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jarco

jarco
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  • COP: A Great Stock For Income Oriented Investors [View article]
    poipu1946 - But what happens to the 24% of COP in Canadian Tar Sands? Lots of upramp investment $ about to be turned on in the face of yet another problem in addition to environmental concerns . . . falling crude prices
    Dec 30, 2014. 07:56 AM | 1 Like Like |Link to Comment
  • DirecTV hiking prices ahead of AT&T deal's closing [View news story]
    Compared to the service one has come to expect from AT&T, Direct is almost 180 degrees out of phase in terms of timelessness to restore complete outages, in my experience. Should become quite a cultural shock to T folks as they initiate integration. My prime retention rationale is the sports package. My only option is a local CATV which private, reasonably well run and well below Cox, et al
    Dec 30, 2014. 07:45 AM | Likes Like |Link to Comment
  • Bridgeline Digital's (BLIN) CEO Thomas Massie on Q4 2014 Results - Earnings Call Transcript [View article]
    Hello 8547481- Yes, it appears to be the same hype Massie gave Bridgeline folks last year. Would be nice to hear exactly where the $2M of cost cuts will come. They hire a whole bunch of top level mgmt last year which I suggested was over the tho given the co. size and scope. The co. desperately needs a new CEO, in my view.

    Have owned this stock (now 10,000 shares) for several years in a Jim Cramer "Mad Money" account. My psychiatrist still insists it's a good one.
    Dec 30, 2014. 07:24 AM | Likes Like |Link to Comment
  • BP Investing In The Massive Potential Of Iraq's Super Field [View article]
    Biggest issue from my perspective is well (field, in this case) security. CNPC is a Chinese government entity. Should be very interesting to see if and how they secure not only their investment but the critically needed oil flow.
    Dec 27, 2014. 10:24 PM | Likes Like |Link to Comment
  • After Tax Cut, ConocoPhillips Expands Alpine Field In Alaska [View article]
    Interesting article. Thanks for your work here. A couple of comments/questions.

    First, how do your quoted finding costs compare with the U.S norm in places like the recent Texas -Arkansas or North Dakota, for example. Beyond that, in the past several years BP and others have been warning that the Alaska Pipeline cannot operate below a certain flow capacity and the limit was fast approaching. What will be the impact on that advertised operational limit?
    Dec 26, 2014. 08:06 AM | 1 Like Like |Link to Comment
  • Dunkin' Brands' Troubles And The Parallels To Starbucks [View article]
    Our research suggests those in a higher income demographic “prefer” SBUX over DNKN, MCD, and the like and, of course, can afford the obvious premium. The atmosphere and experience factor, among others, clearly is in play.

    Having lived in DNKN’s northeast backyard for literally decades, I was a daily breakfast consumer . . . . a small regular and a chocolate covered doughnut. Since semi-retirement, it’s 2-3 a week in a warmer climate and a coffeecake muffin and a medium coffee. Regulars will identify that as a No. 2. Regretfully, I’ve also observed a steady yet predictable decline in the food category, but that’s another chapter

    SBUX has brought an experience factor beyond simply the urge for some good java. Personally, we’re at best monthly visitors. Of interest, many SBUX customers also “prefer” WFM to the more conventional supermarket, are active physically and appear more prosperous, in general

    A large group of my investment compatriots are fortunately spread across the nations larger cities. Not all, but many like me, made their living as business and technical consultants/operators/... and enjoy not only sampling the pallet offerings but analyzing the observed business climate. Menu, atmosphere, work flow & layout, cleanliness, among other metrics and sharing their observations and/or conclusions. It keeps us engaged, as one participant relates, and of course fills the pool with investment data, sentiment.

    When working, I traveled extensively. Found myself at a lunch counter studying the operation awaiting my order. An ingrained habit I suppose . . . perhaps more likely the vocation chosen. Added to this is talking to customers, staff, and sometimes owners/franchise holders. Businesses observed range from supermarkets, drug and restaurant chains, clothing stores, among other primarily retail establishments. I refer it as “kicking the tires”, recalling one of the first high impact books on investing authored by Peter Lynch. For him a drive to the Burlington or Braintree Mall from downtown Boston. . . . a lunch time break to stroll through the array of stores which were about to be the talk of Wall Street. Chat with customers, check the fashions, store displays, quality, ad infinitum. Customer preferences, demographics . . . .
    Dec 24, 2014. 02:02 PM | Likes Like |Link to Comment
  • Kinder Morgan Inc.: The Exxon Of Pipelines [View article]
    What pipeline are you referring to?
    Dec 24, 2014. 12:53 PM | Likes Like |Link to Comment
  • 3 Dividend Stocks To Buy After The Oil Price Collapse [View article]
    While you favor EPD for reasons stated, what is your take on PAA? Price wise, PAA is flat for the year/YTD verses a 8% increase for EPD. Yield is 5.1 vs. 4.2%
    Dec 24, 2014. 12:47 PM | 1 Like Like |Link to Comment
  • CenterPoint Energy: The Sweet Spot For Dividend Growth Investors [View article]
    Thanks. A very good article on a very good company. Respectable yield aside, bought Mar 2010, I've enjoyed nearly a 50% capital gain in less than 5 yrs. A core holding in a heavy electric utility portfolio, CNP offers participation in electric distribution without the capital burdens of power generation. An electrical toll road.
    Again , thanks for your work here.
    Dec 23, 2014. 09:37 PM | 2 Likes Like |Link to Comment
  • Valuing PAR Technology With New Leadership Justifies Cautious Optimism [View article]
    Me thinks the author chose the wrong enterprise to evaluate. Lots of work about a marginally positioned entity.

