Tim Eriksen (@eriksen_tim) stock calls: track record, win rate and every call
As of November 5, 2026, MCAFax has logged 35 calls from Tim Eriksen (@eriksen_tim): 34 bullish, 1 bearish and 0 neutral. Career record on scored calls: 15-6 (.714 win rate), averaging +21.8 points versus the S&P 500 per call. Leaderboard status: Ranked #2 (career).
Not investment advice; for research and education.
Stat line
| View | Calls scored | W-L | Win % | Avg edge vs S&P | Best call | Worst call | Streak | Last 10 | Longs | Shorts |
|---|---|---|---|---|---|---|---|---|---|---|
| Career | 21 | 15-6 | .714 | +21.8 | WSTL +210.4 | SKAS -24.3 | L1 | 9-1 | 14-6 | 1-0 |
| Season (trailing 12 months) | 8 | 7-1 | .875 | +14.4 | HRBR +44.9 | RVRF -7.6 | L1 | 7-1 | 6-1 | 1-0 |
Calls scored counts directional calls at least 180 days old, with repeats counted once. Edge is in percentage points versus the S&P 500. Streak and Last 10 run in date order, most recent last.
Ranked or unranked?
Career: Ranked #2 (career). 11 players are ranked on the career board. Season (trailing 12 months): Unranked (season): 8 of the 15 scored calls needed, 7 to go.
A player needs at least 15 scored calls in a view to be ranked. See the leaderboard.
Style and specialty
- Style: microcap value
- Why we track this account: Bio: CEO of Solitron Devices and hedge fund manager of Cedar Creek Partners (named fund; self-described on X).
- What to keep in mind: Conflicts: CEO of Solitron Devices (SODI) and Paragon Technologies (PGNT) director; do not treat SODI/PGNT posts as independent calls. Mostly illiquid OTC/expert-market names.
- Followers on X: 12,761 (checked Nov 4, 2026)
- MCAFax status: Rotation roster (featured in the daily Market Calls piece)
Current calls (open)
| Date | Ticker | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 27, 2026 | UBAB | Bullish (long) | $60.50 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 23, 2026 | STLE | Bullish (long) | $47.99 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 19, 2026 | PAWH | Bullish (long) | $13,000.00 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 19, 2026 | EVRC | Bullish (long) | $0.35 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 19, 2026 | HRBR | Bullish (long) | $2.38 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 19, 2026 | EXCE | Bullish (long) | $25.40 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Oct 19, 2026 | SODI | Bullish (long) | $36.45 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 19, 2026 | MMY.V | Bullish (long) | 0.76 CAD | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 15, 2026 | RVRF | Bullish (long) | $47.00 | Open; scored 180 days after the post | Open (reiteration, counted once) | post |
| Dec 3, 2025 | BWEL | Bullish (long) | $450.00 | $503.00 on Mar 4, 2026 | Open (not yet scored) | post |
What the open calls argue, in our own words:
- UBAB (bullish, Oct 27, 2026): Has been buying United Bancorporation of Alabama, an ECIP bank, after flagging the first discounted ECIP preferred repurchase (M&F Bancorp) and UBAB on his watch list.
- STLE (bullish, Oct 23, 2026): After a strong Q3, says Steele Bancorp trades under 7x its Q3 run-rate cash EPS ($1.78 incl. $0.18 intangible amortization); his fund's largest bank position.
- PAWH (bullish, Oct 19, 2026): Pennsylvania Warehousing and Safe Deposit (~1.5% of fund): book ~$20,440/share vs last trade $13,000; low-risk 9-12% compounder.
- EVRC (bullish, Oct 19, 2026): Evercel (~1.5% of fund): 40% ZAGG stake could be worth just over $1.00/share vs $0.35 last trade if ZAGG holds its 2021 value.
- HRBR (bullish, Oct 19, 2026): Harbor Diversified (~9% of fund): after Air Wisconsin sale, estimates cash ~$3.50/share plus ~$0.13 tax refunds vs ~$2.33; expects acquisitions or a tender/reverse-forward split.
- EXCE (bullish, Oct 19, 2026): Exco Resources (expert market, ~10% of fund, Fairfax owns 49%+): ~4x earnings at $25; thinks listed value near PV-10 ~$55 and a sale ~$80.
- SODI (bullish, Oct 19, 2026): Fund control position (manager is CEO/director; fund owns 11%): Solitron defense backlog tied to HIMARS, AMRAAM and Standard Missile; strategic review with banker retained.
- MMY.V (bullish, Oct 19, 2026): Cedar Creek holds a modest Monument Mining position: gold producer at under 1x earnings net of cash (no debt, ~$110M+ cash); wants buybacks; position kept modest until board shows capital discipline.
- RVRF (bullish, Oct 15, 2026): River Financial posted another strong quarter (EPS $1.93) and trades at about 6x its growing run-rate earnings; his fund first bought about a year ago near $33.
- BWEL (bullish, Dec 3, 2025): Owns a tracking position; tomatoes and cotton in a rough patch but pistachios should ramp in coming years.
