Ockham Research Staff @ August 31, 2008 # No Comment Yet
Sales numbers are pivotal to any analysis of a company or business. However, with all of the different metrics one can view for sales, what does it really all boil down to? In our lemonade stand business acquisistion, we want the bitter truth at all times, so we can yield the sweetest rewards…
Ockham Research Staff @ August 29, 2008 # No Comment Yet
Dell was the last of the Tech companies to report quarterly results, and the market did not take well to the news. However, we think that this presents and opportunity to buy an already undervalued stock at a good price.
Ockham Research Staff @ August 28, 2008 # 2 Comments
When life gives you lemons… invest in them! At Ockham Research we maintain a simple and direct approach to investing and research. That process, has enabled our research to produce some of the best rated returns and performance numbers in the industry. While we always point out that simple and obvious are two very different concepts, there are some obvious things about simplicity which can drastically improve your investing prowess.
Ockham Research Staff @ August 28, 2008 # No Comment Yet
A revision of the second quarter GDP has proven to be more robust than nearly any economist or analysts expected. This quick read will guide you through the implications of this number and other important data released today.
Ockham Research Staff @ August 27, 2008 # No Comment Yet
For shareholders of Pfizer, Inc. (PFE) stock, it has been a pretty barren decade. No investor can look at Pfizer’s ten year chart and miss the fact that the stock has been a multi-year dog. However, from a valuation standpoint, these high-yielding shares are worthy of consideration for patient, income-oriented investors.
Ockham Research Staff @ August 26, 2008 # No Comment Yet
Anadarko Petroleum announced a massive $5 billion share buy back on Monday. The oil and gas exploration and production company’s shares are beginning to look compellingly valued at present as management continues to pare back debt and ramp up capital spending.
Ockham Research Staff @ August 25, 2008 # 5 Comments
Grey Wolf has been offered about $2 billion to merge with PDS but considering GW rejected a richer bid not long ago, we think this is unlikely to be approved. We agree with the shareholders that this undervalues the company and we recommend holding out for a better offer.
More on: Grey Wolf Shareholders Should Hold Out for Better Offer!
Ockham Research Staff @ August 22, 2008 # No Comment Yet
Boeing has made a request for an extention for its bid for the Air Force tankers. They are holding out leverage over the Department of Defense, something I can only imagine they do not love. However, if Boeing plays this correctly it could yeild a huge opportunity for the already undervalued stock.
Ockham Research Staff @ August 21, 2008 # No Comment Yet
Microsoft is launching a new ad campaign featuring spots with Jerry Seinfeld and Bill Gates. Apple has benefited from tremendously successful ads slamming Vista as an inferior product. The fact remains that Microsoft still dominates the space and we think there stock has not benefited enough from it of late.
Ockham Research Staff @ August 20, 2008 # No Comment Yet
Energy Transfer Partners L.P. (ETP), which is the third-largest master limited partnership in the U.S., owns 16,000 miles of pipeline and produces, stores and transports natural gas throughout Texas and neighboring states, has seen its unit price fall in conjunction with the recent sell-off in various commodities. While we at Ockham also believed that many commodities markets were a speculative bubble waiting to burst, one cannot deny that domestic demand for natural gas in the future looks as strong as it ever has.