Seeking Alpha

jarco

jarco
Send Message
View as an RSS Feed
View jarco's Comments BY TICKER:
Latest comments  |  Highest rated
  • Volkswagen to launch low-cost car line [View news story]
    Might be hard to beat German engineering & manufacturing technology. I own both VLKAY and GM but the latter based upon their China position. Domestically, reliability is an issue and while the Cruise clearly is a product of the "new" GM, another "beetle" craze may be hard to overcome for GM.
    Jun 28, 2015. 02:29 PM | Likes Like |Link to Comment
  • CWA ratifies three-year labor deal with AT&T Midwest [View news story]
    All this is limited to land line and associated legacy business, yes?
    Jun 27, 2015. 12:34 PM | Likes Like |Link to Comment
  • Xcel Energy Is Entering A Bear Cycle [View article]
    Dear Author -Are you sure you have a complete picture on NG exporting? Less that going to Mexico via direct pipeline, it's all by ship and the volume relative to US supply/production is minuscule.

    I agree regards the coal exposure. This also affects Duke, Southern, and many others. Are you suggesting a sell on those as well?
    Jun 27, 2015. 12:23 PM | 2 Likes Like |Link to Comment
  • Marketo: Ad Bridge, Gimbal, And Beacon Marketing [View article]
    It would be helpful if you provided some rationale for your opinion. Is it possible, for example, you got burned when the stock tanked in April?
    Jun 27, 2015. 12:12 PM | Likes Like |Link to Comment
  • Here's Why I'm Buying Microsoft And Selling Apple [View article]
    Rather than comparing APL to MSFT, I'm reminded of a feature article in the Barron's a few weeks ago about the future of MSFT. In my view, a compelling argument suggesting MSFT needs a change in direction particularity with the growing negative stigma "Windows" has created.
    Jun 21, 2015. 05:39 PM | Likes Like |Link to Comment
  • Top 10 Utilities For Dividend Growth And Income [View article]
    You're right, the pull back was a reality check as many income payers were in high demand with investors reaching for yield as interest rates continued to languish. Let's face it, P/E's in this space were well ahead of historical trends.

    As for the candy store, unlike younger guys such as yourself, we retired types tend to be relatively short term investors. Cash becomes king rather than witnessing a steady and predictable drop.
    Jun 21, 2015. 05:15 PM | Likes Like |Link to Comment
  • Score 9.18% Yields With Parker Drilling's B1/B+ Rated Bonds, Maturing August 2020 [View article]
    Your article initially caught my attention but for a $3 stock and a bond yielding 9% in today's marketplace . . . . hard to find a compelling reality, in my view.
    Jun 20, 2015. 11:33 AM | Likes Like |Link to Comment
  • TimkenSteel: Relax, It's Just Cyclicality [View article]
    Nice article. Not too many TMST followers in this arena, so thanks for your work here. Much appreciated.
    Jun 20, 2015. 11:02 AM | 3 Likes Like |Link to Comment
  • Top 10 Utilities For Dividend Growth And Income [View article]
    The utility space has been a good spot for us income seekers for several years. Seems like I've owned almost half the names but started selling into the decline and own very few currently. Quite a dilemma holding previously unheard of cash balances; gag, nearly 30%

    A YTD stock price chart including most of the utilities cited show a decline of 9-15% including the utility ETF, XLU. Hard to visualize much improvement over the next 6 months given the now certain rate hike scenario. Am I missing something here?
    Jun 18, 2015. 11:21 AM | 1 Like Like |Link to Comment
  • Why I'm Buying Carnival And Selling Royal Caribbean Cruises [View article]
    Suspect the author favors Carnival ever since Cramer's highlight of a few days (weeks?) ago
    Jun 15, 2015. 05:00 PM | Likes Like |Link to Comment
  • Why I'm Buying Carnival And Selling Royal Caribbean Cruises [View article]
    Great post. My experiences to a tee. Thanks, nice read.
    Jun 15, 2015. 04:58 PM | Likes Like |Link to Comment
  • Target and CVS Health sign major partnership [View news story]
    Why not! But this venture looks more interesting and powerful. Allows Target to focus more on what it does best and expands the CVS brand.
    Jun 15, 2015. 08:14 AM | 7 Likes Like |Link to Comment
  • Will Bank Of America's CEO Be The Next To Resign? [View article]
    If Hilary looses, maybe she can run it . . . .
    Jun 12, 2015. 04:03 PM | Likes Like |Link to Comment
  • General Electric's Restructuring Plan Moving Well With $12 Billion Deal To Sell Private-Equity Lending Business [View article]
    Speak for yourself dectra. Been there, done that. No cheap seat perspective for me. I noticed you have not posted a profile . . . .
    Jun 11, 2015. 11:19 AM | 2 Likes Like |Link to Comment
  • Whole Foods Market to use 365 as value brand name [View news story]
    Wholeheartedly agree. One of WMF's problems has been customer access. Smaller store and shorter travel requirements should augment not dilute the brand.
    Jun 11, 2015. 10:39 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,691 Comments
1,694 Likes