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jarco

jarco
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  • BP: A Possible Tax Inversion Takeover Target [View article]
    P.S. Nice article and comments read. Speculation of this nature is both interesting and appropriate in S/A, in my opinion.
    Jun 25 08:32 AM | 2 Likes Like |Link to Comment
  • BP: A Possible Tax Inversion Takeover Target [View article]
    By the time any reform takes place, most of the $$ being held off-shore will already be spent. The GE-French deal is but one example. US based companies would be foolish to simply hold profits made elsewhere to remain essentially in a closet.
    Jun 25 08:29 AM | 2 Likes Like |Link to Comment
  • Why I Closed My Sears Long Position [View article]
    I guess that begs the question, why would anyone own SHLD in the first place. Beyond that, real-estate highly linked to brick and mortar retail businesses may ultimately be worth the price of empty warehouses.
    Jun 23 08:48 AM | 1 Like Like |Link to Comment
  • U-verse Is The Regulatory Key To The Proposed AT&T/DirecTV Merger [View article]
    Likewise good article. Also own both T & VZ having reduced my T in favor of newly acquired VZ a few mos. back. Maybe a bit of Warren Buffet's influence.
    Jun 21 07:56 AM | Likes Like |Link to Comment
  • Medtronic's Move To Acquire Covidien Is A Necessary Evil [View article]
    Call it what you want, clearly part of this Medtronic - Covidien acquisition strategy is to off-set the medical tax imposed by Obama Care on all medical device manufacturers in this country.
    Jun 17 08:13 AM | Likes Like |Link to Comment
  • Siemens/Alstom And The Japanese Connection [View article]
    Ironically, Hitachi is a GE partner in the nuclear power plant space.
    Jun 17 08:04 AM | Likes Like |Link to Comment
  • I Have No Fear Of A Market Crash Or A Significant Correction, Here's Why: Part 1 [View article]
    Interesting article from a highly respected source and equally interesting commentary. This is obviously a very wide subject and, in my view, should be treated accordingly. Don't get enamored with the details; maintain an arms length perspective.

    What's fascinating in this market place is the vulnerabilities of the respective companies. Those highly dependent upon their "brand" values for continued success are most vulnerable. A prime example is Procter & Gamble. Name brand products are "on sale" at every grocery/staples outlet. It sends a message about the future stability. While their beta may be low, the risk of a rapidly declining business base remains.

    Beyond that, we're a consumer driven economy. Today's consumer loyalty is no longer on stable footing. Taste preferences ranging from food, clothing, to general life style are becoming less and less predictable. Here, for example, lay the likes of McDonald's, Sears, Sony, PVH (Hilfiger, et al), PEI (Levi's, Dockers, Perry Ellis, et al) and the list goes on until we historically reach the Kodak's, Polaroid's, etc.

    Bottom line, we zero in on P/E's, brands, low beta's, yield, etc. metrics and forget about fundamental execution at the market place. For this and other aspects, with little exception (ED), I have never owned any company mentioned in Chuck's well presented article. Just sayin . . .
    Jun 14 11:09 AM | 2 Likes Like |Link to Comment
  • Starbucks (SBUX) at William Blair Growth Stock Conference -Transcript [View article]
    Interesting and insightful SBUX commentary. A bit unusual, in my experience. I continue to believe food items will drive the avg ticket significantly higher. Their concentration around loyalty and store design speaks well for managements ability to walk and chew gum at the same time.
    Jun 12 03:28 PM | Likes Like |Link to Comment
  • Cliffs' Shareholders Likely To Begin Ousting Its Board Next Month [View article]
    What affects, if any, is this CLF debacle have on Mesabi [MSB] Trust's business going forward?
    Jun 12 03:07 PM | Likes Like |Link to Comment
  • Seeking Alpha Celebrates 2MM Real-Time Alerts Subscribers! [View article]
    I'd like to add my 2 cents to the last comment. S/A needs to weed out the agitation. Abusers should be slam dunked. The contamination will ruin the brand.

    Congrats to S/A for achieving 2M participants level.
    Jun 12 08:42 AM | 4 Likes Like |Link to Comment
  • GE Wants To Put Part Of Its $87B Cash Stash To Work In A Highly Synergistic Alstom Energy Business [View article]
    Allow me to mirror other sentiment displayed . . . this is one of the best articles posted on S/A in recent memory. I'm not a GE (or Jeff) fan so don't get too excited about this opportunity but the coverage here is outstanding. Congratulations to the author. Thanks for your work here.
    Jun 12 08:30 AM | 1 Like Like |Link to Comment
  • The 7 Best Electric Utilities Americans Can Own [View article]
    It just "shows to go ya" the conclusions drawn mirror the research premise . . . . simply awful.
    Jun 11 08:30 AM | 1 Like Like |Link to Comment
  • Why Qualcomm's Royalty Rate Will Continue To Decline [View article]
    Your comment on this QCOM article appears spot on. Clearly looks like a volume verses rate argument is a slam dunk in favor of volume. This is very common in most high end technical/electronics scenarios as products mature and gain wide acceptance. Perhaps the S/A editors will take note when submitted articles dribble rubble.
    Jun 9 04:29 PM | 2 Likes Like |Link to Comment
  • Will Obama's New EPA Regulations Benefit Wisconsin Energy And Others? [View article]
    Sounds like the suppliers to WEC, and similarly impacted utilities, will be the prime beneficiaries, no?

    As for your comparisons with WEC's competition, XEL's annual operating cash flow was twice that of WEC. Unless I missed it, the Capex spent directly in reducing carbon emissions was not included in your argument. Absent this and other relevant metrics, I'm having difficulty understanding the merits of your conclusion. Are you in a position to forward additional narrative in this regard?
    Jun 5 05:19 PM | 1 Like Like |Link to Comment
  • Lands' End: An Overvalued Retailer With More Downside Ahead [View article]
    You're spot on and unfortunately this quality degradation is common to all their competitors, both on-line and brick & mortar. I purchased a sport coat from a close LE competitor (same mix of stores and on-line proportional business) a few years ago. It was to be a 42 short but delivered with long sleeves. My research concluded the sleeve length was that of a regular size and, of course, attached to a short body. The rep I phoned literally went out to their warehouse, measured the identical items in inventory, and confirmed their entire buy was similarly defective. Conclusion - The retail clothing QC at the product source continues to be a missing business discipline across the board. From an investment standpoint, this space should be avoided entirely.
    Jun 5 04:58 PM | 2 Likes Like |Link to Comment
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