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  • ConocoPhillips should hit $80 even as it faces free cash flow deficit [View news story]
    Spot on prediction in my view. Saudi pumping will all but shut down shale oil in th US within 12-18 mos. Crude at $80 almost certain
    May 21, 2015. 10:35 AM | Likes Like |Link to Comment
  • Oil spills off California coast after pipeline owned by Plains All American ruptures [View news story]
    Must be your calculator has mis-interpreted a decimal place or two. Spills are insured as a normal course of business. Financial impact will be zero.

    While investor sentiment may suffer, your Humpty Dumpty analogy does not apply but your anti-oil bent sure shines through
    May 20, 2015. 09:45 AM | 2 Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    I might suggest those thinking about cloud use vs. their in house storage equip and/or services may think twice if it involves MSFT software. Too many have come to hate the hourglass icon.
    May 19, 2015. 10:06 AM | Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    The real game changer, in my view, is entirely generational. Not too many years ago, upon entering the professional workplace, new employees had to abandon their Macs in favor of an all encompassing PC environment. Not any more! Entrants bring their IPads from home to work and find most are off PCs entirely. Apple is growing especially among the younger set. Security is another favorable issue. Surprisingly, this tends to favor Blackberry as well.
    May 14, 2015. 03:52 PM | Likes Like |Link to Comment
  • Volkswagen AG: One Of My Favorite Picks In Europe [View article]
    Nice detailed article. Thanks for your work here.
    May 12, 2015. 12:49 PM | Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    No, it's MSFT who is not updating their product by maintaining support. 70% of all X/P applications were on PC's in commercial use; not in the home or office rather supporting a vast array of manufacturing processes, medical equipment installations, among many others. These are basic functions within equipment that in many cases are "one of a kind" and not being "updated" by the original equipment provider/designer/manu...

    In all due respect, you may think MSFT balances updates with long term support better than any other vendor you know, what's missing is the uniqueness of their product when first introduced. This was a huge phase of the ongoing industrial revolution. How many equipment designs incorporated PC when none ever existed?

    While you and I may have updated the software from X/P to Vista to Windows 7, to . . . we found it necessary to update our PC's. More RAM, faster processors, etc. Meanwhile, equipment with PC's supporting their operation were humming along thinking they had another 1- 2 decades of useful life only to be slam dunked by MSFT. Pretty much the same thrashing many took upgrading to Vista and Windows 8.
    May 11, 2015. 05:08 PM | Likes Like |Link to Comment
  • The Last Version Of Windows Changes The Game On Microsoft Analysis [View article]
    Your comment is spot on. Not only did MSFT leave the average consumer stranded by floating XP out to sea, the commercial end suffered even more. A vast array of equipment including medical devices were XP based. Without updates, etc. maintenance, systems crash on a regular basis and it's hard to find a tech to bring it back to life
    May 10, 2015. 07:59 AM | 1 Like Like |Link to Comment
  • Entergy: Under-Appreciated Utility With Yield And Growth Potential [View article]
    Under appreciated because its nearly all Nuke and too many investors are afraid of Nukes. Analysts tend to be nervous given the unknowns specifically on hidden liabilities regards on-site waste and potential terrorist events
    Apr 19, 2015. 02:30 PM | Likes Like |Link to Comment
  • AT&T: I'll Buy 10 Out Of 10 Times At This Price [View article]
    Bingo. Far too many articles on S/A miss this salient cash flow point. Its where the rubber hits the road. Thanks for posting. You might want to repeat the comment in other very recent AT&T articles. Investor education at its finest.
    Apr 19, 2015. 02:16 PM | 3 Likes Like |Link to Comment
  • Verizon Unbundling Shows Weakness In Phone Model [View article]
    Right, but who owns the wireless infrastructure, systems, el al?
    Apr 19, 2015. 02:11 PM | 1 Like Like |Link to Comment
  • Verizon Unbundling Shows Weakness In Phone Model [View article]
    The author's comment: (Telephony is a very low-bandwidth Internet service today, and consumers increasingly prefer it without wires.) is interesting.

    If customers prefer "wireless", just who does he think owns the wireless infrastructure. Isn't it all those cell phone towers transmitting netflex, et al? Am I missing something here?
    Apr 18, 2015. 12:11 PM | 1 Like Like |Link to Comment
  • Morningstar's dividend guru drops AT&T for lower-yielding Verizon [View news story]
    Morningstar is way down my list of astute analyst/advisors. They're useful typically commenting on slow reaction Mutual Funds but little else in my opinion. I happen to hold both currently and go to great lengths looking at the respective 10K's. I could be wrong. Wouldn't be the first time but, again, it's just Morningstar folks
    Apr 17, 2015. 04:40 PM | 7 Likes Like |Link to Comment
  • Bank Of America: The Inflection Point Has Arrived [View article]
    This theme certainly has merit but investors cannot ignore the possibility of yet another shoe may drop. Seems too many of the law suits have "come out of the woodwork"; unpredictable.

    In general, I'm concerned all the troubles have been too much of a distraction for management. Coupled with this and the lack of adequate finances, BAC's day-to-day operational deficiencies have loomed. As a customer, this investor witnesses less than stellar branch operations. A prime example is the difficulties experienced by local branch personnel interfacing with the on-hand computer system. A keyboard in one hand and the telephone in the other wasn't a comforting site. With the largest retail footprint in the nation, not a comforting observation while awaiting a problem resolution.
    Apr 14, 2015. 08:40 AM | 2 Likes Like |Link to Comment
  • GE: The Problem May Not Lie With Management [View article]
    Your "headline" paragraph referring to Jack Welch is a bit puzzling. You state:
    <Jack Welch made over 1000 acquisitions during his stint as CEO which later came to contribute to the company's ballooning debt-to-equity ratio. He however deserved credit due to the fact that his timing was quite impeccable since the economy was booming at the time, thereby guaranteeing the acquisitions would generate sufficient cash flows to pay off the debt. Sadly, fast forwarding into Immelt's reign, the economy didn't maintain this momentum leaving him with multiple businesses strapped for cash.>

    What you missed is Jack sold a long list of consumer electronics operations for serious money to the likes of Black and Decker and Thompson (Fr.) On the latter, GE became the only US company legally domiciled in France. The french joint venture was majority owner by GE. A similar deal was made in Japan. In Jacks era, he was the best of the breed. Our friend Jeff simply does not measure up in today's environment. Yes, Jack promoted Jeff into the wheelhouse. Don't blame Jack for Jeff becoming a bad pilot
    Apr 12, 2015. 02:47 PM | Likes Like |Link to Comment
  • Plains All American Pipeline Could Be The Best Performing Large-Cap MLP Over The Next 2-3 Years [View article]
    Sorry, I must have missed it. Thanks for the correction.
    Apr 8, 2015. 08:07 AM | Likes Like |Link to Comment
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