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Callum Turcan

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  • Mexican Privatization Could Bolster Dividends

    By Callum Turcan - June 18, 2013 | Tickers: XOM, PBR, RDS-A

    A change not seen since 1938 is coming. 1938 was the last time US oil companies operated in Mexico before the creation of Pemex, which stands for Petroleos Mexicanos, Mexico's state-run oil company. In 1938, Mexico nationalized its oil and gas sector, seizing all foreign assets and making it illegal for foreign oil companies to operate in Mexico. They forced all foreign companies out of Mexico's petroleum sector more »

  • Everyone Is Making Smartphones Now

    By Callum Turcan - June 13, 2013 | Tickers: T, GOOG, S, VZ

    The "SprintPhone" is here, and it is "Vital" you check it out. Sprint Nextel (NYSE: S) just announced that it is going to make its own smartphone and sell it for $100. ZTE, the low cost Chinese manufacturer, is going to make the device. The Sprint Vital will have a 5 inch HD screen, a 13 megapixel camera, will run Google's (NASDAQ: GOOG) Android Jelly Bean OS, and will more »

  • Rising Valuations in Utilities

    By Callum Turcan - June 7, 2013 | Tickers: BRK-B, BKH, NVE, TE

    M&A advisors are getting richer as more and more utility companies consolidate. Berkshire Hathaway (NYSE: BRK-B) recently announced that it was going to buyout NV Energy (NYSE: NVE), making a $5.6 billion dollar bet on a rebound in Nevada's economy. Nevada's economy got hammered during the recession with unemployment going up over 12% and its housing bubble popping.

    Now Nevada has an unemployment rate of 9 more »

  • Driving Forward in the Tank Industry

    By Callum Turcan - June 7, 2013 | Tickers: GD, LMT, NOC

    The Bradley Infantry Fighting Vehicle has been in service since 1981 as the United States' go-to ground combat vehicle (GCV).

    BAE systems has a subsidiary in the US which has made these vehicles for the Gulf War and the Iraq/Afghanistan Wars and hopes to continue to do so with Northrop Grumman (NYSE: NOC) as its partner for the next ground combat vehicle. BAE and Northrop are competing against General more »

  • An Update on the Defense Industry

    By Callum Turcan - June 6, 2013 | Tickers: AVAV, LMT, UTX

    The next generation of the USAF is the F-35 Lighting II. The F-35 will have 3 different models; the F-35A, which has the conventional take off and land variant; the F-35B, which can perform a short take off and land vertically; and the F-35C, which is made for aircraft carriers and can launch from a short runway. The first of these models, the F-35B, will be rolled out in December more »

  • This Tech Turnaround Takes Hold

    By Callum Turcan - May 28, 2013 | Tickers: DELL, HPQ, MSFT

    They say you can't cost-cut to success, but Hewlett-Packard (NYSE: HPQ) seems to be bucking the trend. HP passed another milestone on Wednesday, raising forecasts for the third quarter and beating on the bottom line.

    Hewlett-Packard's EPS was $0.87 in Q2 excluding special items (beating forecasts of $0.81 per share). The company also raised its guidance for Q3 EPS to $0.84 to $0.87 (higher more »

  • Natural Gas Gets a Green Light

    By Callum Turcan - May 23, 2013 | Tickers: LNG, CHK, COP, XOM

    The US is one step closer to becoming an energy export giant. Back in May 2011, Cheniere Energy's (NYSEMKT: LNG) Sabine Pass facility was given the green light to export liquefied natural gas (LNG) to nations without a free-trade agreement. Now another terminal can begin exporting LNG, the Freeport LNG terminal in Texas. For clarification, LNG is natural gas that has been cooled to liquid form so it can more »

  • Time To Short Gold

    By Callum Turcan - May 22, 2013 | Tickers: ABX, GG, GLL, GLD

    I was wrong, I admit it. A while ago I wrote a post about how central bank demand would push gold higher. Instead, lower CPI numbers and other factors have pushed gold prices below $1,400 and caused numerous investment banks to revise their estimates downward. Credit Suisse sees gold heading to $1,100 an ounce by the end of the year, due to decelerating inflation and the global economy more »

  • An Update On The U.S. Auto Market

    By Callum Turcan - May 20, 2013 | Tickers: F, GM, HMC, TM

    Will the U.S. auto market rebound? Most likely, according to data from Edmunds.com. Edmunds reported that 14.5 million cars and light trucks were sold in 2012, and predicts 15 million will be sold in 2013. Trucks are selling very well, with light duty trucks seeing 11.3% YTD growth, while cars are seeing 3.1% growth.

    The rebound in the construction industry is boosting demand for pickup more »

  • Do You Have Nerves of Steel?

    By Callum Turcan - May 16, 2013 | Tickers: MT, BRK-B, X

    Do you have nerves of steel? Are you willing to wait out crisis after crisis in Europe, and slowdown after slowdown elsewhere? If you are, then ArcelorMittal (NYSE: MT) may be the stock for you. ArcelorMittal posted a net loss of $0.21 per share, missing estimates by $0.07 and falling short of the $0.01 EPS it posted a year ago.

