5Y $38.39 $34.10
( -0.26%)
-11.17%+6.63%-17.81 Toggle the visibility of 60-Second Pitch and replies
01/21/14 OLED Outperform 5Y $33.65 $30.93
( -0.13%)
-8.08%+7.46%-15.54 Toggle the visibility of 60-Second Pitch and replies
01/17/14 TSLA Outperform 5Y $169.38 $225.01
( +0.08%)
+32.84%+6.95%+25.89 Toggle the visibility of 60-Second Pitch and replies
01/16/14 ISRG Outperform 5Y $416.43 $465.23
( -0.01%)
+11.72%+6.84%+4.88
01/15/14 SSYS Outperform 5Y $120.10 $102.98
( +1.28%)
-14.25%+6.99%-21.25
12/26/13 PII Outperform 5Y $142.05 $147.80
( -0.08%)
+4.05%+7.42%-3.37 Toggle the visibility of 60-Second Pitch and replies
12/24/13 INVN Outperform 5Y $17.33 $23.71
( +1.24%)
+36.81%+7.68%+29.13 Toggle the visibility of 60-Second Pitch and replies
12/24/13 AMBA Outperform 5Y $28.49 $28.61
( +0.39%)
+0.42%+7.68%-7.26 Toggle the visibility of 60-Second Pitch and replies
12/24/13 SCTY Outperform 5Y $56.35 $73.75
( +2.64%)
+30.88%+7.75%+23.13 Toggle the visibility of 60-Second Pitch and replies
12/23/13 SODA Outperform 5Y $52.44 $29.77
( -3.72%)
-43.23%+7.94%-51.17 Toggle the visibility of 60-Second Pitch and replies
12/23/13 ULTA Outperform 5Y $95.17 $92.25
( -0.04%)
-3.07%+7.97%-11.04 Toggle the visibility of 60-Second Pitch and replies
12/02/13 DPZ Outperform 5Y $68.20 $73.87
( -0.23%)
+8.31%+8.72%-0.41 Toggle the visibility of 60-Second Pitch and replies
12/02/13 MELI Outperform NS $110.17 $90.95
( -0.73%)
-17.44%+8.76%-26.20
11/19/13 FF Outperform NS $16.83 $15.97
( +1.65%)
-5.13%+9.70%-14.83
11/19/13 LNN Outperform NS $80.04 $82.31
( -0.47%)
+2.84%+9.70%-6.86
11/05/13 BOFI Outperform 5Y $62.01 $74.58
( +1.21%)
+20.28%+11.81%+8.46
11/05/13 CPSI Outperform 5Y $58.48 $65.81
( +0.66%)
+12.54%+11.81%+0.72
11/04/13 CECE Outperform 5Y $17.73 $13.93
( -0.29%)
-21.45%+11.48%-32.92 Toggle the visibility of 60-Second Pitch and replies
10/29/13 DORM Outperform 5Y $48.90 $48.32
( -2.52%)
-1.19%+11.32%-12.51 Toggle the visibility of 60-Second Pitch and replies
10/25/13 DDD Outperform 5Y $57.98 $54.71
( +5.21%)
-5.64%+12.22%-17.86 Toggle the visibility of 60-Second Pitch and replies
10/25/13 AAPL Outperform 5Y $74.60 $98.38
( -0.65%)
+31.88%+12.22%+19.67
10/24/13 NATH Outperform 5Y $51.50 $50.15
( +0.18%)
-2.62%+12.59%-15.22
10/23/13 LGF Outperform 5Y $36.44 $31.71
( -0.60%)
-12.97%+12.67%-25.64 Toggle the visibility of 60-Second Pitch and replies
09/04/13 BRK-B Outperform 5Y $112.07 $127.36
( -0.79%)
+13.64%+18.78%-5.14
01/25/13 SPB Outperform 5Y $48.60 $81.64
( -0.87%)
+67.98%+31.38%+36.60
01/25/13 JBSS Outperform 5Y $18.50 $26.62
( +0.45%)
+43.90%+31.38%+12.52
01/25/13 YHOO Outperform 5Y $20.32 $35.68
( -0.61%)
+75.59%+31.62%+43.97
01/22/13 CL Outperform 5Y $52.39 $66.36
( -1.44%)
