Daniel Jacome

http://www.cevichefund.com
Total Rating:
0 / -2

538 Comments

    • Thu Nov 20th 09:09 AM | Rating: 0 0
      Commented on:
      New Healthcare Cost Containment Index
      We estimate $75B worth of branded drugs will go off patent b/t 2008 and 2012.....names like TEVA are bound to outperform
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    • Wed Nov 19th 11:44 AM | Rating: 0 0
      Commented on:
      Allscripts: Notes from NYC Investor Conference
      Stock up 35% since call..part of this is attributed to the Obama win and reiteration that he wants to spend $10B a year over the next 5 years to address EHR/Health IT issues and the grave predicament our country's providers face on an IT end..
      View article »
    • Tue Nov 18th 10:28 AM | Rating: 0 0
      Commented on:
      Hologic: A Top Healthcare Pick for 2009?
      nice article. Trough fwd PE going back 6 years is 18x, so I think a 15x in a normal market is reasonable. At least 2 bucks in upside here if you can shake it out
      View article »
    • Mon Nov 17th 23:44 PM | Rating: 0 0
      Commented on:
      Digital Ally: Microcap with Explosive Appeal
      Yeah, the BOFA hiring doesnt look good.
      View article »
    • Mon Nov 17th 10:08 AM | Rating: 0 0
      Commented on:
      Almost Family Reports Healthy Quarter
      nice call on the stock overall - I think the previous poster was simply trying to show that receivables may be growing too fast. That is wat he meant that they may be dressing up the income stmt, ie. - sales may look better than they would under "normal" conditions.

      how you define normal is worth debating and I'll take a closer look at how the peer group matches up on a revs/recievables growth basis
      View article »
    • Thu Nov 13th 12:32 PM | Rating: 0 0
      Commented on:
      Almost Family Reports Healthy Quarter
      I subscribe to Zacks and they have a mixed record on stock picks. They need to get more gutsy with their calls! nice work on AFAM, false profit.
      View article »
    • Thu Nov 13th 08:13 AM | Rating: 0 0
      Commented on:
      Digital Ally: Microcap with Explosive Appeal
      Company just hired BOFA to pursue alternatives!
      View article »
    • Wed Nov 12th 17:52 PM | Rating: 0 0
      Commented on:
      Earnings Preview: Crocs
      -45% today...what a dog!
      View article »
    • Wed Nov 5th 16:31 PM | Rating: 0 0
      Commented on:
      Digital Ally: Microcap with Explosive Appeal
      "...........Sell DGLY it has already lost more than 50% in 2 months"
      ------------------

      you are a bit late my friend! The stock ramped from 7 to 11 after our post...all good things come to and end.
      View article »
    • Fri Oct 31st 12:43 PM | Rating: 0 0
      Commented on:
      Health IT Poised to Rebound Post-Election
      how do you rate them?
      View article »
    • Fri Oct 31st 10:49 AM | Rating: 0 0
      Commented on:
      Health IT Poised to Rebound Post-Election
      you forgot MDRX!
      View article »
    • Thu Oct 16th 12:33 PM | Rating: 0 0
      Commented on:
      Where's the Smartest Money Investing?
      You know Bill Miller is getting fired left and right this year by clients, right? It's not just a bad year, he has had a few bad ones consecutively
      View article »
    • Sun Oct 12th 00:26 AM | Rating: 0 0
      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 »
    • Wed Oct 8th 16:06 PM | Rating: 0 0
      Commented on:
      Is Online Advertising Heading Off a Cliff?
      apologies, I meant q3. q3 is on october 31
      View article »
    • Wed Oct 8th 16:05 PM | Rating: 0 0
      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 »
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