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jarco

jarco
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  • Why I Sold Apple And Bought Yahoo [View article]
    Thanks for the article. It was worth the effort to scan the comments especially regards Yahoo. The user interface is critical, in my view, and where a prospective long range investor should concentrate. The Yahoo site continues to degrade, further accelerated by the seemingly routine design changes. I have used and depended upon Yahoo Finance for eons. Their data package provides metrics unavailable from either of my two brokerage accounts. Hopefully the trend will at least moderate. I can't fathom a move elsewhere.
    
    Feb 4 08:35 AM | 1 Like Like |Link to Comment
  • Will Starbucks' Investors Flip When Coffee Prices Go Up Again? [View article]
    I'm less concerned about coffee prices than with the success, or lack thereof, selling selected high end bakery items to increase ticket price. In my view, it'll be the classsic rubber meeting the road scenario.
    Feb 3 10:02 PM | 1 Like Like |Link to Comment
  • Starbucks: Pullback Would Only Make The Stock More Attractive [View article]
    Thanks for the article. Very good summary. Will be interesting to see how the bakery initiative pans out. Potentially higher ticket even with flat store visits should bode well fo SBUX, in my view. Long SBUX in managed account. Would consider adding to position as and if price may weaken.
    Feb 1 11:54 AM | Likes Like |Link to Comment
  • AT&T - Competition, Leverage And Cash Flow Pressure Limit Appeal [View article]
    Good article. Oh, for the very important analysis component, Cash Flow. That aside, their prime competitor for investor dollars isn't much better. As I recall, their total debt before buying the rest of Verizon Wireless was in the stratosphere, yes?
    Jan 30 04:10 PM | 2 Likes Like |Link to Comment
  • Bank Of America: Billions In Additional Profits Coming, Here's How [View article]
    Interesting analysis. Thanks for your work here. That said, investors should take note of how a business performs where the rubber meets the road; namely, customer service. Yesterday, in light of the ongoing account security concerns (Target, et al), I visited my local BAC branch to request a new credit card number. After having to call "headquarters", I was informed they would be pleased to do that but my existing card would be immediately frozen and a new card would not be available for 6-10 days. Protesting the inconvenience, I suggested the last time this occurred was at the banks volition and a new card arrived in the mail in due time while the old one could be used in the meantime. Given the potential threat that was well advertised, this disinterest and rigid compliance with some hopefully outdated procedure manual was unacceptable. Where the rubber meets the road. This is a highly competitive business. A Wells Fargo branch is directly across the street. Not a comforting picture for a loyal longtime BAC customer and stock holder. Just say'in . . . .
    Jan 29 11:22 AM | Likes Like |Link to Comment
  • Qualcomm's Value Under Pressure [View article]
    Hard to argue with your conclusions and those cited. Unfortunately, too many so called evaluators/analysts don't really understand the business they are writing about. Technically, QCOM literally own the cell phone business which is clearly one of the worlds highest growth areas.
    Jan 29 11:04 AM | Likes Like |Link to Comment
  • Starbucks: Gaining Momentum [View article]
    Excellent comment. This is an operational problem addressed by the fast food people utilizing a tandem drive through window arrangement; two service windows manned by two sets of order fullfillers. They need to adapt the supermarket model for rush hour opportunities. SBUX is losing sales. To your point and of equal import, customer loyalty. This business needs nimble solutions.

    Beyond your comment and the scope of this article, in my view SBUX appears to be at a crossroad regards domestic business. While its great to project the China penetration opportunities, same store growth will be highly dependent upon the newly introduced "bakery" items discussed in the recent analysts call. Customer count stagnation is countered by higher ticket sales. I therefore suggest this articles premise has little relevance.
    Jan 28 05:17 PM | 2 Likes Like |Link to Comment
  • In The Pursuit Of Dividends: AT&T [View article]
    That's why BuffaloBell asserted in comment #1 to this article that

    "T is paying dividends with money it doesn't own."
    Jan 27 04:23 PM | Likes Like |Link to Comment
  • Salesforce.com Shares Not Cheap [View article]
    Unfortunately, the overwhelming majority of comments appear critical of the analysis technique on its fundamental basis. In my view, what stands out is the inappropriateness of the application to this stock and similar unprofitable but growth oriented companies; Amazon, for example. Simply, the article does little to convey an adequate sense of reality investors are clamoring for when considering the potential of "high flying" technology candidates.
    Disclosure: long but waning on CRM in managed account
    Jan 27 11:59 AM | 1 Like Like |Link to Comment
  • Banco Santander: 50%-Plus Upside In 3 Years [View article]
    I tend to agree with your conclusion but fail to see you've provided sufficient rationale to support it. Your focus, in my view, is too narrow and does not give sufficient weight when considering a multitude of investment metrics particularly relating to the banking sector.
    Long SAN
    Jan 27 11:11 AM | 2 Likes Like |Link to Comment
  • Starbucks Is Not A Buy At $75 [View article]
    If you sold at 55 I assume your entry price may have been where one of my managed account is, around 22. Nice profit, congratulations. That said, I'm sure you wished it was at yesterday's price.

    As one of those still holding currently, it seems SBUX is at another pivotal crossroad as they've concluded same store sales have peaked and they need to inject some new growth prospects. For us it's the classic, what to do . . . what to do scenario. Will they succeed and what is the measure of success?

    My answer calls for some field work. As the now little known investment guru, Peter Lynch advocated, get out there in the action. Visit stores, try on (or try out) the merchandise, talk to customers, in short . . . see for yourself.

    So you former and current SBUX investors, stake out your territory, and report back to S/A on how the new campaign is doing. Its only in 30% of the country, the territory was outlined in the analyst call a few days ago. I have a compatriot in Boston, who's next?
    Jan 26 05:10 PM | Likes Like |Link to Comment
  • How Is AT&T Dealing With The Competitive Pressure [View article]
    As a T holder I'm looking for high yield dividends and reasonable company financial health. I invest elsewhere for growth which, for me, assures not being eaten alive from inflation. For others, its somewhere else to grow their portfolios at the commensurate risk.

    Looking for growth with T or Z, for example, is like expecting to grow grass inside Lucas Oil Stadium.
    Jan 26 04:42 PM | Likes Like |Link to Comment
  • HP Is Bouncing Back With Diversification [View article]
    While HP's printer and PC businesses tank, entering the server, cloud, etc arena is unchartered waters dominated by substantial players and hot shot newbies. Difficult to justify investing in this potential Kodak, Polaroid, Xerox player, in my view.
    Jan 25 11:10 AM | 2 Likes Like |Link to Comment
  • 3 Utility Stocks: 2 To Sell, 1 To Hold [View article]
    In my experience, best to sell these two dogs, take your losses and rotate into better utility stocks. The question always remains . . . . . . . will XXX I hold outperform YYY I could rotate into. Sounds like the answer may be NO.
    Jan 25 10:59 AM | Likes Like |Link to Comment
  • Here's What The Buy Side Expects From Starbucks [View article]
    Any comments gentlemen on today's (1/24/14) SBUX price and volume performance visa vie the general market?
    Jan 24 05:38 PM | Likes Like |Link to Comment
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