+26.65%+32.31%-5.65
01/22/13 COST Outperform 5Y $99.75 $118.90
( +1.52%)
+19.20%+32.31%-13.11
01/22/13 FDP Outperform 5Y $25.53 $29.81
( +1.12%)
+16.76%+32.78%-16.02
07/26/10 IMAX Outperform NS $14.05 $26.24
( -1.43%)
+86.76%+78.07%+8.69 Toggle the visibility of 60-Second Pitch and replies
04/28/08 ARII Outperform 5Y $19.69 $68.31
( +1.26%)
+247.01%+45.87%+201.14 Toggle the visibility of 60-Second Pitch and replies
04/17/08 PRPX Outperform 5Y $11.34 $11.79
( 0%)
+3.93%+49.81%-45.88 Toggle the visibility of 60-Second Pitch and replies
01/14/08 SNHY Outperform 5Y $12.01 $37.87
( -0.18%)
+215.30%+45.41%+169.89 Toggle the visibility of 60-Second Pitch and replies
01/03/08 CCJ Outperform 5Y $37.98 $20.67
( -1.05%)
-45.57%+41.64%-87.21 Toggle the visibility of 60-Second Pitch and replies
11/23/07 LNDC Outperform 5Y $11.80 $12.02
( +2.21%)
+1.86%+44.22%-42.36
11/13/07 CRESY Outperform 5Y $18.74 $12.31
( +1.07%)
-34.32%+41.94%-76.27
11/12/07 ARDNA Outperform 5Y $103.44 $126.38
( 0%)
+22.17%+42.10%-19.92 Toggle the visibility of 60-Second Pitch and replies
11/12/07 MRT Outperform 5Y $12.79 $6.89
( 0%)
-46.13%+42.10%-88.23
11/12/07 ZUMZ Outperform 5Y $26.00 $27.61
( +2.41%)
+6.19%+42.10%-35.91
10/29/07 FCX Outperform 5Y $47.76 $37.91
( -0.39%)
-20.62%+34.05%-54.68
10/22/07 AKO-A Outperform 5Y $16.82 $17.95
( -0.44%)
+6.74%+38.61%-31.88
09/28/07 TSCO Outperform 5Y $11.04 $63.54
( +0.17%)
+475.62%+35.00%+440.62
09/24/07 FLO Outperform 5Y $8.29 $19.65
( -0.30%)
+137.05%+35.38%+101.67
08/03/07 JMBA Outperform NS $37.55 $12.23
( -0.16%)
-67.43%+40.76%-108.19
07/25/07 LOOP Outperform 5Y $22.97 $19.17
( 0%)
-16.54%+36.74%-53.29 Toggle the visibility of 60-Second Pitch and replies
06/21/07 NBFAQ Underperform 5Y $2.59 $0.00
( 0%)
-99.98%+37.22%+137.20
06/15/07 AEO Outperform 5Y $19.16 $10.51
( +2.24%)
-45.15%+35.41%-80.56
06/13/07 BLOBQ Underperform 5Y $4.00 $0.04
( 0%)
-99.00%+38.03%+137.03
05/31/07 GWR Outperform 5Y $32.40 $99.70
( -1.21%)
+207.72%+35.74%+171.98
05/16/07 WLP Outperform NS $79.61 $112.55
( -2.61%)
+41.38%+37.95%+3.43
05/16/07 NSC Outperform 5Y $47.44 $103.46
( -1.78%)
+118.11%+37.93%+80.18
05/14/07 DLIA Outperform 5Y $8.45 $0.64
( -4.25%)
-92.41%+38.13%-130.53 Toggle the visibility of 60-Second Pitch and replies
05/14/07 CWST Underperform NS $9.34 $4.81
( -0.21%)
-48.50%+37.95%+86.45 Toggle the visibility of 60-Second Pitch and replies
05/14/07 CBOU Underperform 5Y $6.87 $15.99
( 0%)
+132.68%+38.13%-94.54 Toggle the visibility of 60-Second Pitch and replies
05/14/07 DUNR Underperform 5Y $231.00 $0.63
( 0%)
-99.73%+38.02%+137.75 Toggle the visibility of 60-Second Pitch and replies

Results 1 - 75 of 152 :   1 2 3 Next »

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