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jarco

jarco
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  • Dividends in Danger? Nokia, CenturyLink and 5 Others Attract Attention [View article]
    Aside from taking up an excessive amount of posted space, what's your message here? Is there something other than a long list?
    Jun 28, 2011. 11:01 AM | 15 Likes Like |Link to Comment
  • Wind Power: Bad News Blows In From Denmark [View article]
    One of the largest windmill producers in the world, Vestas (of Denmark), has run into what serious difficulties? Unable to obtain financing? Slow order rate? Union strike? Higher maintenance cost of installed wind mills? Any additional color would be appreciated
    Aug 19, 2010. 03:37 PM | 13 Likes Like |Link to Comment
  • Can the Boomers Retire? [View article]
    Excellent comment. My sense it's a combination of the fraud you mention plus administrative inefficiency. There is absolutely zero incentive to modernize the system similar to what would have occurred within a private (or public for that matter) business.

    In a recent visit to my general practitioner/family doctor's office, the staff consisted of the doctor, a nurse, a receptionist/phone operator/ scheduler, a billing clerk/exit paper work/re-scheduler, an office manager, and two clerks on the phone with the myriad of insurance companies trying to get some overdue payments for past services rendered. The clerks were surrounded (buried would be more like it) with ceiling high file racks that mirrored the Library of Congress. Come to think about it, that's where the whole problem started in the first place . . . . Congress.

    Think about it; two medical providers and five supporting cast. Who in their right mind would/could run such a business? And, yes, it is a business and don't forget it!
    Jan 1, 2011. 10:32 AM | 12 Likes Like |Link to Comment
  • Wind Power Investors Get Another Reality Check [View article]
    US tax incentives have improperly led to wind tower installations in highly marginal locations. Very few are within the same "wind tunnel" as the Danes enjoy. Just like ethanol, politically correct government decisions have again led to false positives.

    In light of recent natural gas findings, further significant investments in solar and wind as a primary power source borders on insanity.
    Apr 10, 2011. 08:52 AM | 11 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
  • Goodbye Wells Fargo, Hello Credit Union [View article]
    With all due respect, I disagree. Unhappy customers affect the bottom line hence the stock price. Banks are suffering big time under a cloak (lead blanket in many cases) of poor timing and insufficient transparency.

    These are classsic business school studied retail establishments where marketing prowness and customer satisfaction are key investor metrics. The actions by WF and BAC, for example, are clear indicators for investors going forward and worth identity and discussion, in my view.
    Oct 18, 2011. 04:24 PM | 10 Likes Like |Link to Comment
  • Verizon: The Only Way I Would Buy Its Stock [View article]
    The interesting REIT issue aside, there is limited competition in this space over-all. They're all vying for spectrum and minimizing wireless churn but at the end of the day, T and VZ will be the only ones standing, in my opinion. Something revolutionary will redoubtably come along either by some start up ala Google, et al or the likes of a China Mobil. Technically, it's hard to visualize this ultimate scenario costing a mint to construct/implement. Meanwhile, I'll take the dividend from both. Given the current interest rate conditions, this combination is now 10% of my portfolio. An investment first in a lifetime.
    Dec 20, 2014. 12:21 PM | 9 Likes Like |Link to Comment
  • High-Yielding AT&T Is Making Me Anxious [View article]
    Unless I missed it, your analysis did not address cash flow, and specifically free cash flow. Earnings, P/E's, etc. don't tell the entire story. T's ability to pay debt, dividends, Capex, buy backs, etc. is largely (some would emphasize entirely) dependent upon cash flow. You might find its not all that dire and decide to hold your position. Disclosure: Long T and VZ.
    Jun 29, 2014. 08:03 AM | 9 Likes Like |Link to Comment
  • Don't Fret Over Outliving Your Money [View article]
    Pointing out the commercials warning about "running out of money" is admirable. Too bad the message doesn't have a much broader distribution.

    That said, what the commercials don't point out is the declining quality of life as one navigates through old age. What we'll spend at 65-70 is far more than expenses at 85-90. Fewer if any travel, new clothes, etc. We'll be lucky to have much hearing or eyesight. My bottom line for retirees . . . spend it now. $10K withdrawals from a 100 grand kitty will last 10 years with income likely to cover inflation. If you're fortunate to have 300 grand, $25-30K a year spend down with a little left over (just in case, right?) makes a lot of sense. For someone who's 75 today, you'll be one of the few to make it past 85. In my mind it's worth the "gamble". Enjoy life while you're young enough to actively participate in it.
    Oct 5, 2013. 12:18 PM | 9 Likes Like |Link to Comment
  • Barney Frank on Housing: No Wonder the Economy's a Mess [View article]
    Barney is typical of the "old school" Massachusetts delegation where being a member of the liberal wing of democratic party comes before God and country. His role in the Fannie/Freddie debacle is fitting albeit he didn't initiate the homes for the lower income citizens but he made sure it was promulgated throughout his tenure. What a perfect storm. Mortgage holders otherwise unqualified get one anyway and all's well providing the economy expands, the moon and stars line up, and the "feeding from the trough" public service careers lead to comfortable government pensions. And he'll be re-elected either unopposed or by a landslide as the Tea Party alienates the independent voters.
    May 23, 2010. 06:33 PM | 9 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, 2010. 08:56 AM | 9 Likes Like |Link to Comment
  • I Will Pass On Bank Of America [View article]
    BAC clearly is not an income stock rather an opportunity to bottom fish the largest banking institution in the U.S. With the U.S. economy recovering, albeit too slowly for most analysts, this represents a significant capital gain scenario, in my opinion.
    Nov 11, 2014. 07:23 AM | 8 Likes Like |Link to Comment
  • AT&T: A Junk Bond In Equity Clothing [View article]
    Sounds like the author is trying to sell bonds funds financed by the fear he generates among AT&T stock holders. He should get his facts straight and come to a more informed understanding of T's fundamentals. Among other things, his concern about T's pension liability is incorrect. This was alleviated some time ago (see the link below)

    http://on.wsj.com/1qeJUBJ
    Jun 26, 2014. 11:20 AM | 8 Likes Like |Link to Comment
  • Sell This Dividend Blimp Right Now: Requiem For A Philip Morris [View article]
    This article incorrectly concentrates solely on currency and misses the PM advantage over MO and the domestic market of all others in this space; namely, regulatory restrictions and resulting tobacco use litigation. Growth, while not fully immune to foreign intervention, substantially favors PM in emerging markets.
    Jun 27, 2012. 09:18 AM | 8 Likes Like |Link to Comment
  • Why Is China Going to Latin America? [View article]
    Excellent article, thanks for your work. This really speaks well for the US and the failure of the past 2-3 administrations to deal with "real" issues having life and death ramifications on our economy, in general, and rapidly declining standard of living, specifically.

    Instead we failed to address things like immigration, education, deficits, etc. But we have liberated Iraq and trying to do the same in Afghanistan, neither of which will have any reasonable benefit to the US compared to the programs being pursued by China.

    Sotra gets one to wonder if our 200 year old constitution and form of government can cut the mustard. Humm, seems like a rash statement you say? If the fact our central government is in irons, to borrow a nautical term, isn't all that apparent, perhaps someone out there in our investment world is seeing another painting. Am I way out of line here?
    Jul 24, 2010. 11:55 AM | 8 Likes Like |Link to Comment
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