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jarco

jarco
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  • ConocoPhillips: One Of The Best Picks In The Sector? [View article]
    As of July 8, there has been NO lifting of the crude export ban. If you have more current info, please post it with your source. Thanks
    Jul 10 03:14 PM | Likes Like |Link to Comment
  • Can Starbucks Weather The Coffee Drought? Probably. The Competition? Maybe. [View article]
    Your comment is spot on, in my view. Beyond the Tea aspect, SBUX's coffee expansion into China and other areas mentioned should bode well as prior native preferences for U.S. products (Marlboro, Levi, Buick automobiles, etc) has proven. As much as I respect Korean capabilities, much of their success has come from product acceptance as opposed to consumer based brand loyalty.
    Jul 10 12:20 PM | Likes Like |Link to Comment
  • Verizon Looking To Challenge Akamai With New Cloud-Based Web Application Firewall Service [View article]
    Interesting article and subsequent comments. I attempt to follow this DDoS space as a priority particularly as cloud vehicles have grown almost exponentially. Thanks to all for your work here.
    Jul 10 11:58 AM | Likes Like |Link to Comment
  • Alacer Gold Is A Case For The Bears [View article]
    Thanks for the informative article. ALAIF was mentioned as one of three promising gold stock in a very recent S/A article, an assessment seemingly adrift from the facts on the ground. Beyond the fundamentals, Turkey is slowly being exposed to political unrest in addition to being a neighbor to a looming time bomb.
    Jul 4 07:22 PM | Likes Like |Link to Comment
  • Starbucks: Undervalued With A Price Target Of $101 [View article]
    Nice to see some optimists among the naysayers. While it's early, it was my view the new menu items would drive the tickets up and likely meet your projections at home. With China and tea globally (the first brand so widely marketed), over-all growth is entirely possible. We shall see . . . .
    Jul 4 07:15 PM | 2 Likes Like |Link to Comment
  • Qualcomm buys WiGig chipmaker Wilocity [View news story]
    As a QCOM holder, not sure further linkage with an operation right in the middle of jihad terrorism is a good idea. Business interruption insurance must be at quite a premium.
    Jul 3 10:46 AM | Likes Like |Link to Comment
  • Suncor Energy: Buy The Stock For 10% Dividend Growth And Fair Valuation [View article]
    But North America is awash with crude and the Tar Sands production model is the most costly. Why wouldn't you be better off in the conventional area or at least diversified such with COP?
    Jun 29 08:08 AM | Likes Like |Link to Comment
  • High-Yielding AT&T Is Making Me Anxious [View article]
    Unless I missed it, your analysis did not address cash flow, and specifically free cash flow. Earnings, P/E's, etc. don't tell the entire story. T's ability to pay debt, dividends, Capex, buy backs, etc. is largely (some would emphasize entirely) dependent upon cash flow. You might find its not all that dire and decide to hold your position. Disclosure: Long T and VZ.
    Jun 29 08:03 AM | 9 Likes Like |Link to Comment
  • Protecting Your Income Portfolios In Today's Market: Consider Defensive Utility Stocks [View article]
    Sounds like too much has occurred since you left ED. They "own and operate" or need to "upgrade" so few plants it's down into the noise level. ED and other primarily northeastern utilities sold virtually all their power generation facilities prompted by a divestiture mandate initiated by Fed (and in ED's case, NYS) legislation and/or regulation. Yes, their distribution is marginalized mostly from age and the installation challenges unique to NYC and similar large cities but to label it abysmal is an unfair and inaccurate characterization. ED will buy power from NYPA or whomever is available and and whatever cost, and charge a regulated fee for distribution. This business is very similar to Houston based CenterPoint Energy. Strictly a distributor of someone else's power, very similar to gas/oil pipeline companies. A toll road for energy.
    Jun 28 02:25 PM | 4 Likes Like |Link to Comment
  • Protecting Your Income Portfolios In Today's Market: Consider Defensive Utility Stocks [View article]
    For what its worth, I'd avoid HE. Aside from the routine metrics analysis, a key aspect of the utility "boom" has come from acquisitions. Most A&M's have involved neighboring or reasonably close service territories. This affords additional synergies beyond the usual back office/overhead consolidations. HE lacks that feature. They're isolated in this respect and additionally with little or no "expansion" room or organic growth.
    Jun 28 02:06 PM | 1 Like Like |Link to Comment
  • Protecting Your Income Portfolios In Today's Market: Consider Defensive Utility Stocks [View article]
    While I no longer subscribe, Value Line was a reliable source of various state regulatory climates. Not sure if it was within their analysts narrative or a tabulation.
    Jun 28 01:55 PM | Likes Like |Link to Comment
  • Verizon loses German contract amid NSA uproar [View news story]
    Looks like this issue was poorly handled by just about every entity right from day one.
    Jun 26 05:10 PM | 2 Likes Like |Link to Comment
  • AT&T: A Junk Bond In Equity Clothing [View article]
    Sounds like the author is trying to sell bonds funds financed by the fear he generates among AT&T stock holders. He should get his facts straight and come to a more informed understanding of T's fundamentals. Among other things, his concern about T's pension liability is incorrect. This was alleviated some time ago (see the link below)

    http://on.wsj.com/1qeJUBJ
    Jun 26 11:20 AM | 8 Likes Like |Link to Comment
  • Whoa! ConocoPhillips Has Moved Too Far Too Fast [View article]
    As I have indicated with past articles from this source, their conclusions are based on strict seemingly proprietary mechanical metrics that miss the business fundamentals. In my view, COP is the best in the business and at one time or another, I've owned them all. I consider this space to be my prime wheelhouse and with a mid-50's cost basis, holding and anticipate a near 100 target within 12 months. Just my 2 cents . . . .
    Jun 25 11:46 AM | Likes Like |Link to Comment
  • General Electric: The GE Capital Spin-Off Can't Come Soon Enough [View article]
    You're spot on. By the time we see any tax reform, all those billions (trillions) stashed away off-shore will be spent. This will essentially make permanence the move of wage and investment opportunities to off-shore domicile. What a wreck.
    Jun 25 08:41 AM | 1 Like Like |Link to Comment
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