Equity Research & Investment Analysis

Sign Up Now for Ockham Investment Research, Ratings, Financial News, and In-Depth Reports

RazorWire™ Financial TV News

powered by Psydex

Latest Followed Stock Commentary

The most recent commentary from TV Media followed by Ockham
6:21:15 AMFREFreddie Mac
Squawk Box
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Squawk Box said about FREDDIE MACGET STARTED for $1/mo.
6:21:13 AMFNMFannie Mae
Squawk Box
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Squawk Box said about FANNIE MAEGET STARTED for $1/mo.
6:19:35 AMFREFreddie Mac
Squawk Box
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Squawk Box said about FREDDIE MACGET STARTED for $1/mo.
6:19:33 AMFNMFannie Mae
Squawk Box
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Squawk Box said about FANNIE MAEGET STARTED for $1/mo.
Squawk Box
“… Modern times. >> lehman brothers filed for bankruptcy protection. Of america. AMP ig struggling to avoid collapse itself. It got drunk and now it's got a hangover. >> it seems like ceos hit the lottery when their companies collapse. >> we are in the midst of a once in a century credit tsunami. >> when you ask about the taxpayers being on the hook, …”
America's Nightly Scoreboard
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what America's Nightly Scoreboard said about CITIGROUP, INC.GET STARTED for $1/mo.
America's Nightly Scoreboard
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what America's Nightly Scoreboard said about MEDICIS PHARMACEUTICAL CORP.GET STARTED for $1/mo.
America's Nightly Scoreboard
“… Went under and again we have not seen anything close to that and the failures caused the fdic insurance fund $229.5 million and nebraska based sherman COUNTY BANK will be reopened as heritage bank and riverside bank on the gulf coast of florida will reopen as tib bank and both banks are expected to open under the new names on tuesday and …”
7:22:34 PMFREFreddie Mac
America's Nightly Scoreboard
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what America's Nightly Scoreboard said about FREDDIE MACGET STARTED for $1/mo.
7:22:32 PMFNMFannie Mae
America's Nightly Scoreboard
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what America's Nightly Scoreboard said about FANNIE MAEGET STARTED for $1/mo.
America's Nightly Scoreboard
“… Susan collins have all voted in favor of the stimulus plan, essentially paving way for signing ceremony at the white house early next week. Before voting senators took to the floor, before voting they took to the floor, ENT everying their statements on the american recovery and reinvestment act. >> the tragedy of this trillion dollar bill it ignores hard-earned lessons. …”
Mad Money
“… How do you feel like visa. They got in at it's APO at $49 a shared then again months later at $85. How do you feel about younger >> I like master card more than you pay too high for the second …”
Mad Money
“… Split this e&p and refining businesses into separate do you consider them a trade whose thee it is no longer applies? Would it be better off consolidating into the BP for big difficult dense or hold a little of each for >> I like BP. Marathon said they put it off. I think if marathon was approached by someone, they would buy it. I think the chinese are on the prowl to buy an oil company. 4% yield in the earnings …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about MARATHON OIL CORP.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about AGNICO-EAGLE MINES LIMITEDGET STARTED for $1/mo.
Mad Money
“… Quote baback. Go ahead. >> caller: ceg, consolation >> no, it's done. That takeover's happened. Treasurers witness anyone who says in ROHM AND HAAS. It's time to take a profit. Let's go to leona in pennsylvania. >> caller: jimbo, a triple boo-yah, boo-yah, boo-yah from the steeler country. …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about CONSTELLATION ENERGY GROUP INCGET STARTED for $1/mo.
6:44:19 PMRYNRayonier Inc
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about RAYONIER INCGET STARTED for $1/mo.
Mad Money
“… Dividend, either. I say sell dupont. I'm reiterating here again to its businesses, it's got a drug business, too much stuff going generic and it's too connected to housing.OTE the stock of patricia in virginia! >> caller: hey, jimbo. >> boo-yah to you, patricia. >> caller: not much. …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about THE DOW CHEMICAL COMPANYGET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about MARATHON OIL CORP.GET STARTED for $1/mo.
Mad Money
“… >> caller: also driving the family crazy with the bobblehead. >> caller: okay, here's my I want to take advantage of the potential of the centrally computerized medical records do we like MDRX? >> we not only like MDRX, but let me get this fella's name, because he's been on the show a number of times, and he's our guy, man. We like glen tollman, he's been on a number of times. …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about AMERICAN CAMPUS COMMUNITIES, INC. REITGET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about GOLDMAN SACHS GROUP, INC.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BEST BUY COMPANY, INC.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about AXSYS TECHNOLOGIES, INC.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about LOCKHEED MARTIN CORP.GET STARTED for $1/mo.
