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jarco

jarco
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  • Why AT&T Deal Is Not the End of the World for Sprint [View article]
    <2nd Scenario: FAILURE OF MERGER: This would obviously be one of the best outcomes for Sprint.>

    If the best outcome for Sprint is merger failure, one would assume the alternative is inelastic and the merger would indeed be the worst outcome for Sprint.

    Sprints' options appear few and far between. Perhaps we're looking at a recombination with ex-Embarq CTL. Again, very shallow waters for Sprint to navigate in.
    Mar 30, 2011. 10:09 AM | Likes Like |Link to Comment
  • Top 5 Telecoms Paying Excellent Dividends [View article]
    Three of the authors recommendations offer very high yields relative to the bulk of utility/telecom companies for a reason - high risk. Retired investors would be wise to avoid these stocks CTL being one in particular. As an Embarq customer now CTL, service is weak and growth prospects suspect. Competition with the likes of VZ, AT&T, and Comcast, particularly for all inclusive Internet, TV, and cell/long line packages, is fierce and with doubtful prospects.

    Yields in the 7 to 8% and up range are high for a reason, excessive risks the average retired portfolio should do without.
    Mar 29, 2011. 09:55 AM | 4 Likes Like |Link to Comment
  • AT&T: How to Lose 90% of a Customer Base [View article]
    I suspect those who have had bad results with either T or VZ will stay with whatever they feel comfortable with phone set wise. While all the ranting anti-whatever postings allow for some venting, the bottom line for investors necessarily will cut through the chase and focus on dividends, return on capital, and other business metrics.

    Technology is changing at warp speed. Problems with out-moded soon to be replaced towers, cell phones, cameras, desktop computers, and the like will flush away the old and bring in the new. CMS (T, T-Mobil, and the rest of the world) verses CDMA (Z) marches on.
    Mar 28, 2011. 10:20 AM | Likes Like |Link to Comment
  • Disasters Driving Japan Auto Parts Makers to China [View article]
    What's the name of the brand name of the product? Who makes it?
    Mar 26, 2011. 11:03 AM | Likes Like |Link to Comment
  • In the Race for More Spectrum, AT&T Is Acquiring T-Mobile [View article]
    Simple. The deal allows AT&T to commit otherwise not available funding to LTE. Advertised synergy savings were listed in the billions. Look for the anti-trust approval to document some of the commitment wherever possible.
    Mar 21, 2011. 11:18 AM | 3 Likes Like |Link to Comment
  • 4 High Yield Tobacco Stocks Benefiting From FDA's Recent Decision [View article]
    Menthol aspect notwithstanding, PM's entire business is outside of the US and therefore not subject to the FDA' s authority.
    Mar 21, 2011. 11:10 AM | 5 Likes Like |Link to Comment
  • GE: Nuclear Threat Is Overblown [View article]
    While GE may not suffer directly from this disaster, their reputation, already tainted complements of GE Capital debacles and poor top leadership, will continue to suffer. Perception rules in this space as most investors have learned over time. It's difficult to consider investing in GE with so many other candidates such as Siemens in the wings.
    Mar 21, 2011. 11:03 AM | 2 Likes Like |Link to Comment
  • 6 Dividend Paying Sin Stocks That Could Be Heavenly Additions to Your Portfolio [View article]
    PM appears to be the pick of the litter in terms of safety and growth prospects. Based outside the United States, they are free of the tobacco legal battles both past and future. Equally important, and seldom if ever mentioned, PM is also free to offer non-tobacco products en mass such as marijuana based smokes.
    Mar 16, 2011. 10:25 AM | 11 Likes Like |Link to Comment
  • General Electric Stock Favored by the Business Cycle [View article]
    GE has taken a beating both on the NYSE and here on S/A for a number of reasons that should concern the investor. Chief among those is GE's old Jack Welsh position goals of being #1 in each of their business segments. That was fine then but a review of GE’s current segments suggests while their position may be #1 or 2, the segment itself is no longer well positioned.

