Callum Turcan

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  • Returns up in the Clouds

    By Callum Turcan - August 18, 2013 | Tickers: MSFT, CRM, WDAY

    Do investors have their heads in the clouds or is their logic grounded in good statistics? It appears to be the latter, as a June Information Week survey stated that 60% of respondents are using or considering using a cloud app platform, up from 52%. This is a very bullish sign for Salesforce.com (NYSE: CRM) which offers those services through its Heroku and Force.com websites.

    46% of respondents more »

  • Profiting from the Swipe

    By Callum Turcan - August 16, 2013 | Tickers: AXP, MA, V

    85% of all retail transactions are made with cash or check, but is that about to change? It looks to be that way as consumers start to leave their cash in the bank and take it out using their credit and debit cards.

    In 2010 48% of all retail transactions were done with cards in the US and by 2013 that was up to 50%. A report done by the more »

  • Are Chip Makers Hoarding Your Cash?

    By Callum Turcan - August 15, 2013 | Tickers: AAPL, NVDA, QCOM

    What would you do with $30 billion? Qualcomm's (NASDAQ: QCOM) CEO says it needs to keep its cash to maintain its dominance in the mobile phone chip market.

    Qualcomm pays out a 2.1% dividend yield with a payout ratio of 28.65% which could easily be raised to a higher level. While the CEO Jacobs has stated that Qualcomm needs to keep its massive cash balance sheet to more »

  • Turmoil ruining the turnaround and returns

    By Callum Turcan - August 11, 2013 | Tickers: JCP, NOK, TGT

    How many CEO's does it take to turn around a failing retailer? Apparently more than 2, as Bill Ackman and Perry Capital try to force J.C. Penney (NYSE: JCP) to find a new CEO. J.C. Penney's stock has fallen 34.7% YTD and a turn around has yet to unfold. If J.C. Penney could turn itself around it would have to do so under the more »

  • Using cable networks to boost returns

    By Callum Turcan - August 9, 2013 | Tickers: TWX, NWSA, DIS

    Disney feels the pain from the Lone Ranger flop that underwhelmed. The Walt Disney Company (NYSE: DIS) saw its profit rise by 1% as strong results from the park and network divisions were weighed down by a lackluster studio division.

    The breakdown

    Revenue from media networks increase by 5% (year over year) to $5.352 billion and revenue from the parks division increased 7% to $3.678 billion. On the more »

  • Bakken in higher returns

    By Callum Turcan - August 7, 2013 | Tickers: EOG, KOG, OAS

    Oil production skyrocketed upwards for Kodiak Oil & Gas (NYSE: KOG) as revenue jumped to $173.48 million from $85.77 million a year ago. Oil and gas sales were up 102% year over year and up 5% from the last quarter. Going just by volume (Kodiak received higher prices for its oil and gas than last year) Kodiak sold 2.112 MBOE (million barrels of oil equivalent) in the quarter more »

  • Gun Bans: Good for Sales?

    By Callum Turcan - August 6, 2013 | Tickers: CAB, SWHC, RGR

    Gun bans seem to be good for gun sales, as evident in the results of two of the biggest gun manufacturers that just came out. As those who support the 2nd Amendment fear politicians trying to limit their rights, they go out and buy guns ahead of a potential ban. Even the threat of a ban, as is the case this time, significantly boosts sales.

    Sturm up those sales

    Sturm more »

  • Profiting From Earnings Surprises

    By Callum Turcan - July 31, 2013 | Tickers: AAPL, FB, ZNGA

    Sometimes your fastest selling product makes a miss and the laggard takes its place. This was the case with Apple's (NASDAQ: AAPL) latest earnings report, as iPhone sales were 31.8 million (31.2 million plus the 600,000 from previous inventory), which beat estimates for 27 million iPhone's to be sold in the quarter. That presented a 20% increase over last year.

