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348 Resources for

ockham research

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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...; Tags: US Market, Ockham Research, Pulte Homes Inc.; External links 2009-11-20
Bloomberg?s Weil: Wells Fargo Needs TARP: Ockham Research submits: Bloomberg opinion columnist Jonathan Weil has a talent for navigating balance sheets of often complex financial firms. In his latest piece, he writes about Wells Fargo WFC, the bank who rejected the idea that it needed TARP funds in the first place, yet has to...; Tags: Financial, Ockham Research, Wells Fargo & Co.; External links 2009-11-19
RadioShack Tunes in Profits by Trimming Costs: Ockham Research submits: Electronics retailer RadioShack RSH increased profit by 18%, but shares fell more than 6% in afternoon trading as sales figures were weaker than hoped. This continues to fall in line with the emerging theme of the second quarter earnings results: companies beat earnings estimates in...; Tags: Retail, Ockham Research, RadioShack Corp.; External links 2009-07-28
Is the Worst Over for Tyson Foods?: Ockham Research submits: The world’s largest meat producer, Tyson Foods TSN, reported a very respectable third quarter performance on Monday evening. Far better than last year’s 3 cents per share of EPS, Tyson reported 35 cents this quarter, even beating consensus analysts’ estimates by 50%. Sales fell...; Tags: Retail, Ockham Research, Tyson Foods Inc.; External links 2009-08-04
Cognizant Technology: On a Tear and Still Undervalued: Ockham Research submits: Cognizant Technology Solutions CTSH is in the business of information technology, or more specifically technology strategy consulting. Essentially, they consult other businesses on how to more efficiently run their current technology infrastructure. All companies are looking for ways to do more with less these...; Tags: India, Ockham Research, Cognizant Technology Solutions; External links 2009-08-05

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...; Tags: Gadgets, Ockham Research, Garmin Ltd.; External links 2009-08-05
Whole Foods: Gaining Steam, Not Weight: Ockham Research submits: When was the last time you heard a company executive say something like, “We sell a lot of junk.”? Of course, in this case, Whole Foods’ WFMI CEO John Mackey was not referring to the quality of their products, but rather the nutritional value of...; Tags: Retail, Ockham Research, Whole Foods Market; External links 2009-08-06
Brinker Int'l Sees a Difficult Quarter Ahead: Ockham Research submits: “Another name in the dining space out with earnings just a few minutes ago as well - Brinker International, this company owns and operates Chili’s as well as On the Border and various restaurant franchises. The company beating the street by 4 pennies but the revenue...; Tags: Retail, Ockham Research, Brinker International Inc.; External links 2009-08-07
Priceline: Boosted by Summer Travel Deals: Ockham Research submits: Priceline.com PCLN stock has taken flight today after announcing some impressive earnings. The discount travel agency website followed up a strong report from competitor Expedia EXPE two weeks ago. Priceline’s quarter was easily better than the Wall Street analysts anticipated as they reported earnings...; Tags: Internet, Ockham Research, Priceline.com Inc.; External links 2009-08-10
Fluor's Profits Continue to Impress: Ockham Research submits: Fluor Corp. FLR reported earnings after the closing bell on Monday, and we believe the global engineering and construction company continues to offer compelling value. Estimates called for earnings per share of 91 cents, which would have been an increase over the same period a...; Tags: Materials & Industrials, Ockham Research, Fluor Corp.; External links 2009-08-10
Wendy's: Cramer Takes On Fast Food: Ockham Research submits: I am starting to see a turn-around in another fast food player that I have avoided, stayed away from, because, well, it’s been expensive on earnings. It didn’t have much momentum and frankly it wasn’t that well run. Now, all of these things are improving, this...; Tags: Retail, Ockham Research, Wendy's International Inc.; External links 2009-08-11
Ford Takes Advantage of Cash for Clunkers: Ockham Research submits: Ford Motors F, along with other major automakers, reported sales results from the month of July, and in Ford’s case it was the first increase since November 2007. The company delivered 165,279 vehicles last month compared to 161,530 a year ago. The much discussed...; Tags: Transport, Ockham Research, Ford Motor Co.; External links 2009-08-04
Centex: Trying to Stay Attractive to Pulte Homes: Ockham Research submits: Centex Corp. CTX reported an EPS from continuing operations of $.68, but the results were greatly improved by a $3.31 per share tax benefit. Revenue was down 49% overall, and 47% in the home building operations. Analysts had been predicting a loss of $1.17...; Tags: Materials & Industrials, Ockham Research, Centex Corp., Pulte Homes Inc.; External links 2009-08-04
Deutsche Bank's Ackerman Forecasts Trouble Ahead: Ockham Research submits: On Tuesday, we wrote about Deutsche Bank’s DB earnings release which signaled the bank was protecting itself against further difficulty ahead A Cautious Tone for Deutsche Bank. The bank worried investors by devoting a great more resources to loan loss provisions than any analysts had...; Tags: Financial, Ockham Research, Deutsche Bank AG; External links 2009-07-31
A Cautious Tone for Deutsche Bank: Ockham Research submits: "Deutsche Bank, Germany’s biggest bank, says second quarter profit rose 68%, beating estimates. Net income rose $1.55 billion, this is a huge however, the bank has been forced to increase its provision for bad loans to $1.4 billion. Deutsche Bank is posting second straight quarterly profit...; Tags: Financial, Ockham Research, Deutsche Bank AG; External links 2009-07-28
BP Reports Earnings, Expects Soft Demand for Oil: Ockham Research submits: It was started off this morning, when British Petroleum came out with the earnings and dropped over 53% from last year and they basically said, hey, guys, I know that oil prices have been excited about increasing demand, but you know, up to this point, we’ve...; Tags: Energy, Ockham Research; External links 2009-07-29
McKesson's Prognosis Looking Even Better: Ockham Research submits: “McKesson out, the Street was looking out for this. Revenues in line and the CEO called the quarter a strong quarter, and the stock opened up strong so that’s great news for McKesson there.” Fox Business Network 7/29/2009 by Ockham Research; Tags: Healthcare, Ockham Research, McKesson Corp.; External links 2009-07-29
Taser Me Bro: Taser International Reports Decent Quarter: Ockham Research submits: It is hard to believe that it has been nearly two years since the infamous web video of the, “Don’t taze me bro,” incident occurred during a John Kerry speech at the University of Florida. The incident has received a lot of attention in that...; Tags: Retail, Ockham Research, TASER International Inc.; External links 2009-07-29
Green Mountain Coffee Roasters: When Great Is Not Enough: Ockham Research submits: Green Mountain Coffee Roasters GMCR has been one of the hottest stocks in the entire market since the beginning of the year. The stock is up 155% this year and last month the company issued a three for two stocks split to keep the stock...; Tags: Retail, Ockham Research, Green Mountain Coffee Roasters Inc.; External links 2009-07-30
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; Tags: Gadgets, Ockham Research, Motorola Inc.; External links 2009-07-30