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Daniel Andres Jacome

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  • Low Hanging Fruit: Columbia Sportswear Company [View article]
    good idea, bad timing: apparel is not "hot" right now, so only stick with this if you have a long term outlook...just our 2c
    Nov 1 09:23 PM | Likes Like |Link to Comment
  • Alvarion: Best in Class WiMax Play Sparks Buyout Chatter [View article]
    ALVR reports on Wed -- Halloween. Whisper is 6c, which is 2c > Street. They'll need to guide Q4 sales > 67M-68M for the stock to float.

    Moon or bust: bad EPS and it sinks to 12. Good beat and raise Q and we are in the 15 and higher range.
    Oct 30 07:48 PM | Likes Like |Link to Comment
  • Alvarion: Best in Class WiMax Play Sparks Buyout Chatter [View article]
    ALVR reports on Wed -- Halloween. Whisper is 6c, which is 2c > Street. They'll need to guide Q4 sales > 67M-68M for the stock to float.

    Moon or bust: bad EPS and it sinks to 12. Good beat and raise Q and we are in the 15 and higher range.
    Oct 30 07:48 PM | Likes Like |Link to Comment
  • IDEXX Laboratories: A Solid Bet on the Pet Economy [View article]
    Well, our mice were right again. IDXX split today -- good for a 6% pop
    Oct 26 06:09 PM | Likes Like |Link to Comment
  • Secular Market Share Gains Juice Up Varian Semiconductor [View article]


    well, the cows came out to kill. VSEA down under 40 in AH trade after guiding to a nasty Q1.....the stock is cheap here and if Gary and the board should buy stock down here and signal to the Street....

    disc: long VSEA in student fund, ceviche, PA
    Oct 25 06:15 PM | Likes Like |Link to Comment
  • Secular Market Share Gains Juice Up Varian Semiconductor [View article]


    well, the cows came out to kill. VSEA down under 40 in AH trade after guiding to a nasty Q1.....the stock is cheap here and if Gary and the board should buy stock down here and signal to the Street....

    disc: long VSEA in student fund, ceviche, PA
    Oct 25 06:15 PM | Likes Like |Link to Comment
  • Intuitive Surgical: Even Great Companies Hit Valuation Peaks [View article]
    Stock blew away estimates. This stock breaks 300 by Turkey Day.....
    Oct 21 06:30 PM | Likes Like |Link to Comment
  • Seeking Alpha Named Most Informative Investing Web Site by Kiplinger's [View article]
    Nice job, SA team. Keep it up!

    Oct 21 06:29 PM | Likes Like |Link to Comment
  • A Monster of a Deal - Barron's [View article]
    CEO Sal Iannuzzi wants that thing sold, and it will be sold. He sold SBL to Moto years ago and he'll flip MNST, too.
    Oct 21 05:30 PM | Likes Like |Link to Comment
  • Ross Stores CEO Dumps 1/5 of Holdings [View article]
    Margaret Mager over @ Goldman has ROST as one of her top LBO picks....

    The sales you mention are planned, no where near as significant as open market buying and selling.

    A more compelling insider activity-in-the-retail space play is BKS. CEO Riggio hasn't bought stock in the amounts he is currently buying since Aug 2005.

    He netted 17.4% on average in the ensuing 6 months...this guy knows what he is doing.

    Oct 19 03:28 PM | Likes Like |Link to Comment
  • Secular Market Share Gains Juice Up Varian Semiconductor [View article]
    like we said, VSEA won't stay under 50 for long....today it popped 6% and closed above 50.
    Oct 17 08:23 PM | Likes Like |Link to Comment
  • Alvarion: Best in Class WiMax Play Sparks Buyout Chatter [View article]
    looks like a hatchet job by thestreet.com -- ALVR is up 2 days in a row after they tried to take it down with the CSCO/navini stuff.....ALVR is a good company, that is all that matters....I think we shook the tree and got the iguanas out, alas.
    Oct 17 07:49 PM | Likes Like |Link to Comment
  • Alvarion: Best in Class WiMax Play Sparks Buyout Chatter [View article]
    If CSCO grabs Navini, it leaves ALVR open for MOT......just a thought
    Oct 17 11:23 AM | Likes Like |Link to Comment
  • Heelys, Inc.: Ready For a Bounce [View article]
    you are over optimistic, it will be a while before things improve. I may be short term in my thinking but the stock is way below the 200 day average....

    If you feel compelled to own a shoe stock so much, focus on quality names, like DECK.
    Oct 16 05:09 PM | Likes Like |Link to Comment
  • AT&T Hires Goldman to Advise on EchoStar Buyout - TheStreet [View article]
    read the deal journal

    the GS may have been Citi and theStreet teaming up to pop the stock
    Oct 16 04:37 PM | Likes Like |Link to Comment
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723 Comments
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