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- Johnson & Johnson Takes Good Care of Business
- Ockham Research submits: Johnson & Johnson JNJ reported earnings Tuesday morning that beat expectations and reaffirmed JNJ as a safe harbor in this extremely volatile market. We have been fairly bullish on JNJ for some time but, as of September 27th, we have the stock rated “Greatly Undervalued”, our...
- External links 2008-10-15
- McDonald's Rides High by Pricing Low
- Ockham Research submits: McDonald’s Corp. MCD reported perhaps not surprising but certainly spectacular earnings for its third quarter. McDonald’s has obviously benefited from consumers “trading down” to its cheap alternative to dining out. Of course, it is perfectly logical that when the economy hits a rough patch people will...
- External links 2008-10-23
- Comcast Looks Incredibly Cheap
- Ockham Research submits: Let’s face it, those stocks once thought to be “safe” no longer are. Over the last two months even the most strident of bulls has lost at least some of their confidence. Consumers are cash strapped, unemployment is rising and the stock market has tanked. So,...
- External links 2008-10-24
- Aaron Rents Can Benefit from This Credit Environment
- Ockham Research submits: In the search for stocks that have the potential to benefit from a protracted recession, we want to highlight an undervalued stock in the rent-to-own segment. Aaron Rents RNT, an Atlanta based company, was being pummeled Tuesday, down more than 16% as of this post. This...
- External links 2008-10-29
- Value Investors Could Do Far Worse Than Apple
- Ockham Research submits: Apple AAPL reported earnings for the fourth quarter last week and the stock has appreciated 17% since. The market was nervous about what Apple would report as the stock sold off to $91 the day earnings were to be reported, but investors got what they should...
- External links 2008-10-30
- Chesapeake Energy Unlikely To Remain this Cheap
- Ockham Research submits: Energy stocks have retreated quite a bit since the commodity bubble popped in mid-summer. The energy sector as a whole is down about 40% during this time frame while the S&P 500 is down a relatively moderate—in comparison—23%. Chesapeake Energy CHK has been particularly hammered in...
- External links 2008-10-31
- Will AutoZone Benefit from Plunging Car Sales?
- Ockham Research submits: The U.S. auto industry is currently enduring one of the worst business climates in its history, as the tapped-out consumer retrenches. General Motors GM reported that October was its worst sales month in the post-World War II era. GM’s sales were hit the hardest, dropping 45%....
- External links 2008-11-04
- Speedway Stays Appealing Despite Potential Loss of Sponsorship Dollars
- Ockham Research submits: It may come as a surprise to you—as it did to me—that NASCAR is the second most popular televised sport in America. There is big money in auto racing—it brings in more advertising revenue from Fortune 500 brands than any other sport. Race fans don gear...
- External links 2008-11-05
- BJ's: A Great Defensive Stock in Retail
- Ockham Research submits: The stock market endured another large sell-off for the second straight day as the investing community considers the tough road ahead for the global economy. While the credit crisis unwinds and banks de-lever, the prospect of overall economic growth looks pretty dismal for the time being....
- External links 2008-11-07
- Starbucks Will Restructure and Rise Once Again
- Ockham Research submits: Starbucks SBUX reported fourth quarter earnings after the close on Monday. Analysts had been expecting profit of 13 cents per share on revenues of $2.58 billion. Well, the results were a disappointment to most as the company earned only 1 cent per share after restructuring charges...
- External links 2008-11-11
- Is American Express Worth the Risk?
- Ockham Research submits: One of the major developing stories this week is the conversion of American Express AXP to a bank holding company in order to receive funds from the government’s Troubled Asset Relief Program (TARP). This situation is similar to the Fed’s decision to allow the immediate conversion...
- External links 2008-11-13
- United Technologies: A Good Company Bullied by a Bad Market
- Ockham Research submits: United Technologies UTX is one of those companies that can be easy to forget. They are not garnering headlines like major Financials or Tech companies, or like our automakers last week. However, all this Dow Industrials component does is continue plugging away and beating estimates in...
- External links 2008-11-16
- HP Shows Strength as Its Competitors Flail
- Ockham Research submits: Tuesday morning Hewlett Packard HPQ offered preliminary results for the company’s fourth quarter that ended in October. HP expects to report net income of $1.03 per share on revenue of $33.6 billion, with $.19 of earnings coming from the acquisition of Electronic Data Systems. These results...
- External links 2008-11-19
Additional Resources
- The Whitney Whiplash
- Ockham Research submits: After four straight weeks of market declines, the stock market has soared on Monday in anticipation of major earnings releases. The broad market indices are trading about 2.5% higher, and the biggest gainers have been the stocks in the finance sector. The financial sector,...
- External links 2009-07-13
- More Analyst Love for Goldman: Bonuses Make a Small Splash
- Ockham Research submits: Goldman Sachs GS has received another glowing recommendation from a Wall Street analyst on Tuesday. This time it is Friedman, Billings, Ramsey & Co. analyst Steve Stelmach who wrote in a research note that Goldman has been able to handle the turmoil in the markets...
- External links 2009-06-24
- Investors Can Find Comfort in Big Blue
- Ockham Research submits: Brutal bear markets tend to uncover value and this one is no different. Such markets also tend to drive investors into higher-quality companies as a way to preserve against losing too much money in the downdraft. For these reasons, today we chose to highlight the shares...
- External links 2008-10-09
- Are Banks Stemming Growth Despite TARP?
- Ockham Research submits: While the deployment of the second iteration of TARP is being discussed on Capitol Hill, there were a couple of very distressing pieces of news that I read Monday. The first piece from the Wall Street Journal showed that based on banks' own reports, 10 of...
- External links 2009-01-27
- Is Electronic Arts a Clear Case of Institutional Manipulation?
- Ockham Research submits: It came as no huge surprise that Electronic Arts ERTS reported a very rough third quarter, as they had warned of a tough holiday season and analysts have lowered estimates 4 times in the last month according to Yahoo! finance. However, the actual results were worse...
- External links 2009-02-03
- Expectations Too High for Best Buy?
- Ockham Research submits: Since Circuit City collapsed late last year, the conventional wisdom has viewed this as a boon to Best Buy BBY. In all likelihood, this is the case as the two were in direct competition for consumer electronics retail dollars. However, the market has already...
- External links 2009-03-26
- Insiders Continue to Sell, Sell, Sell
- Ockham Research submits: We have to send a tip of the hat, to ultra popular finance blogger at Zerohedge.com for alerting us to the huge number of insiders who are selling off stock in their companies. We have noted this sort of activity over the last few...
- External links 2009-08-13
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