Dr. Osman Gulseven

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  • Can Shares of Molycorp Rise Again?

    By Dr. Osman Gulseven - December 31, 2012 | Tickers: GMO, MCP, TC

    Recent Moves

    Rare earth minerals are vital to the manufacture of a variety of high tech products, including cell phones.  China controls over 90% of the world’s rare earth resources.  When that country began imposing export quotas on these resources in 2010, shares of companies like U.S. based Molycorp (NYSE: MCP) began to rise. 

    In a strange turn of events, as the few non-Chinese rare earth miners invested more »

  • Can Cliffs Natural Resources Continue to Rise?

    By Dr. Osman Gulseven - December 30, 2012 | Tickers: BHP, CLF, RIO

    Recent Moves

    Shareholders of US-based iron ore and metallurgical coal producer Cliffs Natural Resources (NYSE: CLF) have had a rough 2012.  The company’s share price has dropped substantially in this year. However, hope returned in December as the share prices started rebounding.

    Most attribute the uptrend to improvements in the price of iron ore, which had dropped below $100 a ton earlier in the fall. Analysts at Bank of more »

  • Time to Break Up This Tech Giant

    By Dr. Osman Gulseven - December 29, 2012 | Tickers: AAPL, EA, GOOG, MSFT, SNE

    Sony Corporation (NYSE: SNE) is one of the oldest technology titans in the world. The company’s most significant operations are centered on consumer electronics, but it is also involved in insurance, entertainment, and chip manufacturing businesses. Its electronic items include camcorders, televisions, video game consoles, CD and DVD players, computers, and digital cameras. The entertainment assets involve Sony Pictures Classics, Columbia TriStar Motion Picture Group, PlayStation, Columbia and Epic more »

  • Top Dividend Stocks Favored By Bill Ackman

    By Dr. Osman Gulseven - December 28, 2012 | Tickers: BEAM, BKW, CP, GGP, PG

    Pershing Square Capital Management is an activist hedge fund founded and managed by Bill Ackman. The fund had $8.929 billion under its management in the latest quarter. Pershing holds an outstanding record of 24% in average annualized returns since its inception in 2004. The fund utilizes a fundamental analysis approach to investment. Bill Ackman devotes his assets to equity, fixed income instruments, and derivative instruments worldwide. He is famous more »

  • Why Priceline Is a Better Deal Than Expedia

    By Dr. Osman Gulseven - December 28, 2012 | Tickers: EXPE, PCLN

    When a viewer mentioned Priceline.com (NASDAQ: PCLN), CNBC's Jim Cramer described it as a “fine stock,” but he preferred Expedia (NASDAQ: EXPE). I disagree. Priceline is a $600 stock, and might be hard to own. However, overall, I think it is more attractive compared to Expedia. Both companies offer online travel services, including booking services for hotel rooms, airline tickets, rental cars, cruises, and several package tours. Expedia more »

  • Watch this Precious Metal Stock For Big Moves

    By Dr. Osman Gulseven - December 28, 2012 | Tickers: PAL, PLG, SWC

    Recent Moves

    Canada-based North American Palladium (NYSEMKT: PAL) recently completed a private equity capital raise of $4 million. Funds will go towards completion of the company’s Lac de Iles Mine in Ontario, Canada as well as other projects.  The company’s share price has dropped about 50% year over year in the face of declining commodity prices for some precious metals, most notably palladium.

    Despite the fact palladium is more »

  • Can Supervalu Survive?

    By Dr. Osman Gulseven - December 27, 2012 | Tickers: SWY, SVU, KR, WFM

    Supervalu (NYSE: SVU) is one of the oldest wholesale and retail food stores in North America. Established in 1871, the company survived several worldwide recessions. However, Supervalu has been going through tough days, recently. It is losing market share due to intense competition in the business. The stock lost almost 60% in this year alone. Although the stock looks like a bargain at the current prices, I am not sure more »

  • Peabody Energy: Value Play or Value Trap?

    By Dr. Osman Gulseven - December 24, 2012 | Tickers: BHP, CNX, BTU

    Peabody Energy (NYSE: BTU) management recently offered an optimistic outlook for coal in 2013.  The company expects improving conditions in several areas after a weak first quarter.

    First, rising natural gas prices are reversing the coal to gas trend in electrical generation. Second, Peabody expects to lower capital expenditures in 2013 by 50% versus 2012 capex costs. Third, the outlook for international coal exports is improving. Recent data shows economic more »

  • Three Small-Cap Stocks With Attractive Valuation

    By Dr. Osman Gulseven - December 21, 2012 | Tickers: CLMT, OUTR, SAVE

    Small-cap stocks, if picked wisely, provide an excellent opportunity to make blockbuster profits. Everyone wants to get in early and have some share in the growth of the company. I decided to choose three less known small-cap stocks for this article. I filtered the stocks using the following criteria.

    • EPS growth during the current year should be over 15%.
    • Low Price-to-free cash flows ratio.
    • Expected EPS growth of over 10 more »
  • Sirius XM: Moving in the Right Direction

    By Dr. Osman Gulseven - December 21, 2012 | Tickers: CMLS, P, SGA, SIRI, STRZA

    Sirius XM (NASDAQ: SIRI) is one of the most widely followed stocks in the market. Since its dip in 2008, the stock made a remarkable comeback. Sirius XM shareholders gained about 65% in this year alone. I still think that the stock is a cheap deal. In this article, I dig deeper into recent financials to support my bullish thesis.

    Current financials

    Sirius XM presented a very strong Q3 for more »

  • Is This Coal Company Ready for a Rebound?

