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Recent Stock Pitches

• Outperform
  Stanley Black & Decker, Inc. (SWK)

  2 hours ago by AllTooFoolish (57.66) | Reply

  BI Downside price -39%.

• Outperform
  Chewy (CHWY)

  July 02, 2022 by AHill9 (< 20) | Reply

  Simplifying Pet Care. Autoship. Buying pet food in person is an awful experience. It is heavy, expensive, and often have to go to various stores to get what you need.

• Outperform
  Walgreens Boots Alliance (WBA)

  July 02, 2022 by TMFdavidmoadel (< 20) | Reply

  Walgreens' sales and earnings declined, but there are identifiable reasons for this. The company's fiscal data exceeded Wall Street's expectations despite multiple challenges, and Walgreens has maintained its prior full-year earnings-grow... More

• Outperform
  The Kroger Co. (KR)

  July 02, 2022 by TMFdavidmoadel (< 20) | Reply

  Even with elevated supply-chain costs, Kroger continues to deliver satisfactory fiscal results. Kroger stock should entice dividend collectors as well as value seekers. Keeping expenditures reasonably low can help Kroger maintain its position of fisc... More

• Outperform
  Occidental Pete Corp Del (OXY)

  July 02, 2022 by TMFdavidmoadel (< 20) | Reply

  Oil-stock investing can be treacherous business, but Occidental Petroleum's loyal investors prevailed in the end. Today, the company continues to pay a decent dividend and Occidental stock is trading at a reasonable valuation multiple. Going forw... More

• Outperform
  The Marcus Corp (MCS)

  July 01, 2022 by CMFMoneyBall (< 20) | Reply

  A great balance sheet, tremendous assets, and could possibly become an acquisition target with the "Paramount Decree" ending soon.

• Underperform
  Boston Omaha Corporation (BOMN)

  July 01, 2022 by CBK (< 20) | Reply

  Sold

• Underperform
  Schrodinger Inc. (SDGR)

  July 01, 2022 by CBK (< 20) | Reply

  Sold

• Outperform
  Enphase Energy (ENPH)

  July 01, 2022 by stcksrus (74.53) | Reply

  Is this the "solar panels on every roof" moment aka Bill Gates "computer on every desk"? Enphase is in a great spot to benefit if it is.

• Outperform
  SEMrush Holdings, Inc. (SEMR)

  July 01, 2022 by PerfectlyStill (40.00) | Reply

  Businesses will need to improve their search engine ranking.

• Outperform
  Blink Charging Co (BLNK)

  July 01, 2022 by PerfectlyStill (40.00) | Reply

  The growing need for EV infrastructure will benefit Blink.

• Outperform
  Watsco, Inc. (WSO)

  July 01, 2022 by R0IC (60.79) | Reply

  ROIC: 22.4%
  FCF Margin: 3.8%
  FCF Yield: 3%

• Outperform
  Tesla Motors Inc Com (TSLA)

  July 01, 2022 by R0IC (60.79) | Reply

  ROIC: 23.5%
  FCF Margin: 11.1%
  FCF Yield: 0.9%

• Outperform
  Dollar General (DG)

  July 01, 2022 by R0IC (60.79) | Reply

  ROIC: 21.8%
  FCF Margin: 4.5%
  FCF Yield: 2.7%

• Outperform
  Costco Wholesale Corp (COST)

  July 01, 2022 by R0IC (60.79) | Reply

  ROIC: 21.6%
  FCF Margin: 1.9%
  FCF Yield: 1.9%

• Outperform
  Adyen (ADYE.Y)

  July 01, 2022 by R0IC (60.79) | Reply

  ROIC: 31.4%
  FCF Margin: 29.3%
  FCF Yield: 4.6%

• Underperform
  MicroStrategy, Inc. (MSTR)

  June 30, 2022 by leaderoftheback (59.48) | Reply

  don't think it will survive

• Outperform
  Rh (RH)

  June 30, 2022 by JoeKercheville (< 20) | Reply

  Great style. May take some time to turn, but I believe in the leadership here long-term.

• Outperform
  Revolve Group, Inc. (RVLV)

  June 30, 2022 by mbyrn3 (22.63) | Reply

  Unique/proprietary technology, strong profit growth, reasonable valuation and strong balance sheet mean Revolve Group should outperform ecommerce peers

• Underperform
  Bed Bath & Beyond, Inc. (BBBY)

  June 30, 2022 by XMFFlygal (98.75) | Reply

  Debt is falling apart, this could go to 0