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jarco

jarco
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  • Revisit Bank Of Nova Scotia In 2015 [View article]
    A good time to consider BNS? The Canadian economy is weakening due to the over reliance of Tar Sand crude. This is further complicated by the decline in mining and associated industries. Can't be a good time to consider any bank as the effects will trickle down and could possibly look like a flood in the longer term.
    Dec 10, 2014. 12:55 PM | Likes Like |Link to Comment
  • Why Is Plains All American Pipeline Down So Much? [View article]
    Nice article. Thanks for your work here.
    Dec 10, 2014. 12:45 PM | 1 Like Like |Link to Comment
  • Why Is Plains All American Pipeline Down So Much? [View article]
    The worst is yet to come. The oil industry (ref: COP CEO comments last week) want the crude export ban lifted to "stabilize" the world's oil market. Beyond that, Tar Sands via Keystone is essential. Seems the refineries in La & Tx can't handle the lighter % of sweet crude coming out of oil shale. They need to add Tar Sands highly sour to the mix. Anyone looking for $2 gasoline won't see it on a sustained basis

    As a consumer and investor holding COP, PAA, and others, pleas of this nature and magnitude are outrageous . . . . and given the mentality in Washington, Keystone may likely be approved.
    Dec 10, 2014. 12:42 PM | 1 Like Like |Link to Comment
  • As Jobs Surge, Term Structure Of U.S. Unemployment Remains Distorted [View article]
    The debate over whether we need more H-1B visas for tech workers originates from the long range view that the U.S. educational system is a failure. A look at the student loan debt supports the view that no one . . . . . government, industry, secondary school systems, etc. have a supply/demand clue. The U.S. Department of Education is more focused on student lunches than student career planning.
    Dec 8, 2014. 05:28 PM | Likes Like |Link to Comment
  • Bank Of Montreal Is Another Canadian Bank I Am Analyzing For My Dividend Growth Portfolio [View article]
    Plotting Canadian bank stocks vs. selected U.S. institutions suggest its still time to stay away from Canada. 3 mos, YTD, 2 yr charts all show BAC and C are up double digits while TD and BMO are in the red.
    Dec 8, 2014. 05:15 PM | Likes Like |Link to Comment
  • My Conversation With Rye Patch Gold's Bill Howald [View article]
    Why is this article listed in S/A under "Electric Utilities"?
    Dec 7, 2014. 08:24 AM | Likes Like |Link to Comment
  • Santander: Why Was The CEO Fired? And What Does That Mean? [View article]
    With SAN's banking operations in a number of very different locals, one would wonder how open the UK people being promoted by Botin will perform. Her father had an uncanny understanding of the global business climate and the people it took to execute over that broad range. While I would not suggest alerting ones investment in SAN, in my view it clearly adds some level of uncertainty.
    Dec 5, 2014. 04:22 PM | 1 Like Like |Link to Comment
  • General Electric: Are Lower Oil Prices Going To Cripple Growth Going Forward? [View article]
    Hopefully our friend Jeff will step down.
    Dec 3, 2014. 12:00 PM | 2 Likes Like |Link to Comment
  • Let's talk $2 gas [View news story]
    In response to the article, "Lets Talk $2 Gas", the goal is a dream never to be realized. A prime detriment is approval of the Keystone Pipeline. This project, while creating needed short term construction jobs, will swamp the Texas and Louisiana refineries that already are at full capacity with no new ones on the horizon. Recently, the CEO of ConocoPhillips urged a reversal of the crude export ban suggesting if we export it will, in his words, stabilize the world oil market. I read that as good for the world (and COP) but bad for U.S. gasoline consumers. He further verified and clarified the refinery problem. Seems our refiners are historically geared to process sour and heavy crude. The inclusion of now copious amounts of sweet shale oil cannot be readily handled. Is the oil company tail wagging the U.S. dog? Or is the oil company dog doing its business upon the U.S. gasoline consumer?

