Robert Baillieul

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  • Why Microsoft Shouldn't Buy Nokia

    By Robert Baillieul - August 19, 2013 | Tickers: MSFT, NOK

    Is a Microsoft (NASDAQ: MSFT) led takeover of Nokia (NYSE: NOK) in the cards? Probably not - with the brightening future of Windows Phones, there's no longer a pressing need for Microsoft to buy the Finnish handset manufacturer. 

    No longer a pressing issue

    There was a time months ago when such a deal made sense. Windows was a fledgling mobile operating system, mired in stagnation, and Nokia was the only more »

  • Should You Follow Billionaire John Paulson and Dump This Gold Miner?

    By Robert Baillieul - August 19, 2013 | Tickers: ABX, GDX, GLD

    Billionaire hedge fund manager John Paulson has soured on Barrick Gold (NYSE: ABX). According to his latest regulatory filings, Paulson sold his options to purchase 360,000 shares of Barrick in addition to trimming his stake in SPDR Gold Trust (NYSEMKT: GLD).

    But should investors rush for the exits as well? Probably not - there's a good turnaround taking shape at the troubled gold miner. 

    A turnaround is brewing

    Since more »

  • Why Microsoft Shouldn't Buy BlackBerry

    By Robert Baillieul - August 16, 2013 | Tickers: BBRY, MSFT

    BlackBerry (NASDAQ: BBRY) is up for sale and now everyone is speculating as to who might be a potential suitor. Preston Gralla, a contributor to ComputerWorld magazine, has suggested that Microsoft (NASDAQ: MSFT) step up and buy the troubled company. But I actually can't think of a worse use for Mr. Softie's cash than buying BlackBerry. Let's break down his argument point by point. 

    2 + 2 = 3 more »

  • Long Road Ahead for TransCanada's Energy East Pipeline

    By Robert Baillieul - August 16, 2013 | Tickers: ENB, KMI, TRP

    The media is buzzing about TransCanada's (NYSE: TRP) Energy East pipeline. According to its proponents, the project will allow Alberta crude to access new markets and drive oil sands development. But don't get too excited. The pipeline is still a long way from approval. 

    The proposal
    Last month, TransCanada announced that it's moving forward with its Energy East Pipeline, which will transport Canadian crude oil to east more »

  • Should You Follow Warren Buffett Into This Energy Stock?

    By Robert Baillieul - August 16, 2013 | Tickers: ENB, SU, TRP

    The Oracle of Omaha is looking north of the border for new investment opportunities. On Thursday, Warren Buffett revealed through a regulatory filing that he has accumulated a stake of 17.8-million shares in Canada’s largest energy producer Suncor Energy (NYSE: SU). Yet in spit of shares rising sharply in recent months, it's not too late to follow Buffett into this high quality oil and gas company.

    There more »

  • Don't Sell China Over Skyscraper Index

    By Robert Baillieul - August 16, 2013 | Tickers: CAT, CMI, FXI

    It's time to be scared about China...again.

    Real estate developers in the Middle Kingdom have started construction on what's planned to be the world's tallest building. But, according a popular economic indicator called the Skyscraper Index, this development represents a screaming sell signal.

    So, should investors sell Chinese equities? No, don't rush for the exits over the Skyscraper Index.

    What is the Skyscraper Index?
    On more »

  • What Are BlackBerry's "Strategic Options"?

    By Robert Baillieul - August 16, 2013 | Tickers: BBRY, IBM, MSFT

    BlackBerry (NASDAQ: BBRY) is up for sale. On Monday, management announced that it was setting up a committee to explore the company's "strategic options." But what does this mean for the troubled handset-maker. 

    No turnaround coming
    For BlackBerry, the turnaround that was always on the horizon remains just out of reach. Earlier this year, the company released its BB10 operating system in a last ditch attempt to regain relevance more »

  • 3 Can't Miss Quotes From the Oil Patch This Week

    By Robert Baillieul - August 14, 2013 | Tickers: CLR, KOG, UNP

    You can learn a lot from company conference calls. Hidden within them are comments foretelling industry trends you don't want to miss. Let's take a look at a few of my favorites from last week and what they mean for investors. 

    Costs are falling in the Bakken

    While rapid production growth takes all of the headlines, one of the more interesting trends is the falling cost of doing more »

  • 4 Things You Need to Know About TransCanada's Energy East Pipeline

    By Robert Baillieul - August 13, 2013 | Tickers: KMP, TRP

    Like Keystone XL before it, another pipeline battle is brewing north of the border. In July, TransCanada (NYSE: TRP) announced that it will push forward on its proposed Energy East pipeline. Here are the four things you should know about the proposal. 

    1. If completed, Energy East will be one of the longest pipelines in the world.

    If approved, the pipeline will ship 1.1 million barrels per day of more »

  • 4 Things to Know About Continental Resources' Earnings Report

    By Robert Baillieul - August 13, 2013 | Tickers: CHK, CLR

    Bad news for you Bakken bears: Continental Resources (NYSE: CLR) reported stellar second quarter numbers. There were lots of things to like in the conference call - rapid production growth, falling drilling costs, and several new catalysts. But in case you missed it, here are four things you need to know about Continental's earnings report.

