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Recent Stock Pitches
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OutperformCompanhia Siderurgica Nacional (ADR) (SID)
High insider ownership and high operating margin primarily.
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Underperform
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UnderperformCia. Energetica de Minas Gerais (ADR) (CIG)
First date
Her: Let's exchange numbers
Me: Won't that confuse people who are trying to call us? -
UnderperformSuperior Inds Intl Inc (SUP)
Villain: Okay we've injected you with truth serum.
Tony the Tiger: They're fine. -
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UnderperformMacy's, Inc. (M)
Big box retail environment is brutal. Macy's is not catching up in online sales capability and their stores are understaffed and have no advantage over online or other physical stores.
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Outperform
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UnderperformOcean Bio-Chem, Inc. (OBCI)
Offered to take in another dad’s cart at Costco and asked if he left any gas in it. He said half a tank and that it was warmed up for me. That’s all we said, just two dads out here killing it.
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