jarco's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/210275/comments http://seekingalpha.com/article/176860-akamai-commerce-media-customers-showing-greater-strength?source=feed#comment-794442 794442
Business improvement likely mirroring movement from brick n' mortor rather than organics. ]]> Mon, 07 Dec 2009 12:24:52 -0500
Business improvement likely mirroring movement from brick n' mortor rather than organics. ]]> http://seekingalpha.com/article/176640-how-about-a-coal-stock-for-your-stocking?source=feed#comment-791754 791754 Sat, 05 Dec 2009 13:11:22 -0500 http://seekingalpha.com/article/176373-energy-impoverishment-heading-back-to-coal?source=feed#comment-790539 790539 Fri, 04 Dec 2009 12:49:30 -0500 http://seekingalpha.com/article/176280-at-t-drops-verizon-map-lawsuit-but-the-bad-publicity-lives-on?source=feed#comment-788946 788946
As for reception, Verizon works well in their home territory; namely the northeast where New England Tel became Nynex, became Verizon aka Bell Atlantic. AT&T is Southwest Bell plus Bell South plus Cingular/Cellular One, et al.

I had friends in Florida with Sprint. They'd die for either T or VZ any day.]]> Thu, 03 Dec 2009 15:35:07 -0500
As for reception, Verizon works well in their home territory; namely the northeast where New England Tel became Nynex, became Verizon aka Bell Atlantic. AT&T is Southwest Bell plus Bell South plus Cingular/Cellular One, et al.

I had friends in Florida with Sprint. They'd die for either T or VZ any day.]]> http://seekingalpha.com/article/176355-cnbc-viewership-down-40-y-y-19-since-07?source=feed#comment-788911 788911
Having 4-5 people talking over each other is pretty bad especially when the competition for air time diminishes once and awhile. Then the obvious sets in; few if any at times know what the H * * L they're talking about. The only TV slot that exceeds this mayhem is ESPN's coverage of Major League baseball with John Miller and Joe Morgan. Come to think of it, the Monday night football threesome is right up there as well.

How about those Fox yuppies broadcasting from the local saloon? At first glance one would assume its only on after really down market days. For no booze and better composure, looks like it's Bloomberg. Then again, Dave Letterman thinks he's too short.]]> Thu, 03 Dec 2009 15:13:14 -0500
Having 4-5 people talking over each other is pretty bad especially when the competition for air time diminishes once and awhile. Then the obvious sets in; few if any at times know what the H * * L they're talking about. The only TV slot that exceeds this mayhem is ESPN's coverage of Major League baseball with John Miller and Joe Morgan. Come to think of it, the Monday night football threesome is right up there as well.

How about those Fox yuppies broadcasting from the local saloon? At first glance one would assume its only on after really down market days. For no booze and better composure, looks like it's Bloomberg. Then again, Dave Letterman thinks he's too short.]]> http://seekingalpha.com/article/175959-natural-gas-it-s-all-about-the-drills?source=feed#comment-787197 787197 Wed, 02 Dec 2009 17:42:31 -0500 http://seekingalpha.com/article/175831-electric-vehicles-vs-natural-gas-vehicles?source=feed#comment-786652 786652
While many long distance travelers can "gas-up" several miles from their home, the average passenger and delivery vehicle owner needs reasonable assess to fuel. That said, conversion of today's gasoline fueling stations to Natural Gas is very expensive. Add that to the thoughts of abutters to huge NG storage tanks verses today's gasoline. Some how the latter will seem much safer and tolerable than the former.

The country desperately needs a national energy policy. Prime within this policy is material resource allocation. Nuclear, coal, fuel oil, natural gas, etc. for home heating, transportation, and power generation. Notice the term" material resources" as opposed to wind, etc. In my view we need to build nuclear power to replace coal. Expand existing NG distribution to adjoining neighborhoods and power stations to replace home heating oil and use of #2 fuel oil to generate electric power respectively. Unfortunately, this will take government dictate actions as opposed to the "natural" flows of private enterprise.]]> Wed, 02 Dec 2009 12:51:15 -0500
While many long distance travelers can "gas-up" several miles from their home, the average passenger and delivery vehicle owner needs reasonable assess to fuel. That said, conversion of today's gasoline fueling stations to Natural Gas is very expensive. Add that to the thoughts of abutters to huge NG storage tanks verses today's gasoline. Some how the latter will seem much safer and tolerable than the former.

