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jarco

jarco
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  • AT&T's Juicy Dividend [View article]
    What do you think about Ford linking with Blackberry?
    Feb 25 08:39 AM | Likes Like |Link to Comment
  • AT&T Should Yield 6% With Google Fiber Looming [View article]
    Guess I agree on the "ho-hum" label for this article. Of interest here would be a technical assessment of Google's system and the cost for the build out. Are they laying fiber either on poles or underground? Even VZ experienced difficulties with both aspects. While income seekers chase the dividend and likely do not understand (or care about for that matter) the technology cost and business plan merits, there are others looking for substance. Difficult to see either within this thread.
    Feb 25 08:33 AM | 4 Likes Like |Link to Comment
  • Don't Get Electrocuted With High Yielding Duke Energy [View article]
    An extensive newspaper article published nationally within the last few days about D's "other" coal ash locations should add to investor concerns. It could very well make the traditional "unfunded pension liability" type risk pale in comparison. Further, liabilities of this nature, until recorded via law suits, remain off the books and away from scrutiny.
    Feb 24 08:39 AM | Likes Like |Link to Comment
  • ConocoPhillips: Very Lucrative At $65 [View article]
    With a 56 cost basis and regrets for not selling mid-seventies, I suggest the price weakness comes from too much NG and tar sands in COP's portfolio. The latter's processing cost is simply excessive visa-a-vis newly found US domestic shale oil. While the trend towards NG liquids is attractive, COP lack sufficient balancing domestic oil reserves. Gas is cheap and likely will remain so. Oil, on the other hand is at a premium and may get even pricier given world demand. In summary, the asset pie chart in COP's reports tells the graphic story; simply the wrong mix.
    Feb 23 05:23 PM | Likes Like |Link to Comment
  • Starbucks Is On A Growth Track [View article]
    Customer count, which depends upon better saturation and new cafe openings, is not the focus for growth. It's my view the prime thrust will be increased ticket sales. The $1.65 (which seem low) 2020 target will be blown away by the upcoming bakery item additions
    Feb 20 09:12 PM | Likes Like |Link to Comment
  • The Pros And Cons Of Investing In AT&T For Dividend Income [View article]
    In many instances, company buy backs in general takes stock off the market but adds it to support extensive stock grants to key employees. I'd be interested in the net loss for T and/or Z, in this regard. Thoughts?
    Feb 18 08:58 AM | 3 Likes Like |Link to Comment
  • Why Panera Bread Is Expected To Miss Earnings Despite Robust Growth Among Fast Casual Restaurants [View article]
    From a user side, we have frequented a franchised Panera Bread for several years and lately witnessed a marked decline in food prep quality, a reflection on staff ambivalence. Panera facilitates customer feed-back via an on-line survey prompted by one's cash register receipt. As a former stockholder and regular customer both in our locale and while on travel, the decline in service in addition to a lacking in refreshed food selection options, has been appalling, a complaint noted on nearly every cafe visit.

    I'm a long time believer of "where-the-rubber-meet... analysis and Panera if failing in many respects.
    Feb 18 08:53 AM | Likes Like |Link to Comment
  • What Can Walmart Tell Us About The U.S. Economy - Part 2 [View article]
    Rather than being the latest fad in corporate book cooking, stock buy-backs strongly suggest corporations believe it's the best investment of stockholder money. The market's rise in an otherwise dismal economic and political environment indicates investors are in full agreement.
    Feb 15 01:52 PM | 2 Likes Like |Link to Comment
  • The 3M Company: Top Line Will Meet Growth Forecasts [View article]
    Looks like Health Care was 3M's second highest growth area for 2013. While I realize it's a minimal impact area but, FYI, their consumer first aid products slam dunk J&J's quality wise, in my view. Unfortunately, they appear to be loosing the forever important shelf space battle.
    Feb 15 01:45 PM | 1 Like Like |Link to Comment
  • Exxon: More 'Major' Moves In The Permian Basin Shale Oil Play [View article]
    Interesting article. Does your view account for the recent announcement that this oil shale output contains much more natural gas than was previously forecast? Exxon bought into conventional NG big time over the last decade, acquired a sizable Marcellus play a few years ago, and clearly wasn't looking for any more at this juncture.
    Feb 11 11:17 AM | 1 Like Like |Link to Comment
  • Vodafone's Struggles In Europe Turned AT&T Away [View article]
    For the reasons outlined, I recently decreased my T holdings and added VZ in an income account. Europe is a declining economy. Several years ago, the pundits suggested it would drop to last place in the worlds economic tree with China, the US, Japan, India, Brazil, Russia, etc. all ahead of the Euro.
    Feb 11 11:08 AM | Likes Like |Link to Comment
  • Yahoo - The Right Time To Make A Move [View article]
    My Yahoo use has a similar long time use and recent disappointment. My iphone App to reach Yahoo Finance portfolios is a mere shadow of its prior self. The old Yahoo and Yahoo Finance was so good I'd be willing to pay a premium to maintain it in the old configuration. Yahoo Mail is becoming better known for its error messages than my mail messages. Gag, I cringe every time they announce an "improved" web site.
    Investors need to come off managements announcements of great things about to happen, ignore the analyst hype, and concentrate on where the rubber hits the road . . . . user experiences. I'm reluctantly trying to switch to Google Finance but find their offering much less robust than the old (and new for that matter) Yahoo. But it works; no (or fewer) error messages and faster, easier connections.
    Feb 11 10:55 AM | Likes Like |Link to Comment
  • What Does A Combined AT&T And Vodafone Company Look Like? [View article]
    Thanks to the author for an excellent article and thanks also to those who offered interesting and detailed comments. Well worth the read through. This and one other [SBUX] of our positions are at notable junctures in their respective although divergent businesses. As an investor, it's my view there's never enough input so to all, keep up the good work.
    Feb 8 03:00 PM | Likes Like |Link to Comment
  • Cliffs Natural Resources In 1000 Words: Uncertainty Abounds [View article]
    Sounds like those making comments know more about CLF than the author. I opened this article based upon my decades familiarity with Mesabi Trust [MBS] whose Minnesota land is leased to CLF at terms considered mutually beneficial. It strikes me MSB may be the better investment alternative at this juncture.
    Feb 5 08:37 AM | Likes Like |Link to Comment
  • AT&T: Still Undervalued Compared To The Industry [View article]
    Unless I missed it, there was no mention of T's debt or a critique of their cash flow analysis. The devil is in the details which I found lacking. Numerous comments on S/A have likened T's common stock to a bond; high yield, no growth. As a holder, I have to ask myself if I'd buy their bonds today and the answer is no. Then why am I still holding the common . . . .
    Feb 5 08:19 AM | 2 Likes Like |Link to Comment
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