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jarco

jarco
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  • Peru-Focused BPZ Resources Is On The Verge Of A Turnaround; Has 40%-Plus Upside [View article]
    Thanks for the forward looking insight. Unfortunately, the author seemed to focus on the past which from a technology standpoint may be secondary to BPZ future.

    Question: I understand BPZ operates a refinery some 10 miles south of the production fields. Do you know its output? How much sold to Petroperu is crude vs. refined product?
    Mar 26 11:38 AM | Likes Like |Link to Comment
  • Is Occidental Petroleum A Good Buy Over ConocoPhillips? [View article]
    Thanks for your work here. As a COP holder, the article title caught my attention but it waned reading through the text. Might I suggest an editor for your next one.
    Mar 25 06:22 PM | 1 Like Like |Link to Comment
  • Starbucks Is A Sell [View article]
    Clearly the author doesn't understand the business. The potential for growth is multifaceted for sure. The key in my mind is a drive to increase the average sales by offering more buyer options. Traffic looks good; impressive to say the least. Any increase in commodity cost affects the entire industry. Is the author suggesting an across the board problem among SBUX competitors? Doesn't sound like it.
    Mar 25 10:29 AM | 2 Likes Like |Link to Comment
  • Verizon Communications: This Stock Has Upward Potential [View article]
    Your very up tempo analysis seems to be out of sink with your conclusion; namely, "This scenario tempts me to rate this stock as a buy."

    The temptation is interesting. What scenario would remove the trepidation?
    Mar 24 12:24 PM | Likes Like |Link to Comment
  • Salesforce.com: 8 Different Insiders Have Sold Shares During The Last 30 Days [View article]
    Your suspicians suggest that readers should ignore Cramer entirely. Beyond that, unless investors have a strong sense for the technology, perhaps the best position is on the sidelines.
    Mar 24 12:17 PM | Likes Like |Link to Comment
  • Don't Fiddle While FireEye Burns... [View article]
    Your comment is spot on. Clearly it and the FEYE's company posture demonstrates the need for investors to have technical savvy in this space or stay on the sidelines. There are a myriad of companies both public and private trying to navigate these waters. Most if not all of their customers are on edge waiting for the next Target, TJ Max, et al hammer to drop. Unless their IT budget is unlimited, compromise rules. But again, even the best of these decision makers don't understand the mysterious nature of the threat only the subsequent reputation and financial price to be paid.
    Mar 24 11:42 AM | Likes Like |Link to Comment
  • Is AT&T A Good Investment Over Verizon? [View article]
    Two peas in a pod. Just went through T's annual report. Looks like most utilities I also own. Negative working capital, rolling debt, non-contributory generous union led pension and medical benefits, but a non-polluter in an entirely unregulated environment. Own them both; T is largest single holding and I'm wondering where it's going as I spend the generous albeit questionable rationale dividend. Initial entry was 27ish. Who's buying it today?
    Mar 22 08:31 AM | Likes Like |Link to Comment
  • Atlantic Power: Not So Clean [View article]
    This article in general and Atlantic Power in particular does not deserve all this comment publicity. A bad company run by investment bankers has earned a reputation and by any standard, it's a very poor one.
    Mar 22 08:22 AM | Likes Like |Link to Comment
  • Starbucks: Fueling Future Growth With Addiction [View article]
    Frankly, I'm not so sure alcohol is a good idea. The general public accepts coffee as a routine consumption item. Alcohol conjures a bad aroma - MADD pickets , etc. How about cocktails at Panera?
    Mar 22 08:06 AM | Likes Like |Link to Comment
  • General Electric: Get Ready For The 'Synchrony Financial' IPO [View article]
    Lots of graphs, talk about dividends and stock buy-backs, etc. How about the basic fundamentals? GE is getting whacked by their competitors, lacks leadership and attendant vision. Our boy Jeff needs to be retired. His seemingly short love affair with Obama didn't help his image.
    Mar 14 10:52 AM | Likes Like |Link to Comment
  • AT&T CEO Telegraphs The Bottom In The Shares [View article]
    THI is a respected brand and certainly worth investor consideration. However, comparing SBUX with THI, Dunkin, et al is like comparing Neiman Marcus to JC Penny or WFM to Safeway, BMW to Chevrolet. Entirely different customer base and shopper/user experience. Applying "traditional" investor metrics in these instances is fraught with errors, in my opinion.
    Mar 13 10:48 AM | Likes Like |Link to Comment
  • AT&T CEO Telegraphs The Bottom In The Shares [View article]
    Fidelity's consolidated rating system is an interesting metric. The "star mining" scheme pools analysts and calculates a rating based upon their past performance on that particular stock and/or sector, as I understand it. I notice that neither the long standard S&P nor Argus perform all that well in many instances. I'd be interested in the views of others within this forum of Fidelity's rating system. Thoughts?
    Mar 13 10:34 AM | Likes Like |Link to Comment
  • Verizon's Stock Is No Longer A 'Bond Substitute' [View article]
    Notwithstanding any specific issue with Verizon, or AT&T for that matter, this continues to be an income seekers dilemma. As with bonds, rising interest rates result in a corresponding decline in principle, in this instance stock price. So the real question remains focused on stock price growth potential to offset this tendency. My strategy at the moment suggests keeping the telco/utility holdings in tact and concentrating on modest dividend paying growth stocks such as the oils, medical, and financials.
    Mar 12 07:54 AM | 2 Likes Like |Link to Comment
  • Salesforce.com Is Living On Borrowed Time [View article]
    I tend to agree with your comments. My sense suggest neither the author nor most of the commentators understand CRM's business let alone the accounting process. While I have not analyzed the books, per se, I'm sure there's an accounting firm somewhere who has certified the entire process. That said, this is entirely within the riskier technology space, so buyer beware.Long CRM
    Mar 10 06:13 PM | 1 Like Like |Link to Comment
  • Salesforce.com Is Living On Borrowed Time [View article]
    The debt, unlike your mortgage for example, will simply be rolled over and likely at better rates than prior. Companies use a set (usually increasing as they grow) amount of debt and rarely aim to pay it off. Don't worry about the cebt.
    Mar 10 06:07 PM | Likes Like |Link to Comment
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