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jarco

jarco
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  • MKM Partners chief technician offers MLP buy and sell selections [View news story]
    CNP is not an MLP. They may have a side partnership with one but difficult to understand why that would enlist a sell recommendation given the relatively minuscule involvement. The sum of comments here suggests the author is "out to lunch"
    Mar 25, 2015. 04:27 PM | 4 Likes Like |Link to Comment
  • Why Has Santander Struggled To Deliver Consistent Performance? [View article]
    If you're concerned about the loss of the non-taxable SAN scrips, another option is the sale of rights which is free of Spanish tax. The net difference verses a cash take (assuming no tax for calculation purposes) is nearly inconsequential. The income for U.S. purposes is treated as capital gain vs. dividend however

    On balance, while the historic dividend stream was very attractive for many investors, my take from the outset 2-3 years ago was a growth scenario on a world wide basis and that sentiment remains.

    As for the dividend reduction and additional stock sale, I find it was prudent as were the management changes. Goodness, look where Ana Botin came from! In the trenches for several years and the gene stock looks pretty good as well. Regards the stock price, given the dismal European economy and the ongoing Greece debacle, recent recovery should be encouraging to long term holders.
    Mar 25, 2015. 08:48 AM | Likes Like |Link to Comment
  • Starbucks Ends 'Race Together' Campaign But Continues The Fight [View article]
    While it may indeed be courageous, many simply suggest it was just plain stupid. Politics and business especially with the public in the middle don't mix - volatile, dumb, insensitive . . . . .

    Did anyone happen to notice within the past 5 trading days, the DOW went up 2%, SBUX rose 4.4%. Go figure.
    Mar 24, 2015. 10:19 PM | 1 Like Like |Link to Comment
  • Bank Of America: The Frustration Mounts For Shareholders [View article]
    Looks like a thesis from an economics class. What's public debt and fed policy got to do with that. All financial institutions must wade through that muddy water.

    The question is which one will stay afloat and pull away from the pack. BAC is big geographically over the US; little international exposure. The US is where its at baby. At 15, this still looks compelling in my opinion
    Mar 23, 2015. 01:58 PM | 4 Likes Like |Link to Comment
  • Starbucks ends "Race Together" campaign [View news story]
    With race issues being literally "on fire" lately, this campaign casts a doubt on Schultz's ability to lead this very public company forward. Signs of instability; failure to keep ones emotions in check of ,for that matter, having them in the first place.
    Mar 23, 2015. 11:41 AM | Likes Like |Link to Comment
  • Recent Buy - The Bank Of Nova Scotia [View article]
    Think your comments are spot on. Too much risk with our US friends north of the border. That said, I preferred and hence invested in other Canadian banks such as BMO and TD rather than BNS primarily due to their US outlets and began taking profits as the Canadian economy cooled some time ago.
    Mar 23, 2015. 11:34 AM | 1 Like Like |Link to Comment
  • '60 Minutes' Tackles Rare Earths [View article]
    Thought 60 minutes did a good job albeit, as usual of necessity, too shallow. But, let's face it, they are the sole investigative out let nationally.

    Having spent some time in the DOD world, the prognosis is just as bad as it was several years ago when China decided to cut back availability to "preserve the reserve" as I recall. At that stage, DOD should have been stock pilling and likely did the usual nothing. In that arena, cost is way down the priority list. Again, yet another failure of our federal government.
    Mar 23, 2015. 11:12 AM | 1 Like Like |Link to Comment
  • Dividend Smackdown: Chevron Vs. AT&T [View article]
    Last data I've seen indicates US storage is up to 62%, give or take, from an historic 40-50 range. One of the prime locations is Cushing, Oklahoma where there's more storage tanks than homes. Outside of the Permian basin and Eagle Ford, most of the "excess" is new fracked oil from ND, WY, et al.

    Arguments supporting the Keystone Pipeline stress the necessity to blend heavy, sour Canadian Tar Sands crude with the ultra light fracked oil to allow acceptance into the Tx/La refineries. Bluntly, the ultra light oil is incompatible with today's refineries. Much is being diverted into storage not because of a glut, per se, rather the incompatibility issue, in my opinion. Recent comments by COP's CEO centers around this building dilemma. For more on Cushing see ref:http://bit.ly/1B0qCTC. Exxon's CEO made similar comments this past week so one presumes its and industry wide problem

    I don't consider myself an expert but have been investing in the gas/oil space for decades. My theme has always been - don't invest in anything you don't understand. Homework pays off.
    Mar 21, 2015. 11:52 AM | 2 Likes Like |Link to Comment
  • Dim Expectations For The Conoco Dividend [View article]
    Can't believe I actually read this stuff. COP is a far different company than way back in 1990 as is the world and their market place. If you believe in management then hold it - if not sell but please lets stop all the dribble . . . please!
    Mar 21, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • Dividend Smackdown: Chevron Vs. AT&T [View article]
    I tend to agree with most of the comments suggesting the author's generalizations, supported with graphs and charts, are unrealistic. Aside from the difficulties when comparing two companies in such divergent businesses, the analysis is a bit shallow and therefore misleading. Reading the 10-K Annual report recently distributed supports that conclusion, in my opinion

    While both companies appear less viable than a few months let alone years ago, T is a cash cow with predictably declining wire line revenues but far from dead. Comments about Dish threatening T, for example, is way off base in my view. It suggests a lack of understanding technology in the telecommunications space and as cited elsewhere, the growth potential in S. America Direct will bring to the table. The NFL is the most popular and financially viable sports medium in the US and is not available on Dish.
    Mar 19, 2015. 11:34 PM | 2 Likes Like |Link to Comment
  • Murphy USA Reports Impressive Earnings For Q4 2014 But Faces New Difficulties In 2015 [View article]
    Whew . . . long article. Not sure I gleeded anything I didn't know before reading.
    Mar 12, 2015. 08:43 AM | Likes Like |Link to Comment
  • Is Affiliated Managers Group Finally Ready To Make Its Rapid Move Higher? [View article]
    With Credit Suisse and now Jim Cramer praising AMG, a strong signal to short the stock.
    Mar 9, 2015. 08:39 AM | Likes Like |Link to Comment
  • Apple replacing AT&T in Dow Jones Industrial Average [View news story]
    IBM produces little or no hardware. Have virtually divested that portion with sale of PC's to Lovento (sp?) and more recently the sale (give away) of IC business.
    Mar 7, 2015. 08:43 AM | Likes Like |Link to Comment
  • 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
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