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jarco

jarco
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  • Fracked Water, Meet SmartSponge [View article]
    Did anyone take in the last ABHD qtr conf call? Despite everything, the optimism within the ranks continues and they're putting their money where their mouth is. Sticking with it I guess just out of curiosity. Joint venture w/ UK's Naylor Industries may have some traction. Couldn't ask any questions but suspect the Brits are fully funding the eval program.
    Aug 27, 2015. 01:01 PM | Likes Like |Link to Comment
  • Seeking Alpha's Top 10 REITs [View article]
    Is your off-site portfolio on Yahoo Finance?
    Aug 27, 2015. 12:44 PM | Likes Like |Link to Comment
  • Margin calls could hit bank profits [View news story]
    Why did I OPEN this article?
    Aug 27, 2015. 12:32 PM | 4 Likes Like |Link to Comment
  • Bloomberg: Fidelity mulling dropping AmEx, BofA as rewards-card partners [View news story]
    If Fidelity is anything like Schwab several years ago when they abruptly discontinued the issued Visa card, clients again will be left swinging in the breeze.
    Aug 26, 2015. 11:12 PM | Likes Like |Link to Comment
  • ConocoPhillips - A Durable Oil Company With Upside [View article]
    Think you're spot on. And when there's a recovery back to a rational marketplace, not sure COP is the place to be. I still think the spin off was a major error and not the COP CEO is scrambling to get exports going again, in his words, "to balance the worlds energy market" .
    Aug 26, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • ConocoPhillips: A Strategy Shift And Asset Sales Come High On Agenda [View article]
    Examining the cost structure is fine BUT re-examining the spin off suggests it was a very bad idea on all fronts. If you still like it, suggest as I did rotating from COP to OXY. The latter at least is not an ultra pure explorer having some of the chemical and peripheral oil products under its roof.
    Aug 26, 2015. 11:31 AM | Likes Like |Link to Comment
  • Bank Of America: Think About It, This Bank Is Currently A Long-Term Buy [View article]
    Think you're right about BAC's future BUT a current shareholder vote on CEO and board chairman roles is problematic, in my view. BAC needs remedial rebuilding necessarily delayed during the recent years turmoil. Tying the CEO hands is not the way to proceed. It boils down to who do you trust. Too much political b.s. Been there, seen that.
    Aug 26, 2015. 11:22 AM | 1 Like Like |Link to Comment
  • Now's The REIT Time To Go Shopping For SWANs [View article]
    The point is in the last two sentences. Clearly one can not assume REITs are immune to a national and/or world wide downturn.
    Aug 26, 2015. 08:40 AM | 8 Likes Like |Link to Comment
  • Two big tests on tap for BofA's Moynihan [View news story]
    I think not. Not sure how many publicly owned corporate board meetings you've attended but your analogy is incorrect. Its like suggesting a U.S cabinet member chair cabinet meetings instead of the President? Get real.

    Why would you tie the hands of your CEO at a time of maximum world economic ciaos? If you don't like 'em, fire 'em but don't take away his initiatives and replace it with part time outside directors. Vote NO
    Aug 21, 2015. 08:34 AM | Likes Like |Link to Comment
  • Study shocker: Beijing air as bad as 40 cigarettes a day [View news story]
    Don't forget to bring your own masks; suggest surgical type
    Aug 20, 2015. 09:37 PM | 1 Like Like |Link to Comment
  • Starbucks' Shares Too Hot For Our Taste [View article]
    Thus the usefulness of this highly technical analysis system continues to be highly questionable. Totally inappropriate for new and highly growth oriented enterprises. At quick glance, most if not all completely agree with you. Thanks for the comment.
    Aug 20, 2015. 10:54 AM | Likes Like |Link to Comment
  • Energy leads averages lower [View news story]
    For those who have long followed and invested the oil patch, there are many issues impacting crude supply, consumption, and hence price. Currently, he biggest by far is the Saudi's ability to pump their reservoir full of $20 crude at today's sustained volume on top of occasional increases. Plain and simple, we're looking at a bottomless reserves pit and the results have unfolded just as they planned.
    Aug 19, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • Two big tests on tap for BofA's Moynihan [View news story]
    I'm with you. I voted NO. Despite all the hype surrounding the independence issue, the CEO in my view needs full reign to establish policy and the overall plan for the company. Been there, seen that.

    This looks purely political. A face savor for the board given the stocks poor performance. That said, Moynihan's experience is key to their ability to move forward. The operational infrastructure took a back seat to needed and routine systems updates and its hurting the bottom line now.
    Aug 19, 2015. 12:05 PM | 1 Like Like |Link to Comment
  • 2015 Exposes Shaky MLP Fundamentals [View article]
    This will not end well for those investors who fail to perform reasonable due diligence. This is an age old creed for everyone in the stock investment arena. Painting an entire MLP sector because of a few newly born creatures is a disservice and wreckless.
    Aug 18, 2015. 08:19 AM | 1 Like Like |Link to Comment
  • Top 10 Utilities For Dividend Growth And Income [View article]
    Selling into the spot market generally isn't as easy of simply throwing a switch next to the power plant control console. Utes who sell must have pre-installed connectivity to the new user. It's not like an open market
    Aug 18, 2015. 08:10 AM | Likes Like |Link to Comment
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