jarco

jarco
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  • Kroger And The Emerging Threat To The Business  [View article]
    Any comments on this subject given Wall-Mart's announced store closings? Sounds like they are reeling. Too big to fail?
    Jan 16, 2016. 09:46 AM | Likes Like |Link to Comment
  • Outperforming Dividend Aristocrat Is Beating The Market Pullback, Insiders Are Buying  [View article]
    Have owned ED for a number of years along with several other public electric power utilities. While this sector is not without concerns all investors must be aware of, it constitutes the majority of my self directed retirement income stream. A distinct advantage for ED . . . . it does not generate power, for the most part, thereby eliminating issues such as coal and nuclear power facility maintenance, pollution and safety risks, among others.
    Jan 16, 2016. 09:30 AM | 8 Likes Like |Link to Comment
  • Kroger And The Emerging Threat To The Business  [View article]
    Thanks to the author and numerous commentators for their efforts. The latter really comes home to where the rubber meets the road. Interesting background on Aldi Nord and Sud and the association with Trader Joe's.

    Spent many years in this business as a supplier to a number if US grocery chains. We were like Avis being either #2 or #3 to Hertz on a nation wide basis. A fascinating and very competitive business open 7 days a week and in most instances, 12-15 hours a day if not 24 in some cases. When shopping, I find myself looking around for operational problems and hardly ever pass the bread aisle without pulling product up.

    Again, thanks to all. Fascinating article and commentary stream. Long: KR
    Jan 15, 2016. 01:26 PM | Likes Like |Link to Comment
  • Kroger And The Emerging Threat To The Business  [View article]
    Interesting. Your comment points out the importance of quality control in Germany which as a BMW owner I appreciate. In my experience, US grocers QC centers around customer complaints as opposed to lab type testing. Additionally, this same laissez-faire attitude permeates most retailers and on-line clothiers particularly as it come to imports from China, et al. Little or no vendor survailance.
    Jan 15, 2016. 01:10 PM | Likes Like |Link to Comment
  • TransCanada Takes On Obama Administration - Here's What Investors Should Expect  [View article]
    Please tell me exactly what facts are you talking about?
    Jan 15, 2016. 10:20 AM | Likes Like |Link to Comment
  • Starbucks closes store in Indonesia after attack in store  [View news story]
    Seriously, how can SBUX simply re-open without some terrorist filtering system (e.g. Metal Detectors) . . . . perhaps some Trump supporters at the entry door
    Jan 14, 2016. 03:15 PM | 1 Like Like |Link to Comment
  • TransCanada Takes On Obama Administration - Here's What Investors Should Expect  [View article]
    So, the US can export cleaned Canadian sand and spread millions of tons onto our eroded coastal beach fronts? Sounds like a potentially profitable business
    Jan 14, 2016. 03:01 PM | Likes Like |Link to Comment
  • TransCanada Takes On Obama Administration - Here's What Investors Should Expect  [View article]
    add" to export Canadian oil for a fee".
    Jan 14, 2016. 02:54 PM | Likes Like |Link to Comment
  • Shell Offers Great Income Potential  [View article]
    Interesting article would be much more so if discussion went beyond the all important cash flow and delved into reserves, current discovery cost per barel, etc.
    Jan 14, 2016. 10:17 AM | 1 Like Like |Link to Comment
  • Punishment continues for financial stocks  [View news story]
    Of course it dawned on everyone that just maybe the Fed doesn't really know what it's doing, no?
    Jan 13, 2016. 02:51 PM | 3 Likes Like |Link to Comment
  • ConocoPhillips Punished By Crude Oil Prices  [View article]
    Your article should have been titled, "ConocoPhillips punished by inept management"
    Jan 13, 2016. 02:37 PM | 1 Like Like |Link to Comment
  • After The $1.5 Billion Private Placement - Is The Distribution Safe?  [View article]
    It takes intestinal fortitude to cut dividends. COP's CEO Lange doesn't have it nor does PAA's apparently. Issuing preferred especially at that rate is absurd; essentially borrowing money to pay stockholders. Isn't that exactly what our Fed Govt continues to do? Insane in my view.
    Jan 13, 2016. 12:55 PM | 4 Likes Like |Link to Comment
  • TransCanada Takes On Obama Administration - Here's What Investors Should Expect  [View article]
    NAFTA provisions will not afford sufficient rationale for overturning Obama's ruling. That issue aside, an argument before the US Supreme Court will need to be much more robust and compelling. The essesence of objections relate to the fact that Transcanada would be simply renting US real estate to export their oil overseas. The court will understand the attendant risk-reward scenario, in my opinion.
    Jan 13, 2016. 10:01 AM | Likes Like |Link to Comment
  • Is CSX Doomed?  [View article]
    Gee, your pessimism doesn't track with last nights State of the Union speech. 5% unemployment, budget deficit cut by 75%, overseas military reduced from 140K to merely 10K, etc. coal shipments notwithstanding, CSX should be booming, yes?
    Jan 13, 2016. 09:42 AM | 3 Likes Like |Link to Comment
  • Sears: Auto Centers Reveal Big Picture Problems For Company  [View article]
    Who cares?
    Jan 12, 2016. 02:28 PM | Likes Like |Link to Comment
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