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jarco

jarco
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  • 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
  • $15 minimum wage on its way to NY [View news story]
    At $15/hr, the teenagers will lose their jobs to the middle aged who have been unemployed or underemployed for the last several years. This should add to the uninspired who will start to picket, rob, and burn down the inner cities. Unemployed youth will become the next terrorist group. Think about it. They are already disinterested in civil relations, respect for teachers, police (with some credence, in my view but that's another story), along with God and country.

    The comments about automation is spot on. Happens all the time worker costs outstrip profitability. Ever been inside an auto mfg. plant, steel mill, etc. No humans in sight!
    Jul 23, 2015. 10:18 AM | 4 Likes Like |Link to Comment
  • This Stock Is Down 70% In 2 Years, Time To Buy? [View article]
    Any reason you didn't mention SODA's connection with SBUX?
    Jul 22, 2015. 09:57 AM | 1 Like Like |Link to Comment
  • How To Narrow Your Search For A Quality Regional Bank [View article]
    Nice article. Thanks for your work here. Might I suggest you consider an additional metric; namely, region location. Future prospects depend upon the growth strength of the particular region served. A prime example is the general southeast where re-located/originated new industries prevail such as the auto industries move away from the rust belt to the Carolinas, Missippi, Alabama, etc.

    Again, thanks for the very useful summation.
    Jul 22, 2015. 09:49 AM | Likes Like |Link to Comment
  • High anxiety in China's auto market [View news story]
    Current conditions in China and the anti-conventional car sentiment throughout many comments here suggest a VLKAY stock sale,yes?
    Jul 19, 2015. 11:41 AM | Likes Like |Link to Comment
  • Starbucks makes good on pledge to open stores in lower-income areas [View news story]
    It doesn't matter if the stores opened are a very low percentage of the total. It can be one store or 1/10 of your 1/10 of one percent. Headline news of just one Starbucks cafe in flames, being picketed, or closed will be enough to scare many investors away. Regardless of the local issues, the market doesn't like uncertainty.
    Jul 18, 2015. 12:37 PM | 1 Like Like |Link to Comment
  • Starbucks makes good on pledge to open stores in lower-income areas [View news story]
    How is this a raciest comment?
    Jul 18, 2015. 12:28 PM | 1 Like Like |Link to Comment
  • Bank Of America Remains A Poor Investment [View article]
    The author cites many interesting metrics but I disagree BAC is not a reasonable investment in this space. First, it's difficult to swallow the poor management comment. Few if any CEO's have essentially inherited such a mess and resurrected it in a timely fashion to where the bank is today. That's prime experience where the rubber meets the road, in my view.

    Additionally, BAC has a large operational footprint with profit growth opportunities within virtually every financial services arena. While I worry they have been unable to maximize needed infrastructure improvements to exploit their position, one cannot ignore this advantage over most institutions in this space.

    Long: BAC. JPM, RF, and SAN
    Jul 18, 2015. 12:25 PM | 1 Like Like |Link to Comment
  • Starbucks makes good on pledge to open stores in lower-income areas [View news story]
    Schultz is trying to solve/resolve society problems. Morally great; commercially, a bad idea. He did a similar move with the Israeli soft drink company, inked a contract to feature SodaStream, an unproven menu item simply to jump start a Jewish enterprise.
    Jul 16, 2015. 05:22 PM | Likes Like |Link to Comment
  • General Electric's Asset Sales Are Creating A Natural Gas Buy With A Dividend [View article]
    But they're buying something Kinder sold to GE. Think about that. Who know more about NG and pipelines . . . Kinder. Who has virtually no knowledge of NG and pipelines . . .GE. Gag, GE can't even manage their own legacy business.
    Jul 16, 2015. 11:05 AM | 1 Like Like |Link to Comment
  • Where Do Analysts Stand On Bank Of America? [View article]
    Not sure I agree regards Moynihan. I lived in his territory pre-BAC and was thrilled when he took current post. You're right about the distractions although it was likely more acute, tumultuous frankly. Not only were the problems difficult and numerous, it and subsequent penalties sucked cash away from much needed and routine business infrastructure improvements. I would cite their computer system among other necessary neglects.

    Bought at 15. Will patiently wait for mid-20 at the very least. Much larger % over time than other institutions in this space, in my view.
    Jul 14, 2015. 07:45 PM | 2 Likes Like |Link to Comment
  • Adding ONEOK To My Dividend Pipeline [View article]
    Since my 7/11 post, larger than normal call options at 47 volume has occurred further boosting attractiveness at 40+
    Jul 13, 2015. 12:43 PM | Likes Like |Link to Comment
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