Daniel Jacome

http://www.cevichefund.com

528 Comments

    • ON: Sun Oct 12th 00:26 AM
      Commented on:
      Decreasing Chipotle Traffic Could Spell Trouble
      I got burned hard on this stock...still think it is a great story and they have plenty of growth. I agree that you can probably get the stock cheaper, but shares are close to washed out down here and attractive for those with a 18-24 month outlook.
      View article »
    • ON: Wed Oct 8th 16:06 PM
      Commented on:
      Is Online Advertising Heading Off a Cliff?
      apologies, I meant q3. q3 is on october 31
      View article »
    • ON: Wed Oct 8th 16:05 PM
      Commented on:
      Is Online Advertising Heading Off a Cliff?
      SCOR is cheap on a deal comp basis. Pure plays like SCOR got taken out on a 4x sales and 20x EBITDA basis last 24 months Of course, markets were different then, so applying an arbitrary 20% discount to those metrics, you get SCOR pretty darn attractive @ $12 a share.

      $12 would reflect a reasonable 16x to my 09 EBITDA/sh estimate of 70-80c and 3.2 its 08 expected sales of $120M. I used 35M shares outstanding to keep it simple.

      The tell will be what we get on Q4, which are out on 10/31 I think. I am looking for 7-9c, but there is a good chance my numbers are too high.Good guidance on ARPU heading out of the year as well as net add customers in this last qtr could rocket the stock, on the other hand.
      View article »
    • ON: Thu Oct 2nd 11:50 AM
      Commented on:
      athenahealth Not Yet a Compelling Valuation
      GREAT call. Stock got crushed in the time period you were writing...it's flat now, holding up surprisingly in this terrible market
      View article »
    • ON: Mon Sep 29th 14:57 PM
      Commented on:
      Campbell Continues to Outperform the S&P, Makes New 52-Week High
      stock rocking, dow tanked 700 pts and CPB went up
      View article »
    • ON: Mon Sep 29th 03:17 AM
      Commented on:
      Best Buy Swallows Napster: The Perfect Deal?
      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!
      View article »
    • ON: Sun Sep 28th 02:24 AM
      Commented on:
      Gamestop: Consensus Needs to Catch Up to Reality
      Wake up call. GME @ 36. good for 20% rtn while the sp500 is down 13%.
      View article »
    • ON: Thu Sep 25th 23:25 PM
      Commented on:
      Retail Sector Doomed: Weak Holiday Sales Will Destroy Under Armour
      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
      View article »
    • ON: Mon Sep 15th 12:25 PM
      Commented on:
      Courtship Over: Electronic Arts and Take Two Part Ways
      a bloddy mess, but could be a good buying opp down here and another bidder will eventually grab these guys.
      View article »
    • ON: Mon Sep 15th 12:23 PM
      Commented on:
      Electronic Arts Walks Away from Take-Two Talks
      I think another bidder shows up soon
      View article »
    • ON: Mon Sep 15th 12:19 PM
      Commented on:
      Chipotle Mexican Grill: Too Hot To Handle?
      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.
      View article »
    • ON: Mon Sep 8th 11:03 AM
      Commented on:
      ADC Telecom a Buy On Valuation
      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.
      View article »
    • ON: Sat Sep 6th 02:14 AM
      Commented on:
      Light Up Your Portfolio with Some Lorillard Group
      Stock skyrocketed today after MO went for UST. LO is next, in my mind
      View article »
    • ON: Fri Sep 5th 03:34 AM
      Commented on:
      Why Airline Stocks Are So Often Bad Investments
      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
      View article »
    • ON: Thu Sep 4th 16:36 PM
      Commented on:
      Replacement Candidates for David Merkel's Portfolio: From AA to ZZ
      can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: )
      View article »
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