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Dan Jacome » Comments » AMZN

  • Five Industries That Can Thrive in a Recession [View article]
    PG is at a 52 week low - is it still recession proof??
    Feb 04 23:00 pm |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
  • 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
  • Where to Find a Good Entry Point in This Market [View article]
    what is your buy thesis on MCK?
    Dec 16 08:53 am |Rating: 0 0 |Link to Comment
  • 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 23:25 pm |Rating: 0 0 |Link to Comment
  • Three Reasons Amazon Should Double Revenue Within Four Years - Goldman [View article]
    AMZN has weird accounting, look at all the academic stuff that has been done on them; also, didnt GS take Mamazon public?
    Jun 17 16:46 pm |Rating: 0 0 |Link to Comment
  • A Long List of Possible Shorts [View article]
    They are using labor efficiencies and modest menu increases (1.5-3%) to offset higher ag costs. Corn is feed for chicken and both prices for those inputs have popped like a basketball released from underwater. We would pick up CMG down here. If 100 is resistance, buy @ 80, but there is a lot of $ on the sidelines that is still liking the longer term story and we have never had a pullback this large in Chipotle stock (200 day). Fresh capital would likely get interested if the bounce proves short lived.
    Feb 16 17:24 pm |Rating: 0 0 |Link to Comment
  • A Long List of Possible Shorts [View article]
    Chipotle reports tomorrow - what is your take on the quarter. They could come out and surprise since everyone is expecting a recession-related miss.
    Feb 13 18:58 pm |Rating: 0 0 |Link to Comment
  • Amazon Strengthens Its Digital Hand With Purchase of Audible [View article]
    It is a cheap $300M real option on a platform expansion agenda, probably a good move for AMZN and a long time coming.......
    Jan 31 14:18 pm |Rating: 0 0 |Link to Comment
  • Quiz: 7 Amazing Facts From 2007 [View article]
    nice ! The ETFC got me, too. Picked CFC!
    Jan 01 18:16 pm |Rating: 0 0 |Link to Comment
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