Seeking Alpha

jarco

jarco
Send Message
View as an RSS Feed
View jarco's Comments BY TICKER:
Latest  |  Highest rated
  • ConocoPhillips: A Significant Shift Of Capital Toward High-Margin Development Programs [View article]
    Thanks for the reply. COP is my single big oil holding but the Tar Sands involvement remains a thorn. Aside from the cost of production, distribution (incl. Keystone delay) and the overall supply glut of crude are growing issues. Most market competing U.S. is much sweeter; Tar Sands very sour. Sooner-than-later this will become a big issue, in my view.
    Sep 8 12:29 AM | Likes Like |Link to Comment
  • Dominion Resources: A New 2 Bcf/D Pipeline For Marcellus And Utica Gas [View article]
    The obvious spur into Chesapeake will facilitate export of fracking induced LNG. With much of the Northeast home heating still relying on dirty fuel oil imported from Europe and the Mid-East, one would question why the Feds continue to support export of LNG. Smells like a non-patriotic reverse corporate acquisition!
    Sep 7 08:43 AM | Likes Like |Link to Comment
  • Dominion Resources: A New 2 Bcf/D Pipeline For Marcellus And Utica Gas [View article]
    You're not suggesting that non-pro subscribers are being treated as second class citizens are you? Gag, and after S/A grew up on the backs of us non-pro faithful!
    Sep 7 08:37 AM | 2 Likes Like |Link to Comment
  • El Pollo LoCo - Post IPO Momentum Continues Amidst Solid Results [View article]
    Guess I should read the IPO prospectus before commenting but it strikes me that the IPO may have been too small. While this strategy seems best for the founders and Venture folks, it helped reduce expensive debt service (was it $8B or $17B??) but left little for needed expansion. Sounds like this 1990 start-up has been too conservative. Thoughts?
    Sep 6 02:00 PM | 1 Like Like |Link to Comment
  • Why Amazon Has No Profits (And Why It Works) [View article]
    Be glad your not one of Amazon's Fulfillment Center landlords, or for that matter, one of the municipals who gave the builder long term tax incentives.
    Sep 6 01:36 PM | 2 Likes Like |Link to Comment
  • Yield On Cost: A Vitally Important Consideration For Retired Investors [View article]
    Chuck - Interesting article and a whole lot of work on your part. Not sure if this was covered in any of the comments but I took a broader view of your data and found the following:

    A $3381K portfolio grew over the eight year 2006 > 2013 period to $5542K for a gain of 64%. Income was $88.8K for 2006 and $174.2K for 2013, yielding of 2.60% and 3.14% respectively. Had the investment been made in the DOW30, the gain would have been 48%. The S&P 500 gained 45% over the same eight period. This does not factor retained and reinvested income.
    Sep 4 12:41 PM | Likes Like |Link to Comment
  • ConocoPhillips: A Significant Shift Of Capital Toward High-Margin Development Programs [View article]
    Comparisons with XOM, CVX aside why shouldn't I worry about COP's exposure to Tar Sands. Production costs/barrel far exceed the "conventional" range. As crude prices drop, and that seems to be a given by economic predictors, how will COP as a whole remain profitable as forecast?
    Sep 4 11:52 AM | Likes Like |Link to Comment
  • Buy Dunkin' Brands Near Its 52-Week Low [View article]
    There's a reason it's at a 52 week low. Poor performance at the top. Surveillance down to the franchise level is inadequate, in my view. They sell two good things, coffee and muffins. Both are custom made in the cafe. The rest, including the signature doughnuts, are made off premises and stale most of the time. Then there's the "sandwiches" . . . . .

    Chief competitor for coffee is McDonald's. It's a buck verses $1.75+ in most DNKN outlets. My suggestion . . . avoid this one. You may not like or ever visited a Starbucks. That's where to put your $$. . . at least that's where a managed account has theirs. As always,don't take my word for it! Investors need to perform their own due diligence.
    Sep 3 05:05 PM | Likes Like |Link to Comment
  • Understanding TECO Energy's Operations, Acquisitions And Possible Divestitures [View article]
    Good analysis. Thanks for your work here. TE is a land locked utility. Nowhere to grow, expand, and enhance revenues or profits. A Utility to avoid. There are simply too many better opportunities in this space.
    Aug 31 05:17 PM | Likes Like |Link to Comment
  • Who Is Taking Wal-Mart's Customers And Why? [View article]
    Really great comment. Very solid arguments on a number of key operational metrics. While not an " WMT regular", I've noticed certain brands and/or item types are not readily available on a number of occasions. Something is in the slot but its a different brand or size one usually buys. This suggests their mass buying program purchases for price not product availability necessitating the customer take what's there whether they like it or not.

