Ockham Universe of Coverage Getting More Positive

admin @ November 26, 2007 # No Comment Yet


Following an upbeat initial Black Friday report, the market continues its slide into more reasonable valuations this week.  We are increasingly seeing the negative pressure on our outlook in the short term, while valuations are naturally improving overall.  This week was the first time in years that the Price-to-Peak […]

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Media Appearance: Kudlow & Company (12/24/07) (Financial Armageddon, 12/24/07)
The Week Ahead (Thanksgiving 2007) (The Curious Investor, 11/19/07)
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Continued Credit Concerns & Recession Possibilities

admin @ November 12, 2007 # No Comment Yet


Looking at the market this past week, we continue to see the credit crunch as the market’s main focus, and for good reason.  Perhaps even more unnerving to our investors is that the marketplace continues to ignore much broader signs for concern, namely that the underlying securities and CDO’s causing […]

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Marc Faber: “I Think it Might Be Far Worse [Than the Great Depression] Precisely Because of the… (George Washington’s Blog, 1/12/09)
Rediscovering Old Habits (Financial Armageddon, 1/16/09)
Ramifications for Decades to Come (Financial Armageddon, 1/23/09)
Read more on U.S. Economic Cycles at Wikinvest

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OCKHAM & GRAHAM (Reposted from November 2006)

admin @ November 9, 2007 # No Comment Yet


Although William of Ockham and Benjamin Graham lived roughly 600 years apart, their work shares a common thread—and it’s to this idea that Ockham Research is dedicated.
Benjamin Graham is remembered as “the Father of modern financial analysis”. His value investing approach, one of the most popular and successful investment […]

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40 Value Stocks that Graham Would Buy (Dividend Growth Investor, 11/28/08)
Quote Naming Contest Winners (ModernGraham.com, 10/23/07)
“New” Valuation Method – Q&A and other Ramblings (ModernGraham.com, 11/26/07)
Read more on Benjamin Graham, Value Investing at Wikinvest

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