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jarco

jarco
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  • Is Consolidated Edison A Good Stock To Buy? [View article]
    Just my two cents but ED and PPL are entirely different utilities. Unlike most, ED has little to no power generation capability having sold it off under a now defunct Fed/NYS mandate. Despite the risks others have rightly cited, ED presents a much different risk scenario. PPL, for example, is the successor who owned the infamous Three Mile Island nuclear generator. Others such as SO, D, DUK, etc., mirror PPL in nuclear and now coal hazard concerns. The only other electric utility w/o power generation component is CNP. Again, just my two cents but not all utilities are the same. The investment category presents entirely different financial analysis challenges than your routine DOW 30 company.
    Aug 16, 2014. 10:33 AM | 2 Likes Like |Link to Comment
  • Qualcomm: Too Much Focus On The Chinese Situation Might Create A Buying Opportunity [View article]
    Spot on, experienced. Thanks for the comment. Sounds like retribution is in order but this administration seems to avoid all conflicts no matter what. Beyond that, what China dubs "excessive" fee profits is undoubtedly accumulated in China for future repatriation or investment within China. Given the unlikely tax law change, sounds like China is adversely impacting their own economy. What do you think?
    Aug 15, 2014. 11:34 PM | Likes Like |Link to Comment
  • A Closer Look At Plains All American Pipeline's Q2'14 Distributable Cash Flow [View article]
    Nice article. Thanks for your work here. Might I ask what your take is in the Kinder consolidation announcement? How will (did) it impact the MLP world in general and PAA in particular? Thanks again.
    Aug 15, 2014. 07:44 AM | 1 Like Like |Link to Comment
  • Duke Energy: Time To Get Going [View article]
    Your article did not address Duke's $billions of liabilities within its acquisition of Progress Energy. In addition, folding power generation assets back into their regulated pool runs contra to the Feds mandate (subsequently eased) some years ago? Has the applicable regulators already passed judgment on this? If not, what's the balance sheet and other risk factors in this regard?
    Aug 14, 2014. 12:30 PM | Likes Like |Link to Comment
  • Plains All American A Top-Tier Pipeline That Can Be Picked Up Here [View article]
    Pickin&Grinnin - You're certainly spot on that too many people are chasing yield and the aging population further complicates the task. Many readers have made similar comments for a number of years. My sense suggests if they had made a substantial initial investment, the near dilemma would be mitigated to some extent. A number of years ago, an investment wise co-worker advised against making an initial "dip your toe in" investment and see how it goes from there attitude. Rather, he advocated buying enough until "it hurts" so you'll perform extensive due diligence. At the time (gag, this seems like eons ago) if one had $100K to initiate a portfolio, buy no more than 10 stocks at roughly 10 grand each. Today I'd add 3X so your (or mine) PAA investment would be at least $30K. On that basis, not sure I'd be looking to add to the position rather enjoy the prospective gains and income. Just say'in . . . .
    Aug 14, 2014. 12:14 PM | Likes Like |Link to Comment
  • Should You Be Dunking Your Money Into Dunkin' Donuts Right Now? [View article]
    For someone who hates coffee and lacks an accessible Dunkin outlet, one would question your wisdom investing in the first place. Retail is a tough business and the restaurant space tops the list. The ability to actually visit this class of businesses and correspond with others doing likewise is pivotal, in my view. An old and well proven axiom, don't invest in a business you don't understand.

    Frequenting Dunkin 2-3 times a week, I find the coffee is very good as are the muffins. Both are made fresh in the cafe but unfortunately all their other breakfast baked goods are made off site and tend to be stale most of the time. The decision to off-site these items was made several years ago and, in my opinion, a poor one. The other lunch type offerings are mirror images of McDonald's, etc. Clearly filing if your starved, relatively inexpensive, and unappealing, in my view.

    Notwithstanding other operational problems DNKN may be experiencing which may have caused a stock price weakening, issues that reflect performance where the "rubber meets the road" are compelling reason to avoid DNKN and similar stocks.

