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jarco

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  • Plains All American faces scrutiny over spill response [View news story]
    This is a "regulated industry" without the proper federal regs in place, automatic shut off systems. Operator error in light of the consequences is unacceptable.
    May 29, 2015. 09:25 AM | Likes Like |Link to Comment
  • Bridgeline Digital's (BLIN) CEO Thomas Massie on Q2 2015 Results - Earnings Call Transcript [View article]
    Too many excuses for poor performance over the last several years. With the booming e-commerce landscape, this stock should have exploded to the upside.

    Company workforce has declined with slowing revenues but with management additions last year or so, appears much to top heavy. Lots of executives and poor execution and leadership at the very top, in my opinion. Stock price unpredictably sank after the exchange mandated 5:1 split, another sign of less than stellar market expectations.
    May 28, 2015. 08:32 AM | Likes Like |Link to Comment
  • Banco Santander: One Of The Best Banks In The World Sells At A Discount [View article]
    I have also owned SAN for several years but have not grown impatient. With a cost basis under 7, patience will be rewarded, in my view. The dividend rate decrease was long overdue. Cash is king at this juncture. A recent Boston area visit was interesting from a stockholder perspective. . . . . numerous Santander labeled bank locations is good advertising for the brand.
    May 27, 2015. 08:43 AM | 2 Likes Like |Link to Comment
  • Dominion Resources: 'Should I Stay Or Should I Go?' [View article]
    Owned D once but with current metrics, not sure it's time to get back in. Too many unknowns at this juncture. I'm a nuke advocate but worry about the cited waste liabilities. Same applies to coal. For years we assumed management and regulators were on top of the situation and, unfortunately, were disappointed. Shades of the recent Amtrack derailment. Nobody paying attention!
    May 23, 2015. 05:44 PM | Likes Like |Link to Comment
  • ConocoPhillips should hit $80 even as it faces free cash flow deficit [View news story]
    Spot on prediction in my view. Saudi pumping will all but shut down shale oil in th US within 12-18 mos. Crude at $80 almost certain
    May 21, 2015. 10:35 AM | Likes Like |Link to Comment
  • Oil spills off California coast after pipeline owned by Plains All American ruptures [View news story]
    Must be your calculator has mis-interpreted a decimal place or two. Spills are insured as a normal course of business. Financial impact will be zero.

    While investor sentiment may suffer, your Humpty Dumpty analogy does not apply but your anti-oil bent sure shines through
    May 20, 2015. 09:45 AM | 2 Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    I might suggest those thinking about cloud use vs. their in house storage equip and/or services may think twice if it involves MSFT software. Too many have come to hate the hourglass icon.
    May 19, 2015. 10:06 AM | Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    The real game changer, in my view, is entirely generational. Not too many years ago, upon entering the professional workplace, new employees had to abandon their Macs in favor of an all encompassing PC environment. Not any more! Entrants bring their IPads from home to work and find most are off PCs entirely. Apple is growing especially among the younger set. Security is another favorable issue. Surprisingly, this tends to favor Blackberry as well.
    May 14, 2015. 03:52 PM | Likes Like |Link to Comment
  • Volkswagen AG: One Of My Favorite Picks In Europe [View article]
    Nice detailed article. Thanks for your work here.
    May 12, 2015. 12:49 PM | Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    No, it's MSFT who is not updating their product by maintaining support. 70% of all X/P applications were on PC's in commercial use; not in the home or office rather supporting a vast array of manufacturing processes, medical equipment installations, among many others. These are basic functions within equipment that in many cases are "one of a kind" and not being "updated" by the original equipment provider/designer/manu...

    In all due respect, you may think MSFT balances updates with long term support better than any other vendor you know, what's missing is the uniqueness of their product when first introduced. This was a huge phase of the ongoing industrial revolution. How many equipment designs incorporated PC when none ever existed?

    While you and I may have updated the software from X/P to Vista to Windows 7, to . . . we found it necessary to update our PC's. More RAM, faster processors, etc. Meanwhile, equipment with PC's supporting their operation were humming along thinking they had another 1- 2 decades of useful life only to be slam dunked by MSFT. Pretty much the same thrashing many took upgrading to Vista and Windows 8.
    May 11, 2015. 05:08 PM | Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    Your comment is spot on. Not only did MSFT leave the average consumer stranded by floating XP out to sea, the commercial end suffered even more. A vast array of equipment including medical devices were XP based. Without updates, etc. maintenance, systems crash on a regular basis and it's hard to find a tech to bring it back to life
    May 10, 2015. 07:59 AM | 1 Like Like |Link to Comment
  • Entergy: Under-Appreciated Utility With Yield And Growth Potential [View article]
    Under appreciated because its nearly all Nuke and too many investors are afraid of Nukes. Analysts tend to be nervous given the unknowns specifically on hidden liabilities regards on-site waste and potential terrorist events
    Apr 19, 2015. 02:30 PM | Likes Like |Link to Comment
  • AT&T: I'll Buy 10 Out Of 10 Times At This Price [View article]
    Bingo. Far too many articles on S/A miss this salient cash flow point. Its where the rubber hits the road. Thanks for posting. You might want to repeat the comment in other very recent AT&T articles. Investor education at its finest.
    Apr 19, 2015. 02:16 PM | 3 Likes Like |Link to Comment
  • Verizon Unbundling Shows Weakness In Phone Model [View article]
    Right, but who owns the wireless infrastructure, systems, el al?
    Apr 19, 2015. 02:11 PM | 1 Like Like |Link to Comment
  • Verizon Unbundling Shows Weakness In Phone Model [View article]
    The author's comment: (Telephony is a very low-bandwidth Internet service today, and consumers increasingly prefer it without wires.) is interesting.

    If customers prefer "wireless", just who does he think owns the wireless infrastructure. Isn't it all those cell phone towers transmitting netflex, et al? Am I missing something here?
    Apr 18, 2015. 12:11 PM | 1 Like Like |Link to Comment
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