    This enabled investors to look more »

  • Tech Giants Fall

    By Callum Turcan - July 26, 2013 | Tickers: GOOG, INTC, MSFT

    Everyone has an Achilles heel, even Microsoft (NASDAQ: MSFT) and Google (NASDAQ: GOOG). These two tech giants hit a strong headwind recently, with Microsoft plummeting by over 11% in one day, while Google shaved a little off its market cap.

    Microsoft reported earnings that dismayed investors, as it took a $900 million writedown on its Surface tablets. The writedown came after Microsoft cut the price on some of its tablets more »

  • Banking on Banks

    By Callum Turcan - July 22, 2013 | Tickers: C, GS, WFC

    Several big banks have reported earnings over the past week and it has helped push stocks back up to record highs. Citigroup (NYSE: C) reported earnings on Monday that beat expectations and helped counterbalance tepid consumer spending numbers (which was up only 0.15% for core sales).

    Citigroup posted earnings of $1.25 a share ($3.89 billion), which beat expectations of $1.17 a share and was up from more »

  • Don't Let Your Attention Defect

    By Callum Turcan - July 15, 2013 | Tickers: JAZZ, NVS, SHPG

    Ineffective drugs being sold for billions in global sales. According to an article in the Wall Street Journal, a study in Quebec on 4,000 students (gathering data for each student over an average of 11 years) showed that boys who had Attention Deficit Hyperactivity Disorder, or ADHD, who took ADHD medication actually did worse than other kids with similar symptoms who didn't take medication. For girls with ADHD more »

  • Dividends Beat Inflation

    By Callum Turcan - July 10, 2013 | Tickers: AAPL, BP, VZ

    Dividends are a proven way to beat volatility.  In up or down markets, dividends will consistently help you to grow your portfolio. Better yet, if you reinvest those dividends you're creating a formula for market-beating success.  

    Dividends also protect you against inflation, which is a destroyer of wealth. Since the creation of the Federal Reserve in 1913 the dollar has devalued by 97%, when compared to commodities like gold more »

  • Who Will Win the Console Wars?

    By Callum Turcan - July 4, 2013 | Tickers: GOOG, MSFT, SNE

    War of the titans! Microsoft (NASDAQ: MSFT), Sony (NYSE: SNE), Nintendo, and now Google (NASDAQ: GOOG) are all tipping their hat into the arena. Microsoft makes the Xbox 360 and is going to start selling the Xbox One this fall. Sony makes the PlayStation 3 and is going to start selling the PlayStation 4 soon. Nintendo made the very popular Wii and also makes the Wii U, which isn't more »

  • Is It Game Over for This Smartphone Maker?

    By Callum Turcan - June 29, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT, NOK

    If you want to know how to lose $80 billion in market cap all you have to do is ask BlackBerry (NASDAQ: BBRY). BlackBerry (formally known as Research in Motion) fell from grace as Apple's (NASDAQ: AAPL) iPhone stole away its customers and as corporations started implementing "buy your own device" programs. Back in the second quarter of 2008, BlackBerry was riding the smartphone trend to new highs, getting more »

  • Profiting from Wall Street Rumors

    By Callum Turcan - June 26, 2013 | Tickers: EEFT, MGI, WU

    Moneygram International (NASDAQ: MGI) was up 5.35% on Friday as rumors swirled around Wall Street that a buyout of around $20-$27 could happen. That could represent a sharp premium from its $21.45 closing price as of Friday, but is a buyout likely?

    Moneygram posted free cash flow (FCF) of $43.4 million last quarter, which was significantly better than the negative $90.3 million in FCF posted more »

  • One Great Opportunity for Streaming Larger Profits

    By Callum Turcan - June 24, 2013 | Tickers: AMZN, DWA, NFLX, VIA

    Marriage is always sweet, and the marriage of Dreamworks Animation (NASDAQ: DWA) and Netflix (NASDAQ: NFLX) could make those investments even sweeter. On Monday, these companies announced an agreement to stream over 300 hours of original content on Netflix that Dreamworks will make.

    For Netflix, Dreamworks will make a series based on its upcoming movie Turbo. Turbo is an animated kids movie about a failing family restaurant that can't more »

  • 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 »

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