Daniel Jacome

http://www.cevichefund.com

525 Comments

    • athenahealth Not Yet a Compelling Valuation [view article]
      GREAT call. Stock got crushed in the time period you were writing...it's flat now, holding up surprisingly in this terrible market Oct 02 11:50 AM
    • Campbell Continues to Outperform the S&P, Makes New 52-Week High [view article]
      stock rocking, dow tanked 700 pts and CPB went up Sep 29 02:57 PM
    • Best Buy Swallows Napster: The Perfect Deal? [view article]
      NAPSTER was trading for less than the cash it held on the balance sheet - a deal was not a question of if, but when. BBY essentially got the music business for free! Sep 29 03:17 AM
    • Gamestop: Consensus Needs to Catch Up to Reality [view article]
      Wake up call. GME @ 36. good for 20% rtn while the sp500 is down 13%. Sep 28 02:24 AM
    • Retail Sector Doomed: Weak Holiday Sales Will Destroy Under Armour [view article]
      I like where you are going, but some ideas need some more quantifying here. For ex: UA is obviously a very controversial stock, so you'd expect people to slam you if you call it a short and do not back up the prose with any real analysis. One could just as much say that UA is oversold (down 45% over the last year) and is ready to burn shorts if they report a better than expected number. you have to admit that most stocks in this environment are not trading on fundamentals, so I would love to hear more from you on UA. CC is a dice roll and AMZN is too big for me. UA I can play with, so tel us more please Sep 25 11:25 PM
    • Courtship Over: Electronic Arts and Take Two Part Ways [view article]
      a bloddy mess, but could be a good buying opp down here and another bidder will eventually grab these guys. Sep 15 12:25 PM
    • Electronic Arts Walks Away from Take-Two Talks [view article]
      I think another bidder shows up soon Sep 15 12:23 PM
    • Chipotle Mexican Grill: Too Hot To Handle? [view article]
      good article, thanks. I've taken a massive haircut on this stock and am sort of in triage right now, trying to figure out if the next move is another valuation clipping. I agree it is cheaper, but it is not cheap. Sep 15 12:19 PM
    • ADC Telecom a Buy On Valuation [view article]
      100% upside in this environment is too bullish. The carriers are consolidating and that is hurting pricing, and subsequently, margins. But there is def a case for a 20-30% move from here as the stock is just too cheap. Sep 08 11:03 AM
    • Light Up Your Portfolio with Some Lorillard Group [view article]
      Stock skyrocketed today after MO went for UST. LO is next, in my mind Sep 06 02:14 AM
    • Why Airline Stocks Are So Often Bad Investments [view article]
      hedge funds trade airlines all day, everyday. Ask anyone on the sell side who has to cover these names....there is a buy case here with oil getting torched and volatility this damn good Sep 05 03:34 AM
    • Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
      can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Sep 04 04:36 PM
    • WaMu: Speculative Value Play [view article]
      good article, I see where you are going, but 1) you assume 2.3x TBV per share is the right multiple -- is it?Mean reversion doesnt always work, if that is what you are implying.... and 2) at a post raise TBVPS of 6.60, its really trading @ ~ .6x TBV ($4/$6.6), so it doesnt look too cheap after you take into consideration your scenario. Sep 03 01:37 AM
    • On Being Rich [view article]
      GREAT article. Sep 02 06:15 PM
    • Greenfield Online's Acquisition by Microsoft: The Value in Independent Research [view article]
      agree -- look at the run FORR has had recently, and that stock is cheap as heck. Aug 31 09:16 PM
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