    Readers should note I'm a registered Republican and COP (among other) stock holder. My car requires 93 octane which at times is 30-50 cents above the price of regular. I can afford it but it bothers me to see someone at an adjoining pump having to dole out $3 or more for 2-3 time what I use to fill their truck towing a lawn mower trailer or other small business vehicle. Obama want to re-build the middle class. We're about to see what he thinks about that election theme.

    Keystone serves no one. It'll be a marketing boon to our friends north of the border and a solution for the oil industry. Too bad this and numerous prior administrations can't find the courage to enact a comprehensive energy policy so these debacles will occur less frequently. Stay tuned America . . . . and watch out for that dog!
    Nov 29, 2014. 12:59 PM | 2 Likes Like |Link to Comment
  • Let's talk $2 gas [View news story]
    Unfortunately 78silverannvette, either few watch 60 Minutes any more or those watching have fallen into complete apathy. Our infrastructure moves and/of facilitates our economy. The economic tsunami of 2007-8 should have been zeroed in on this problem. Instead of creating jobs with some lasting benefits, the Obama administration concentrated on "preserving" jobs which, as we have seen, over time disappeared. We are additionally burdened with failing pension and social security systems.Additionally, and of interest for this investment community, this past weeks Barron's 2 page article outlining the dismal debt risk of the various 50 states. While not noted in the article per se, many are also posess the worse infrastructure.
    Nov 29, 2014. 12:26 PM | 4 Likes Like |Link to Comment
  • Energy names sharply lower as oil dives below $70 [View news story]
    In statements released 1-2 days ago, The COP CEO was crying about the crude export ban. Suggested it would be "good for the economy" if the ban was lifted.A major problem, according to him, is the incompatibility of newly discovered shale oil. Since it is much lighter, current refining capacity geared around sour crude can't handle. How exporting will lower prices is a mystery to this COP stockholder. Perhaps the spin-off of Phillips is coming back to haunt them.

    With 24% of reserves/production in the Tar Sands, delayed Ketstone, and tanking crude prices, COP is starting to emit an unpleasant odor.
    Nov 28, 2014. 03:34 PM | 1 Like Like |Link to Comment
  • Earn Over 10% Yields In MNC Investama Yankee Bonds, Maturing In May 2018 [View article]
    Currently on the wire from Moody's : FYI

    Moody's: Dispute Over Ownership Of Mnc Tv Is Credit Negative For Mnc And Mnc Investama
    BY Dow Jones & Company, Inc.
    — 12:51 AM ET 11/14/2014
    The following is a press release from Moody's:

    Moody's: Dispute Over Ownership Of Mnc Tv Is Credit Negative For Mnc And Mnc Investama

    http://bit.ly/1xM51dj.mc_id=
    AMRG93X0pvbmVzX05ld3NS...
    Nov 27, 2014. 12:21 PM | Likes Like |Link to Comment
  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    Dave - In your chart section noted as M-O, you ID Oneok [OKE] as an MLP. The MLP is symbol OKS.

    Enjoy your work. Thanks for sharing
    Nov 22, 2014. 11:36 AM | 2 Likes Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Q3'14 Distributable Cash Flow [View article]
    Very comprehensive article. Thanks for your work here. Any comments on the Keystone Pipeline as it relates to PAA and, further, the energy distribution business in general?
    Nov 19, 2014. 08:07 AM | Likes Like |Link to Comment
  • AT&T To 'Pause' Its Fiber Build Out? [View article]
    This T holder agrees the the CEO. A prudent move on his part. We're talking big bucks and no assurance of a predictable ROI. Offering better transmission speeds for a premium is a no-brainer, in my opinion. Most of us pay by bandwidth. Personally, I don't need warp speed download (or upload) capability so I don't pay for it. Obama's net neutrality is simply an attempt to level the financial playing field. What will he do next, expect net-neutrality on horsepower for all automobiles? How about the same octane at the gas pump? A standard make and price for blue jeans.

    The President should admit i'ts folly to "rebuild the middle class". The middle class as he remembers it consisted of the $30/hour auto worker, now making $14. But, the new worker will feel good he or she can buy the same internet access as the rich and famous. Gag!
    Nov 13, 2014. 09:17 PM | 2 Likes Like |Link to Comment
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