    1. The big Bakken bonanza

    Investors have come to expect big production growth numbers from more »

  • Tim Cook Is No Steve Jobs; So What?

    By Robert Baillieul - August 13, 2013 | Tickers: AAPL, GOOG

    This week, thousands of people will go to see Ashton Kutcher's portrayal of Steve Jobs in the aptly named biopic 'Jobs.' But many are skeptical as to whether Kutcher will be able to capture the brilliance of the man. The way he talked. The way he moved. The way he thought. I suspect many will be disappointed by the performance for no other reason than Kutcher is not Steve more »

  • Don't Count On Any BlackBerry Buyout

    By Robert Baillieul - August 12, 2013 | Tickers: BBRY, DELL

    BlackBerry (NASDAQ: BBRY) is up for sale. On Monday, the company announced that it had formed a special committee to explore “strategic alternatives,” including the possible sale of the company. But this isn't the first time buyout rumours have circulated around the troubled handset maker and investors shouldn't count on any sale this time around either. 

    Not an attractive private equity target

    Yes, private equity is known for more »

  • 2 Myths You've Been Told About the Keystone XL Pipeline

    By Robert Baillieul - August 7, 2013 | Tickers: EEP, ENB, KMP, TRP

    The debate surrounding TransCanada's (NYSE: TRP) Keystone XL pipeline has been one of the fact-free varieties. Both sides - industry representatives and environmentalists - stretch the truth a little to justify their case. Let's address two of the biggest myths surrounding the project and what they mean for investors. 

    Myth #1: Keystone will cut the price of gas at the pump

    This is a common claim made by supporters of more »

  • Why Bigger Isn't Better in the Oil Patch

    By Robert Baillieul - August 7, 2013 | Tickers: XOM, RDS-B, RDS-A

    It was a tale of two companies during last week's earnings deluge. On one side, bloated, Big Oil struggled to deliver results. On the other, nimble, mid-sized energy companies posted the growth investors crave. Welcome to the era of 'Medium Oil.' 

    Poor results from the majors

    What comes to your mind when you think of 'Big Oil?' Do you imagine smoky Texan conference rooms where suits divvy up the more »

  • 3 Can't Miss Quotes for Energy Investors This Week

    By Robert Baillieul - August 7, 2013 | Tickers: EEP, ENB, RDS-B, RDS-A

    You can learn a lot from corporate conference calls and research reports. Sometimes, you can catch a peek at emerging industry trends, giving a diligent analyst the investment edge. Let's take a look at three quotes from last week and what they mean for investors.

    Lots of pipeline capacity

    Regular industry followers are well aware of the midstream infrastructure problems plaguing the continent. A lack of pipeline capacity combined more »

  • The Beginner's Guide to Enbridge

    By Robert Baillieul - August 6, 2013 | Tickers: EEQ, EEP, ENF, ENB

    Enbridge is a convoluted beast. As Fool contributor Aimee Duffy described in a recent piece, the company's operations include liquid pipelines, gas distribution, storage, corporate transactions, and gas pipelines. It can be a difficult business to wrap your head around.

    But one area that I thought deserved more attention was the company's sponsored investments. So today, I'm going to talk about these four entities as investment vehicles more »

  • Does Canada Even Need Keystone?

    By Robert Baillieul - August 2, 2013 | Tickers: CLR, ENB, TRP

    President Obama's critical comments of TransCanada's (NYSE: TRP) Keystone XL pipeline suggest the chances of the projects's approval are waning. But while America dithers, Canada isn't standing by. With so many options emerging in recent months, Keystone is losing relevance. 

    New options emerging

    While Keystone has been held in political purgatory, Canadian oil producers are securing access to new markets.

    On Thursday, TransCanada gave the green-light more »

  • How Chesapeake Is Seeking its Redemption

    By Robert Baillieul - August 2, 2013 | Tickers: CHK, SU

    Chesapeake (NYSE: CHK) wowed Wall Street on Thursday beating expectations on both revenue and earnings while also raising its production guidance. The quarter marked a big step forward as the company tries to recover from its checkered past. But can Chesapeake find redemption? Let's investigate. 

    The plan

    This is the first quarter that Chesapeake has reported under new CEO Doug Lawler. Lawler was hired in June to replace former more »

  • 3 Can't Miss Quotes for Technology Investors This Earnings Season

    By Robert Baillieul - August 1, 2013 | Tickers: AAPL, BBRY, FB

    It was a rough earnings season for technology investors. Once again the headlines proclaimed the end of the personal computer and rehashed the boom in smartphone sales. However, hidden within company conference calls are comments foretelling emergent trends. Sometimes careful listeners can catch a peek at a new industry development giving you the investment edge. Here are three of my favorite quotes and what they mean for investors. 

    The revolution more »

  • 5 Things to Look for From Chevron This Earnings Season

    By Robert Baillieul - July 31, 2013 | Tickers: CVX, XOM

    Chevron (NYSE: CVX) is set to report earnings on Friday. Before every quarter, I like to prepare ahead of the release so that the results don't bias my perception of the numbers after the fact. Here are five things I'll be listening for in the company's conference call this week.   

    For this specific quarter

    (1) Weak production results

    In March, Chevron reaffirmed its target to raise production more »

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