jarco

jarco
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  • 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
  • ConocoPhillips, Short Of A Dividend Cut, Does What It Needs To Do  [View article]
    Don't be so sure. The Saudis still make $ pumping at $20 the barrel and they will keep pumping until the US multinationals cut back.
    Jan 12, 2016. 11:43 AM | Likes Like |Link to Comment
  • ConocoPhillips, Short Of A Dividend Cut, Does What It Needs To Do  [View article]
    Too little to late in my view. COP needs fresh management beginning with the CEO. Must be he's in the pockets of the BOD.
    Jan 12, 2016. 11:39 AM | Likes Like |Link to Comment
  • Starbucks sets aggressive expansion goal in China  [View news story]
    With a cost basis of 11, one of my best investments over the last decade. SBUX brings excitement to the investor world whether you drink the product or not. The interest parallels the ongoing Powerball drawing except it's able to sustain it over an extended period. Very long SBUX.
    Jan 12, 2016. 11:32 AM | 1 Like Like |Link to Comment
  • Verizon's Future Is Foggy, Own AT&T Instead  [View article]
    My sentiments entirely. The picture is almost too vivid. What helps is the team colors on a green field. Notice the degradation with the rather gray tone of indoor turf. The picture quality certainly helps selling the NFL brand.
    Jan 9, 2016. 12:12 PM | Likes Like |Link to Comment
  • Chevy Bolt Will Hurt Nissan And BMW, Not Tesla  [View article]
    Great comment especially the thought of a Bolt sans EV. Interesting dynamic when an analyst is not a car enthusiast.

    A friend sent me a Utube of a Tesla out performing a champion race car on a race track in Australia. Expressive performance; left this BMW owner with a different take on the brand.
    Jan 9, 2016. 09:06 AM | 1 Like Like |Link to Comment
  • Chevy Bolt Will Hurt Nissan And BMW, Not Tesla  [View article]
    Agree completely. Remains me of when articles/comments compare coffee, etc at McD and Starbucks. Totally different customer demographic.
    Jan 9, 2016. 08:53 AM | Likes Like |Link to Comment
  • CES Put It To Rest: GM Is Coming For Tesla  [View article]
    Interesting article and comments to the extent I was able to read them all (couldn't but don't take it personal). Bottom line, it's way too early. EVAs are here to stay for sure but picking long term survivors is unrealistic at this juncture. Not seeing BWW among the contenders was a disappointment. From a high end perspective, I was invited to see the BMW i8 and it's simply a spectacular design.
    Jan 8, 2016. 11:34 PM | Likes Like |Link to Comment
  • Walgreens/CVS: 'Low Teens' Organic Earnings Growth Tough To Find In This Market  [View article]
    The earnings are in and WBA is up smartly in an otherwise down market. What's your take Brian?
    Jan 7, 2016. 10:43 AM | Likes Like |Link to Comment
  • Verizon's Future Is Foggy, Own AT&T Instead  [View article]
    I hear ya but a recent service call was fully computerized very similar to today's automotive garage. It's a more high tech environment many HS grads may be ill equipped to handle.
    Jan 7, 2016. 10:23 AM | Likes Like |Link to Comment
  • Verizon's Future Is Foggy, Own AT&T Instead  [View article]
    10% seems a bit understated. NFL games are the top rated programs on TV if not #1 well within the top 10. With our mobile relocated population, that 16 weeks of programming is "sold out" with many fans watching their home team from afar.
    Jan 7, 2016. 10:18 AM | Likes Like |Link to Comment
  • Verizon's Future Is Foggy, Own AT&T Instead  [View article]
    Thanks for the comment mirroring my take on the T verses VZ escapade . Good to see some rationale reinforcement.
    Jan 7, 2016. 10:09 AM | Likes Like |Link to Comment
  • Verizon's Future Is Foggy, Own AT&T Instead  [View article]
    Agree with your live NFL position. While like most I hate commercials, it's an opportunity (gag, nearly 5 minutes) to take a personal break or switch over to another game for an update. A fan of just one team, I enjoy watching a rival division opponent especially one who is our very next opponent.
    Jan 7, 2016. 10:02 AM | Likes Like |Link to Comment
  • Verizon's Future Is Foggy, Own AT&T Instead  [View article]
    While it's useful to hear employee feed-back, the rubber hits the road talking to customers. It eliminates disgruntled unionized rhetoric which for these companies is contractually limited to the shrinking land line segment.

    As a DirecTV customer, I'm very pleased with the equipment and promptness of service albeit rarely necessary. The NFL package is a huge customer draw. Content production is next on the drawing board thereby offering some separation from the prior monopolies.
    Jan 7, 2016. 09:52 AM | Likes Like |Link to Comment
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