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Daniel Andres Jacome

Daniel Andres Jacome is a Boston-based research associate. Daniel, who holds a BA from Tufts University, an MA from New York University, and an MBA from The Kelley School of Business at Indiana University, was previously founder of Sestina Investment Research LLC and Ceviche Fund Partners LP. Before that, he held full-time or internship positions at Maxim Group LLC, Oppenheimer & Co, and Wellington Management Company LLP. He is a CFA Level 2 and CAIA Level 2 candidate and his opinions have appeared on CNBC, TheStreet.com, and Yahoo! Finance.

Daniel Andres Jacome's Latest Articles

Page 1 of 5

Allscripts: Notes from NYC Investor Conference
on Oct 29, 2008 about MDRX
comScore 1, Google 0
on Aug 25, 2008 about GOOG, SCOR
Johnson & Johnson Profit-Taking Likely, Offering Better Entry Point
on Aug 11, 2008 about JNJ
Crocs Crushes the Bottom Feeders
on Jul 25, 2008 about CROX
Light Up Your Portfolio with Some Lorillard Group
on Jul 01, 2008 about LO
Varian Semiconductor Shares Seeing Traction
on Jun 17, 2008 about VSEA
Gamestop: Consensus Needs to Catch Up to Reality
on Jun 11, 2008 about GME
Why is the Market Rewarding Crocs?
on May 09, 2008 about CROX
Deckers Walks All Over Analyst Estimates
on Apr 28, 2008 about DECK
Whoomp, There It Is: Chipotle Q1 Comes In Strong
on Apr 24, 2008 about CMG
No Hope Left for Crocs
on Apr 15, 2008 about CROX
The Buckle Outshining Competitors
on Apr 14, 2008 about BKE
Homebuilders Emerge From the Penalty Box
on Apr 07, 2008 about HOV, TOL, XHB
Coke Merits Some Attention: Two Reasons to Get Excited
on Mar 30, 2008 about KO
Lock in Some Dollars with Corrections Corp of America
on Mar 17, 2008 about CXW
Digital Ally: Microcap with Explosive Appeal
on Mar 07, 2008 about DGLY
Chipotle Mexican Grill: Spicing Up Fast Casual
on Feb 25, 2008 about CMG
Short-Term Buying Opportunity in Dick's Sporting Goods
on Dec 10, 2007 about DKS
Piggybacking on Riggio: Insider Buying at Barnes & Noble
on Oct 23, 2007 about BKS
IDEXX Laboratories: A Solid Bet on the Pet Economy
on Oct 10, 2007 about IDXX
Alvarion: Best in Class WiMax Play Sparks Buyout Chatter
on Oct 05, 2007 about ALVR
Secular Market Share Gains Juice Up Varian Semiconductor
on Sep 19, 2007 about VSEA
Real Options: An Invaluable Tool for Managers, Investors Alike
on Sep 16, 2007 about GOOG, DAL, MSFT
Mattson Technologies: Upside Awaits the Patient Investor
on Aug 31, 2007 about MTSN
Life Partners Holdings: Attractive Yet Highly Speculative
on Jun 06, 2007 about LPHI
Automatic Data Processing: Cash and Tons of It
on May 23, 2007 about ADP
Spartan Motors: Upside Not Dissipating Anytime Soon
on May 18, 2007 about SPAR
Cognos Incorporated: Vendor Rationalization Could Spark Buyout
on May 01, 2007 about COGN
Bad to the Bone: Zimmer Smokes EPS, Thesis Intact
on Apr 27, 2007 about ZMH
Bank Shot: Jefferies’s Compelling Valuation
on Apr 19, 2007 about JEF
Spartan Motors: Money in the Bank
on Apr 05, 2007 about SPAR
Anatomy of a Trade: Eight Reasons Why Palm Was a 'Table Pounding Buy'
on Mar 21, 2007 about PALM

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
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