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jarco

jarco
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  • Why Utilities Aren't Always Safe Income Vehicles [View article]
    Suggest if you plot a 1, 2, and 5 year chart for SO, D, and DUK you may decide to drop SO from you selection list.
    Jul 19 11:12 AM | Likes Like |Link to Comment
  • Southern Company: A Good Option For Long Term Dividend Investors [View article]
    With SO, it's too much dependency on coal and unpredictable investment in nuclear. Other options in this space without either and better yield and growth prospects.
    Jul 19 10:55 AM | Likes Like |Link to Comment
  • The Panera Bread Company Boulder Is Rolling Downhill - Is It Near The Valley? [View article]
    Panera's quality has been declining along with the stock price. We continually pointed out problems using their survey process on the cash register receipt over last 6-9 months. To date, have not seen any progress. Among other things, the food prepis chaotic. Items literally thrown together; quite visible from both order desk (when visible) and pick-up station. Luke warm soup. A menu board even a veteran patron is unable to discern. Little innovation - competitive copy cat entries poorly designed; unattractive. Example: Flat breads. Introduction of Panera 2.0 will only further complicate a delicate management balancing act and further deteriorate product quality.
    Jul 19 10:51 AM | Likes Like |Link to Comment
  • Finding Value And Safety In Two 6% Yield Plays [View article]
    Good question. Anxious to see any replies. Thanks for the comment
    Jul 19 10:35 AM | Likes Like |Link to Comment
  • Mesabi Royalty Trust - A Long-Life Asset With Massive Operating Leverage [View article]
    This appears to be the very last posting within this thread. A year has past. Has anyone more current info on MSB?
    Jul 17 12:36 PM | Likes Like |Link to Comment
  • Starbucks Looks Great Value Compared To This Rival [View article]
    In all fairness to the author, I'm not convinced he meant to make a "comparison" in the true sense. In my view, SBUX and DNKN do not compete in the market place. Those like yourself prefer Dunkin mostly on reason-ability of price. Personally, I prefer Dunkin's coffee and their muffins on a 2-3 times a week basis. Out for a night, a Starbucks Cappuccino is a nice top off.

    Frankly, SBUX customers could care less about cost. They enjoy the atmosphere and are about to enjoy an expanded menu of higher end bakery items and other eats. I don't believe they'd even "think" about going to a Dunkin Donuts.

    This aside, SBUX is a much better investment, in my opinion. They will gain from a rapidly growing upper-middle class outside of the U.S - some will argue our middle class is declining - along with a new entry into the tea market which is the preferred beverage nearly everywhere outside the of the U.S. So, my money is on SBUX . . . . plain and simple.
    Jul 16 05:54 PM | Likes Like |Link to Comment
  • Why Utilities Aren't Always Safe Income Vehicles [View article]
    I suspect we are few and far between. While I hesitate to disparage the work of the authors, it's unfortunate to see fill pages that send an incomplete message. As you have undoubtedly discovered, it takes dedicated work to succeed in the investment world, especially in this space.
    Jul 15 10:12 AM | Likes Like |Link to Comment
  • Why Utilities Aren't Always Safe Income Vehicles [View article]
    As I've preached numerous times in this blog site, the assumption that all utilities are the same is both flawed and dangerous to the income seeker. Hence, buying a utility "index" seeking diversity, for example, forces one to take some of the good with the bad. Utilities are not pure "safe" investments and the assumption management actually knows what they are doing is fool hardy. Similar to banks, investing in utilities requires an understanding of the unique accounting practices and business model. This is not your traditional corner store business and is a challenge to both understand and analyse. Buyer be ware.
    Jul 15 08:32 AM | 4 Likes Like |Link to Comment
  • Are You For Yahoo? [View article]
    Anyone either owning or considering Yahoo stock should first become a user. Only then one sees the missteps and flaws in the service provider. Gag, what a brand systematically being flushed down the proverbial toilet. They keep revising the site for the sake of change and mess up the functionality and attractiveness of the content. I've been a user for many years primarily for the Yahoo Finance feature but its sad to see the degradation both there and web site design model. Classic case . . . . if it ain't broke don't fix it!
    Jul 15 08:16 AM | 1 Like Like |Link to Comment
  • Starbucks Looks Great Value Compared To This Rival [View article]
    Sorry, while I agree that SBUX is the better investment option, this analysis appears too simple. Textbook metrics are certainly of interest but do not tell the complete story for either company.

    An ability to sustain the respective businesses, or most businesses for that matter, analyzes cash flow, more specifically free cash flow. This must additionally take into consideration growth plan aspects, customer acceptance history, future projections of market penetration, competition climate, etc. As pointed out in a prior comment, inclusion of dividend payments history is simply silly. Many companies have never paid dividends and cannot be ratings punished for the practice.
    Jul 15 07:35 AM | Likes Like |Link to Comment
  • ConocoPhillips: One Of The Best Picks In The Sector? [View article]
    As of July 8, there has been NO lifting of the crude export ban. If you have more current info, please post it with your source. Thanks
    Jul 10 03:14 PM | Likes Like |Link to Comment
  • Can Starbucks Weather The Coffee Drought? Probably. The Competition? Maybe. [View article]
    Your comment is spot on, in my view. Beyond the Tea aspect, SBUX's coffee expansion into China and other areas mentioned should bode well as prior native preferences for U.S. products (Marlboro, Levi, Buick automobiles, etc) has proven. As much as I respect Korean capabilities, much of their success has come from product acceptance as opposed to consumer based brand loyalty.
    Jul 10 12:20 PM | Likes Like |Link to Comment
  • Verizon Looking To Challenge Akamai With New Cloud-Based Web Application Firewall Service [View article]
    Interesting article and subsequent comments. I attempt to follow this DDoS space as a priority particularly as cloud vehicles have grown almost exponentially. Thanks to all for your work here.
    Jul 10 11:58 AM | Likes Like |Link to Comment
  • Alacer Gold Is A Case For The Bears [View article]
    Thanks for the informative article. ALAIF was mentioned as one of three promising gold stock in a very recent S/A article, an assessment seemingly adrift from the facts on the ground. Beyond the fundamentals, Turkey is slowly being exposed to political unrest in addition to being a neighbor to a looming time bomb.
    Jul 4 07:22 PM | Likes Like |Link to Comment
  • Starbucks: Undervalued With A Price Target Of $101 [View article]
    Nice to see some optimists among the naysayers. While it's early, it was my view the new menu items would drive the tickets up and likely meet your projections at home. With China and tea globally (the first brand so widely marketed), over-all growth is entirely possible. We shall see . . . .
    Jul 4 07:15 PM | 2 Likes Like |Link to Comment
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