The country desperately needs a national energy policy. Prime within this policy is material resource allocation. Nuclear, coal, fuel oil, natural gas, etc. for home heating, transportation, and power generation. Notice the term" material resources" as opposed to wind, etc. In my view we need to build nuclear power to replace coal. Expand existing NG distribution to adjoining neighborhoods and power stations to replace home heating oil and use of #2 fuel oil to generate electric power respectively. Unfortunately, this will take government dictate actions as opposed to the "natural" flows of private enterprise.]]> http://seekingalpha.com/article/175907-6-oil-industry-suppliers-to-consider?source=feed#comment-786609 786609
Pipe suppliers such as NOV, for example.]]> Wed, 02 Dec 2009 12:26:03 -0500
Pipe suppliers such as NOV, for example.]]> http://seekingalpha.com/article/175688-a-look-at-utilities-con-edison-vs-aqua-america?source=feed#comment-783479 783479
ED presents a unique niche; namely, little or nor exposure to Cap and Trade or any other pollution/environmental issue. Pretty cut and dried; buy competitively (pseudo) generated power and sell the distribution at a guaranteed return rate. Safety and secure with a very nice dividend. Houston based CNP is similar but weaker financial metrics.

Natural Gas utilities such as EGN carry risks associated with alternative (albeit primary) energy sources. Competition; variable demands further brought by weather, etc. Investors interested in safety should consider reliable cash flows driven by necessity. Its like a mandatory drug from a single source supplier.]]> Mon, 30 Nov 2009 19:15:23 -0500
ED presents a unique niche; namely, little or nor exposure to Cap and Trade or any other pollution/environmental issue. Pretty cut and dried; buy competitively (pseudo) generated power and sell the distribution at a guaranteed return rate. Safety and secure with a very nice dividend. Houston based CNP is similar but weaker financial metrics.

Natural Gas utilities such as EGN carry risks associated with alternative (albeit primary) energy sources. Competition; variable demands further brought by weather, etc. Investors interested in safety should consider reliable cash flows driven by necessity. Its like a mandatory drug from a single source supplier.]]> http://seekingalpha.com/article/175644-how-larry-summers-lost-harvard-1-8-billion?source=feed#comment-782245 782245 Mon, 30 Nov 2009 01:17:32 -0500 http://seekingalpha.com/article/175498-petrobras-long-term-prospects-look-as-strong-as-ever?source=feed#comment-781342 781342 Sun, 29 Nov 2009 08:58:48 -0500 http://seekingalpha.com/article/175490-5-good-dividend-plays?source=feed#comment-779805 779805 Fri, 27 Nov 2009 13:30:27 -0500 http://seekingalpha.com/article/175337-jacobs-engineering-cementing-a-leadership-spot-in-oil-sands?source=feed#comment-778506 778506 Thu, 26 Nov 2009 11:31:00 -0500 http://seekingalpha.com/article/174776-canadian-oil-sands-an-investment-in-secure-long-life-oil?source=feed#comment-778504 778504
High yields and short term gains.

Tar Sands assumes oil prices approaching $100/barrel. With conservation caused by fewer North American car sales and declining auto/airline travel coupled with upcoming tougher environmental laws, sanity rules. Run don't walk from Tar Sands. Remember Tar Sands are net Canadian dollars. A declining (a certainty, yes?) US$ simply adds to the dilemma.]]> Thu, 26 Nov 2009 11:29:12 -0500
High yields and short term gains.