Mad Money
“… >> yes. I like -- well, first remember, we like to have -- unless it's speculative, we like to have some dividend going forward. NORTHROP GRUMMAN's got a 3.93 dividend. We like to have what I regard as some earnings -- well, you know i'm only going to do NORTHROP GRUMMAN, because the one I also like, lockheed martin's up a buck today, and that's had too much of a move in a down day. Let's go with NOC. It has a nice yield. As it goes down, buy more. How about jeff in washington? Jeff? >> caller: yes, jim. >> boo-yah, jeff. How are you? >> caller: i'm doing well. …”
Mad Money
“… Rate. That would make it a $56 stock mass gradeings a $40 stock. It's 40% off the high it started tumbling last year when the analyst from JPMORGAN downgraded the stock. Since then, the same analyst upgraded it twice, but it hasn't gotten any traction because of the miserable stock market. I have a hard time believing it won't catch a takeover bid from …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about RAYTHEON COMPANYGET STARTED for $1/mo.
Mad Money
“… Breathe! Axsys sells to all kinds of defense agencies, the dod, the border patrol and also the big defense contractors like raytheon, northrop grumman, BOEING, lockheed martin. It's got everybody, you know? And it may be only $830 million company, but it's a legitimate one with real customers, because 90% of the company's sales come …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about LOCKHEED MARTIN CORP.GET STARTED for $1/mo.
Mad Money
“… Blaine would have had time to breathe! Axsys sells to all kinds of defense agencies, the dod, the border patrol and also the big defense contractors like raytheon, NORTHROP GRUMMAN, boeing, lockheed martin. It's got everybody, you know? And it may be only $830 million company, but it's a legitimate one with real customers, because 90% of the company's sales come …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about RAYTHEON COMPANYGET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about AXSYS TECHNOLOGIES, INC.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about AXSYS TECHNOLOGIES, INC.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about GENERAL DYNAMICS CORP.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BOSTON SCIENTIFIC CORP.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BOSTON SCIENTIFIC CORP.GET STARTED for $1/mo.
Mad Money
“… Indebted company. Bsx is a cash machine. Think of it as an atm, generating $180 million in cash flow every month, which is much better, of course, than a sharp BOEING knife in the eye, especially in this market. The company wants six nor products in the cardiac rhythm division in 2008, three more this year in japan, the second largest health care market. …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BOSTON SCIENTIFIC CORP.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BOSTON SCIENTIFIC CORP.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BOSTON SCIENTIFIC CORP.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BOSTON SCIENTIFIC CORP.GET STARTED for $1/mo.
Mad Money
“… It's time to buy. According to my friend, buddy, pal david peltier at thestreet.Com, who runs the dividend stock adviser newsletter and nailed HARLEY-DAVIDSON as a sale this week, the turn-around in bsx is real, and we believe him. On january 28th, bsx reported a very strong fourth quarter, delivering 21 cents of earnings …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about THESTREET.COM, INC.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BOSTON SCIENTIFIC CORP.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about BOSTON SCIENTIFIC CORP.GET STARTED for $1/mo.
Mad Money
“… Merge under geithner's euthanasia bank plan. Finally, the minerals and they're all doing better thanks to the veracious demand of the communists, FREEPORT MCMORAN, all companies that are getting nothing from this country but could really work if you believe they've got china on their side. Here's the bottom line -- we didn't go anywhere, despite the so-called big stimulus package, …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about GOLDMAN SACHS GROUP, INC.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about KNIGHT CAPITAL GROUP INC.GET STARTED for $1/mo.
Mad Money
“… They're cash rich and making their numbers. Biotech, too. Acquisitions and big approvals from many of the majors. In january's doing better. CREDIT SUISSE says things have last night you heard knight capital telling us things were improving and I know goldman sachs, nod terrible trust name, is doing better because credit, or at least bonds are being …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about MCDONALD'S CORP.GET STARTED for $1/mo.
Mad Money
“… Because of china, but i'm only recommending terra nitrogen. Even the food and beverage companies have had mixed I think coke's been good, but kraft's really bad. GENERAL MILLS seems to be doing well. Pepsi I like! But again, that's in part because of its growing china guess what? …”
