Dell Turnaround Stoked By Emerging Market Sales

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


Dell Inc. (DELL) reported a solid first quarter with earnings of $.38 per share on $16.08 billion in revenue. The results beat Wall Street estimates of $.34 EPS and $15.68 billion in sales. This is positive news for a company that has struggled greatly in the last few years, and could be read as a […]

More on this topic (What's this?) Read more on Dell at Wikinvest

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Investors Won’t Find a Bargain in Costco

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


Costco Wholesale Corp. (COST) narrowly beat estimates in their fiscal 3rd quarter which ended May 11. Consensus estimates for the bulk retailer called for profit of $.65 per share and revenues of $16.33 billion for the quarter. The results were slightly better at $.67 profit per share and $16.61 billion in revenue. The results were […]

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Costco the enigma
Discounters Report Strong May Sales
the real environmentalists
Read more on Costco Wholesale at Wikinvest

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Polo Scores with Strong Quarterly Results

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


Polo Ralph Lauren Corp. (RL) appears to have avoided to a large extent last quarter’s slump in consumer spending as it easily beat estimates. Polo released data for its fiscal fourth quarter ended March 29, and the company boosted its net income by 41%. On a per share basis, income was about $1 per share […]

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Foreign Buyer for The King of Beers?

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


The Financial Times’ blog Alphaville today broke the rumor of a possible acquisition of Anheuser Busch (BUD) by the giant Belgian brewer InBev SA (INB.BT). InBev—the world’s second largest beer producer by volume—is interested in purchasing BUD—the world’s largest-for $65 per share or $46 billion total. Last October, rumors of merger discussions between InBev and […]

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Curious about the InBev BUD Rumor
InBev Makes $65/share Offer for Bud
Anheuser-Busch (BUD) Deal Finalized
Read more on InBev, Anheuser-Busch Companies at Wikinvest

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Dick’s Sporting Goods Downgraded

Ockham Research Staff @ May 22, 2008 # One Comment


Dick’s Sporting Goods (DKS) came out with first quarter earnings that were in line with analyst estimates. However, the forecast for the second quarter and the full year were well below what many had expected. Profit also slipped in the quarter due in part to higher material costs and slower sales than expected. Incidentally, Ockham […]

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Those Margins Are Gross!
Dicks Sporting Goods (DKS)
Read more on Sports Goods Stores, Dick's Sporting Goods at Wikinvest

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Buckle-Up! AMR Hits Rough Air

Ockham Research Staff @ May 21, 2008 # No Comment Yet


AMR Corporation (AMR) the parent company of the world’s largest carrier—American Airlines—announced a turnaround plan to increase revenue as well as cut costs. AMR reported a $328 million loss in the first quarter and something had to give as jet fuel prices continue to soar. Crude oil hit another record yesterday at $132 a barrel […]

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CNBC: Boone Pickens on Oil
An Army of Forces Lifts Oil Prices
Terminology Is Failing Oil Analysts
Read more on American Airlines, Oil Prices at Wikinvest

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Medtronic Beats Estimates

Ockham Research Staff @ May 20, 2008 # No Comment Yet


Medtronic (MDT) reported its fiscal fourth quarter (ended April 25) results prior to trading Tuesday morning. The medical device company reported flat net income from results a year ago that were aided by a tax gain. However, revenues rose by more than 18%, thanks in large part to the introduction of the Endeavor drug-dispensing stent. […]

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The Beat Continues At Medtronic
Medtronic Hits My Radar
Bookkeeping: Adding to NuVasive (NUVA)
Read more on Medtronic at Wikinvest

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How Lowe Can You Go?

Ockham Research Staff @ May 19, 2008 # No Comment Yet


Lowe’s Companies (LOW), the second largest home improvement retailer, experienced a tough first quarter. Profits fell 18%, triggered by a weak housing market, slowing consumer spending and fuel and food inflation. All of these factors contributed to weaker than expected numbers and Lowe’s management lowered already-conservative earnings guidance for the full year by about 20%. […]

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The Shill Owns Up
Credit where it’s due
That’s Lowe
Read more on U.S. Housing Market, Home Improvement, Lowe's Companies at Wikinvest

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Is the Worst Behind Us?

Ockham Research Staff @ May 15, 2008 # No Comment Yet


The stock market correction of late 2007 and early 2008 was something that we had predicted for some time. We continually wrote that valuations were just too rich and earnings were not growing fast enough to catch up with the price increases. The S&P 500 for more than a year was hovering around 18 times […]

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S&P 500 Chart - May 16, 2008
S&P 500 Operating Earnings Up 8.77% Ex-Financials
S&P 500 Chart (SPX.X) - January 16, 2009
Read more on S&P 500 at Wikinvest

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Bears Take a Bite Out of Deere

Ockham Research Staff @ May 14, 2008 # No Comment Yet


Deere and Company (DE) reported earnings for the fiscal second quarter that showed an 18% increase in revenue and a 22% rise in net income. However, the stock is off about 10% today as profit fell below estimates and the company forecast tough times ahead in housing. The world’s largest farm equipment maker benefited from […]

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