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jarco

jarco
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  • Panera Through The Eyes Of A Customer And An Analyst [View article]
    A special thanks to the author for the incitement article. Would welcome similar transparency with other retail businesses such as SBUX, WFM, WBA, CVS, etc.
    Thanks again for your work here.
    Mar 4, 2015. 11:47 AM | 1 Like Like |Link to Comment
  • Panera Through The Eyes Of A Customer And An Analyst [View article]
    Much depends upon where the cafe is located and whether it's company owned or a franchise. While unfortunate, it appears field oversight by PNRA management is a lost art.

    I visited two locations on a regular basis over past several years plus others as we travel. The app take-out looks like a joke. Have never seen an order on the "last minute" looking shelf unit near the entrance door. Perhaps it's being taken as a sampler and the goods are just disappearing [grin].

    We have experienced a quality drop off both with food items and service. Lots of crew turn-over and little dedication to needed customer relations. PNRA ceased to offer a survey option on the customer receipt quite some time ago. We used it to highlight problem areas at one specific location ranging from food quality, restroom cleanliness, to service in general. The comments noted stock ownership, similar business operations experience, and a loyal customer. We abandoned visits to that location about a year ago. Current concerns at the other locatiion, albeit less extensive, have been raised directly on the Co. web site. Unlike a recent similar experience with a SBUX airport cafe, no response from PNRA corporate. Perhaps the inclusion of a picture showing a mess at the condiments station got the needed attention.

    In the serious investment world, one can never do enough research. Like the author, I act in a dual role of stock analyst (private portfolio management) and customer and would welcome others who routinely visit retail establishment to post their experiences for the groups enlightenment.
    Mar 4, 2015. 11:40 AM | Likes Like |Link to Comment
  • AT&T To Face Disruption From Google's Entry Into Wireless [View article]
    I also agree with you BUT the article title, albeit misleading as you cite, got 23+ to open it thus $$ in the authors pocket.
    Mar 4, 2015. 10:52 AM | 1 Like Like |Link to Comment
  • AT&T To Face Disruption From Google's Entry Into Wireless [View article]
    Thanks for the comment. That's why those in the know tend to ignore the dooms day'rs.
    Mar 3, 2015. 09:32 PM | Likes Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Distributable Cash Flow As Of 4Q 2014 [View article]
    Given your conclusions, are you still holding a similar position in PAA as over the past several months?
    Mar 3, 2015. 09:25 PM | 1 Like Like |Link to Comment
  • Iron Ore: Is The Time Right To Get On Board? [View article]
    Thanks to the author for his work here. Appreciate CLF updates as it affects my ownership in MSB. Thanks again.
    Feb 23, 2015. 11:29 PM | Likes Like |Link to Comment
  • Iron Ore: Is The Time Right To Get On Board? [View article]
    MSB is NOT an oil/gas pipeline type MLP that are problematic for many individual taxpayers. Dividends are treated as investment income. The "trust'" is simply what it implies, assets held for a documented group of principals. It will dissolve upon the death of the last survivor. The group is in their 60-70's to the best of my recollection. It's my understanding the stockholders would retain proportional interest in the residual assets upon disolution. As always due diligence suggested.

    Have owned MSB on and off literally for decades. Currently own 1000 shares and enjoying the relatively high income. While steel production declines may impact MSB, all it means for patient shareholders is the valued assets simply stay in the ground.
    Feb 23, 2015. 11:27 PM | Likes Like |Link to Comment
  • Why ConocoPhillips Could Be The Next To Exit Canadian Shale [View article]
    And here I thought all investors were upbeat optimists
    Feb 18, 2015. 05:01 PM | Likes Like |Link to Comment
  • How Much More Compelling Is The Southern Company Today? [View article]
    In the past month SO dropped twice as much as CNP, XEL, or ED. SO is much more toxic for numerous reason cite in various comments. Best to avoid, in my view.
    Feb 16, 2015. 08:31 AM | 1 Like Like |Link to Comment
  • National Oilwell Varco: Why The Market Punished The Stock So Harshly [View article]
    Sell
    Feb 10, 2015. 10:18 AM | 1 Like Like |Link to Comment
  • Parker Drilling Is A Survivor And Too Cheap To Ignore At $3 [View article]
    < Parker Drilling has an international fleet that includes 25 land rigs and two barge rigs and a U.S. fleet of 13 barge rigs in the Gulf of Mexico.>

    Compared to so many others, this equipment inventory does is not appear very impressive, in my view. What's there to like here?
    Feb 10, 2015. 10:13 AM | Likes Like |Link to Comment
  • There's A Reason Utilities Are On The Monopoly Board, I Just Bought One [View article]
    Perhaps I missed it but concerns must be surfaced as to (1) who owns the water supply(s) and (2) what is the age of the respective distribution mains?
    Feb 9, 2015. 05:09 PM | 1 Like Like |Link to Comment
  • ModernGraham Quarterly Valuation Of Whole Foods Market Inc. [View article]
    Only if you agree and understand the ModernGraham valuations model which I do not profess such competence. That said, based upon more fundamental criteria SBUX continues to look good going forward in my view.
    Feb 5, 2015. 08:04 AM | Likes Like |Link to Comment
  • Verizon Fools Frontier Again [View article]
    Appreciate the article. Tend to agree with your take on the cited Brian Nichols article on the same subject. This aspect aside, what's your take overall on the T vs VZ debate and the smaller competitors in this space. Thanks.
    Feb 5, 2015. 07:42 AM | 1 Like Like |Link to Comment
  • Why Verizon's $10 Billion Asset Sale Should Concern Shareholders [View article]
    It certainly would help to know how much free cash flow was generated by the assets being sold. Selling towers frees $ to be invested elsewhere. The question remains, what's the trade off? Now they will pay rent to the new owners. From an operations view, what's the cost and where will the $ come from since all the sale proceeds will go towards new spectrum.

    Beyond this, would any of the commentators, incl. the author, accept the job running VZ, or T for that matter, if the position was offered. I suspect the answer is a resounding NO. Then what qualifies any of us to second guess this issue. Just sayin . . .

    In full disclosure, own 1000 T and 600 VZ and, given the current income stream, plan to hold for the moment.
    Feb 4, 2015. 11:19 AM | Likes Like |Link to Comment
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