Mad Money
“… Because of china, but i'm only recommending terra nitrogen. Even the food and beverage companies have had mixed I think COKE's been good, but kraft's really bad. General mills seems to be doing well. Pepsi I like! But again, that's in part because of its growing china …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about COCA COLA BOTTLING CO. CONSOLIDATEDGET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about TERRA NITROGEN COMPANY, L.P.GET STARTED for $1/mo.
6:06:07 PMBGBunge Limited
Mad Money
“… The people's republic, i'm not talking about cambridge. They're spending. How about agriculture? Eh, deere. Articles this week say they have potential credit problems. BUNGE said they missed the quarter. Fertilizer seems to stabilize because of china, but i'm only recommending terra nitrogen. …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about DEERE & COMPANYGET STARTED for $1/mo.
Mad Money
“… Call.Com, qualcomm is going to benefit and it's going to hang in there. It's got $40 billion -- up $40 billion is what carolina is throwing at wireless cisco and HEWLETT-PACKARD also have chinese exposure, which is why i've been buying them. The people's republic, i'm not talking about cambridge. They're spending. How about agriculture? Eh, deere. …”
Mad Money
“… Call.Com, qualcomm is going to benefit and it's going to hang in there. It's got $40 billion -- up $40 billion is what carolina is throwing at wireless CISCO and hewlett-packard also have chinese exposure, which is why i've been buying them. The people's republic, i'm not talking about cambridge. They're spending. How about agriculture? Eh, deere. …”
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about QUALCOMM, INC.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about RESEARCH IN MOTION LIMITEDGET STARTED for $1/mo.
Mad Money
“… Housing tax credits this week in the stimulus means it's going to stay that way. Centex, d.R. Horton, toll, they're all giving back the huge gains they had. Off a cliff. I wouldn't touch BOEING with a 10,000-foot pole, or a plane for that matter. I don't want to go near a casino stock because no one seems to be going near a casino. Tech is an unmitigated softness everywhere but in smartphones, …”
6:05:14 PMCTXCentex Corp.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about CENTEX CORP.GET STARTED for $1/mo.
Mad Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Mad Money said about D.R. HORTON, INC.GET STARTED for $1/mo.
6:04:35 PMKSSKohl's Corp.
Mad Money
“… Aggregate numbers this week were better than january, the truth is, and we all know it, the stores are empty. No one's buying much of anything. Goldman, amazingly, this week took KOHL'S to a sell! Heck, I mean, KOHL'S is where women get their fat pants. That never goes out of style! Target's not that much better. Did you know next week the bond …”
Fast Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fast Money said about FOOT LOCKER, INC.GET STARTED for $1/mo.
Fox Business Happy Hour
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fox Business Happy Hour said about TIME WARNER, INC.GET STARTED for $1/mo.
Fast Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fast Money said about THE HERSHEY COMPANYGET STARTED for $1/mo.
Fast Money
“… Rest of the world. 1-800-flowers. Down 72%, jeffrey. >> american greetings down 77%. The LIMITED BRANDS feels a little better. >> is that a valentine's brand some. >> they own victoria's secret and all that. But you know, sticks, chocolate up 3%. …”
Fast Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fast Money said about AMERICAN GREETINGS CORP CL AGET STARTED for $1/mo.
Fast Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fast Money said about THORATEC CORP.GET STARTED for $1/mo.
Fox Business Happy Hour
“… Is madoff going to flip on >> what do you mean by flip? Cody: will he testify, dick fuld, vikram pandit, throw out crazy ceos. GOLDMAN SACHS is going down and why madoff is still >> that was center of argument, for bail hearing this thing went on forever. Nadel's lawyers are trying …”
Fast Money
“… They're going to sell fewer blackberrys >> I kept dodging the bullet, and finally they got me this afternoon. It's boring. It's just going to kill you. >> RIO TINTO, down is the move. The third largest miner. >> this whole deal is disturbing. Why 19.5 billion when you only needed $10 billion? This would be china's largest …”
Fast Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fast Money said about RESEARCH IN MOTION LIMITEDGET STARTED for $1/mo.
Fast Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fast Money said about WELLS FARGO & COMPANYGET STARTED for $1/mo.
Fast Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fast Money said about MORGAN STANLEYGET STARTED for $1/mo.
Fast Money
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fast Money said about FREEPORT-MCMORAN COPPER & GOLD, INC.GET STARTED for $1/mo.
Fox Business Happy Hour
Premium Content - please sign up for Ockham PREMIUM to gain full access and to see what Fox Business Happy Hour said about THE HERSHEY COMPANYGET STARTED for $1/mo.

