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jarco

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  • 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
  • Hewlett-Packard Investors Should Cheer The Split [View article]
    < . . . HP announced its intention to split into two separate divisions to better serve the marketplace. The first division will be focused on business technology, while the second company will sell personal computers and printers.>

    Cheer first and immediately sell the PC/Printer issue. A dying business. Will be interesting to see the respective stock prices when it actually happens.
    Oct 7, 2014. 10:14 PM | Likes Like |Link to Comment
  • How Deadly Is Ebola For ExxonMobil In West Africa? [View article]
    On balance, West Africa is a small faction of the XOM's drilling acreage. It's been a troubled area for decades with local footprint rebel disruptions which should have kept XOM from putting its toe back in West Africa waters in the first place. One would have to question that management decision going forward.

    Now, of course, the threats have multiplied with Islamic terrorist and now Ebola. I would expect sooner than later, the Islamist will suggest to their suicidal compatriots that becoming contaminated and spreading the disease among their enemies would be the ultimate sacrifice. These are huge issues for the investing public. One should expect their elected officials to take timely action to mitigate this unceetainty. Who said politics aren't important to we investors? Who?
    Oct 7, 2014. 09:59 PM | Likes Like |Link to Comment
  • Comparing America's New Big 3 Automakers [View article]
    Are you a former (or current) employee by chance? A driver/owner of a Chrysler vehicle? If so, your loyalty is commendable.

    That said, the current Chrysler fleet is 5 years behind in styling, a marked improvement from the last 2-3 model years. Their TV ads tell it all. The cars are barely visible and always either dark gray or black. The potential customer gets just a quick glance of the design features for one reason ----- they're poorly out dated. Sure the world (well, the U.S. anyways) renown Hemi engine gets the oohs and aahs but frankly this company will be out of business within the next decade.
    Oct 6, 2014. 03:45 PM | Likes Like |Link to Comment
  • Yahoo Should Sell Yahoo [View article]
    Value is determined at the market place. While Yahoo is flush with cash. advertisers are going elsewhere. As a Yahoo user, I've witnessed a marked decline in site quality. Poor response, capacity, etc. While either working or simply reading, too many things on Yahoo/Yahoo Finance pages literally disappear and are not retrievable. Can't open E-mail, E-mails also disappear. "Site busy try another time" messages are wearing. Bottom line, I don't view advertisers on Yahoo because I've gone elsewhere. It's a shame.
    Oct 6, 2014. 03:30 PM | 1 Like Like |Link to Comment
  • Dominion Resources - An Impressive Dividend Growth Investment In The Utilities Sector [View article]
    Good comments. SO is typically included among these comparisons. As I have cited in prior comments, the regulatory climate is one of the most important metrics in the utility space. Beyond that, any comparison of stock price and yield need more than a 12 month window, in my opinion. Utilities are typically a long term investment. While the most recent 12 months performance is interesting, it should also include a larger 2 - 5 year measurement.
    Oct 2, 2014. 10:12 AM | 2 Likes Like |Link to Comment
  • Dick's Sporting Goods Looks Like An Interesting Prospect [View article]
    A classic brick and mortar being run over by the internet. Beyond that, intense competition as others in this space (Sports Authority, et al) vie for the same consumer $$. Dick's presents the opportunity to "kick the tires". Visits to your local stores will allow you and/or your remote friends to observe the inventory selections (or lack thereof), price movements, and above all else product quality. As a regular shopper, I've witnessed a notable decline in quality. Items made elsewhere now made in China with salient features missing or poor duplicates. Locally, prices are generally higher than Sports Authority. Stock buyer beware.
    Oct 2, 2014. 08:42 AM | Likes Like |Link to Comment
  • Why Duke Energy Is All Set For Growth [View article]
    Duke looking beyond the domestic market for some growth is admirable. One should question whether they really understand the economic climate outside the U.S. From my perspective as a former stockholder and long time investor in this space, investor caution is highly recommended.
    Oct 1, 2014. 08:17 AM | 1 Like Like |Link to Comment
  • Windows 9: What It Must Accomplish For Microsoft [View article]
    Looks like this very recent (24-48 hour ago )article was superseded by MSFT's announcement they'll soon launch Windows 10. MSFT has the plague. Been sitting on the old school much too long. Shades of Xerox, Kodak, Polaroid, et al.
    Oct 1, 2014. 08:12 AM | Likes Like |Link to Comment
  • Singapore's Pavilion Energy signs deal to buy U.S. nat gas via BP [View news story]
    As an owner of COP, I'm still puzzled the Administration has no energy program. Why are we exporting NG when a large portion of folks in the Northeast still heat their homes with dirty and expensive imported stock from Saudi, and all other "other" friends in the peaceful Mid-East. Running NG to every home was a stimulus no-brainer during the crisis several years. The "why not" remains a mystery.
    Sep 24, 2014. 05:55 PM | Likes Like |Link to Comment
  • Barron's And Goldman Sachs Say Buy Bank Of America [View article]
    My Toronto friend indicated prices have gone through the roof but mortgages don't seem as vulnerable as in the U.S.
    Sep 21, 2014. 02:36 PM | Likes Like |Link to Comment
  • Scotland Votes 'No' - What This Means For The Scottish And U.K. Economies [View article]
    It strikes me that financial instruments aside, the primary issue was who would end up owning the North Sea oil rights. The discovery of oil in the North Sea literally saved the UK from economic extinction back in the 1960's-70's. Unfortunately production, especially on the U.K. side, continues to decline.
    Sep 20, 2014. 11:15 AM | Likes Like |Link to Comment
  • Canadian Oil Sands Update: The Mildred Lake Mine Trains [View article]
    It would be helpful to see an explanation of how this "Mine Train" process differs, if so, from that recently developed by Conoco [COP], among others. They're talking about a less expensive complete single cycle extraction using steam, as it's been explained to me.
    Sep 20, 2014. 11:02 AM | 2 Likes Like |Link to Comment
  • Statoil, The Cheapest Oil Major, Is Looking Super Attractive [View article]
    Exerpts from a recent WSJ article. Have I missed something here? This does not seem to mirror you article . . . .

    <Norway's 1Q Crude Oil Output Drops, Misses Official Forecast

    By Kjetil Malkenes Hovland OSLO--Norway's crude oil output fell 13% on the year in the first quarter and missed the official forecast, partly due to technical problems on fields operated by BP PLC (BP) and Statoil ASA (STO), the Norwegian Petroleum Directorate said Thursday. First-quarter crude oil output was about 1.454 million barrels a day, or 2% below the directorate's forecast. Norway's oil output has been on a declining trend for more than a decade. Total oil and gas output rose slightly last year, as higher gas production offset a huge drop in oil output. The total output was still 15% below the country's 2004 peak. >
    Sep 17, 2014. 12:24 PM | Likes Like |Link to Comment
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