    The stock was still up 4.5 more »

  • The Bakken Is Still Roaring

    By Callum Turcan - May 15, 2013 | Tickers: HES, KOG, NOG

    What if I told you that you could own a stock whose oil production is up 107% year over year with a PE (TTM) of 14.8? What if I also told you that this stock's EPS is also slated to grow by over 34% this year? At this point, you would probably be thinking what a great deal this is.

    The company I'm talking about is a more »

  • E-Cigs Could Help Reverse The Decline

    By Callum Turcan - May 11, 2013 | Tickers: MO, LO, RAI

    Cigarettes can kill you. They can give you cancer, make you spend all your money, and force you to smell bad. But, this little invention may be able to shift this type of public sentiment toward cigarettes to a more light-hearted one.

    E-cigs, aka electronic cigarettes, vaporize a liquid that contains nicotine, an assortment of flavors, and propylene glycol (some companies are starting to offer more glycerin solutions as well more »

  • Has This Range Bound Stock Broken Free?

    By Callum Turcan - May 10, 2013 | Tickers: AMZN, AAPL, GOOG, MSFT

    Will this stock finally break free of the range bound shackles its been tied down to? Microsoft (NASDAQ: MSFT) recently closed above $33 for the first time since the Great Recession, and is starting to break out of the $25 to $32 cycle it has been trading in for the past decade. Is this the beginning of a structural change in how Microsoft trades, or just a brief run up more »

  • The "Pyramid" Scheme Continues To Outperform

    By Callum Turcan - May 6, 2013 | Tickers: HLF, JCP, NUS, USNA

    The company accused of being one large fraud continues to outperform and reward shareholders in the long run. Embattled Herbalife (NYSE: HLF) has been fighting with Bill Ackman over whether or not it is a pyramid scheme. Considering that Herbalife as been operating in the U.S. since 1980, let's assume that they are at least somewhat legal (at the very least) and that it is worth looking at more »

  • Nokia: Down but Not Out

    By Callum Turcan - April 30, 2013 | Tickers: BBRY, NOK, SI

    It takes a while to turn around a company, but when it happens the returns can be huge. Nokia (NYSE: NOK)) has stopped the bleeding of cash, but has yet to return to stable profitability. When it does, the stock could take off.

    Competition problems

    Management routinely cited competition as a major headwind for Lumia sales, as new phones from Google to BlackBerry (NASDAQ: BBRY) take to the shelves. BlackBerry more »

  • Will China Carry This Fast Food Company to Greater Heights?

    By Callum Turcan - April 18, 2013 | Tickers: BKW, MCD, YUM

    McDonald's (NYSE: MCD) is expanding into China faster than ever. Last year, McDonald's planned on opening only 200 new stores in China by the end of 2013. Now, management has recognized the true potential of the new middle class Chinese consumers and is stepping up their game.

    They now plan on opening 700 new stores in China by the end of 2013, which would bring their total up more »

  • Will China Carry This Fast Food Farther

    By Callum Turcan - April 16, 2013 | Tickers: BKW, MCD, YUM

    McDonald's Corp (NYSE: MCD) is expanding into China faster than ever. In 2012 McDonald's planned on only opening 200 new stores in China by the end of 2013. Now management has recognized the true potential of the new middle class Chinese consumers and is stepping up their game.

    They now plan on opening 700 new stores in China by the end of 2013, which would bring their total more »

  • Should You Buy the "Other" Google?

    By Callum Turcan - April 15, 2013 | Tickers: BIDU, GOOG, QIHU

    There is a Chinese company out there just like Google (NASDAQ: GOOG), and it's growing at a faster rate. Right now Google controls 65.2% of the global internet search market (by number of searches, according to comScore), effectively dominating the market. But in China, Google hasn't been able to make inroads for numerous reasons, and Baidu (NASDAQ: BIDU) is one of them.

    Baidu controlled 78.3% of more »

  • The Golden Age of US Energy Needs this Company

    By Callum Turcan - April 15, 2013 | Tickers: XOM, HAL, KOG

    The US is undergoing a structural change in the energy sector. We are now producing more crude oil than the year before. For the majority of the 21st century, US oil production fell. But with the advent of hydraulic fracking, US oil production rose from 5 million barrels per day (BPD) in 2008 to over 7 million BPD today.

    States like North Dakota are leading the charge, with North Dakota more »

  • Nokia Earnings Preview

    By Callum Turcan - April 10, 2013 | Tickers: CMGE, NOK, SI

    Nokia (NYSE: NOK) is well on its way to profitability, but will it take hold?

    Nokia last quarter posted its first profit in a year, as Lumia sales of 4.4 million combined with Nokia Siemens Network being profitable propelled the company to earn 8 cents a share. On April 18, Nokia posts earnings, and the consensus is for them to lose 5 cents a share this quarter. Here is more »

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