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jarco

jarco
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  • Salesforce.com And Its 'Amazing' Growth [View article]
    Interesting comments, banter, etc. Thanks to the author and the respondents. I'm no SaaS expert let alone a computer jockey. All my info on CRM comes from a user. Not a developer, not an investor, simply a user. When I hear from a seasoned and successful marketer that the software is "indispensable" to anyone in the sales and marketing arena, I became a buyer. Are there any pure users out there?
    Mar 4 04:39 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Why Barron's Is Wrong Regarding The CO2 Segment [View article]
    As a PAA position holder, the Baron's article looked like a must read. Frankly, not sure it was worth the effort, especially regards issues in the MLP arena in general let along KMP, et al
    Mar 4 04:14 PM | 1 Like Like |Link to Comment
  • Frontier Communications: Should You Add This Stock To Your Dividend Portfolio? [View article]
    Run, do not walk or hesitate putting distance from your portfolio and this stock. Among other fundamentals, high yield equals high risk in any sane evaluation. Chase yield at you peril.
    Mar 4 04:07 PM | Likes Like |Link to Comment
  • Utility Company Dividend Analysis [View article]
    Good question. Aside from the potential financial impact to the bottom line (sadly, all too little in the environmentalist view), the PR is highly toxic, driving new investors away. Coal producers like DUK, SO, etc. can and should be avoided especially when ED and CPN, who have little or no generation capability, are available. I'd prefer D over many others. Two in Wisconsin recently cited by Berkshire deserve consideration, as well [WEC and LNT]
    Mar 4 04:02 PM | 1 Like Like |Link to Comment
  • Starbucks eyes breakfast crowd [View news story]
    Simply makes sense. Even a capital improvement program on a limited basis so even more elaborate offerings could be prepared makes sense, in my opinion. There are many cafe's throughout the country where business was booming before SBUX made the acquisitions bringing on fruit drinks and additional bakery items. Perhaps these company owned locations are candidates for addition offerings. People like to "hang around" the cafe's where it's "neat and convenient" to do so. Lots of business gets conducted on the internet. An office home away from the office. On-line ordering. An innovative business model . . .
    Mar 4 03:49 PM | Likes Like |Link to Comment
  • Yahoo In Trouble Thanks To The NSA [View article]
    All well and good but Yahoo's problems aren't with NSA, etc. rather a slowly failing site fast becoming a mere shadow of its prior self. Every timer they "redesign" the web site, loyal and longtime users suffer. Declining functionality and poor execution. Gag, shades of AOL, Xerox, Kodak . . .
    Mar 1 02:16 PM | Likes Like |Link to Comment
  • Peru's Next 'Golden Decade' Ahead: Consider iShares MSCI Peru Capped ETF [View article]
    It strikes me that energy, or the relative lack thereof, must rank near the top of Peru's must do list. I understand the primary electric power source is hydro and the distribution is somewhat limited. Some time ago a contributing author (or perhaps a commentator) introduced an Oil/NG exploration taking place along the shore line near the border with Ecuador. I recently acquired a position in the company involved, BP Energy. Any thoughts on this opportunity and the energy challenge there in general?
    Feb 27 12:22 PM | Likes Like |Link to Comment
  • What The Buy Side Expects From Salesforce.com On Thursday [View article]
    Difficult to decipher from your bio exactly where you are coming from. Many companies offer incentives to management, directors, etc. with stock options. Very common at the start up phase. Why would you expend precious cash, needed to fund expansion toward a profitable operation, on director salaries?
    Feb 27 12:05 PM | Likes Like |Link to Comment
  • Study names 26 firms that paid no income tax for five years [View news story]
    Thanks for the very central comment. Obviously the critics in this case have an agenda but clearly chose to ignore the failure of congress and the administration over the years to fix the obvious.
    Feb 26 08:43 AM | 1 Like Like |Link to Comment
  • How Transit Works, What It Costs And Why It's So Important [View article]
    Your comments were more interesting than the article itself although the author dug into a subject seldom discussed in investment forums and should be commended for that.

    We see pictures and video of comm centers with neat rows of ceiling high cabinets, flashing lights at cable connections, and it all looks very orderly and efficient. Many years ago I invested in a company called Ascend Communications which ultimately bought another holding, Cascade Communications. The latter was in my back yard, the former California. Seeing Ascend racks as the prime connection point for networks at the time compelled a worthwhile investment decision. Seemed pretty simple then; several orders of magnitude than the comparable analysis today. Moral of the story, unless one understands the technology application, best to avoid the space.

    Some time ago, I switched from DSL internet connection to our local cable provider. Aside from the obvious, a prime initial motivation came from observing repeated Embarq (now Century Tel) trucks parked along side of the common termination box of the typical telco phone network. Lots of head scratching, open doors overnight on occasion, a real rats nest of wires, etc. including my on-again off-again internet connection. One wonders what's behind those neat and seemingly orderly Transit cabinets of today. And, yes the Century Tel trucks still routinely visit the road side box - rain or shine.
    Feb 26 08:00 AM | Likes Like |Link to Comment
  • AT&T's Juicy Dividend [View article]
    The market reacts to uncertainty first and foremost. You will see price pressure every time a potentially threatening competitor steps forward, AKA Google. If the investors need for income with these issues can stand the diversity, concurrent investment in technology companies providing the competition may be warranted. I treat it as a counter to inflation and an edge against obsolescence but it takes a lot of due diligence time and effort to paddle in a calm river and rapids at the same time.
    Feb 25 08:49 AM | 1 Like Like |Link to Comment
  • AT&T's Juicy Dividend [View article]
    What do you think about Ford linking with Blackberry?
    Feb 25 08:39 AM | Likes Like |Link to Comment
  • AT&T Should Yield 6% With Google Fiber Looming [View article]
    Guess I agree on the "ho-hum" label for this article. Of interest here would be a technical assessment of Google's system and the cost for the build out. Are they laying fiber either on poles or underground? Even VZ experienced difficulties with both aspects. While income seekers chase the dividend and likely do not understand (or care about for that matter) the technology cost and business plan merits, there are others looking for substance. Difficult to see either within this thread.
    Feb 25 08:33 AM | 4 Likes Like |Link to Comment
  • Don't Get Electrocuted With High Yielding Duke Energy [View article]
    An extensive newspaper article published nationally within the last few days about D's "other" coal ash locations should add to investor concerns. It could very well make the traditional "unfunded pension liability" type risk pale in comparison. Further, liabilities of this nature, until recorded via law suits, remain off the books and away from scrutiny.
    Feb 24 08:39 AM | Likes Like |Link to Comment
  • ConocoPhillips: Very Lucrative At $65 [View article]
    With a 56 cost basis and regrets for not selling mid-seventies, I suggest the price weakness comes from too much NG and tar sands in COP's portfolio. The latter's processing cost is simply excessive visa-a-vis newly found US domestic shale oil. While the trend towards NG liquids is attractive, COP lack sufficient balancing domestic oil reserves. Gas is cheap and likely will remain so. Oil, on the other hand is at a premium and may get even pricier given world demand. In summary, the asset pie chart in COP's reports tells the graphic story; simply the wrong mix.
    Feb 23 05:23 PM | Likes Like |Link to Comment
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