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jarco

jarco
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  • Where Do Analysts Stand On Bank Of America? [View article]
    Not sure I agree regards Moynihan. I lived in his territory pre-BAC and was thrilled when he took current post. You're right about the distractions although it was likely more acute, tumultuous frankly. Not only were the problems difficult and numerous, it and subsequent penalties sucked cash away from much needed and routine business infrastructure improvements. I would cite their computer system among other necessary neglects.

    Bought at 15. Will patiently wait for mid-20 at the very least. Much larger % over time than other institutions in this space, in my view.
    Jul 14, 2015. 07:45 PM | 2 Likes Like |Link to Comment
  • Adding ONEOK To My Dividend Pipeline [View article]
    Since my 7/11 post, larger than normal call options at 47 volume has occurred further boosting attractiveness at 40+
    Jul 13, 2015. 12:43 PM | Likes Like |Link to Comment
  • Morgan Stanley: Three financials to buy into earnings [View news story]
    Can't agree more. This beaten bank stock's potential exceeds almost anything else I own in the broad market at this juncture.

    Long JPM, BAC, RF, and SAN in this space
    Jul 13, 2015. 12:33 PM | 5 Likes Like |Link to Comment
  • Adding ONEOK To My Dividend Pipeline [View article]
    The loss is history. What matters now is OKE's potential going forward verses all other options within this income seeking arena. Personally, I owned ONEOK selling in 2012 in the mid-80's from a 10-12 year earlier mid-20's. A nice run then and an interesting prospect currently, in my view.

    Given the domestic use and modest (too little transit capacity) export potential coupled with OKE's primary position in Bakkenn, I'm a buyer here. While most analysts are in a hold status, today's price point, yield, and demand looks good. Notable, is the Bakken emphasis as opposed to all the other more costly shale plays out there.

    Again, the past is history. What counts is what one does going forward
    Jul 11, 2015. 01:34 PM | 3 Likes Like |Link to Comment
  • Column: Why investors should short oil majors [View news story]
    Interesting article. Contrary to the numerous negative comments to your assertion, I happen to agree with your broad assessment. While shorting may be appropriate, I' d prefer to lable big oil's immediate future as an "avoid" for most investors looking for both income and growth. I intend to maintain my position in COP, for example, enjoy the unusual income yield and literally hope for the best. As a seasoned oil patch investor, given the world's state of affairs, I hate to admit I'm perplexed and somewhat lost in the proverbial 'what-to-do, what-to-do' quagmire. Thanks for your work here.
    Jul 10, 2015. 09:24 AM | 2 Likes Like |Link to Comment
  • Is Regions Financial's Stock Worth Considering Right Now? [View article]
    While generally useful, I'm not sure the metrics you cite are all that significant. Banks and other enterprises, such as Utilities, are different animals when compared to industrials, retail, and the bulk of other listed corporations.

    Within the banking sector, for the most part, RF is strictly retail. How does one differentiate the metrics compared to the likes of JMP, C, etc.?
    Jul 8, 2015. 09:06 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Tsipras Heads To Brussels For New Deal [View article]
    There are more issues here than simply letting Greece float out to sea. What will they become as a result? The historically highly socialist society will become a haven for terrorist albeit Islamic or otherwise. Quite an unknown vacuum and prolonged era of uncertainty which is a darth for the investment community. Be careful what you wish for . . . .
    Jul 7, 2015. 08:43 AM | 4 Likes Like |Link to Comment
  • Banco Santander: One Of The Best Banks In The World Sells At A Discount [View article]
    They traditionally advertise where "earnings" come from but not volume. While the former certainly is of interest, the latter suggests a degree of involvement, hence risk.
    Jul 7, 2015. 08:33 AM | Likes Like |Link to Comment
  • Ford Vs. GM: From A Dividend, Free Cash Flow (And Valuation) Perspective [View article]
    Interesting article. Thanks for your work here especially with the all important free cash flow segment. From an analysis metrics standpoint, an essential component too many times forgotten or ignored.

    That aside, from a potential ownership aspect, one must delve into the more intrinsic world of product design and future sales potential world wide. Of particular interest, focusing on China and other emmerging economies. For this reason, I own and prefer GM.
    Jun 30, 2015. 09:23 AM | 2 Likes Like |Link to Comment
  • Volkswagen to launch low-cost car line [View news story]
    Might be hard to beat German engineering & manufacturing technology. I own both VLKAY and GM but the latter based upon their China position. Domestically, reliability is an issue and while the Cruise clearly is a product of the "new" GM, another "beetle" craze may be hard to overcome for GM.
    Jun 28, 2015. 02:29 PM | Likes Like |Link to Comment
  • CWA ratifies three-year labor deal with AT&T Midwest [View news story]
    All this is limited to land line and associated legacy business, yes?
    Jun 27, 2015. 12:34 PM | Likes Like |Link to Comment
  • Xcel Energy Is Entering A Bear Cycle [View article]
    Dear Author -Are you sure you have a complete picture on NG exporting? Less that going to Mexico via direct pipeline, it's all by ship and the volume relative to US supply/production is minuscule.

    I agree regards the coal exposure. This also affects Duke, Southern, and many others. Are you suggesting a sell on those as well?
    Jun 27, 2015. 12:23 PM | 3 Likes Like |Link to Comment
  • Marketo: Ad Bridge, Gimbal, And Beacon Marketing [View article]
    It would be helpful if you provided some rationale for your opinion. Is it possible, for example, you got burned when the stock tanked in April?
    Jun 27, 2015. 12:12 PM | Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    Rather than comparing APL to MSFT, I'm reminded of a feature article in the Barron's a few weeks ago about the future of MSFT. In my view, a compelling argument suggesting MSFT needs a change in direction particularity with the growing negative stigma "Windows" has created.
    Jun 21, 2015. 05:39 PM | Likes Like |Link to Comment
  • Top 10 Utilities For Dividend Growth And Income [View article]
    You're right, the pull back was a reality check as many income payers were in high demand with investors reaching for yield as interest rates continued to languish. Let's face it, P/E's in this space were well ahead of historical trends.

    As for the candy store, unlike younger guys such as yourself, we retired types tend to be relatively short term investors. Cash becomes king rather than witnessing a steady and predictable drop.
    Jun 21, 2015. 05:15 PM | Likes Like |Link to Comment
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