    PAR's "commercial" business is steep in new technology that is continually evolving. A high risk task in a weak, highly competitive business arena. Perhaps PAR may decided to split. This would clearly expose the relative strengths and weakness of the business platform and respective management teams. Meanwhile, if there was ever a time to be on the sidelines, this is da place . . . .
    Dec 23, 2014. 09:12 PM | Likes Like |Link to Comment
  • Dunkin' Brands' Troubles And The Parallels To Starbucks [View article]
    It isn't personal preference as much as customer demographics.
    Dec 23, 2014. 09:36 AM | 1 Like Like |Link to Comment
  • Dunkin' Brands' Troubles And The Parallels To Starbucks [View article]
    As a public service to fellow S/A readers . . . . . . might I suggest ANY article with both DNKN and SBUX involved isn't worth opening. It's like comparing Ross stores with Saks Fifth Avenue; BMW with Renalt.
    Dec 22, 2014. 09:00 PM | 2 Likes Like |Link to Comment
  • How ConocoPhillips' SAGD Oil Sands Operations Will Fare With $40 WCS [View article]
    Thanks for the article. I must respectively disagree the objections to Keystone are purely environmental. In my view its as much as operational in-balance and the need to export.

    A few questions please. If Surmont initially produced 25,000 bpd of bitumen and will ramp up to 136,000 bpd of bitumen when fully operational, what prior source of oil crude entering U.S. refineries will this replace? How and where will this "re-balancing" take place and in what form?

    Down stream refineries are already beyond capacity and none are on the drawing boards. Frankly, it appears this "excess", along with the balance of new Canadian finds, can only be exported. Keystone is simply a facility to facilitate the export of Canadian Tar Sands, pure and simple.

    A recent posting deserves repeating. In a broadcasted interview/presentation, "The CEO of ConocoPhillips (24% proven reserves in Canada) recently urged a reversal of the 1974 crude export ban suggesting if we export it will, in his words, stabilize the world oil market. With a forceful and nervous demeanor, he further verified and clarified the refinery problem. Seems our refiners are historically geared to process sour and heavy crude. The inclusion of now copious amounts of sweet shale oil cannot be readily handled.

    As for the construction jobs Keystone will create, why haven't Canadian interests lobbied for an Alberta - Vancouver pipeline. Won't this creates jobs for Canadian workers?

    Finally, part of ConocoPhillips plan to reduce spending next year comes from construction on the Surmont 2 coming to an end. What % of the total CAPX reduction is attributable to Surmont?

    Thanks again for your fine presentation. I look forward to additional dialog on this important issue. In full disclosure, I am a COP stockholder (among others) and have been active in the oil patch for decades.
    Dec 22, 2014. 04:15 PM | Likes Like |Link to Comment
  • Is This The Best Investment In Shale Oil? [View article]
    Your intro comment that you don't know much about the oil patch is quiet evident. While it will take some time for the dust to settle, oil shale's future depends upon the status of the Keystone Pipeline. It is thought that Tar Sands is the world largest oil reserve. Unleashing it will flood the western hemisphere with crude. Yes, it may be a few years away but time has a way of accelerating as the world economic supply/demand model slowly adjusts.
    Dec 20, 2014. 12:37 PM | 1 Like Like |Link to Comment
  • Verizon: The Only Way I Would Buy Its Stock [View article]
    The interesting REIT issue aside, there is limited competition in this space over-all. They're all vying for spectrum and minimizing wireless churn but at the end of the day, T and VZ will be the only ones standing, in my opinion. Something revolutionary will redoubtably come along either by some start up ala Google, et al or the likes of a China Mobil. Technically, it's hard to visualize this ultimate scenario costing a mint to construct/implement. Meanwhile, I'll take the dividend from both. Given the current interest rate conditions, this combination is now 10% of my portfolio. An investment first in a lifetime.
    Dec 20, 2014. 12:21 PM | 9 Likes Like |Link to Comment
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