Scored calls (game log)
| Date | Ticker | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Apr 18, 2026 | RVRF | Bullish (long) | $46.50 | $47.00 on Oct 15, 2026 | L, -7.6 pts vs S&P 500 (180 days) | post |
| Apr 18, 2026 | HRBR | Bullish (long) | $1.55 | $2.38 on Oct 15, 2026 | W, +44.9 pts vs S&P 500 (180 days) | post |
| Mar 13, 2026 | STLE | Bullish (long) | $33.25 | $46.60 on Sep 9, 2026 | W, +25.7 pts vs S&P 500 (180 days) | post |
| Feb 23, 2026 | ECGS | Bearish (short) | $0.09 | $0.09 on Aug 24, 2026 | W, +6.3 pts vs S&P 500 (180 days) | post |
| Jan 29, 2026 | SBMW | Bullish (long) | $14.85 | $17.50 on Jul 28, 2026 | W, +11.4 pts vs S&P 500 (180 days) | post |
| Jan 21, 2026 | EXCE | Bullish (long) | $19.12 | $21.00 on Jul 20, 2026 | W, +1.6 pts vs S&P 500 (180 days) | post |
| Dec 3, 2025 | PFSB | Bullish (long) | $13.70 | $18.34 on Jun 1, 2026 | W, +22.9 pts vs S&P 500 (180 days) | post |
| Aug 13, 2025 | QUCT | Bullish (long) | $1,625.00 | $2,072.00 on Feb 9, 2026 | W, +19.4 pts vs S&P 500 (180 days) | post |
| Jul 23, 2025 | PHIG | Bullish (long) | $26.75 | $32.05 on Jan 20, 2026 | W, +12.1 pts vs S&P 500 (180 days) | post |
| Apr 15, 2025 | SLBK | Bullish (long) | $12.59 | $17.98 on Oct 13, 2025 | W, +19.5 pts vs S&P 500 (180 days) | post |
| Apr 15, 2025 | EVRC | Bullish (long) | $0.30 | $0.30 on Oct 13, 2025 | L, -23.3 pts vs S&P 500 (180 days) | post |
| Feb 20, 2025 | WSTL | Bullish (long) | $1.90 | $5.98 on Aug 19, 2025 | W, +210.4 pts vs S&P 500 (180 days) | post |
| Feb 10, 2025 | PDER | Bullish (long) | $310.00 | $295.00 on Aug 11, 2025 | L, -10.6 pts vs S&P 500 (180 days) | post |
| Feb 10, 2025 | WCRS | Bullish (long) | $9.00 | $12.60 on Aug 11, 2025 | W, +34.2 pts vs S&P 500 (180 days) | post |
| Nov 14, 2024 | SKAS | Bullish (long) | $11.00 | $8.15 on May 13, 2025 | L, -24.3 pts vs S&P 500 (180 days) | post |
| Nov 6, 2024 | SBNC | Bullish (long) | $6,400.00 | $8,250.00 on May 5, 2025 | W, +31.2 pts vs S&P 500 (180 days) | post |
| Oct 23, 2024 | ROYTL | Bullish (long) | $0.23 | $0.25 on Apr 22, 2025 | W, +17.5 pts vs S&P 500 (180 days) | post |
| Oct 23, 2024 | PDRX | Bullish (long) | $3.65 | $2.76 on Apr 22, 2025 | L, -15.6 pts vs S&P 500 (180 days) | post |
| Oct 23, 2024 | CZBS | Bullish (long) | $54.30 | $46.90 on Apr 22, 2025 | L, -4.8 pts vs S&P 500 (180 days) | post |
| Oct 23, 2024 | ENDI | Bullish (long) | $9.13 | $15.25 on Apr 22, 2025 | W, +75.8 pts vs S&P 500 (180 days) | post |
Archive calls not yet scored
| Date | Ticker | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Apr 18, 2026 | PHIF | Bullish (long) | n/a | n/a | Unscored (no price history) | post |
| Jan 21, 2026 | SKLB | Bullish (long) | n/a | n/a | Unscored (no price history) | post |
| Oct 23, 2024 | FIEB | Bullish (long) | n/a | n/a | Unscored (no price history) | post |
| Oct 23, 2024 | PCHM | Bullish (long) | n/a | n/a | Unscored (no price history) | post |
| Oct 23, 2024 | PROM | Bullish (long) | n/a | n/a | Unscored (no price history) | post |
In their own words
- UBAB (Oct 27, 2026): "Been buying $UBAB lately."
- STLE (Oct 23, 2026): "Stock is trading at under 7 times Q3 run rate."
- PAWH (Oct 19, 2026): "Cedar Creek Partners Q3 Letter released."
- EVRC (Oct 19, 2026): "Cedar Creek Partners Q3 Letter released."
- HRBR (Oct 19, 2026): "Cedar Creek Partners Q3 Letter released."
Related pages
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
What is @eriksen_tim's stock-picking track record?
Career record on scored calls: 15-6 (.714 win rate), averaging +21.8 points versus the S&P 500 per call. MCAFax has logged 35 calls from this account as of November 5, 2026.
What is @eriksen_tim's win rate?
.714 on 21 scored calls in the career view (15-6). A win means the call beat the S&P 500 in the called direction over 180 days.
Is @eriksen_tim ranked on the MCAFax leaderboard?
Ranked #2 (career). Players need 15 scored calls to be ranked.
What was @eriksen_tim's best call?
WSTL (long, posted Feb 20, 2025), which finished +210.4 points versus the S&P 500 after 180 days.
What was @eriksen_tim's worst call?
SKAS (long, posted Nov 14, 2024), which finished -24.3 points versus the S&P 500 after 180 days.
What stocks is @eriksen_tim calling right now?
Open calls: BWEL (bullish), EVRC (bullish), EXCE (bullish), HRBR (bullish), MMY.V (bullish), PAWH (bullish), RVRF (bullish), SODI (bullish), STLE (bullish), and UBAB (bullish).
What kind of investor is @eriksen_tim?
Style: microcap value. Bio: CEO of Solitron Devices and hedge fund manager of Cedar Creek Partners (named fund; self-described on X).
Does @eriksen_tim make more bullish or bearish calls?
Of 35 logged calls, 34 are bullish, 1 bearish and 0 neutral. Scored record by side: longs 14-6, shorts 1-0.
How does MCAFax score these calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Is this investment advice?
No. This page is journalism and research for education. It reports what this investor said publicly and how those calls performed.