Macroeconomic Number’s Warning Goes Unheeded

Ockham Research Staff @ April 30, 2008 # No Comment Yet


Chairman Bernanke and the Federal Open Market Committee (FOMC) have a tough set of challenges to guide the U.S. economy through. First, today the Commerce Department reported that the U.S. economy grew by .6% in the first quarter of the year, which matched the same rate of tepid growth displayed in the last quarter of […]

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WSJ Walks Bernanke To The Gang Plank
FOMC Cuts Rates As Expected Amid High Uncertainty About Inflation
Read more on Federal Reserve, U.S. Economic Cycles at Wikinvest

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Office Depot a Bargain

Ockham Research Staff @ April 29, 2008 # No Comment Yet


Office Depot (ODP) beat first quarter estimates today and the stock is showing a sign of recovery, as it’s up more than 10%. The office supply retailer has lost two-thirds of its market value since the end of 2006. The company has not lived up to its potential and a shareholder group has waged a […]

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Tough Day At The Depots
Dialing For Dollars At Office Depot
Staples vs Office Depot: ROE vs Price
Read more on Office Depot at Wikinvest

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Humana Delivers Above Lowered Guidance

Ockham Research Staff @ April 28, 2008 # No Comment Yet


Last month, Humana Inc. (HUM) shocked the market by revising expectations for the rest of the year and slashing them almost in half. The stock dropped about by over 30% in the days surrounding the announcement; fear over rising health care costs and, more importantly, a mismanaged prescription drug plan hampered growth. The stock regained […]

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Devising a Sell Strategy
WTF HUM? - This is why you diversify
What’s that HUM?
Read more on Humana at Wikinvest

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YRC Worldwide: A Diamond in the Rough

Ockham Research Staff @ April 25, 2008 # No Comment Yet


YRC Worldwide (YRCW) is one of the largest trucking companies in the U.S. and the company has suffered along with the U.S. economy through a tough first quarter. YRCW stock has plunged for more than a year, today trading at levels 70% lower than a year ago. However, after releasing earnings and an optimistic forecast, […]

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Another Indicator Points Downward
Truckers Protest Fuel Hikes
Read more on YRC Worldwide, Trucking at Wikinvest

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Ford and Mulally Turn a Profit!

Ockham Research Staff @ April 24, 2008 # No Comment Yet


Ford Motor Company (F) recorded a stunning $100 million first quarter profit, in stark contrast to the first quarter a year ago where the company lost $282 million. The results were far in excess of what Wall Street expected which was somewhere in the neighborhood of a $400 million loss. The surprise profit was achieved […]

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Bullish with Caution

Ockham Research Staff @ April 23, 2008 # No Comment Yet


Last summer, when the price-to-peak earnings multiple was hovering around eighteen, Ockham Research sounded like a broken record in warning readers that the market was at unsustainably high levels and was due for a pullback. Well, there has indeed been a pullback and by mid-March the Dow Jones Industrial Average (DJIA) had lost more than […]

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Dow Theory (Part 1)
Buy the Dow
Weekly Market Commentary, April 22nd 2008
Read more on Dow Jones Industrial Average, Bull market at Wikinvest

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AT&T Gets Earnings Boost from iPhone

Ockham Research Staff @ April 22, 2008 # No Comment Yet


AT&T (T) is no doubt grateful for being the exclusive provider to the U.S. market of Apple’s iPhone. Today AT&T released first quarter earnings and the news from its wireless business was quite positive. Overall, net income rose by 22% over last year’s first quarter and income per share was 57 cents compared to 1Q2007’s […]

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iPhone Prices Slashed By As Much As 75% In Germany
The iPhone Corporate Opportunity
iPhone Shortage, a Problem or Strategy
Read more on AT&T, IPhone at Wikinvest

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Bank of America Earnings Slide

admin @ April 21, 2008 # No Comment Yet


The stock market dropped slightly this morning and much of that can be attributed to Bank of America’s ( BAC) first quarter numbers. The nation’s largest retail bank saw its net profit fall 77% and its earnings per share were $.23-a significant disappointment from consensus estimates of $.41 per share. […]

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A Flurry of Earnings Stress Exchange Rates

admin @ April 17, 2008 # No Comment Yet


The stock market has been aflutter the last couple of days with some important earnings results being released. Stocks rallied on Wednesday with positive results from Intel and Coca-Cola among others, as there was a distinctly upbeat tone as the Dow finished the day ahead more than 2%. The stock […]

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Sold Naked Puts on INTC After Earnings
INTC: Financial Analysis through December 2008
Read more on Intel at Wikinvest

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Tupperware Brands Is Overvalued

admin @ April 15, 2008 # No Comment Yet


Tupperware ( TUP) may not produce the most exciting products on the market but its stock has performed extremely well. In stark contrast to the broad market, TUP is up more than 20% year to date, with much of that gain coming after posting strong fourth quarter ‘07 results. Revenue […]

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