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    djacome

    Dan Jacome, CAIA
    NYC

    Joined Mar 26, 2010

    http://www.twitter.com/djacome

    Equity research analyst - consumer sector. Previously covered healthcare for ~3 yrs. Tufts BA, Top 20 MBA, CAIA. CFA Level 2 candidate, CMT Level 2 candidate

    1. djacome
      $SKUL 12 was clearly another trough, name bouncing nicely back to mid 13s here
      May. 25 at 1:14 PM
    2. djacome
      @Ricycle goes either way! company mgmt is broken, not the business model; look at how good $CHS is doing
      May. 23 at 4:14 PM
    3. djacome
      DAN NILES AGAIN ON CNBC - positive on $GLUU
      May. 23 at 8:48 AM
    4. djacome
      @OptionsHawk STREET WAS AT .20 FOR $AEO
      May. 23 at 8:05 AM
    5. djacome
      $TLB DEAL TALKS WITH SYCAMORE EXTENDED TO MAY 24TH
      May. 23 at 7:51 AM
    6. djacome
      @Estrdr we'll see! assuming name only gets back to 50% of way back to peak EBIT margins = mid 20s stock! $AEO...dont forget $4 sh/cash!
      May. 22 at 4:27 PM
    7. djacome
      @Estrdr and if you dont think CEO is making "quick moves", just pull up the 77 kids presser from last wk $AEO
      May. 22 at 3:14 PM
    8. djacome
      @Estrdr sorry ur deadly wrong, buy side/street expected new CFO....new CEO came on board recently and revamping team $AEO
      May. 22 at 3:14 PM
    9. djacome
      $SKUL nice spprt at 12, can climb to 13.50 ish before congestion, 7x EV/EBITDA so downside protection is there
      May. 22 at 11:10 AM
    10. djacome
      $GLUU - Northland analysis suggests Deer Hunter Reloaded performing very well thus far
      May. 22 at 9:37 AM
    11. djacome
      $TLB deadline for deal is TUESDAY, so best guess is expect news after hrs tues or early Wednesday ~~ +30% arb spread
      May. 21 at 8:58 PM
    12. djacome
      @woowtrading CFO pop is justified, also dont forget 77kids was a drag on EPS by more than $0.12 $AEO
      May. 21 at 5:42 PM
    13. djacome
      beautiful bounce off 4 handle $FCH > more asset sales this summer! Recall still have 10 hotels being marketed for sale after selling 6 in 1Q
      May. 21 at 3:40 PM
    14. djacome
      $JOEZ high of day in sight
      May. 21 at 3:21 PM
    15. djacome
      should china names trade at 4x ern #s? B/c that is what the mkt thinks of $ADY - you do the math
      May. 21 at 12:11 PM
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      Trader Profile

      • Experience: Professional
      • Assets Traded: Equities
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