    Disclosure: I do not own stocks in this space but hold SBUX in a managed account
    Aug 14, 2014. 11:45 AM | 1 Like Like |Link to Comment
  • Constructing A Monthly Income Portfolio [View article]
    Pretty basic and very good discipline on your part. Manageable cash flow isn't strictly a month to month equalization rather maximizing yields without major cash flow holes. This article is an inappropriate over simplification for most S/A investors but likely of some value to beginners.
    Aug 14, 2014. 11:17 AM | Likes Like |Link to Comment
  • Plains All American A Top-Tier Pipeline That Can Be Picked Up Here [View article]
    Thanks for the article. One of the PAA virtues is thier relatively conservative financial model. Lower yield than most competitors and disciplined CapEX.
    Aug 13, 2014. 09:02 AM | Likes Like |Link to Comment
  • Is Now The Time To Buy Starbucks? [View article]
    <What is impressive to me is that they now charge $1.00 upcharge for the splash of sugar free syrup in your venti skinny latte: I paid $4.25 plus $1.00 plus tax in Denver, CO. for a total of just under $7.00>

    In addition to the zillions of others, you continue to pay the price. From my perspective, that's the real SBUX value. There's little economic elasticity . . . prices rise and sales continue almost unabated. Taste testers ultimate Brand Loyalty.
    Aug 13, 2014. 08:58 AM | Likes Like |Link to Comment
  • Here's Why AT&T Isn't Destined For Success With DirecTV [View article]
    Me thinks all the comments are worthy of investor consideration. Might I add a plug for S. America. Take a picture of most any other emerging market cities and what do you see? Satellite dishes adorning the balconies of every high rise apartment building. Infrastructure to replicate that distribution in anything other than satellite is beyond the stratosphere, in my opinion.
    Aug 13, 2014. 08:50 AM | 3 Likes Like |Link to Comment
  • Cliffs Natural Resources: Life After Casablanca's Win [View article]
    With Casablanca Capital now controlling CLF's board, how will this affect the stock in Mesabi Trust [MSB] who own the land Cliffs mines for Taconite ore pellets?
    Aug 11, 2014. 03:56 PM | Likes Like |Link to Comment
  • The Real Reason Starbucks Is Growing Much Faster Than Dunkin' Brands [View article]
    In addition, DUKN food offering (and most of the business for that matter) competes with McDonald's. The only thing "fresh" at DUKN are the in-store baked muffins. I enjoy 'em 2-3 times a week. The rest of the "classic" breakfast donuts are made off-site and usually rather stale. The coffee is great but they're (again) competing with McD whose coffee is only a buck.
    Aug 8, 2014. 10:21 AM | Likes Like |Link to Comment
  • AT&T: 12% Income For True Believers [View article]
    Agree. Bailed out of both T & VZ yesterday; about 6% of my portfolio. Looking to come back in lower before next x-div date approx Oct 8. Too much turmoil. Just seems the sidelines in cash the better option at this juncture.
    Aug 8, 2014. 08:01 AM | 1 Like Like |Link to Comment
  • Wix.com's (WIX) CEO Avishai Abrahami on Q2 2014 Results - Earnings Call Transcript [View article]
    Wow, not one single question or remark by WIX management relative to the Gaza-Israel conflict. The company maintains offices in Ukraine and talks about business opportunities in Brazil and Russia.
    Clearly, this earnings call forum may not be appropriate to engage these issues. For potential investors, however, this "denial" mode is bizarre to say the least. How about arranging a Q%A session on CNBC or Cramer's Street.com? If I've missed something in this regard, please comment.
    Aug 7, 2014. 01:12 PM | Likes Like |Link to Comment
  • Bank Of America: All Clear Ahead [View article]

    The yield curve seems a bit less important given the new emphasis on fees. I view it as a competitive size advantage. BAC is everywhere. Even mediocre performance will be significant.
    Aug 7, 2014. 11:58 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,556 Comments
1,548 Likes