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- Housing Woes Are Far from Over
- Ockham Research submits: Residential real estate site Zillow.com released a discouraging report on the future of the housing market in the United States. The web site compiles information regarding home prices, mortgage values, tax rates, and other important information and has become a leading authority on residential real...
- External links 2009-08-11
- 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
- Two Important Op-Editorials from Investing Giants
- Ockham Research submits: There are two Op-Ed pieces today that we think are vitally important, and necessitate alerting our readers to. First, the New York Times published a piece by Warren Buffett entitled The Greenback Effect. He lays out the looming trouble that America faces from the...
- External links 2009-08-19
- Write-Downs Continue for Home Builder Lennar
- Ockham Research submits: As much as people want to believe in the “green shoots” of a recovery, the housing market continues to be a persistent reminder that all is not well. Wednesday the new homes sales data for May came in lower than expected, and the supply of...
- External links 2009-06-25
- Apollo Group: Industry Bellwether Continues Exceptional Growth
- Ockham Research submits: The for-profit education business has enjoyed a nice run as unemployment rates continue to rise ever higher. The largest of the sector is Apollo Group APOL, owner of The University of Phoenix. Apollo reported earnings after the close on Monday which handily beat what...
- External links 2009-06-30
- Getting Defensive: Kroger Is Undervalued
- Ockham Research submits: With a more than 40% rally in equities in the past 3-plus months, some investors are trying to ratchet down the risk in their portfolios. This would seem to be a logical move that should allow investors to participate from further gains, but also protect...
- External links 2009-06-23
- Anglo American Rejects Xstrata's Merger of Equals
- Ockham Research submits: The board of Anglo American AAUK met Monday to discuss the offer made by Anglo-Swiss mining company Xstrata (XSRAF.PK), and reportedly the board of Anglo American unanimously decided against the merger. The board’s decision was not all that unexpected as management had characterized the merger...
- External links 2009-06-22
- Weyerhaeuser Cut Dividend by 80%, Who's Next?
- Ockham Research submits: “Let’s take a quick look at these stocks moving lower right now. Timber producing Weyerhauser is cutting the dividend from 25 cents to 5 cents and that stock is moving lower, about 5% today.” Fox Business Network 7/7/2009 by Ockham Research
- External links 2009-07-08
- Apartment Vacancy Hits a 22-Year High
- Ockham Research submits: This bit of data came as a surprise to me because, generally, I thought the rising trend in foreclosures would have expanded the pool of potential renters. However, that is not the case at all these days as vacancy rates topped out at 7.5% in...
- External links 2009-07-09
- Fannie and Freddie: Worthless?
- Ockham Research submits: According to Bose George, analyst at Keefe, Bruyette & Woods, the two government sponsored entities that buy mortgages from banks have zero value to common shareholders. KBW downgraded the shares to Underperform and lowered the price target to zero from $1. The primary concern is...
- External links 2009-10-19
- Upgrade Trumps Macro-Economics for Homebuilders
- Ockham Research submits: Wednesday morning the Commerce Department released figures that homebuilding activity in the U.S. had unexpectedly fallen in October. The reasoning was that increased joblessness in addition to doubts that the homebuyer tax credit would be renewed weighed on homebuilders. Homebuilders slipped to an annual...
- External links 2009-11-18
- Pulte Homes: Moving to the Sell-Block
- Ockham Research submits: On Wednesday we wrote a piece talking about the strange upgrade of Pulte Homes PHM by an analyst at Citigroup C. At that time (Upgrade Trumps Macro-Economics for Homebuilders), we reiterated our Overvalued stance on Pulte, the largest in the group thanks to its acquisition...
- External links 2009-11-20
- Beazer Homes: Hopes to Build Sales Through Technology
- Ockham Research submits: It is not a surprise that the residential construction industry has been rocked by the recession of the past few years. The fall in home values was one of the dominos that set in motion what has become known as the credit crisis that affected...
- External links 2009-11-13
- Hovnanian: Homebuilders Still Crippled by Supply
- Ockham Research submits: The market’s rally over the last six months has benefited some of the most speculative stocks more than higher-quality stocks. This has been increasingly apparent recently as speculators have bid up extremely questionable firms such as AIG AIG and Fannie FNM/Freddie FRE (which Bloomberg’s Johnathan...
- External links 2009-09-03
- Toll Brothers is Overvalued - Just Ask the CEO
- Ockham Research submits: Last week, Toll Brothers Inc TOL chairman and CEO Bob Toll sold 791,000 shares from his vast portfolio of TOL stock. He still owns nearly 16 million shares or close to 10% of the company’s stock, but he has a history of lightening up at...
- External links 2009-09-15
- Malpass in WSJ: Devaluing Currency Has Never Led to Prosperity
- Ockham Research submits: David Malpass, President of Encima Global LLC, wrote an excellent Op-Ed in the Wall Street Journal that should be required reading for anyone interested in financial and currency markets. Although equity markets are rallying, so much of the rally disappears when you value equity markets...
- External links 2009-10-08
- The Amazing Growing Mortgage Relief Plan
- Ockham Research submits: The Obama administration rolled its mortgage relief plan this morning, which is intended to combat the growing number of home foreclosures. Thus less than 24 hours after signing its $787 billion economic stimulus plan, a costly new government program rises to the forefront. In...
- External links 2009-02-18
- Dow Nears 50% Retracement; Tread Carefully
- Ockham Research submits: It seems like a really long time ago now, but it was less than a year and a half ago that the Dow Jones Industrial Average hit its all time high mark of 14198.10 on October 11, 2007. Those familiar with technical indicators will recall...
- External links 2009-02-23
- Kraft's Results Could Signal Trouble for Kellog
- Ockham Research submits: The Dow’s newest component Kraft Foods KFT announced 4th quarter results yesterday morning that narrowly missed analyst estimates. Revenues were worse than expected but better than the quarter a year ago. The problem was that Kraft’s relatively cheap packaged foods were being skipped over...
- External links 2009-02-04
- Salaries, Traditional Bonuses On the Retreat
- Ockham Research submits: In yet another sign of the times, two of the biggest headlines on the Wall Street Journal Online today were stories about companies cutting costs at the expense of employee compensation. First, in light of the worst economy that the company has seen in its...
- External links 2008-12-18
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