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jarco

jarco
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  • 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
  • The Misunderstanding Of El-Erian's Cash Position [View article]
    I'm now at 30% cash down from nearly 40% a year ago. Never thought in a million years I'd ever hold more than a few percentage points but it is what it is. As for El-Erian, aside from his bond bent, can't believe the world wide economic and terrorist turmoil isn't in his spotlight, as well. This is a challanging climate for life in general, let alone equity and debt investments
    Apr 8, 2015. 08:05 AM | 1 Like Like |Link to Comment
  • Plains All American Pipeline Could Be The Best Performing Large-Cap MLP Over The Next 2-3 Years [View article]
    Given the lag time to publication of this article, today's PAA announced distribution increase to $0.685 was not included. This 8.7% increase over 5/14 qtrly, is payable 5/15 to holders as of 5/1.
    Apr 7, 2015. 04:44 PM | 1 Like Like |Link to Comment
  • Abtech Holdings' (ABHD) CEO Glenn Rink on Q4 2014 Results - Earnings Call Transcript [View article]
    I agree they should have been more direct since this call was to discuss 2014 results. The following was taken from a company's report via a third party released to the media via WKRG.com, Mobile, Al:

    At December 31, 2014, the Company had cash and cash equivalents of $1,049,000, accounts receivable of $127,000 and inventory of $498,000. Total assets during 2014 decreased approximately $123,000 to $2.0 million as cash consumed for operations exceeded the cash received from financing activities.

    I've witnessed issues like this before. The CEO, in my opinion, lacks the drive and focus investors would prefer especially given the introductory nature of the product/technology involved. Why the answer you heard/read was not immediately resolved does not speak too well for this company. That said, I increased my position after the last call.
    Apr 2, 2015. 12:49 PM | Likes Like |Link to Comment
  • Abtech Holdings' (ABHD) CEO Glenn Rink on Q4 2014 Results - Earnings Call Transcript [View article]
    According to what is reported by the media (WKRG.com, Mobile, Al was my source), the following was reported:

    At December 31, 2014, the Company had cash and cash equivalents of $1,049,000, accounts receivable of $127,000 and inventory of $498,000. Total assets during 2014 decreased approximately $123,000 to $2.0 million as cash consumed for operations exceeded the cash received from financing activities.

    The fact no one participating in the call did not pick up on the statement you cite is indeed disturbing. It brings to light the lack of focus and leadership drive at the very top. I made this indication while commenting on the last call transcript . That said, I also increased my holdings given the compelling business opportunity at hand, in my opinion. Bringing this to fruition, however, continues to be problematic with current management. Perhaps like yourself, I continue to hold and wait.
    Apr 2, 2015. 12:02 PM | Likes Like |Link to Comment
  • Starbucks' Social Responsibility Strength May Surprise You [View article]
    This article does not speak very kindly of S/A and has no business being published. While any company serving the public needs to project and execute sound judgments on a number of sensitive issues, an investment blog does not.
    Mar 30, 2015. 04:53 PM | Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    On a personal note, is your handle a connection with Ocala, Fl?
    Mar 28, 2015. 11:32 AM | Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    <Reasonable people expect to have to pay for high quality investment analysis.> You're spot on in my view. But my initial interest in S/A was not looking for analysis rather commentary. As a portfolio manager, I look for trends, new products and services . . where are the new elements within the economy heading. The pulse of investing isn't necessarily restricted to the professional analyst domain but the buying public as well.

    Has S/A become too big and unwieldy? Are there too many authors posting unedited trivia? Is reading S/A becoming less of a daily pleasure. Sadly, in my opinion, the answer(s) are . . . . yes.
    Mar 26, 2015. 12:59 PM | 2 Likes Like |Link to Comment
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