The Razor's Edge

Latest Post

Financial Market Commentary
  • Foreclosure Moratorium List Grows
    by Ockham Research Staff on 2/13/2009

    Banks are extending a helping hand to distressed home owners as the list of major banks that will temporarily refrain from foreclosure has grown today.  That list now includes Morgan Stanley (MS), Citigroup (C), and JP Morgan Chase (JPM) as the banks wait for a more detailed plan from the Obama administration.  Over the last few days, many have spoken out that the housing market is at the root of our current economic difficulties and any plan to stabilize the economy should include some mechanism to stabilize the housing market from its free fall.  Which seems logical with the amount of wealth average Americans have tied to the market, and the sector of the economy that revolves around real estate.  This was an unexpected move based on these institution’s CEO’s appearance before congress earlier in the week.  Why then was the market non responsive to this attempt to stabilize the housing sector?  As more than an hour after the announcement there was still no sign of response from the stock market, as Fox Business noted,

    “Once again J. P. Morgan, Citi and now Morgan Stanley issuing these moratoriums. Does it help? Hasn’t helped the market yet. I’ve been watching since that kind of where we were. I would have expected a little bounce.”

    The letter to the House Financial Services Chairman Barney Frank from JP Morgan CEO stated that the banks are voluntarily issuing this moratorium for the next three week.  This after, Rep. Frank urged banks to do just this earlier in the week.  The market seems unimpressed but perhaps this will give the housing market a sense of stability while the Obama administration formulates its plan.  This could just be a preemptive move by the banks before they are compelled to do this by a possible government plan.  This is yet another example of banks allowing the government to dictate their business practices, which we think will continue to be a theme of any news developments over the next few months and possibly years.

    Foreclosure Moratorium List Grows

  • What is Rohm and Haas Worth?
    by Ockham Research Staff on 2/13/2009
    Dow Chemical has been in free fall for the last year and much of the reason is the debacle that surrounds the acquisition of Rohm and Haas. To be honest, our valuations agrees with the assessment of Kuwait Investment Authority, who thinks that the deal is just to rich for today's market.
  • Netflix–Pushing the Envelope Both Today and in the Future
    by Ockham Research Staff on 2/12/2009
    Netflix can celebrate its 10 millionth subscriber today, which just goes to show that the company has stuck a nerve with its rental by mail strategy. However, it is the company's recent strides towards streaming video rentals that is most exciting for the future of the company.
  • Ockham CEO Published in Forbes
    by Ockham Research Staff on 2/11/2009
    Ockham CEO Christian Ward was given the opportunity by Forbes to editorialize about the evolving relationship between financial advisers and their clientele. In a world that is at times overloaded with information, clients demand a more interactive relationship with their financial advisers. Since, the debacle of October last year, clients are taking a more hands on approach to their investments and it behooves the adviser to embrace this change. The specific search terms in other languages will also help you locate best investment options. For example, if you are looking for German stocks, the search terms like beste aktien kaufen will help you get some solid information about investing in German stocks online.
  • Research in Slow Motion?
    by Ockham Research Staff on 2/11/2009
    Research in Motion stock is getting clobbered today as the market is digesting profit and revenue warnings from the company today. However, the company continues to gain subscribers and will continue to be one of the best phone makers in the marketplace. We are not scared by the warnings today, and see this dip as an opportunuty
Stock Razor - Stock Investment AnalysisStock Razor iPhone App Store


Ockham Partners:

Ockham Research Partnered With Quodd

Ockham as featured on:

Ockham Research Financial Commentary Featured On