    By Dr. Osman Gulseven - December 19, 2012 | Tickers: ACI, CNX, JRCC

    Shareholders of Arch Coal (NYSE: ACI) have seen the price of their stock drop about 50% over this year. However, the price of natural gas is rising. Together with the prospect of exporting coal to international markets, the month of December 2012 provided welcome relief. Arch Coal’s share price started bouncing back from historical lows.

    On December 14, the coal complex got a big boost. The chief executive officer more »

  • What the Freeport-McMoRan Acquisition Means for Plains Exploration?

    By Dr. Osman Gulseven - December 18, 2012 | Tickers: CHK, FCX, MMR, PXD, PXP

    Freeport-McMoRan (NYSE: FCX) has made an offer to acquire both Plains Exploration & Production (NYSE: PXP) and fellow junior oil and gas explorer Mcmoran Exploration (NYSE: MMR).  Initially the deal was seen as all positive for the juniors, since both have heavy debt loads and stand to benefit from an infusion of Freeport cash. However, analysts were quick to jump in with downgrades of Plains, since the deal calls for its more »

  • Three Picks from Cramer's Dec. 11 Lightning Round.

    By Dr. Osman Gulseven - December 18, 2012 | Tickers: AA, CSCO, MON

    Do-it-yourself investors can make some “mad money” just by watching Jim Cramer's Mad Money show. Cramer has one goal: to help stock traders understand the rules of the Wall Street Game. He presents market insights and suggests investment opportunities in a unique style. During the Lighting Round, he comments on callers' picks. He only needs a few seconds before making a call, but we should take some time digging more »

  • Can Alpha and the Coal Complex Survive the Future?

    By Dr. Osman Gulseven - December 18, 2012 | Tickers: ANR, ACI, BTU

    Alpha Natural Resources (NYSE: ANR) is the largest supplier of metallurgical coal used in steel making and one of the country’s biggest producers of thermal coal used for electrical generation.  The share prices of coal stocks have been highly volatile over the past year, few more so than Alpha. Warmer weather, more regulatory control, and declining gas prices have hit U.S. coal stocks hard.

    Natural gas is priced more »

  • A Look At Donald Yacktman's Favorite Dividend Picks

    By Dr. Osman Gulseven - December 18, 2012 | Tickers: CSCO, CL, BK, USB, VIAB

    Mr. Yacktman has been managing funds for over four decades now. The Austin-based firm, which he founded, specializes in purchasing growth companies that it deems are undervalued. Yacktman prefers investments that have good business, shareholder-oriented management, or low purchase price. In the latest quarter, the firm had $16.6 billion under its management. Its portfolio was heavy on consumer/non-cyclical investments (29.67%), services (27.82%), healthcare (16.08%), and more »

  • Digging Deeper into Cramer's Dec. 5 Lightning Round

    By Dr. Osman Gulseven - December 18, 2012 | Tickers: AEP, COH, IP, KORS

    First aired in 2005, CNBC's Mad Money show is certainly a fruitful way to get investment ideas. Jim Cramer, the host and former hedge fund manager, presents all manner of investment advice in a unique style. During the Lightning Round, he accepts viewers' challenges and makes a call on their picks. Here, I review three stocks discussed on the Dec. 5 Lightning Round.

    First on the list is Michael more »

  • Sirius XM Keeps Outperforming

    By Dr. Osman Gulseven - December 17, 2012 | Tickers: CMLS, P, SGA, SIRI

    Sirius XM Radio (NASDAQ: SIRI) operates satellite radio systems and has more than 21 million subscribers. The company offers more than 135 channels of quality music, news, and talk shows. Programming includes the National Football League, Major League Baseball, and college games, as well as talk shows featuring hosts Howard Stern, Martha Stewart, and Oprah Winfrey. Sirius XM has equipment alliances with several automakers; it also sells satellite radio equipment more »

  • Can Sandridge Energy Deliver in the Long Run?

    By Dr. Osman Gulseven - December 17, 2012 | Tickers: APA, OXY, SD

    Sandridge Energy (NYSE: SD) is a mid-cap oil and gas explorer and producer based in Oklahoma. The company has seen a volatile trading year as investors bounced back and forth weighing the quality of its assets against debt and upper management concerns. The Net Asset Value [NAV] of Sandridge is $7.1 billion, according to a recent company presentation at the Bank of America Energy Conference. Moreover, according to the more »

  • Digging Deeper into Four Picks from Cramer's Lightning Round

    By Dr. Osman Gulseven - December 17, 2012 | Tickers: DUK, FTR, LINE, SD

    Do-it-yourself stock traders can get useful investment ideas simply by watching Jim Cramer's Mad Money show. Cramer has one goal: to help investors make some “mad money.” How? By presenting market insights and suggesting investment opportunities. During the Lighting Round, he makes a call on viewers' picks. He only needs a few seconds before making a call, but I think we should take some time examining his ideas. Here more »

  • Can Freeport-McMoRan Turn Oil & Gas into New “Gold”?

    By Dr. Osman Gulseven - December 17, 2012 | Tickers: BHP, FCX, MMR, PXP, SCCO

    Freeport-McMoRan Copper & Gold Inc. (NYSE: FCX) closed at $38.28 on the afternoon of December 4th 2012.  Twenty-four hours later the share price dropped more than 15%, closing at $32.16.  Investors were deeply concerned with the company’s bold move to acquire Plains Exploration & Production (NYSE: PXP) and McMoRan Exploration (NYSE: MMR)

    In theory, the rationale for the move makes sense.  With mining costs exploding and sources of more »

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