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- 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
- Market Eager for RIM's Report
- Ockham Research submits: “So what should we expect? Today they’re out talking about app-world, this new thing where you can buy applications just like the iPhone as a driver of long-term revenue potential is what the Co-CEO of RIMM said about the app-world. And if you look at stock...
- External links 2009-04-02
- Gamestop Has Upgrade Potential Post-Selloff
- Ockham Research submits: Gamestop GME reported fiscal first quarter results to the market Thursday that were in line with estimates with EPS coming in at $.42. Revenue was also reported in-line with expectations of $1.98 billion, which shows growth of 9.8% from a year ago. However, GME...
- External links 2009-05-21
- From the Market's Point of View, Palm Pre Fails First Test
- Ockham Research submits: This was supposed to be a great day for Palm PALM investors, the highly anticipated Pre handset was released over the weekend. There was a lot riding on the release and the results were strong with lines at Sprint S stores and all stores reportedly...
- External links 2009-06-08
- Motorola: On Downgrade Watch
- Ockham Research submits: “Motorola trying it turn it around. Trying it turn the ship around. Think Royal Caribbean here. They lost a penny the street thought 4 cents so Motorola up big on earnings.” — Fox Business Network 7/30/2009 by Ockham Research
- External links 2009-07-30
- Garmin Stock Navigating to a Huge Gain
- Ockham Research submits: Personal navigation device maker Garmin Ltd. GRMN has been one of the worst stocks for long investors to hold over the last year and a half. The stock traded for about $90 per share in January of 2008, but had steadily declined at a pace...
- External links 2009-08-05
- Has Palm Peaked? Analyst Says Yes, Traders Disagree
- Ockham Research submits: It was an extremely interesting close of the trading week for Palm PALM stock this week. Palm saw a downgrade from Ilya Grozovsky, an analyst at Morgan Joseph, on Thursday to “sell” from “hold,” citing the fact that in his view sales of the Palm...
- External links 2009-08-16
- Analyst Gets Hyper-Bullish on RIM
- Ockham Research submits: Analyst Mike Abramsky of RBC Capital has issued an extremely thorough report on his vision of where the smartphone industry is headed, and he likes what he sees. He expects the number of smartphones users worldwide will triple by 2012 representing 35% of total handsets,...
- External links 2009-08-18
- Motorola's CLIQ Smartphone Moving It Forward
- Ockham Research submits: “If you look at Motorola, they have unrolled what I will say is the best named cell phone product ever, the CLIQ. 6% higher today, as they like the partnership with Google. However, there are some rumblings that their choice of a service provider, T-mobile, might...
- External links 2009-09-12
- Research in Motion: Reports of Sales Death Are Greatly Exaggerated
- Ockham Research submits: The market sent a clear message of displeasure to Research In Motion RIMM after reporting earnings on Thursday afternoon, sending the stock sliding as much as 17% on Friday. Revenue for the third quarter fell short of expectations, as did forecasts for the fourth quarter...
- External links 2009-09-26
- Research in Motion: Valuation Wall Street Cannot Deny
- Ockham Research submits: Analysts on Wall Street have turned bullish on Research in Motion RIMM since the beginning of October, most of them noting that the maker of Blackberry is simply too cheap. Shares of RIM dropped sharply after the company reported their second quarter results that were...
- External links 2009-10-12
- Research in Motion: Downgrade Is Too Late
- Ockham Research submits: “I thought the downgrade should have been made 20 points ago. You’ve got a 14 times earnings stock in the 50s. I’m not going to back away from it at this level. I’d rather buy it than sell it. It’s really down a lot.” — CNBC’s...
- External links 2009-11-03
- Cramer: Flat Wrong on GameStop
- Ockham Research submits: “The problem with Gamestop is you need to be able to have both good hardware and software sales. Not until later next year do I expect Grand Theft Auto. We had Rock Band, Guitar Hero. Those are all played out. I can’t get behind GameStop not...
- External links 2009-11-18
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