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jarco

jarco
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  • Israel's Huge Oil and Gas Discovery [View article]
    The significance of a potential Israeli discovery and the global supply is not the point rather the impact of energy independence. This affects both stability and cash flow, two very essential ingredients for business success. Again, it's the Israeli economic engine and the attendant growth factor that's the important aspect here.
    Sep 6, 2010. 11:56 AM | 1 Like Like |Link to Comment
  • Panera Bread: Compelling Investment, If You Have a Taste for the Retail Sector [View article]
    I share your view of this investment space for all the caveats mentioned. However, the likes of Panera, Starbucks, Hain, and a few others seem to have a niche that keeps them on my front plate (no pun intended). While outside the gastronomy haven, another is Christopher & Banks [CBK].

    Aside from the niche attraction, companies in this general space have little or no appreciable debt, a loyal customer following, and a reasonable history. Still, its tough to pull the trigger.
    Sep 6, 2010. 11:33 AM | 1 Like Like |Link to Comment
  • Vistaprint Remains Attractive, Acquisition or Not [View article]
    With considerable experience designing corporate monikers and having done business with Vista, I found their on-line software lacking in many aspects. Survival in a fast advancing technical market would improve dramatically, in my view, by merging/being acquired by the likes of Staples, UPS, etc. The need to view proof copies is paramount when making the ultimate "buy" decision when it comes to ones business cards, brochures, or web site design.
    Sep 6, 2010. 11:10 AM | Likes Like |Link to Comment
  • For Natural Gas, Range Resources Offers Margin of Safety [View article]
    Absent some rigorous supply and demand analysis, the US doesn't appear to offer an insatiable appetite for the gas being discovered. While pipelines are being extended/initiated for the Marcellus field activity, where is the increase in consumption coming from?
    Sep 4, 2010. 08:59 AM | 2 Likes Like |Link to Comment
  • Israel's Huge Oil and Gas Discovery [View article]
    Two comments. First, some suggest the 1967 concession to give back territory Israel "conquered" was an irreversible mistake. Assuming they will do it again is pure folly, in my view, rendering this latest Obama initiative moot and a waste of time. Incidentally, wasn't Iraq the fourth Arab state supplying troops against Israel in 1967.

    Beyond that, Israeli energy independence is not, as suggested, an insignificant "world event" since it's the cash flow beyond the reliable supply that is the important metric here. This affects the soundness of business investments previously clouded with excessive risks. Israeli companies are loaded with intellectual and spirited drive well above many of its eventual competitors.
    Sep 3, 2010. 09:21 AM | 2 Likes Like |Link to Comment
  • Why Apple's Ping Could Surprise Twitter and Facebook [View article]
    Even the high powered techies are having a hard time figuring out jus who will be the eventual winners here. Does it seem like a real turkey shoot for the average "informed" investor?
    Sep 2, 2010. 11:39 AM | 1 Like Like |Link to Comment
  • Israel's Huge Oil and Gas Discovery [View article]
    While some are understandably skeptic, the key in my view is how much information Noble Energy will ultimately disclose regarding the discovery prospects. Obviously they have participated in and/or seen the seismic evaluations which with today's technology should be very convincing.

    Self sufficiency, let alone the attendant economic security, should propel Israel into another planet within the hostile mid-east arena
    Sep 2, 2010. 11:33 AM | 3 Likes Like |Link to Comment
  • Three Countries Facing Shrinking Populations: ETFs at Risk? [View article]
    While interesting, much of this will be lost in the general scheme of things as growing population countries compete fiercely for diminished resources. The lack of steps to mitigate the problems may very well bring chaos the likes of which we've never seen. Most of us should take solace we won't be here to witness/suffer the consequences.
    Sep 2, 2010. 11:18 AM | 1 Like Like |Link to Comment
  • Why Apple's Stock Actually Looks Cheap [View article]
    Comparing Jobs to Buffett isn't even apples (no pun intended) to oranges rather fruit to auto tires. Jobs IS the technical engine at Apple. Buffett has groomed many underlings and likely is much more of a corporate PR/Ambassador than day-to-day strategist.
    Sep 1, 2010. 10:27 AM | Likes Like |Link to Comment
  • Why Apple's Stock Actually Looks Cheap [View article]
    Regrettably, perhaps the best time to buy Apple is the day Steve Jobs announces he's stepping down for whatever reason. Whether simply perceived, or in actuality, Jobs IS Apple and the stock price is more likely to move in concert with his heart beat than anything else short term.
    Aug 31, 2010. 10:05 AM | 1 Like Like |Link to Comment
  • Altria Delivers Another Smoking Hot Dividend Increase [View article]
    Investors untarnished by the tobacco ownership stigma would be wise to consider PM over either RAI or MO since it is foreign domiciled and not subject to the US tobacco settlement and similar restrictions. The current yield is about 4.5% with a 60% payout. Beyond tobacco, I wouldn't be surprised if PM initiated a marijuana smoking product in selected parts of the world.
    Aug 30, 2010. 10:43 AM | 2 Likes Like |Link to Comment
  • Exxon Mobil Poised to Pop [View article]
    For example?
    Aug 25, 2010. 11:21 AM | 1 Like Like |Link to Comment
  • Is Suncor Energy the Best Oil Company for Your Portfolio? [View article]
    Given the pristine reputation of post-Valdez Exxon, one cannot ignore the fact that XOM is essentially a non-player in the Tar Sands production world. What does XOM see in the required price levels and environmental risk associated with Tar Sands that Suncor and other also ran names don't?
    Aug 24, 2010. 10:00 AM | 1 Like Like |Link to Comment
  • Wind Energy: Freedom From Fossil Fuels or Tempest in a Teapot? Part II [View article]
    Obviously a good article based upon the number and content of the comments it surfaced. While showing the obsolete California wind farms was a bit disingenuous, work in this field would be more constructive by including details of the various subsidies available to energy producers. Is there sufficient data available and is anyone willing to tackle the job?
    Aug 23, 2010. 11:26 AM | 3 Likes Like |Link to Comment
  • Should Dividend Investors Reconsider AT&T? [View article]
    The prime reason for T and VZ stock price growth was investors chasing dividends in light of current, and likely long term, dismal interest rates. The same growth has occurred with Public Utilities with almost no exception. While some SA investors have opt for off-shore utilities opportunities, it's hard to ignore many fine US based companies.

    As for the telephones, they dominate the space albeit the ongoing competition among the two. Outside competition is essentially weak ala Sprint, Embarq (now CenturyTel), among others.

    Disclosure: own T and about 1/2 of all US electrics in stock and/or bond positions
    Aug 21, 2010. 11:53 AM | Likes Like |Link to Comment
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