Robert Baillieul

Editor's Choice

  • BlackBerry's Decline in 7 Charts

    By Robert Baillieul - July 1, 2013 | Tickers: AAPL, BBRY, GOOG | Editor's Choice

    It was ugly. After a terrible first quarter, signs of a turnaround at BlackBerry (NASDAQ: BBRY) are fading. But let's take a step back from the most recent report and look at the company's operations in a long-term context.

    The sad decline

    After years as the industry's top-dog, BlackBerry has conceded its lead to upstarts like Apple's (NASDAQ: AAPL) iOS and Google's (NASDAQ: GOOG) Android more »

  • The Smartphone Wars in 7 Charts

    By Robert Baillieul - April 1, 2013 | Tickers: AAPL, BBRY, GOOG, MSFT, SSNLF | Editor's Choice

    Smartphone sales have grown exponentially since their introduction 10 years ago reshaping the way consumers connect and experience media. In the past two years the total number of U.S. smartphone subscribers has nearly doubled to over 125 million.

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    In 2012, smart devices surpassed 50% of active mobile phones in the U.S and the industry is entering into the Late Majority stage of adoption. Consumers in this demographic are more »

  • 3 Things Media Pundits Must Stop Saying About Apple

    By Robert Baillieul - March 19, 2013 | Tickers: AAPL, HPQ, NFLX | Editor's Choice

    The media is full of misconceptions about Apple's (NASDAQ: AAPL) $137 billion cash pile. Let me drill into these one-by-one. 

    Apple's cash hurts shareholders

    There's a big concern that the market might be discounting Apple's cash. There're only two reasons why this might happen:

    Management Waste: Investors believe management might squander investor capital on overpriced acquisitions, bad investments, or frivolous side projects. This doesn't more »

  • The Investor's Guide to Picking Canadian Bank Stocks

    By Robert Baillieul - March 15, 2013 | Tickers: BMO, CM, RY, BNS, TD | Editor's Choice

    It's a challenge to pick among Canada's apparently identical Big-5 banks. In investment circles, most discussion is centered on which stock is the cheapest. But with each company pursuing diverging strategies, investors should base their decision on their own thesis. 

    Royal Bank of Canada

    Thesis: With the worst of the financial crisis behind us, the global investment banking industry is poised for a rebound. 

    With $90 billion in more »

  • The Case to Buy Google in 10 Charts

    By Robert Baillieul - February 22, 2013 | Tickers: AAPL, GOOG, MSFT, YHOO | Editor's Choice

    Google (NASDAQ: GOOG) hit a record $800 on Tuesday. Yet despite the rally, shares of the search engine giant are still worth buying thanks to the company’s burgeoning digital empire and reasonable valuation.

    Great core business

    Google continues to dominate the search business. According to a recent report from comScore, Google now accounts for 67% of online queries in the United States. Microsoft’s (NASDAQ: MSFT) Bing has more »

  • 3 Reasons to Buy Celgene

    By Robert Baillieul - January 15, 2013 | Tickers: AMGN, BIIB, CELG, GILD | Editor's Choice

    Celgene (NASDAQ: CELG) stole the show at the 2013 J.P. Morgan Healthcare Conference last week. The company raised sales and earnings guidance for 2015 and announced 2017 estimates. Wall Street was stunned when the company predicted it expects sales to double by the end of 2017.

    Since the announcement, investors have made out like bandits with the stock rallying over 20%. Now traders are worried if Jamie Fox and Christoph Waltz are out to collect a bounty on overzealous bulls.

    Yet, despite the stock’s run, Celgene is still a good buy due to the company’s growth story, cheap valuation and multiple catalysts.

  • 2 Mistaken Reasons to Sell

    By Robert Baillieul - January 11, 2013 | Tickers: ATHN, ORCL, RAX, CRM, SAP | Editor's Choice (NYSE: CRM) just can’t get any love.

    The Motley Fool Caps community rates the stock an abysmal 1 star and there’s a persistent stream of negative commentary about the company. Yet revenues continue to grow at double digit rate and the stock has recently hit a new all-time high.

    What are investors missing?

    Let’s take a trip to Jellystone Park and address some of the worst bear arguments against

  • The Case to Buy Apple in 7 Charts

    By Robert Baillieul - December 22, 2012 | Tickers: AAPL, BBRY, GOOG, INTC, MSFT | Editor's Choice

    Over the weekend, I was very impressed by Foolish writer Don Dzombak’s ability to tell a story graphically in his article ‘The U.S. Natural Gas Story in 15 Charts’.

    Being the anti-fanboy I am, I set out to do the same thing and illustrate the case against Apple (NASDAQ: AAPL). It failed miserably.

    So in seven charts, I present the case to buy Apple.