Resources

28 Resources for

materials/industrials and ockham research

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Honeywell Braces for Recession
Ockham Research submits: Honeywell HON reported third quarter profit gains of 16% on revenue of $9.3 billion which was also an increase of 6%. Shares are trading down more than 7% because the company narrowed guidance and lowered their full year revenue forecast. For those that follow HON, this...
Tags: Honeywell International Inc., Recession, Seeking Alpha, Ockham Research, Shares, Materials/Industrials
External links 2008-10-17
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...
Tags: Elevator, United Technologies Corp., Seeking Alpha, Ockham Research, Investment, Aerospace & Defense, Sales Strategy, Finance, Manufacturing, Sales, Materials/Industrials
External links 2008-11-16
How Will Cummins Do in a Recession?
Ockham Research submits: Looking through some of the pundit discussions, we saw that Jim Cramer was commenting on Cummins Incorporated CMI Tuesday night.  Cramer quickly laid out some thoughts as he normally does stating that he thinks it's a great company, but now would not be the time to...
Tags: Materials/Industrials, Ockham Research, Cummins Inc.
External links 2008-11-20
Cautiously Optimistic About Vulcan Materials
Ockham Research submits: Yes, we recognize that we may be crazy to take a positive stance on Vulcan Materials Co VMC as we did several weeks back. Vulcan announced a few days ago that they are cutting 38 jobs as they tighten the belt through this continued economic...
Tags: Materials/Industrials, Ockham Research, Vulcan Materials Co.
External links 2008-11-25
Fluor Corporation: Flourishing in a Recession
Ockham Research submits: Fluor Corp. FLR is a wonderfully diverse company that has maintained its strength as the economy has worsened over the past year. When Fluor reported third quarter earnings last month, it beat consensus estimates for the fourth straight quarter, this time by 11%. ...
Tags: Energy, Materials/Industrials, Ockham Research, Fluor Corp.
External links 2008-12-04
Alcoa Sheds Costs, Should Benefit Greatly Once Recovery Begins
Ockham Research submits: Alcoa AA announced after the close of trading Tuesday that it will cut some 15,000 jobs or about 15% of its workforce. In addition, the company is halving its capital expenditure budget and hopes to divest its unprofitable foil, electric-systems, automotive-wheel and European transportation-products businesses....
Tags: Materials/Industrials, Ockham Research, Alcoa Inc.
External links 2009-01-07
Basic Materials: Too Hot Too Fast
Ockham Research submits: The market is now about 13 weeks a quarter removed from the depths of the lows hit in October. At its lowest point, the S&P 500 hit 752 and appeared to be in free fall. Thankfully, since that time stocks have enjoyed a small,...
Tags: Materials/Industrials, Ockham Research
External links 2009-01-12
Should GE Maintain Its Dividend?
Ockham Research submits: Generally, when a company finds it necessary to slash its dividend it is a sign of significant trouble in the underlying business and most often the company’s stock drops in reaction to the cut. However, General Electric GE turned conventional wisdom on its ear Monday...
Tags: Materials/Industrials, Ockham Research, General Electric Co.
External links 2009-02-09
Rohm and Haas: What It's Worth
Ockham Research submits: Dow Chemical DOW has struggled greatly since the joint venture with the Kuwait government has fallen apart, and the stock is near its 23-year low. Additionally, the stock is down more than 70% since the acquisition of Rohm and Haas ROH was announced. Yesterday,...
Tags: Materials/Industrials, Ockham Research, The Dow Chemical Co., Rohm & Haas Co.
External links 2009-02-13
Honeywell Gets More Credit from Cramer Than the Market
Ockham Research submits: Tuesday night on Mad Money, Jim Cramer went in-depth on Honeywell HON stock. For someone who specializes in his quick reactions to a barrage of stocks in the “lightening round”, you know that when he spends 15 minutes on one company, he really has something to...
