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jarco

jarco
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  • Natural Gas Production Growth Could Give Chesapeake a 30% Upside [View article]
    Hard to get too excited about NG in general and CHK in particular given the lack of demand let alone low prices. Principal problem, in my view, is the very lengthy cycle to bring new NG powered electric generation on-line. These will be the main consumers and the horizon distance looks daunting.
    Jan 26, 2011. 11:11 AM | 1 Like Like |Link to Comment
  • Dot Hill Systems: A Data Storage Jewel [View article]
    This stock trippled for me over a 5-6 month 2003 time frame but mostly on the heels of a favorable Sun Microsystems affiliation which never panned out. Other than the author's generalities, where are the drivers this time?
    Jan 25, 2011. 10:37 AM | Likes Like |Link to Comment
  • Ethanol Contributes to Global Food Inflation [View article]
    Another good example of US politics run a muck. The current administrations insistence of giving away stimulus funds is following lock step. Such is the billions being waved in front of state politicians for high speed rail projects. Next on the agenda is the Tampa-Orlando link. Simple glancing at a Florida map suggests a train will begin to slow well before reaching "high speed" efficiencies.
    Jan 25, 2011. 10:23 AM | 1 Like Like |Link to Comment
  • MLPs -- Part 8: What to Own? ETF, ETN or Individual MLPs [View article]
    You're absolutely right on OKE but check out the last 1-2 year stock performance. Here's a case where some growth appreciation entirely within an otherwise yield component is an added bonus. The OKE yield when I bought 2 years ago was comparable to most MLP's. The stock has doubled in price since thus driving down net yield %.
    Jan 24, 2011. 11:22 AM | 1 Like Like |Link to Comment
  • Electric Utilities Offer Above Average Yield Growth Potential [View article]
    Excellent comment User 146159 and welcome to S/A.

    Plotting GEN along with FE reveals the same 20+% decline in value. Too many investors don't bother to look beyond the yield metric and perform a fundamental analysis before investing their hard earned money.
    Jan 18, 2011. 12:02 PM | 7 Likes Like |Link to Comment
  • Five High Yield Stocks Raising Dividends [View article]
    I'm not a tax attorney or CPA, but it was my understanding MLP income whether dividend or cap gain sourced must flow through an IRA, or similar tax advantaged instrument, as if it were held in a regular account not if and when withdrawn as is the case for IRA's. As such, not only is it taxed currently it is also taxed as ordinary income w/o applicable lower dividend and/or gap gain tax rates.

    If one is in a 30% ordinary tax bracket, for example, tax due on dividends doubles and the effective yield drops by 15%.
    Jan 17, 2011. 11:35 AM | 2 Likes Like |Link to Comment
  • 10 High Dividend Stocks for 2011 [View article]
    Tax ramifications.
    Jan 13, 2011. 11:02 AM | Likes Like |Link to Comment
  • The Illinois Tax Increase: Why Investors Around the Country Should Care [View article]
    With all the discussion centered on tax increases, where's the analysis as to why it's necessary in the first place? Why is it that Illinois, New Jersey, New York, California are in so much trouble and many other states have relatively little or no crisis?

    This story reads too much like the debacle surrounding Medicare and medical care costs in general. Where's the cost controls and basic task management disciplines? Simply pouring in more money as the only solution is getting old.
    Jan 13, 2011. 10:59 AM | 2 Likes Like |Link to Comment
  • AT&T: Five Reasons the Sky Won't Fall When iPhone Goes to Verizon [View article]
    Agree. It all depends upon where one resides. When friends and relatives visit us outside of the predominant Northeast, they're VZ phones suffer. We had Cingular One there and it worked great down south. My AT&T coverage is outstanding. No dropped calls and virtually no out spots. Also, like it or not, most large businesses are locked into T for other data services and provide their employees with T phones adding to the fees revenue stream.
    Jan 12, 2011. 11:43 AM | 1 Like Like |Link to Comment
  • Plug-in Vehicles and Their Dirty Little Secret [View article]
    <Enter the abundant Marcellus shale production in PA which is causing build outs of thermal plants in the area to be largely natural gas fired with some retirement of coal generation (much of the natural gas plants are large GE or Siemens H-Class or F-class turbines in combined cycle mode with heat rate of ~6).>

    This same "build out" for NG plants occurred 10+ years ago when Tampa, Fl based TECO decided to build plants in Texas only to discover there was an inelastic demand for the electric output. They nearly went broke. What makes you think the Marcellus find will actually result in sufficient pipeline and generation construction to justify the investment given the current economic conditions in the immediate geographic area?
    Jan 10, 2011. 12:07 PM | Likes Like |Link to Comment
  • Can the Boomers Retire? [View article]
    Goodness, 99 comments since New Years Eve. So, Happy New Year to all and thanks for contributing. While disagreeing with some opinions, a quick re-read of most proved interesting and raised the question in my mind (aside from why don't I have better things to do early in the morning) . . . what to do, what to do?

    This issue is a paramount importance dwarfed by so many other issues facing S/A readers, the least of which seems to be "where to put our investment money"?
    Jan 10, 2011. 08:46 AM | 1 Like Like |Link to Comment
  • Plug-in Vehicles and Their Dirty Little Secret [View article]
    Next time you hear the "Middle East" oil import quote from a politician, turn off your TV, or other news source because it just simply is not true. The important emissions issue aside, very little oil is actually imported from the Middle East. The majority comes from America; specifically Canada, Venezuela, and Mexico. West Africa is becoming the largest actual non-American source now equaling that from Saudi Arabia. The Persian Gulf in total is about 15%; one-half specifically from Saudi. All this is available via eia.gov web site.
    Jan 8, 2011. 08:31 AM | Likes Like |Link to Comment
  • The Internet TV War and Its Potential Casualties [View article]
    I'm a long time subscriber and believe Netflix is a great company delivering entertainment unavailable in like form from the stodgy networks. Having said that, I understand they are not a technology company like CSCO, EMC, APPL and others mentioned in the interesting comments. It takes systems architecture, equipment, and on-going software expertise to bring the product to the consumer.

    Netflix pioneered mail delivery of hard DVD's and has now successfully moved into streaming they didn't invent, control, or understand. It'll work for a while and undoubtedly be a huge boost for their business. But this is a technology driven high speed train. Don't rule out companies like CSCO who have been in the cable box business for some time let alone transmission routers and the like for eons.
    Jan 6, 2011. 10:54 AM | 6 Likes Like |Link to Comment
  • These Healthcare Stocks Are Ready to Move Next Week [View article]
    Given the uncertainty surrounding the medical delivery and reimbursement world, one may question who in their right mind would invest in this arena?
    Jan 6, 2011. 10:29 AM | Likes Like |Link to Comment
  • Plug-in Vehicles and Their Dirty Little Secret [View article]
    Excellent article. Obviously thought provoking given the length and breadth of the comments. Bottom line, in my view, rests with a national energy policy or the lack thereof. While it's "politically correct" in many circles to await the flow of "market forces" to shake out the best options, unfortunately this will yield no end game. The tiny steps you alluded to are great if they're in the same relative direction. That won't happen without a plan and policy dictates from the Federal government.

    Sure, go ahead and cringe but think about it. We're all investors. I, like many others, own stock in public utilities generating electricity for the nations needs. Unlike some, through both education and experience, I understand the business and technology. Believe me, we're not going to get there from here.
    Jan 6, 2011. 10:21 AM | Likes Like |Link to Comment
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