Tar Sands assumes oil prices approaching $100/barrel. With conservation caused by fewer North American car sales and declining auto/airline travel coupled with upcoming tougher environmental laws, sanity rules. Run don't walk from Tar Sands. Remember Tar Sands are net Canadian dollars. A declining (a certainty, yes?) US$ simply adds to the dilemma.]]> http://seekingalpha.com/article/174710-a123-systems-looks-headed-back-to-ipo-price?source=feed#comment-777511 777511

On Nov 22 02:00 PM sunstar wrote:

> I invested my entire 401k into AONE I hope I've not made the mistake
> of my life .If someone could offer advice please e-mail me at oceansunstar@gmail.com
> thank you]]> Wed, 25 Nov 2009 14:33:37 -0500

On Nov 22 02:00 PM sunstar wrote:

> I invested my entire 401k into AONE I hope I've not made the mistake
> of my life .If someone could offer advice please e-mail me at oceansunstar@gmail.com
> thank you]]> http://seekingalpha.com/article/175002-high-gold-prices-it-s-the-oil-stupid?source=feed#comment-777487 777487
As mired as it looks, we all would be in financial ruin if the Fed/Treasury didn't act. Sure, the program could (and should) have been much better in form, fit, and function but time was of the essence. Suggest we "get over with it" and move on.

Regards NG, contrary to some assertions, infrastructure cost would be immense. Having worked in the field and invested for a number of years in pipeline and exploration companies, let me assure you NG distribution is meager at best. Adding terminals (like gas stations) simply multiplies the problem.

Time did not permit reading the lengthy and numerous posts but a scan revealed little reference to an energy plan so urgently needed. For example, NG can heat homes and power some electric utilities especially modular part-time peak power sources. Home heating is readily expanded but only at extensions of existing sources. Running secondary pipelines where none exist is like building new roads where absolutely none exist. Steady accelerated cost effective expansion of existing NG distribution is in order.

Electric Power generation must be transformed from coal to nuclear. Gasoline-Electric hybrid passenger cars would efficiently utilize existing gasoline refineries and distribution albeit at a greatly reduced gasoline use and therefore emissions. While significant decreases in oil demand will occur, the oil cracking process will continue to make gasoline, fuel oil/diesel, aviation fuel (essentially kerosene), asphault, etc. in the same proportion. So for every tank load of oil refining product "X", out pops so many loads of everything else. Need any one and dump what's not used where? ]]> Wed, 25 Nov 2009 14:15:46 -0500
As mired as it looks, we all would be in financial ruin if the Fed/Treasury didn't act. Sure, the program could (and should) have been much better in form, fit, and function but time was of the essence. Suggest we "get over with it" and move on.

Regards NG, contrary to some assertions, infrastructure cost would be immense. Having worked in the field and invested for a number of years in pipeline and exploration companies, let me assure you NG distribution is meager at best. Adding terminals (like gas stations) simply multiplies the problem.

Time did not permit reading the lengthy and numerous posts but a scan revealed little reference to an energy plan so urgently needed. For example, NG can heat homes and power some electric utilities especially modular part-time peak power sources. Home heating is readily expanded but only at extensions of existing sources. Running secondary pipelines where none exist is like building new roads where absolutely none exist. Steady accelerated cost effective expansion of existing NG distribution is in order.

Electric Power generation must be transformed from coal to nuclear. Gasoline-Electric hybrid passenger cars would efficiently utilize existing gasoline refineries and distribution albeit at a greatly reduced gasoline use and therefore emissions. While significant decreases in oil demand will occur, the oil cracking process will continue to make gasoline, fuel oil/diesel, aviation fuel (essentially kerosene), asphault, etc. in the same proportion. So for every tank load of oil refining product "X", out pops so many loads of everything else. Need any one and dump what's not used where? ]]> http://seekingalpha.com/article/174934-ford-gaining-on-honda-toyota-in-perceived-quality?source=feed#comment-776356 776356
The UAW situation will likely be the leading indicator. Watch for Ford to up tempo this. Union allegiance will bend to buy American and is won't be GM products.]]> Tue, 24 Nov 2009 22:36:39 -0500
The UAW situation will likely be the leading indicator. Watch for Ford to up tempo this. Union allegiance will bend to buy American and is won't be GM products.]]> http://seekingalpha.com/article/174823-the-top-10-global-electric-utilities?source=feed#comment-776330 776330 Tue, 24 Nov 2009 21:58:19 -0500 http://seekingalpha.com/article/174744-ge-is-david-hartzell-s-highest-conviction-holding-here-s-why?source=feed#comment-773452 773452
GE Capital provided most of the profits and has all but disappeared as a contributor and more importantly is still a huge liability. Their exposure to a multitude of debt holders including the aircraft/airline industry is not only extensive but likely unrecoverable.

