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jarco

jarco
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  • I Will Pass On Bank Of America [View article]
    BAC clearly is not an income stock rather an opportunity to bottom fish the largest banking institution in the U.S. With the U.S. economy recovering, albeit too slowly for most analysts, this represents a significant capital gain scenario, in my opinion.
    Nov 11, 2014. 07:23 AM | 8 Likes Like |Link to Comment
  • Why Bob Evans Could Be An Interesting Play [View article]
    Just had breakfast at a local recently renovated Bob Evans. Surprisingly spiffy decor. Two managers on floor, good service and food, and a packed house. New "healthy" menu items. I'm not a regular; pleasantly surprised, for what it worth.
    Nov 10, 2014. 09:21 PM | Likes Like |Link to Comment
  • Is It Worth Drilling For Dividends With Conoco? [View article]
    What happens to the oil glut if and when the Keystone Pipeline happens? With 24% of its production in the Tar Sands, will COP be in a better position than the other majors?
    Nov 10, 2014. 09:13 PM | 2 Likes Like |Link to Comment
  • AT&T Is Feeling The Headwind [View article]
    Why is the article referencing Sprint and T-Mobil impacts upon T and little regard for the competitive pressures by VZ?
    Nov 6, 2014. 08:12 AM | Likes Like |Link to Comment
  • Bridgeline Digital: Stock Cut In Half Before Revenue Is Expected To Double [View article]
    Well my friend, I own a few thousand shares with an 0.85 cost basis and share your concerns. Beyond that, I noted in their web site some time ago the addition of several new executives reporting to Massie; overhead the business may need but likely could ill afford. Beyond that, in my opinion, the business has floundered under Massie who additionally lacks the corporate leadership image risk prone investors expect.
    Nov 3, 2014. 08:10 PM | Likes Like |Link to Comment
  • Regions Financial Is Still Recovering From The Crisis [View article]
    Bank of America [BAC]; recovery likely at end; Largest retail footprint; greatest potential albeit at higher than Bank normal risk. Own at 15

    Well Fargo [WFC]; safe, well managed; predictable. Solid. Don't own

    Banco Santander [SAN]; Most business outside Spain. US based operation is old Soverign Bank bought for a song by SAN during crisis. Highest risk componant. Own at under 6

    Also own RF. Metrics and authors opinion aside, well positioned in still the fastest growing southeast section of the U.S.
    Nov 1, 2014. 01:41 PM | Likes Like |Link to Comment
  • If You Are Holding AT&T Just For The Dividend, Sell Now [View article]
    I fail to see the rationale of comparing a telecom common to a preferred Hotel. How about some comparative metrics? How about T vs. VZ?
    Nov 1, 2014. 08:47 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: ECB Tests Find That 12 Banks Need To Raise $12B [View article]
    Goes to show that all democracies are not the same. To succeed requires an informed and educated electorate, something missing in most scenarios. The U.S. has repeatedly attempted to "introduce" democratic principals to emerging and/or turmoiled countries (Iraq, Egypt, et al) with poor results. What seems to work here doesn't there. Pretty simple. Our government also pushes for human rights foregoing more basic progress issues. Everything has it place and not all democratic principals will work everywhere, in my opinion.
    Oct 27, 2014. 09:47 AM | 7 Likes Like |Link to Comment
  • Wall Street Breakfast: ECB Tests Find That 12 Banks Need To Raise $12B [View article]
    State-to-state variations is the result of having a Federal System initiated at the outset (179?) and the "states rights" that come with it. For national elections, one would assume a national standard would be law but then again it would require congressional action . . . and we all know how that doesn't work.
    Oct 27, 2014. 09:39 AM | 6 Likes Like |Link to Comment
  • 8 Major Reasons Why The Current Low Oil Price Is Not Here To Stay [View article]
    Quite an article particularly in length (ouch) and scope. However, all the graphs and expert quotes may not stand up to the simple supply/demand metric given the ongoing glut in US and Canadian supply. The crude is there literally awaiting for improved distribution.

    Given the increasing political and terriorist unrest, new exploration beyond Russia and the Americas is slowing. The North Sea is on a long term decline. Saudi aside, the supply glut and impact on most oil companies continue for several years, in my view.
    Oct 25, 2014. 11:41 AM | 1 Like Like |Link to Comment
  • A New Risk To AT&T's Business [View article]
    As I read it, the ability to change carriers is limited to the iPad Air implying it does not affect one's iPhone which is the overwhelming unit in customer hands. What's missing here? Anyone?
    Oct 20, 2014. 11:53 AM | 1 Like Like |Link to Comment
  • 5 Reasons The Oil Sector Is Due For A Big Rebound [View article]
    Unless I missed it, there was no mention of COP. Thoughts author, anyone?
    Oct 17, 2014. 11:03 AM | Likes Like |Link to Comment
  • Is Suncor Energy A Good Investment? [View article]
    An interesting article for its omission. There is no mention that Suncor' s crude source is almost entirely from the Canadian Tar Sands. Very expensive, very sour, and quite an environmental challenge. With high production costs and falling crude prices, why is this stock an attractive investment candidate? Why?
    Oct 15, 2014. 11:38 AM | 1 Like Like |Link to Comment
  • Duke Energy's Portfolio Reshuffling Will Enhance Its Position [View article]
    Add to your concerns the disposition of the Progress Energy acquisition. Decommissioning of Crystal River may turn into their next nightmare. Pressure to re-write the law allowing Florida utilities to increase rates to fund nuclear plants is mounting.
    Oct 13, 2014. 02:54 PM | Likes Like |Link to Comment
  • The Relationship Between ROE, P/B And P/E As Seen In AT&T [View article]
    Nice article. Suggest you visit Cash flow/EBITD. For many industries/businesses, this is an essential metric when discussing earnings.
    Oct 13, 2014. 02:46 PM | 1 Like Like |Link to Comment
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