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Dan Jacome » Comments » AAPL

  • 25 Big Companies Worth a Look [View article]
    nice call PSYS
    Mar 16 10:12 am |Rating: 0 0 |Link to Comment
  • Cramer's Mad Money - Four Tech Horseman Gallop Again (2/2/09) [View article]
    for MHS, IMS data thinks $130B worth of Rx drugs will come off patent by 2012....there is different data out there...
    Feb 03 14:51 pm |Rating: 0 0 |Link to Comment
  • Thursday Options Update: BAC, C, AAPL, CYPB & SQNM  [View article]
    SQNM is on fire - I think their data comes out end of the month, you just gotta love these binary events!
    Jan 16 19:02 pm |Rating: 0 0 |Link to Comment
  • Top Ten Tech Surprises in 2009: Low Probability, High Consequence Edition [View article]
    what is the bull case for CERN? any "out of character" calls on healthcare in general?
    Jan 11 00:01 am |Rating: +1 0 |Link to Comment
  • Palm Death Watch [View article]
    HPQ as buyer has been out there since 2006 at least..
    Nov 26 10:25 am |Rating: 0 0 |Link to Comment
  • Hedge Fund Tracking: Tremblant Capital [View article]
    keep up the good work
    Aug 18 01:33 am |Rating: 0 0 |Link to Comment
  • Appetite for Risk? Buy Some RIMM [View article]
    "The PEG of .43x signals great growth ahead as well with the company moving to solidify itself as #1 in the smartphone market, which in turn should increase free cash flows. "

    hmmm. low PEG could mean the buy side knows sell side estimates are waaaaay too high -- CSFB has some decent research out on RIMM; I'd look at it.
    Aug 12 15:01 pm |Rating: 0 0 |Link to Comment
  • Channel Checks Show Blackberry Sales Not Pressured by iPhone [View article]
    very hard for RIMM to see the same multiples it has seen in the past...
    Jul 20 00:31 am |Rating: 0 0 |Link to Comment
  • Research In Motion's Dream Run Comes to an End [View article]
    PE compression is a bigger risk right now than any sudden erosion of RIMMs earnings power
    Jun 27 23:41 pm |Rating: 0 0 |Link to Comment
  • Apple Gets Some Street Love, Should Attract Buy Interest [View article]
    cup and handle -- pull up the daily chart for last 12 months.
    Jun 16 16:32 pm |Rating: 0 0 |Link to Comment
  • Personality Premiums at Public Companies [View article]
    definitely ORCL and DELL. and how can you forget MSFT?
    Jun 11 13:47 pm |Rating: 0 0 |Link to Comment
  • Contrarian Pick: Flash Memory Vendors [View article]
    MTSN is an under the radar semi cap with good exposure to DRAM -- it too has gotten crushed during this glut/cycle and should bounce some. Revisiting stock now........
    May 10 20:11 pm |Rating: 0 0 |Link to Comment
  • Synchronoss Collapses - Buy Opportunity? [View article]
    ThinkPanmure is indeed a horrible, horrible name. They need to seriously consider changing back to the old name if they want to maintain their "brand"
    May 07 17:35 pm |Rating: 0 0 |Link to Comment
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