Ockham Research Staff @ July 31, 2008 # No Comment Yet
Ockham Research is pleased to announce the launch of its revolutionary research platform, Ockham 2.0! Now we know that ‘Ockham 2.0’ isn’t the most original, catchy, or flashy name for a new, more robust platform. But Ockham’s razor made us do it!
Under development for the last several months, the new Ockham 2.0 portal, launching today, […]
Ockham Research Staff @ July 31, 2008 # No Comment Yet
The price-to-peak earnings multiple is 10.1 times this week. This represents a huge 25% drop from our last newsletter at the end of September. It is hard to remember a more depressing market than we saw over the last two weeks. The Fed cut interest rates, engineered a rescue package for the banking industry, and […]
Ockham Research Staff @ July 31, 2008 # No Comment Yet
At $73 per share, Norfolk Southern’s stock is fully priced and vulnerable to a correction. Like much of the rest of the economy, we expect headwinds in the rail business to pressure these pricey shares in the coming months and would recommend other less-richly valued transport stocks at the present time.
Ockham Research Staff @ July 30, 2008 # 2 Comments
After falling 30% from their 52 week high, the ADRs of Toyota Motor have reached a compelling valuation. Toyota is on the cusp of surpassing GM as the world’s largest automaker and is much better positioned to rebound when economic conditions improve in the U.S. Furthermore, Toyota’s product mix is much better diversified to compete in a high-cost-gasoline enviromnent.
Ockham Research Staff @ July 28, 2008 # No Comment Yet
Tyson Foods missed their third quarter numbers this morning and the stock is selling off today. However, the shares are beginning to look compelling. Further retreat in the consumer staples segment and continued weakness in TSN shares would make it an attractive investment according to our methodology.
Ockham Research Staff @ July 25, 2008 # No Comment Yet
Biotechnology powerhouse Amgen, Inc. (AMGN) has seen its stock price appreciate over 16% year-to-date in what has otherwise been an abysmal market. Despite the run-up in AMGN shares, Ockham Research still finds the shares a compelling investment.
Ockham Research Staff @ July 24, 2008 # No Comment Yet
The long awaited decision by the FCC is expected to be delivered very soon, and not a moment to soon for the companies involved. In contrast to those that believe the deal will hurt competition in the industry, it will actually create a stronger and more viable option for many consumers in a highly competitive industry.
Ockham Research Staff @ July 23, 2008 # No Comment Yet
Cell phones are increasingly taking a dominant position over landlines in the telecommunications industry. AT&T was able to match estimates for the quarter, but the brightest times are still ahead.
Ockham Research Staff @ July 22, 2008 # No Comment Yet
UPS the Atlanta based shipping giant reported earnings today that were inline with analyst projection. The company has endured some very tough circumstances with sky-rocketing fuel prices, so the stock has been sold off heavily in the past few months. It is times like these when a company have fallen out of favor with the market that we look to see whether or not it is justified.
Ockham Research Staff @ July 21, 2008 # No Comment Yet
Dark Knight had an amazing weekend at the box office. What is an investors best play to take advantage of this success? Here is a hint: it is not Time Warner the parent of the studio who made it.