    GE Capital financed aircraft purchases to leverage the engine procurement thereby putting huge debt on their books as well as some now very weak debtors. No longer a “growth” business and a bit tipsy. Meanwhile medical equipment, where our friend Jeff incubated, is being suppressed with slowing hospital spending further depressed by the medical payment upheaval. GE locomotive will be forced to establish co-owned manufacturing facilities in both Brazil and China to satisfy the country’s “make-it-here” edicts. Since they are the two biggest markets, recent up ticks in GE exports will be heading south (and far east, if you will). Light bulbs went to Hungary and are now relocated (again) to China. There are more examples but the significant sign is GE’s very late entry into oil exploration. Let’s face it, not necessarily their wheelhouse. To be a leader there will take another lifetime to achieve, if at all.

    How can this be an exciting and prosperous future? And then President Obama names his new business czar. One simply must question where all this is really going, in my view.
    Mar 14, 2011. 02:32 PM | 3 Likes Like |Link to Comment
  • Diversification to 5 Asset Classes Brings Benefits to Strained Retirement Portfolios [View article]
    I share your history with Fidelity but was disappointed when they dropped Argus from their available analysis opinion leaving only S&P as a one stop fundamental option. In many instances, S&P's "right call" star mine record pales compared to Argus and their data base in more extensive. Fortunately, I am able to split my portfolios among other brokers (e.g. Schwab) who continue offering Argus. Regrettably, some investors are not similarly positioned and hence subject to this Fidelity economic scale back.
    Mar 8, 2011. 10:12 PM | Likes Like |Link to Comment
  • Why AT&T Is Currently a Better Investment Than Verizon [View article]
    I agree and own both. Based upon the article's chart, looks like my 12/1 VZ buy was perfect (partially the investor luck factor) timing as it rose from 15% to 30% to date.

    Charts and data aside, some argue T has a primary mid-south and southeast geographical economic growth advantage over VZ's northeast origins.
    Mar 8, 2011. 10:10 AM | 3 Likes Like |Link to Comment
  • Reasons to Pass on Newmont Mining Corporation [View article]
    Given the gist of the article and the salient comments, what about ABX? Over the last 12 mos., it's up nearly 40% verses 20% for NEM (before the sudden late drop), and 25% for GLD. Aside from the technical analysis, how does ABX compare on a fundamental metrics standpoint? Thoughts, comments?
    Feb 28, 2011. 11:55 AM | Likes Like |Link to Comment
  • Investment Considerations Within Natural Gas Sector [View article]
    Given the NG glut, it certainly appears frugal looking to NG pipeline companies as a safer alternative bet or, at the very least, some diversity within the overall NG sector. OKE has done well both in price gain and as a reasonable dividend provider. After too many years EP has broken out (see another S/A article in this grouping). While both are involved in transport plus some E&P as well, being a toll collector on this growing energy highway clearly has merit and deserves investors consideration.
    Feb 26, 2011. 01:35 PM | Likes Like |Link to Comment
  • Why Microsoft Shares Are a Solid Long-Term Investment [View article]
    Everywhere one looks MSFT seems to be slipping as their current and recent past technology continues to drive product and services being outmoded by smaller and smarter competitors. The PC/Lap Top business is tanking but it still ranks as MSFT's prime cash generator. MSN is static and a declining advertising web site.

    Where is MSFT is the rapidly growing cell phone market? This or it's iPad derivatives will become the dominant communications platform and MSFT is well behind the curve. Sure lots of cash and they would have even more if it were not for the lousy acquisitions management made in recent years. The tech world has passed them by.
    Feb 22, 2011. 11:21 AM | 1 Like Like |Link to Comment
  • Gulf Resources: A Compelling Opportunity in the Bromine Market [View article]
    Is GFRE in China the old US based "Gulf Resources & Chemical Company" who, among other sites, owned Idaho lead mines, Salt Lake evaporation beds, etc.?
    Feb 22, 2011. 11:05 AM | Likes Like |Link to Comment
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