GE's linkage to the US economy should worry everyone. The US dollar is in serious trouble. Our government is becoming more dysfunctional; unable to grasp the root of many problems and unwilling to tackle those it sees and likely doesn't understand.

I recommend Tom Freidman's very recent interview with Charlie Rose as an educational tool. GE as an investment. Run don't walk away from Jeff & Co.


On Nov 23 09:25 AM Mrudula Shah wrote:

> None of the commentators above have personally invested in, studied
> GE affairs, and actually worked for GE as the author has. Yet, they
> claim to know better!! Strange. I think they are trying to mislead
> readers in the game of "shorting"..]]> Mon, 23 Nov 2009 11:25:12 -0500
GE Capital provided most of the profits and has all but disappeared as a contributor and more importantly is still a huge liability. Their exposure to a multitude of debt holders including the aircraft/airline industry is not only extensive but likely unrecoverable.

GE's linkage to the US economy should worry everyone. The US dollar is in serious trouble. Our government is becoming more dysfunctional; unable to grasp the root of many problems and unwilling to tackle those it sees and likely doesn't understand.

I recommend Tom Freidman's very recent interview with Charlie Rose as an educational tool. GE as an investment. Run don't walk away from Jeff & Co.


On Nov 23 09:25 AM Mrudula Shah wrote:

> None of the commentators above have personally invested in, studied
> GE affairs, and actually worked for GE as the author has. Yet, they
> claim to know better!! Strange. I think they are trying to mislead
> readers in the game of "shorting"..]]> http://seekingalpha.com/article/174735-time-to-bail-on-shale?source=feed#comment-773373 773373 Mon, 23 Nov 2009 11:03:31 -0500 http://seekingalpha.com/article/174764-what-happens-when-the-government-stops-propping-up-housing?source=feed#comment-773337 773337
Any recovery cannot be sustained without continuous Fed $. Meanwhile the public debt increases and our ability to re-pay it becomes more and more of an impossibility.]]> Mon, 23 Nov 2009 10:56:00 -0500
Any recovery cannot be sustained without continuous Fed $. Meanwhile the public debt increases and our ability to re-pay it becomes more and more of an impossibility.]]> http://seekingalpha.com/article/174561-winmill-don-t-be-surprised-by-2-400-oz-gold?source=feed#comment-771343 771343

On Nov 21 05:50 PM The Recusant wrote:

> What is pushing the price of gold up on a steady climb without spikes
> is the realization of more and more investors, be it retail or fund
> managers, that the dollar is a goner and a good dose of inflation
> will be hitting us in a year or so. And as that dreadful situation
> approaches closer with each month of rising unemployment, loan defaults,
> dollar devaluation, and more stimulus, the price of gold will climb
> higher. We may see one big dip when they try to artificially boost
> the value of the dollar, but as more countries divest themselves
> of greenbacks in favor of hoarding "the precious stuff", the signs
> will be clearer that it's time to get back to basics and buy commodities
> and safe havens to protect one's wealth.
>
> Until the U.S. Government can rid itself of favoring the financial
> and military establishments, we will continue on a slow spiral toward
> inflation and if not corrected, default on government notes. We need
> to start making radical changes to the way our representatives in
> D.C. do business before it is really too late. Reform the lobbying
> regulations, get business out of government, change the term limits,
> reduce spending and money printing, revise entitlements, and the
> list goes on and on. What can WE do, let your congressmen and senators
> know what YOU think. The U.S. is the most important country in the
> world, let's not blow it.]]> Sat, 21 Nov 2009 22:25:38 -0500