Tags: Materials/Industrials, Ockham Research, Honeywell International Inc.
External links 2009-02-25
GE Finally Cuts the Dividend
Ockham Research submits: In a move that has been speculated about for quite some time, General Electric GE finally cut their dividend by 21 cents. CNBC brought the breaking news: “… GE will ultimately of course reduce the payment of the dividend to 40 cents a year....
Tags: Materials/Industrials, Ockham Research, General Electric Co.
External links 2009-02-27
GE's Immelt Leads Insider Buying
Ockham Research submits: Earlier today it was reported that there had been some significant insider buying at General Electric GE. The buying comes on the heels of the blue chip company slashing its dividend on Friday in order to cushion further losses on its balance sheet. CEO...
Tags: Materials/Industrials, Ockham Research, General Electric Co.
External links 2009-03-02
GE: The Decimation Continues
Ockham Research submits: General Electric GE was down as much as 15% in early trading, as the market is still unconvinced that the company can stand under the weight of its massive debt load at GE Capital. The market is betting that GE is not viable in its...
Tags: Materials/Industrials, Ockham Research, General Electric Co.
External links 2009-03-04
GE Gets 'Sticky Note of Doom' - FBN Interview with Ockham CEO
Ockham Research submits: This morning, Ockham CEO Christian Ward was interviewed by Fox Business Network’s Charles Payne about the plight of General Electric GE. As everyone has noticed in the last few months the GE stock has come under increased pressure as GE Capital is subject of much...
Tags: Financial, Materials/Industrials, Ockham Research, General Electric Co.
External links 2009-03-05
General Electric's Strange Days
Ockham Research submits: General Electric GE is up more than 13% today on news that the company’s credit rating was downgraded by S&P. This is yet another counterintuitive move for GE, as we reported just over a month ago (Stock Soars on Hint of a Dividend Cut, Huh?) that...
Tags: Materials/Industrials, Ockham Research, General Electric Co.
External links 2009-03-12
Alcoa's Dividend Is at Risk - Cramer
Ockham Research submits: “So take Alcoa. The world’s largest producer of aluminum. A stock that once traded at $4 and now trades at around $6. If you want to look at what a company looks like shortly before they cut a dividend. I think Alcoa is the template. Alcoa...
Tags: Materials/Industrials, Ockham Research, Alcoa Inc.
External links 2009-03-13
End to Speculation Over Alcoa's Dividend
Ockham Research submits: “We have to go to Robert Gray for breaking news with Alcoa…Yeah, Alcoa slashing their quarterly dividend down 3 cents a share from 17 cents. They are also going to sell $1.1 billion in common stock in convertible notes to raise cash here.” by Ockham Research
Tags: Materials/Industrials, Ockham Research, Alcoa Inc.
External links 2009-03-16
GE Releases GE Capital Details
Ockham Research submits: General Electric GE management met with a group of analysts and journalists for a closer look at the books of GE Capital. The meeting was billed as a deep dive and according to reports, that is exactly what they got, with meetings going for more...
Tags: Materials/Industrials, Ockham Research, General Electric Co.
External links 2009-03-19
Ingersoll-Rand Provides Another Setback for Income Investors
Ockham Research submits: Ingersoll-Rand IR announced that it will be the latest to cut their quarterly dividend. In this case, the company is cutting from $.18 a quarter to $.07, a move that will save the company $140 million annually. The dividend cut was not entirely unexpected...
Tags: Materials/Industrials, Ockham Research, Ingersoll-Rand
External links 2009-03-31
Alcoa's Quarterly Results: Mixed Bag
Ockham Research submits: Analysts were expecting a pretty rough quarter from Alcoa AA with aluminum prices still low and industrial demand depressed. Alcoa swung to a loss in the last quarter with a 28 cent per share deficit, and that number was expected to grow in the first...
Tags: Materials/Industrials, Ockham Research, Alcoa Inc.
External links 2009-04-07
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