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jarco

jarco
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  • Let's talk $2 gas [View news story]
    Unfortunately 78silverannvette, either few watch 60 Minutes any more or those watching have fallen into complete apathy. Our infrastructure moves and/of facilitates our economy. The economic tsunami of 2007-8 should have been zeroed in on this problem. Instead of creating jobs with some lasting benefits, the Obama administration concentrated on "preserving" jobs which, as we have seen, over time disappeared. We are additionally burdened with failing pension and social security systems.Additionally, and of interest for this investment community, this past weeks Barron's 2 page article outlining the dismal debt risk of the various 50 states. While not noted in the article per se, many are also posess the worse infrastructure.
    Nov 29, 2014. 12:26 PM | 4 Likes Like |Link to Comment
  • Energy names sharply lower as oil dives below $70 [View news story]
    In statements released 1-2 days ago, The COP CEO was crying about the crude export ban. Suggested it would be "good for the economy" if the ban was lifted.A major problem, according to him, is the incompatibility of newly discovered shale oil. Since it is much lighter, current refining capacity geared around sour crude can't handle. How exporting will lower prices is a mystery to this COP stockholder. Perhaps the spin-off of Phillips is coming back to haunt them.

    With 24% of reserves/production in the Tar Sands, delayed Ketstone, and tanking crude prices, COP is starting to emit an unpleasant odor.
    Nov 28, 2014. 03:34 PM | 1 Like Like |Link to Comment
  • Earn Over 10% Yields In MNC Investama Yankee Bonds, Maturing In May 2018 [View article]
    Currently on the wire from Moody's : FYI

    Moody's: Dispute Over Ownership Of Mnc Tv Is Credit Negative For Mnc And Mnc Investama
    BY Dow Jones & Company, Inc.
    — 12:51 AM ET 11/14/2014
    The following is a press release from Moody's:

    Moody's: Dispute Over Ownership Of Mnc Tv Is Credit Negative For Mnc And Mnc Investama

    http://bit.ly/1xM51dj.mc_id=
    AMRG93X0pvbmVzX05ld3NS...
    Nov 27, 2014. 12:21 PM | Likes Like |Link to Comment
  • Dividend Stocks Are Not In A Bubble, But Many Of Them Are Pricey [View article]
    Dave - In your chart section noted as M-O, you ID Oneok [OKE] as an MLP. The MLP is symbol OKS.

    Enjoy your work. Thanks for sharing
    Nov 22, 2014. 11:36 AM | 2 Likes Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Q3'14 Distributable Cash Flow [View article]
    Very comprehensive article. Thanks for your work here. Any comments on the Keystone Pipeline as it relates to PAA and, further, the energy distribution business in general?
    Nov 19, 2014. 08:07 AM | Likes Like |Link to Comment
  • AT&T To 'Pause' Its Fiber Build Out? [View article]
    This T holder agrees the the CEO. A prudent move on his part. We're talking big bucks and no assurance of a predictable ROI. Offering better transmission speeds for a premium is a no-brainer, in my opinion. Most of us pay by bandwidth. Personally, I don't need warp speed download (or upload) capability so I don't pay for it. Obama's net neutrality is simply an attempt to level the financial playing field. What will he do next, expect net-neutrality on horsepower for all automobiles? How about the same octane at the gas pump? A standard make and price for blue jeans.

    The President should admit i'ts folly to "rebuild the middle class". The middle class as he remembers it consisted of the $30/hour auto worker, now making $14. But, the new worker will feel good he or she can buy the same internet access as the rich and famous. Gag!
    Nov 13, 2014. 09:17 PM | 2 Likes Like |Link to Comment
  • ConocoPhillips: Offshore Africa - The New Frontier? [View article]
    On-shore, off-shore. For COP and others, Africa should be avoided. Rebels will unite across the continent by the time most of the ongoing exploration comes into fruition - no safe havens will prevail.
    Nov 11, 2014. 08:46 PM | Likes Like |Link to Comment
  • I Will Pass On Bank Of America [View article]
    BAC clearly is not an income stock rather an opportunity to bottom fish the largest banking institution in the U.S. With the U.S. economy recovering, albeit too slowly for most analysts, this represents a significant capital gain scenario, in my opinion.
    Nov 11, 2014. 07:23 AM | 8 Likes Like |Link to Comment
  • Why Bob Evans Could Be An Interesting Play [View article]
    Just had breakfast at a local recently renovated Bob Evans. Surprisingly spiffy decor. Two managers on floor, good service and food, and a packed house. New "healthy" menu items. I'm not a regular; pleasantly surprised, for what it worth.
    Nov 10, 2014. 09:21 PM | Likes Like |Link to Comment
  • Is It Worth Drilling For Dividends With Conoco? [View article]
    What happens to the oil glut if and when the Keystone Pipeline happens? With 24% of its production in the Tar Sands, will COP be in a better position than the other majors?
    Nov 10, 2014. 09:13 PM | 2 Likes Like |Link to Comment
  • AT&T Is Feeling The Headwind [View article]
    Why is the article referencing Sprint and T-Mobil impacts upon T and little regard for the competitive pressures by VZ?
    Nov 6, 2014. 08:12 AM | Likes Like |Link to Comment
  • Bridgeline Digital: Stock Cut In Half Before Revenue Is Expected To Double [View article]
    Well my friend, I own a few thousand shares with an 0.85 cost basis and share your concerns. Beyond that, I noted in their web site some time ago the addition of several new executives reporting to Massie; overhead the business may need but likely could ill afford. Beyond that, in my opinion, the business has floundered under Massie who additionally lacks the corporate leadership image risk prone investors expect.
    Nov 3, 2014. 08:10 PM | Likes Like |Link to Comment
  • Regions Financial Is Still Recovering From The Crisis [View article]
    Bank of America [BAC]; recovery likely at end; Largest retail footprint; greatest potential albeit at higher than Bank normal risk. Own at 15

    Well Fargo [WFC]; safe, well managed; predictable. Solid. Don't own

    Banco Santander [SAN]; Most business outside Spain. US based operation is old Soverign Bank bought for a song by SAN during crisis. Highest risk componant. Own at under 6

    Also own RF. Metrics and authors opinion aside, well positioned in still the fastest growing southeast section of the U.S.
    Nov 1, 2014. 01:41 PM | Likes Like |Link to Comment
  • If You Are Holding AT&T Just For The Dividend, Sell Now [View article]
    I fail to see the rationale of comparing a telecom common to a preferred Hotel. How about some comparative metrics? How about T vs. VZ?
    Nov 1, 2014. 08:47 AM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: ECB Tests Find That 12 Banks Need To Raise $12B [View article]
    Goes to show that all democracies are not the same. To succeed requires an informed and educated electorate, something missing in most scenarios. The U.S. has repeatedly attempted to "introduce" democratic principals to emerging and/or turmoiled countries (Iraq, Egypt, et al) with poor results. What seems to work here doesn't there. Pretty simple. Our government also pushes for human rights foregoing more basic progress issues. Everything has it place and not all democratic principals will work everywhere, in my opinion.
    Oct 27, 2014. 09:47 AM | 7 Likes Like |Link to Comment
COMMENTS STATS
1,618 Comments
1,616 Likes