Seeking Alpha

jarco

jarco
Send Message
View as an RSS Feed
View jarco's Comments BY TICKER:
Latest  |  Highest rated
  • Starbucks enters Panama [View news story]
    There just won't be enough beans to go around . . . . .
    Aug 6, 2015. 05:04 PM | 2 Likes Like |Link to Comment
  • In Case You Didn't Notice, GM's Business Is On Fire [View article]
    Are the cited tax carry-forwards strictly post bankruptcy?
    Aug 6, 2015. 12:34 PM | 3 Likes Like |Link to Comment
  • A More Granular Analysis Of REIT Performance During Rising Rate Periods [View article]
    Can anyone identify any particular REIT with high apartment exposure? This seems to be the direction of housing and shouild last a long time. Like Hotels cite in an earlier comment here, ability to raise rents should be a huge plus. Anyone?
    Aug 6, 2015. 11:21 AM | Likes Like |Link to Comment
  • Whole Foods promotes CIO to exec leadership team [View news story]
    They cater to the same client base. Maybe SBUX will buy WFM.
    Jul 31, 2015. 10:59 PM | 1 Like Like |Link to Comment
  • JPMorgan Chase's Achilles Heel: Litigation [View article]
    Vivid headline article introduction. Readers await vast Lotigation problems only to discover all is well and the author essentially recommends the stock. Have I missed something or was this read a complete waste of time for most with in this investment community?
    Jul 30, 2015. 10:39 PM | Likes Like |Link to Comment
  • ConocoPhillips beats by $0.03 [View news story]
    Yeah, me too but it seems more like holding my breath. Gag, staying with COP stock this long is against every investment principal I know. Must be old age. Call the doctor . . . maybe I'm done.
    Jul 30, 2015. 01:15 PM | 2 Likes Like |Link to Comment
  • BP: Dividend Growth Model Is In Question [View article]
    Given the penalty outlays BP has experienced to date, I would suggest a follow up article titled "BP - Survival is in Question". Seriously, they must be printing pound notes in a basement somewhere in London. How can any company survive with that unbudgeted outlay in a sinking oil pricing market. MBA case study candidate in the making.
    Jul 30, 2015. 01:10 PM | 3 Likes Like |Link to Comment
  • Retired Investors Don't Buy Bonds Until? [View article]
    Chuck - It looks like you and I paddled in the same stream with bonds transitioning to stocks as bond yields faded. I stayed with bonds a bit longer and enjoyed an 18.5% annualized gain for the ten year period 1984-93. Thank goodness for 10-15 year maturities continually in the ladder.

    Haven't followed your thread on S/A but will make a note to get on board. Thanks for this article and look forward to your thoughts going forward.
    Jul 30, 2015. 01:01 PM | Likes Like |Link to Comment
  • A Second Look At Bank Of America [View article]
    Which is why I favored Moyinhan from the get go. There's a revolution going on within the pay cycle as on-line mobile devices layer the banking landscape. Those slow to get on board will ultimately disappear. Not sure if it's your "Boston" technology environment but Moyinhan gets it. So does JPM's CEO Jamie Diamond and so should his fellow Harvard MBA class mates although a few don't seem to show it
    Jul 30, 2015. 12:40 PM | Likes Like |Link to Comment
  • Market Timing Is Not Appropriate For Retired Investors [View article]
    Noticed the author has not yet answered your inquiry, so allow me to wade into the discussion. Like dunkmaster, I also keep some cash for such opportunities. Cash seems to be king verses growth stocks lately so my balance, including bond maturities, is an uncomfortable high percentage of the portfolio.

    Regards bond ladders with ratings below AAA, I have been in the bond market for over 35 years (peaked at 70% of portfolio 6-8 years ago) and never owned anything above A. Many very strong companies hover in the below A category and of course yield well above those at AAA. The key is being able (and willing) to look beyond the yield numbers at the basic fundamentals of the company.
    Jul 30, 2015. 12:30 PM | Likes Like |Link to Comment
  • A Second Look At Bank Of America [View article]
    Thanks for the indepth report. Your preferences among WFC, etc. over BAC are rational but likewise so is the BAC upside. We live in a risk taking environment and BAC fits the equation nicely. Again, nice article. Thanks for your work here.
    Jul 29, 2015. 08:53 AM | 2 Likes Like |Link to Comment
  • My Second Quarter 2015 Portfolio Review - Building Quality, Income And Dividend Growth [View article]
    First time reader of your articles. I'm a retired income seeker with a few questions/comments:

    1) Do you think 40 stocks is your comfort zone in terms of work to follow, etc. or is that just where you've ended up so far?

    2) Are each of your positions approximately the same value or do you give weight to certain sectors, etc. I noted you refereed to "half positions"

    3) I noticed some of your positions are somewhat "out of favor, the oil patch for example. Do you sell sectors given a potentially sustaining downturn in profits?

    Thanks for the article and any comments you are able to entertain
    Jul 27, 2015. 05:04 PM | Likes Like |Link to Comment
  • Market Timing Is Not Appropriate For Retired Investors [View article]
    Might I suggest that the capital gain and total return investors do not hold strict allegiance to the buy and hold philosophy. Their sell signal should not be deemed "market timing" rather sector timing. The oil patch is a prime current example.
    Jul 26, 2015. 08:42 AM | 1 Like Like |Link to Comment
  • Bank Of America: Abrupt CFO Departure A Red Flag? [View article]
    Guess you haven't been to either Charlotte or Boston.
    Jul 24, 2015. 11:17 PM | 1 Like Like |Link to Comment
  • $15 minimum wage on its way to NY [View news story]
    But the workers hired at the entry level were no longer at "entry" 1-2 years later, yes?. There's no compression if you implement a workable wage administration system. There are varying levels of proficiency even if the job is initially flipping hamburgers. Aren't order takers who also handle your cash paid more than entry level?
    Jul 24, 2015. 08:38 AM | Likes Like |Link to Comment
COMMENTS STATS
1,754 Comments
1,777 Likes