Seeking Alpha

jarco

jarco
Send Message
View as an RSS Feed
View jarco's Comments BY TICKER:
Latest  |  Highest rated
  • The Complete List of Utility ADRs, With 2009 Returns and Latest Yields [View article]
    As a long time investor in this space, it's hard to argue in favor of off-shore utilities without a better than available handle on the so called regulatory factor. US market is well measured within all necessary metrics. Departing domestics is too high a risk for most investors who find the general "utility" arena attractive.
    Jan 5 11:04 AM | 2 Likes Like |Link to Comment
  • Our Energy Future: Two Very Different Visions [View article]
    Maybe it's the holidays or just something "in-the-air" causing yet another "off-the-wall" article. This sounds like a fairy tail . . . Or nightmare.
    Jan 3 09:55 PM | 2 Likes Like |Link to Comment
  • 2010: The Year of the Bond Market [View article]
    Pure unadulterated nonsense. Banks have always made money on spreads but this article suggests the "profits" are obscene which is far from the truth.

    If this were so easy why are investors like Warren Buffett sitting on the sidelines of this "banker" bonanza? Nonsense
    Jan 3 09:48 PM | Likes Like |Link to Comment
  • Have Your Gold ... and Dividends, Too [View article]
    The only way GGN can pay this high a dividend is through risky hedge fund type leveraging; not a place for pure income seekers.
    Jan 1 08:56 AM | 8 Likes Like |Link to Comment
  • Jacobs Engineering Group Offers Exceptional Value [View article]
    Expectation were lowered due to JEC's heavy exposure to Canadian Tar Sands, The environmental issues long term here are not worth the risk even though it's more of a PR issue than bottom line.

    Tar Sands will eventually become the DDT of the insect world.
    Jan 1 08:51 AM | 2 Likes Like |Link to Comment
  • AT&T Answers Verizon's Dividend Hike [View article]
    Perhaps the author was not referring to the monopoly feature of utilities rather the growth and income profile of the stock holding.

    I would be interested in views as to the long term survivability of either holding. Ultimately land lines will disappear and both companies will be left with wireless and potentially "hard line" cable TV. Does Verizon's fiber network slam dunk whatever AT&T offers?


    On Dec 21 03:05 PM Dividend Growth Investor wrote:

    > I respectfully disagree that AT&T or VZ are like utilities. If
    > you live in NYC you are stuck with Con Edison as a utility. But no
    > matter where you live in the US you could easily switch from VZ to
    > AT&T to Sprint to whoever else. ( sure it might take you a year
    > until your contract is up but still, you could switch easily).<br/>
    >
    > Furthermore many cell phone users are chasing the next hot cell phone,
    > such as the Iphone, which is something that few electric/gas utilty
    > customers do.
    Dec 22 09:57 AM | 1 Like Like |Link to Comment
  • Dish Network Rising on Positive Sentiment [View article]
    It's difficult to see Dish surviving given the major sports programming monopoly by DirectTV.
    Dec 22 09:48 AM | Likes Like |Link to Comment
  • Ford's Plan to Undercut GM's Volt [View article]
    Its really a question of who will survive, GM or Ford. The Volt remains a last generation GM management project. Based upon their track record, its hard to predict they'll still be in existence 5 years from now. Most new cars are not competitive with either Ford or the US made Asians. Negative consumer sentiment does not bode well for GM.

    Car purchases aside, perhaps the better question is which company (Ford or GM) stock would anyone buy? Ford, GM, or "none of the above".
    Dec 21 10:40 AM | 1 Like Like |Link to Comment
  • What Exxon / XTO Deal Could Mean for Oilfield Suppliers [View article]
    I agree but and would add one other company to the list; namely, NationalOilVarco [NOV]. While supplying much of the std. rig equipment, NOV also is involved in the consumable end as well.


    On Dec 16 04:21 AM mbr wrote:

    > This is the kind of article, written by professionals, that makes
    > for the value of Seeking Alpha as opposed to the blah blah of generally
    > ignorant media people.
    > Thanks to the author!
    Dec 16 02:30 PM | 1 Like Like |Link to Comment
  • Fat Cat Bankers, Obama and 'Corporate Communism' [View article]
    Did I miss something or was your headline misprinted and meant for another article. The "socialism" Obama is pursuing has little to do with banks rather wealth re-distribution on a purely social street level basis.

    Stimulus dollars went to bailing out free spending states like California to "maintain" employment levels in heavily unionized public and private institutions. No jobs were "created" just staffing status quo in the heart of Democratic party voting precincts.
    Dec 15 10:39 AM | 2 Likes Like |Link to Comment
  • Will General Electric's Wind Farm Be Worth the Taxpayers' Investment? [View article]
    Interesting there is no comment or discussion about where GE is sourcing the equipment. What's wrong with mandating US only when there's $US stimulus or other subsidies involved?

    In Brazil, only home made equipment is allowed in their multi-Billion dollar off shore oil drilling program. Everything including previously propriety designed gear must be made there including deep drill ship platforms normally made in the far east.
    Dec 15 12:09 AM | 1 Like Like |Link to Comment
  • Another V-Shaped Sign: Retail Sales Recovery [View article]
    Hidden value in this abyss could very well be niche specialty retailer Christopher & Banks [CBK]. It should settle back from Friday's price explosion. Aside from being within an obvious troubled sector, company management, financial metrics, and business position continues to shine.
    Dec 12 11:53 AM | Likes Like |Link to Comment
  • Hyundai's Market Share Growth No Flash in the Pan [View article]
    I tend to agree with the assessments but argue with Hyundai's decision to offer such a broad product line with the Genesis addition. This line is clearly competing with Lexus not the Toyota, and Infinity not the Nisson. They need to break Genesis out. Buyers of premium brands demand another level of showroom and service ambience.
    Dec 10 02:30 PM | Likes Like |Link to Comment
  • U.S. Government Job Stimulus Adding More Debt; How Are We Different from Japan? [View article]
    The arguments about deficits will rage on for years. While a look at Japan and reams of supporting data on both sides of the equation, it seems to me we should look at where the debt money is going. Sure, just the mere mention of copious amounts of new debt is problematic to some and catastrophic to others. Where is the money going . . . follow the money.

    For a number of years, a "public" institution, Boston's MBTA subway and bus system floated bonds to essentially pay for operating budget deficits as opposed to investments in systems and equipment one normally associates with well managed businesses. Over time, the debt mounted until today the legislature put a halt to the practice. Now, the operating problems are further complicated by years of equipment investment neglect. Recognize the symptoms? Of course, but that begs the question - if we're going into more debt, how can we get the maximum return on our "investment".

    An answer, in my view, involves outright government grants and/or loans to improve our energy infrastructure. This should be done as a top priority not merely one of several goals as the current administration proposes. For example, home heating oil use particularly in the heavily populated Northeast should be replaced on a fast tract with Natural Gas. Construction jobs big time, lower combustion by-product impacts, and less imported oil. Its been suggested this could be partially funded by a tax on natural gas based upon the price differential between currently inexpensive NG and Oil.

    Bottom line, no more debt without hard investments in systems and equipment. Something that'll pay off over a long period. Something to say about the WPA, yes?
    Dec 10 02:16 PM | 1 Like Like |Link to Comment
  • A Look at Telecom [View article]
    Stock price movements aside, from a fundamental viewpoint, what's the potential impact of the current version of mobile WiMAX based on IEEE 802.16e-2005 with the respective companies cite in this article?
    Dec 9 11:11 AM | Likes Like |Link to Comment
COMMENTS STATS
1,372 Comments
1,368 Likes