Ockham Research Staff @ November 28, 2008 # One Comment
A truly shocking chart comparing past government expenditures to the current financial bailout. The inflation adjusted expenditures (as calculated by Bianco Research) pale in comparison to the government’s current commitments.
More on: How Many Words is This Picture Worth?
Ockham Research Staff @ November 26, 2008 # 2 Comments
Is investing in high yielding stock really a way to hedge against a bad market? Well, as we have seen dividends getting cut at an accelerating pace, we thought it would be a good time to reexamine this strategy.
More on: Dividend Investors Beware!
Ockham Research Staff @ November 26, 2008 # 2 Comments
No one can tell you where the economy is heading but if you are among those that believes that it will continue to deteriorate, then we suggest looking to companies that make inferior goods, like Spam. Hormel is producing the canned meat seven days a week in order to meet increased demand for the cheap alternative. Campbell Soup is having much the same growth in its condensed soups products.
More on: In Rough Times, Inferior Goods Make Superior Stocks
Ockham Research Staff @ November 25, 2008 # 10 Comments
Vulcan Materials has endured a steady decline over the last year and a half. Now that the stock is off more than two-thirds from its highs we believe it is now Greatly Undervalued and may be in position to benefit from some of President-elect Obama’s proposed infrastructure projects.
More on: Stock! Are You Out of Your Vulcan Mind?
Ockham Research Staff @ November 24, 2008 # No Comment Yet
The Enterprising Investor’s Guide 11-24-08
More on: The Enterprising Investor’s Guide 11-24-08
Ockham Research Staff @ November 23, 2008 # 3 Comments
Once again, the Institutional Investor magazine rankings of Wall Street research firms demonstrates the need for a complete system overhaul. The ratings on stocks, which is perpetually stuck in last place by importance, is a massive boat anchor wrapped around each professional analyst. Not only were “Buy/Hold/Sell” ratings at the root of the last collapse of Wall Street research, but it looks as though they could be there again. For quality research professionals, its time to start listening to the annual survey, and cease the ratings game.
More on: And Deliver Us from Estimates, Amen…
Ockham Research Staff @ November 22, 2008 # One Comment
Yesterday’s Wonkette post ridiculing an op-ed piece by Daniel Henninger in Thursday’s Wall Street Journal (Mad Max and the Meltdown) which attributed the excesses of the past decade which precipitated the economic crisis now embroiling world markets to a lack of Judeo-Christian ethics in the our system seems just plain wrong. We won’t even comment on this noted liberal blogger’s use of the word “retarded” in her title.
More on: God and Markets in Flail
Ockham Research Staff @ November 21, 2008 # 4 Comments
DeVry is an interesting stock in this recessionary environment. The company is showing strong growth from an influx of unemployed people looking to improve their skills in order to reenter the workforce. However, we would hold off on buying right now until the stock drops into the mid 40’s. There are many more undervalued stocks in this market.
More on: DeVry Thrives as Unemployment Spreads
Ockham Research Staff @ November 20, 2008 # One Comment
Can this really be? Google stock has continued its unrelenting slide to below $270. A study released today claims that internet ad revenue continues to grow, and with Google taking the lion’s share of those dollars the slide cannot last too much longer.
More on: Google’s Core of Online Ads Shows Continued Growth
Ockham Research Staff @ November 20, 2008 # One Comment
The big 3 automakers are in Washington begging for more government funding. But everyone agrees, including Chrysler’s Bob Nardelli, there must be a major shift in the industry in order to get it back on track.
More on: Nardelli Under the Microscope, Again