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jarco

jarco
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  • This High Dividend Stock Just Declared 5th Straight Hike, Yields Almost 8%; Goes Ex-Dividend This Week [View article]
    The Turbo Tax on-line program also makes mistakes which may be undetectable or, in my recent case, require a lengthy hit-or-miss phone conversation. That said, still a whole lot easier than plowing through paperwork forms without them. Its just the price to pay w/MLPs
    Jul 27 08:20 AM | 2 Likes Like |Link to Comment
  • Analyzing AT&T's 2nd Quarter Results [View article]
    The revenue pie chart should be of prime interest. Only 16% is attributed to wireline/voice which is clearly the most vulnerable area toward declining revenue and profit. What does a similar chart for VZ indicate, anyone?
    Jul 24 01:30 PM | Likes Like |Link to Comment
  • Why Utilities Aren't Always Safe Income Vehicles [View article]
    Not sure it's a "perception" conclusion. The plot is available on Yahoo Finance.

    Many non-institutional investors are surprised utilities have gained in stock price while spinning off above average dividends. They will also be subject to a corresponding slide as interest rates and inflation inevitably rise.

    But, as I have preached from this podium and others, not all utilities are the same. There are many to choose from so a combination of yield, growth, and safety can be readily ascertained. Then, of course, one must consider the respective regulatory climate, economic health of the region served, among other metrics. Utilities are a world of its own. Participation may require more than simply reading Value Line and the other important and useful investment tools.
    Jul 24 11:55 AM | Likes Like |Link to Comment
  • Biogen Idec Beats And Raises: Reassessing Its Prospects [View article]
    Great article. Thanks for your work here. I do not follow the med space but as former Bostonian, very aware of the Biogen base and Idec's Rituxan. From that perspective, it appears the Idec side of the house has made but one intro in the NHL world since this now 10+ year merger. Rituxan was introduced in the late 1990's. Biogen's growth is in a narrow, albeit important, MIS category. Any thoughts about the 2003 merger success? How much synergy, if any, was anticipated? Thanks again for the great article.
    Jul 24 09:04 AM | Likes Like |Link to Comment
  • Should EMC Corp. Break Itself Apart?: FAST FUNdamental Analysis [View article]
    Glad I'm not the only one a bit puzzled by this article. The real news doesn't seem to have been included rather an ambitious rehash of public data. Goodness . . . charts, graphs . . . a grad student project perhaps.

    Thanks commentators for the salient insight. I neither own nor follow EMC but know those who do and also work there. Looks like the stock has moved up nicely the last 1-3 mos. Anyone a buyer here?
    Jul 23 08:31 AM | 1 Like Like |Link to Comment
  • I Should Be Savoring Chipotle's Amazing Earnings; Instead, They Almost Made Me Lose My Lunch [View article]
    5000 shares at $510. Folks are going to start thinking you might have posted in the wrong blog, fella.
    Jul 22 04:15 PM | 1 Like Like |Link to Comment
  • Why Utilities Aren't Always Safe Income Vehicles [View article]
    Suggest if you plot a 1, 2, and 5 year chart for SO, D, and DUK you may decide to drop SO from you selection list.
    Jul 19 11:12 AM | Likes Like |Link to Comment
  • Southern Company: A Good Option For Long Term Dividend Investors [View article]
    With SO, it's too much dependency on coal and unpredictable investment in nuclear. Other options in this space without either and better yield and growth prospects.
    Jul 19 10:55 AM | Likes Like |Link to Comment
  • The Panera Bread Company Boulder Is Rolling Downhill - Is It Near The Valley? [View article]
    Panera's quality has been declining along with the stock price. We continually pointed out problems using their survey process on the cash register receipt over last 6-9 months. To date, have not seen any progress. Among other things, the food prepis chaotic. Items literally thrown together; quite visible from both order desk (when visible) and pick-up station. Luke warm soup. A menu board even a veteran patron is unable to discern. Little innovation - competitive copy cat entries poorly designed; unattractive. Example: Flat breads. Introduction of Panera 2.0 will only further complicate a delicate management balancing act and further deteriorate product quality.
    Jul 19 10:51 AM | Likes Like |Link to Comment
  • Finding Value And Safety In Two 6% Yield Plays [View article]
    Good question. Anxious to see any replies. Thanks for the comment
    Jul 19 10:35 AM | Likes Like |Link to Comment
  • Mesabi Royalty Trust - A Long-Life Asset With Massive Operating Leverage [View article]
    This appears to be the very last posting within this thread. A year has past. Has anyone more current info on MSB?
    Jul 17 12:36 PM | Likes Like |Link to Comment
  • Starbucks Looks Great Value Compared To This Rival [View article]
    In all fairness to the author, I'm not convinced he meant to make a "comparison" in the true sense. In my view, SBUX and DNKN do not compete in the market place. Those like yourself prefer Dunkin mostly on reason-ability of price. Personally, I prefer Dunkin's coffee and their muffins on a 2-3 times a week basis. Out for a night, a Starbucks Cappuccino is a nice top off.

    Frankly, SBUX customers could care less about cost. They enjoy the atmosphere and are about to enjoy an expanded menu of higher end bakery items and other eats. I don't believe they'd even "think" about going to a Dunkin Donuts.

    This aside, SBUX is a much better investment, in my opinion. They will gain from a rapidly growing upper-middle class outside of the U.S - some will argue our middle class is declining - along with a new entry into the tea market which is the preferred beverage nearly everywhere outside the of the U.S. So, my money is on SBUX . . . . plain and simple.
    Jul 16 05:54 PM | Likes Like |Link to Comment
  • Why Utilities Aren't Always Safe Income Vehicles [View article]
    I suspect we are few and far between. While I hesitate to disparage the work of the authors, it's unfortunate to see fill pages that send an incomplete message. As you have undoubtedly discovered, it takes dedicated work to succeed in the investment world, especially in this space.
    Jul 15 10:12 AM | Likes Like |Link to Comment
  • Why Utilities Aren't Always Safe Income Vehicles [View article]
    As I've preached numerous times in this blog site, the assumption that all utilities are the same is both flawed and dangerous to the income seeker. Hence, buying a utility "index" seeking diversity, for example, forces one to take some of the good with the bad. Utilities are not pure "safe" investments and the assumption management actually knows what they are doing is fool hardy. Similar to banks, investing in utilities requires an understanding of the unique accounting practices and business model. This is not your traditional corner store business and is a challenge to both understand and analyse. Buyer be ware.
    Jul 15 08:32 AM | 4 Likes Like |Link to Comment
  • Are You For Yahoo? [View article]
    Anyone either owning or considering Yahoo stock should first become a user. Only then one sees the missteps and flaws in the service provider. Gag, what a brand systematically being flushed down the proverbial toilet. They keep revising the site for the sake of change and mess up the functionality and attractiveness of the content. I've been a user for many years primarily for the Yahoo Finance feature but its sad to see the degradation both there and web site design model. Classic case . . . . if it ain't broke don't fix it!
    Jul 15 08:16 AM | 1 Like Like |Link to Comment
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