On Nov 21 05:50 PM The Recusant wrote:

> What is pushing the price of gold up on a steady climb without spikes
> is the realization of more and more investors, be it retail or fund
> managers, that the dollar is a goner and a good dose of inflation
> will be hitting us in a year or so. And as that dreadful situation
> approaches closer with each month of rising unemployment, loan defaults,
> dollar devaluation, and more stimulus, the price of gold will climb
> higher. We may see one big dip when they try to artificially boost
> the value of the dollar, but as more countries divest themselves
> of greenbacks in favor of hoarding "the precious stuff", the signs
> will be clearer that it's time to get back to basics and buy commodities
> and safe havens to protect one's wealth.
>
> Until the U.S. Government can rid itself of favoring the financial
> and military establishments, we will continue on a slow spiral toward
> inflation and if not corrected, default on government notes. We need
> to start making radical changes to the way our representatives in
> D.C. do business before it is really too late. Reform the lobbying
> regulations, get business out of government, change the term limits,
> reduce spending and money printing, revise entitlements, and the
> list goes on and on. What can WE do, let your congressmen and senators
> know what YOU think. The U.S. is the most important country in the
> world, let's not blow it.]]> http://seekingalpha.com/article/174593-con-ed-slow-and-steady-wins-the-dividend-race?source=feed#comment-771339 771339
Meanwhile, other than ED, I own and would recommend consideration of CNP and a number of more "conventional " Electric Utilities (e.g. D, DUK, XEL).

Both ED and CNP are primary distributors and therefore escaping the power generation risks. I recently sold SO and likely will reduce or eliminate DUK due to coal exposure.

For pure income, I prefer bonds over common stock and have positions in about 12 other utilities


On Nov 20 06:14 PM Gtarras wrote:

> what other utilities would you recommend? TIA.]]> Sat, 21 Nov 2009 22:11:20 -0500
Meanwhile, other than ED, I own and would recommend consideration of CNP and a number of more "conventional " Electric Utilities (e.g. D, DUK, XEL).

Both ED and CNP are primary distributors and therefore escaping the power generation risks. I recently sold SO and likely will reduce or eliminate DUK due to coal exposure.

For pure income, I prefer bonds over common stock and have positions in about 12 other utilities


On Nov 20 06:14 PM Gtarras wrote:

> what other utilities would you recommend? TIA.]]> http://seekingalpha.com/article/174220-ethanol-vs-natural-gas-or-coal-comparison-not-even-close?source=feed#comment-768120 768120

On Nov 19 12:41 PM jack kreg wrote:

> excellent article, coal and NG are American fuels, and the country
> badly needs them incorporated into our energy industry. Perhaps,
> NG should be used to reduce coal use in power plants in the short
> term, and coal-to-clean fuel developed for our longer term liquid
> fuel needs.
> So, near term, lets get NG into more power plants replacing the oldest
> coal plants first, AND
> Second, lets begin to rapidly convert our transportation systems
> to run on compressed NG, as much as possible, cars, trucks, buses
> can be converted, new systems are not required, simply conversion.
> We will also need to address the delivery of compressed NG to the
> consumer.
>
> Great Article, I just sent President Obama a compelling email for
> him to replace the current Sec of Energy with none other than yourself.
>
> Hope that you will hold your nose and accept.
> thanks for excellent article.]]> Thu, 19 Nov 2009 17:27:32 -0500

On Nov 19 12:41 PM jack kreg wrote:

> excellent article, coal and NG are American fuels, and the country
> badly needs them incorporated into our energy industry. Perhaps,
> NG should be used to reduce coal use in power plants in the short
> term, and coal-to-clean fuel developed for our longer term liquid
> fuel needs.
> So, near term, lets get NG into more power plants replacing the oldest
> coal plants first, AND
> Second, lets begin to rapidly convert our transportation systems
> to run on compressed NG, as much as possible, cars, trucks, buses
> can be converted, new systems are not required, simply conversion.
> We will also need to address the delivery of compressed NG to the
> consumer.
>
> Great Article, I just sent President Obama a compelling email for
> him to replace the current Sec of Energy with none other than yourself.
>
> Hope that you will hold your nose and accept.
> thanks for excellent article.]]> http://seekingalpha.com/article/174220-ethanol-vs-natural-gas-or-coal-comparison-not-even-close?source=feed#comment-768114 768114

On Nov 19 07:17 AM very rare wrote:

> Very good article. I believe our oil days are done and we need to
> concentrate on coal. Use the technology to make it clean burning
> and let the other countries buy the foreign oil that made us dependent
> on them for so long. We can get the oil we need from oil sands that
> we and our good neighbors, Canada have.]]> Thu, 19 Nov 2009 17:20:56 -0500

On Nov 19 07:17 AM very rare wrote:

> Very good article. I believe our oil days are done and we need to
> concentrate on coal. Use the technology to make it clean burning
> and let the other countries buy the foreign oil that made us dependent
> on them for so long. We can get the oil we need from oil sands that
> we and our good neighbors, Canada have.]]> http://seekingalpha.com/article/173710-will-u-s-allow-china-to-buy-more-gulf-of-mexico-oil-assets?source=feed#comment-764334 764334 And Jim Cramer recently recommended. Gag. Run, run, run . . .


On Nov 17 10:03 AM JET1C wrote:

> Whatever, my NAT is looking better and better.
>
> Lovin those dividends.]]> Tue, 17 Nov 2009 16:52:24 -0500 And Jim Cramer recently recommended. Gag. Run, run, run . . .


On Nov 17 10:03 AM JET1C wrote:

> Whatever, my NAT is looking better and better.
>
> Lovin those dividends.]]> http://seekingalpha.com/article/173412-barron-s-on-exxonmobil-what-a-gusher?source=feed#comment-762092 762092
Having been in big oil positions (XOM & COP, for example) for the last 20 years, its time to move on to smaller more nimble players.]]> Mon, 16 Nov 2009 11:19:25 -0500
Having been in big oil positions (XOM & COP, for example) for the last 20 years, its time to move on to smaller more nimble players.]]> http://seekingalpha.com/article/173146-refiner-dividends-the-bad-news-keeps-coming?source=feed#comment-758852 758852
Disclosure: Own TSO and VLO bonds with 2011-2012 maturities]]> Fri, 13 Nov 2009 12:05:04 -0500
Disclosure: Own TSO and VLO bonds with 2011-2012 maturities]]> http://seekingalpha.com/article/172786-3-reasons-not-to-believe-in-gold-s-recent-rally?source=feed#comment-757601 757601
It's becoming almost as hard to find oil as it is to find gold these days. Since each seem to have relatively finite supplies and both are tied to the $US, isn't it more prudent to concentrate on the one with higher and more predictable consumption? ]]> Thu, 12 Nov 2009 15:08:34 -0500
It's becoming almost as hard to find oil as it is to find gold these days. Since each seem to have relatively finite supplies and both are tied to the $US, isn't it more prudent to concentrate on the one with higher and more predictable consumption? ]]> http://seekingalpha.com/article/172601-the-dodd-bill-generally-very-good?source=feed#comment-755306 755306
And the question is: " "Name two politicians who know the least about financial systems".

Three "new" agencies? What's wrong with one reconstituted agency? At least they'll share the same computer data bases. Now we'll have three who don't talk to one another at 4 times the administrative (read that civil servants or as we say in the beltway - retired in place) head count.]]> Wed, 11 Nov 2009 10:21:30 -0500
And the question is: " "Name two politicians who know the least about financial systems".

Three "new" agencies? What's wrong with one reconstituted agency? At least they'll share the same computer data bases. Now we'll have three who don't talk to one another at 4 times the administrative (read that civil servants or as we say in the beltway - retired in place) head count.]]>