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Dan Jacome » Comments » ACLS

  • Name Brand Stocks on the Edge of Obliteration [View article]
    Alan - good to see you, thanks for the confirmation on RAD.
    Feb 02 07:46 am |Rating: 0 0 |Link to Comment
  • Name Brand Stocks on the Edge of Obliteration [View article]
    even tangible book isnt a good metric in this market b/c so many companies are sitting on garbage inventory...back out good will, but know that a ton of crap is sitting on a lot of books...
    Feb 02 07:45 am |Rating: +1 0 |Link to Comment
  • Name Brand Stocks on the Edge of Obliteration [View article]
    not sure if RAD is consumer discretionary - 65% of their revs come from the back end - ie. drugs. They're getting crushed b/c of their debt load and competition from much better managed companies (WAG, CVS)
    Feb 01 21:43 pm |Rating: +1 0 |Link to Comment
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