    Beyond that, the check out experience, while improved, remains a significant detriment to customer satisfaction. Here's the point you pay for everything you've labored into your basket and the line is long, slow, and manned by clerk who obviously is tired from working two jobs.
    Aug 31 05:13 PM | 1 Like Like |Link to Comment
  • Why Microsoft Withdrawing Mainstream Support For Windows 7 Is A Bad Idea [View article]
    <Microsoft will no longer continue developing new service packs or adding new features to Windows 7 after Jan. 13, 2015.>

    All this confirms MSFT sucks. To me , they are starting to look and smell like Kodak, et al. Loosing touch with their constituents/loyal customers.
    Aug 30 02:21 PM | Likes Like |Link to Comment
  • Ending oil export ban would mean cheaper gasoline, Conoco exec says [View news story]
    The benefits outlined by Helen Currie are utter nonsense as is the Feds blessing to export "partially" refined product. The U.S. crude and natural gas assets are almost totally unrelated to the world supply and demand. We should care less about world refinery conditions or a "re-allocation" of crude. That's the worlds problem and not ours to solve.

    The US is approaching a self-sustaining energy status. If all US crude, refined product, and natural gas were restricted, domestic gasoline would drop to less than $2/gallon. Since gasoline is technically a specific by-product of crude refining (about 45% is Gasoline, 10% Kerosene/jet fuel, 30% Fuel oil/Diesel, 7% unusable residue, and the balance is Naphtha, Coke, Asphalt, etc,), restricting crude and gasoline export would result in the building of state of the art refineries creating thousands of construction jobs ranging from the initial build to distribution pipelines. All exports of energy related material would be subject to export tax the rate being continually established to assure low gasoline prices. Price supports (in this case a ceiling) would be administrated in a similar fashion to crop supports and Federal Reserve interest rate controls, for example. Low energy cost means lower cost of living for all Americans, much needed job creation, and not be distracted by the Keystone Pipeline and other projects ultimately in the best interest of governments outside of our own.

    Should anyone suggest this sounds like it comes from a liberal, union loving, left leaning democrat, forget it. This is a moderate registered life long Republican who has been a free enterprise investor most of his live. I drive a high priced vehicle, buy premium gasoline, and personally not financially affected by the pump price. Dividends and price gains from XOM, COP, etc. pays for all that and then some. However, I'm sick and tired seeing U.S. consumers, yes those literally driving our economy, getting shafted at the gas pump. I'm also sick and tired reading dribble from industry economists derived from what they learned from in text books and not reality.
    Aug 25 03:11 PM | 3 Likes Like |Link to Comment
  • Why Hewlett-Packard Stock Is Still A Good Investment Opportunity [View article]
    < HP will continue to benefit from the increasing demand for PCs and share gaining in this market.>

    Increasing demand? Really.

    HP's market is almost entirely PC's and Printers. Both are in decline demand wise. Buyers are (have, in fact) moved from these old platforms to mobile devices. Just like the USPS mail traffic decline, anything printed on paper has become a relic.
    Aug 24 10:27 AM | 1 Like Like |Link to Comment
  • 6 Ultra Utilities Dogs Generate 6.2% To 11.7% August Upsides [View article]
    <PPL Corporation will spin off its power generation business . . . combine that with Riverstone to form Talen Energy Corporation, an independent publicly traded company expected to be listed on the New York Stock Exchange. Talen Energy would be the third-largest investor-owned IPP (independent power producer) in the nation>

    Any comment regards the quality of the spun off power plants?
    Aug 24 10:21 AM | Likes Like |Link to Comment
  • General Electric And Synchrony Financial After The IPO [View article]
    So where does this SYF "spin-off" leave GE Capital and retirees holding GE Interest Plus accounts?
    Aug 24 08:36 AM | Likes Like |Link to Comment
COMMENTS STATS
1,517 Comments
1,502 Likes