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jarco

jarco
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  • Down Almost 30%, Whole Foods Still Looks Expensive [View article]
    Nice article but I think it's a mistake getting too wound up in traditional analysis metrics for a company (SBUX included) that is anything but conventional. Customer loyalty built this company and I doubt many will leave (let alone even walk through the doors of) for the likes of WMT. The attracted customer considers the big boxes are not quality orientated - doubtful due diligence on supply chain vs. WFM.
    Jun 11, 2015. 10:33 AM | 1 Like Like |Link to Comment
  • 3 Keys Why Retired Investors Should Put Maximum Focus And Weight On Dividends [View article]
    Contrary to your assertion, from my personal experience with one of the nations largest brokerage houses, the financial services industry indeed cares a lot about the self directed investor. They provided an array of tools for which they pay subscription fees and have built extensive web sites aimed at this customer segment.

    Your comment that most self directed investors aren't smart enough to manage their own assets is an insult to those like me who have both the formal education and experience to outperform most mutual funds on a regular basis. In addition, many of my friends and compatriots are among those you scorn.
    Jun 10, 2015. 05:10 PM | 1 Like Like |Link to Comment
  • General Electric's Restructuring Plan Moving Well With $12 Billion Deal To Sell Private-Equity Lending Business [View article]
    All this re-structuring sounds fine but the real problem continues; namely, our friend Jeff. He's still there and the guy who should have recognized the need to do this eons ago. Instead, he got into a very crowded oil services business they knew nothing about just at the right peak oil price time. Brilliant . . .

    That aside, they're selling a big money maker just in able to say "look what we're doing". The money making is hidden from investors/analysts when scouring the books. GE leverages obtaining orders for jet engines, locomotives, turbines, etc. by offering favorable terms not available to potential buyers of these big ticket items through more conventional means.

    Bottom line, in my view, if Jeff stays GE will continue to languish
    Jun 10, 2015. 04:21 PM | 1 Like Like |Link to Comment
  • JPMorgan Lays Off 5,000 Employees: Investors Should Lay Aside Their Shares [View article]
    It's interesting that nearly all the comments were negative on the authors premise and conclusion. Can they all be wrong?

    Having just opened a position with JPM at 67.4, I'm not concerned about JPM rather with S/A's failure to manage content. Clearly not an easy task for sure but becoming much more essential to maintain site integrity.
    Jun 7, 2015. 09:14 AM | 3 Likes Like |Link to Comment
  • Wix Is Positioned For Continued Growth [View article]
    To the author: Aside from the WIX do it yourself platform, there is a fledgling company offering web design to businesses called Bridgeline Digital [BLIN].

    Are you aware of them? Do you think WIX management and/or venture investors could make some sense of that business the present BLIN management has been unable to?
    Jun 6, 2015. 12:11 PM | Likes Like |Link to Comment
  • Wix Is Positioned For Continued Growth [View article]
    Your comment is spot on especially significant when needing to define a product or business solution beyond the simple "mom and pop" SB, in my view. I have seen some pretty awful web sites presumably done by professionals that are well below the bar. Web sites require both an artistic touch and navigation ease technology. I current sit on a review panel looking at these aspects and other aspects for a large, well established company and continue to be amazed when they repeatably "don't get it".
    Jun 6, 2015. 11:59 AM | Likes Like |Link to Comment
  • Yahoo to shutter several services [View news story]
    We're the "older versions of iPhone software" ID'd more specifically?
    Jun 5, 2015. 09:35 AM | 1 Like Like |Link to Comment
  • Debate picks up over new brand concept at Whole Foods Market [View news story]
    Or, just buy Trader Joe's . . . . . .
    Jun 4, 2015. 06:30 PM | 1 Like Like |Link to Comment
  • Verizon declares $0.55 dividend [View news story]
    Great . . . but me wonders how much longer it'll last . . . rising interest rates and the proverbial teeter-totter stock price adjustment . . . . competition . . . . .
    Jun 4, 2015. 03:01 PM | 2 Likes Like |Link to Comment
  • Peru-Focused BPZ Resources Is On The Verge Of A Turnaround; Has 40%-Plus Upside [View article]
    Are you still holding a position in BPZRQ?
    Jun 4, 2015. 08:09 AM | Likes Like |Link to Comment
  • Banco Santander: One Of The Best Banks In The World Sells At A Discount [View article]
    Regards a portion of your comment:
    <$323 million/annually. Tremendous? If you say so. Don't invest in Israel then, it gets way more US aid. Obviously just a hapless client state. http://bit.ly/1SUy2kx>;

    Relative to Columbia, the Israeli economy is booming and unlike prior decades, not due to the Camp David military foreign aid given annually to Israel and Egypt. Israel is an incubator for corporate start-ups and innovative entrepreneurs much of which was US venture sourced. Columbia has no counterpart.
    Jun 3, 2015. 11:29 AM | Likes Like |Link to Comment
  • Oil industry rebuts proposed Arctic drilling mandates [View news story]
    You sound like the CEO of ConocoPhillips! Lifting the export ban would curtail domestic supply and raise prices at the pump. Who cares if we can control the world market share when we can't even control what happens domestically?
    May 31, 2015. 08:27 AM | Likes Like |Link to Comment
  • 3 Keys Why Retired Investors Should Put Maximum Focus And Weight On Dividends [View article]
    Suggest a chart comparing XLU to SO and XEL may be of interest. For the latter two utilities, over last 10 yrs. XEL outperformed SO by 3X, 2X in last 5 yrs. While the unfavorable dividend spread may be 1% or more, XEL also brings superior management and geographical diversity.
    May 30, 2015. 08:10 AM | 1 Like Like |Link to Comment
  • Oil industry rebuts proposed Arctic drilling mandates [View news story]
    Drilling in off-shore Arctic waters is an insanity. The Fed never should have authorized; instead, re-visit Anwar on-shore.
    May 29, 2015. 09:32 AM | 1 Like Like |Link to Comment
  • 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
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