Seeking Alpha

jarco

jarco
Send Message
View as an RSS Feed
View jarco's Comments BY TICKER:
Latest  |  Highest rated
  • Study shocker: Beijing air as bad as 40 cigarettes a day [View news story]
    Don't forget to bring your own masks; suggest surgical type
    Aug 20, 2015. 09:37 PM | 1 Like Like |Link to Comment
  • Starbucks' Shares Too Hot For Our Taste [View article]
    Thus the usefulness of this highly technical analysis system continues to be highly questionable. Totally inappropriate for new and highly growth oriented enterprises. At quick glance, most if not all completely agree with you. Thanks for the comment.
    Aug 20, 2015. 10:54 AM | Likes Like |Link to Comment
  • Energy leads averages lower [View news story]
    For those who have long followed and invested the oil patch, there are many issues impacting crude supply, consumption, and hence price. Currently, he biggest by far is the Saudi's ability to pump their reservoir full of $20 crude at today's sustained volume on top of occasional increases. Plain and simple, we're looking at a bottomless reserves pit and the results have unfolded just as they planned.
    Aug 19, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • Two big tests on tap for BofA's Moynihan [View news story]
    I'm with you. I voted NO. Despite all the hype surrounding the independence issue, the CEO in my view needs full reign to establish policy and the overall plan for the company. Been there, seen that.

    This looks purely political. A face savor for the board given the stocks poor performance. That said, Moynihan's experience is key to their ability to move forward. The operational infrastructure took a back seat to needed and routine systems updates and its hurting the bottom line now.
    Aug 19, 2015. 12:05 PM | 1 Like Like |Link to Comment
  • 2015 Exposes Shaky MLP Fundamentals [View article]
    This will not end well for those investors who fail to perform reasonable due diligence. This is an age old creed for everyone in the stock investment arena. Painting an entire MLP sector because of a few newly born creatures is a disservice and wreckless.
    Aug 18, 2015. 08:19 AM | 1 Like Like |Link to Comment
  • Top 10 Utilities For Dividend Growth And Income [View article]
    Selling into the spot market generally isn't as easy of simply throwing a switch next to the power plant control console. Utes who sell must have pre-installed connectivity to the new user. It's not like an open market
    Aug 18, 2015. 08:10 AM | Likes Like |Link to Comment
  • ONEOK Partners: Making Sense Of The Recent Capital Raise [View article]
    The 64 Billion Dollar question for OKE owners. The push and pull of debt is useful to know but where does the rubber hit the road? An answer to your question would loom large given the current turmoil in this space.
    Aug 16, 2015. 09:51 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan Is On Sale Again With A 6% Dividend [View article]
    Thanks to the author and numerous commentators. This pipeline space is of prime interest so appreciate reading the dialog. A ex-KMI/KMP, et al holder along with several participants in the oil patch fortunately all sold well above the current market. It's otherwise been a rough ride and like many I'm still holding on to some remnants; namely PAA and COP. If your lips are mouthing a big Ouch, it's quite understandable.

    That said. I remain a believer that cash is king at this juncture. Simply too many unknowns well beyond a dedicated analysis of balance sheet debts, free cash flow, etc.
    Aug 16, 2015. 09:16 AM | 2 Likes Like |Link to Comment
  • General Motors Can Be Sustainable During The Entire Business Cycle [View article]
    You're right, time will tell. But from my personal observations in a non-urban market where truckers rule, I'm seeing more Chevy/GMC pick-up's on the road than F-150's for the very first time in memory.

    GMC had mere token presence on non-chevy dealer lots but the scene has changed both there and on the road. This is a very brand loyalty market that Ford ruled by a large margin and so far the tide has turned. Stay tuned . . .
    Aug 15, 2015. 08:40 AM | 3 Likes Like |Link to Comment
  • 2015 Exposes Shaky MLP Fundamentals [View article]
    Thanks for the very incite-full commentary. I think you're spot on that the article is a broad brush treatment with emphasis on relatively new, potentially lower tier players. Clearly, as you state, not all MLP's are alike and with the mad rush to participate in this booming market, many are likely poorly structured, financed, and managed.

    In my view, lots of hype with too little specifics. Long time investors in the oil patch have followed Kinder and several others for many years. It's been a learning experience for sure. This is no different than the boom and bust surrounding the "new" internet rage. Marcellus/Utica is the new Silicon Valley.
    Aug 15, 2015. 08:26 AM | Likes Like |Link to Comment
  • CenterPoint Energy, Inc: Come For The Value, Stay For The Yield [View article]
    Looks like the author may have been rushed and failed to proof read his script. Opening comment about 25,000 customers would normally cause me to read no further but CNP is a large holding so I regretably ventured a bit further.

    All utilities are in a very challenging economic environment. Fortunately CNP does not have power generation to worry about especially those who still burn coal. I favor this aspect both here and with another large holding, ED.
    Aug 14, 2015. 08:53 AM | Likes Like |Link to Comment
  • General Motors Can Be Sustainable During The Entire Business Cycle [View article]
    Simply put, trucks are the key. The ads stressing "strong-as-steel" appear to be having an affect verses the all aluminum F-150. While obviously a pure domestic advantage, it looms huge given the weak China car scenario.

    Very long GM
    Aug 13, 2015. 01:25 PM | 3 Likes Like |Link to Comment
  • General Motors Can Be Sustainable During The Entire Business Cycle [View article]
    Might be best to ask a tax specialist. Somehow it doesn't seem right that the prior liabilities (re-calls, etc.) don't apply and the carry forwards do.
    Hummm . . . . . just say'in.
    Aug 13, 2015. 01:20 PM | Likes Like |Link to Comment
  • Midday Gainers / Losers [View news story]
    No clue. Other commodities went up w/China reval but not to that extreme. Makes no sense. Hesitated to pick up at 9+

    Do you have a position?
    Aug 11, 2015. 11:40 PM | Likes Like |Link to Comment
  • $15 minimum wage on its way to NY [View news story]
    If only life were that simple. A well run business won't have to wait more than one second to see the ramifications. Good business owners know their costs and the affects of marginal cost increases and/or savings on their enterprises.

    Beyond this generality, now pending legal action will likely result in the court throwing out the raise mandates because they're limited to one business type;namely, fast food. An across applicability will open the box to include a multitude of small businesses with catastrophic consequences, in my view.
    Aug 9, 2015. 09:04 AM | Likes Like |Link to Comment
COMMENTS STATS
1,759 Comments
1,785 Likes