The Enterprising Investor’s Guide 1-26-09

Ockham Research Staff @ January 26, 2009 # No Comment Yet


The Enterprising Investor’s Guide Newsletter for 1-26-09

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Harley Davidson To Struggle Well into 2009

Ockham Research Staff @ January 23, 2009 # No Comment Yet


Harley Davidson just reported on their tremendously painful fiscal 2008, but there is a real potential that things could indeed get worse. This is a case of a company that may be undervalued, but could potentially become an even cheaper stock over the next few quarters.

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Harley Davidson (HOG): "Oink"
Harley Davidson Seeks Loan Guarantee's from FDIC
Harley Davidson's Ziemer to Retire: "Car Czar" Next?
Read more on Harley-Davidson at Wikinvest

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Microsoft: A Ben Graham Stock

Ockham Research Staff @ January 22, 2009 # One Comment


Microsoft disappointed many with their earnings release today, but we think there is a good chance that this company would be near the top of Ben Graham’s list of stocks he would buy. We detail some of Ben Graham’s classic value screen as well as Ockham Research methodology, much of which was inspired by Graham.

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Microsoft Shares Priced For Severe Recession
MSFT: Financial Analysis through December 2008
Read more on Microsoft, Benjamin Graham at Wikinvest

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How Much is Chrysler Worth? That Little?

Ockham Research Staff @ January 21, 2009 # One Comment


We continue to be amazed by the evolving situation surround the America automakers. The latest deal will partner Chrysler with Italian automaker Fiat, but there will be no money changing hands, instead Fiat will share its fuel-efficiency technologies with Chrysler and in exchange they will receive more than a third of the struggling U.S. firm.

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It Ain’t Over Till It’s Over
Auto Dealers Not Covered
Read more on Auto Makers at Wikinvest

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The Enterprising Investor’s Guide 1-20-09

Ockham Research Staff @ January 20, 2009 # 2 Comments


The Enterprising Investor’s Guide Newsletter for 1-20-09

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Scary Bear Flag Implications (NASDAQ, SPX, DJIA)
Gold Glitters While S&P 500 Sags
S&P 500 Heading Lower: Data
Read more on S&P 500, 2007 Credit Crunch at Wikinvest

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Sign of Deepening Recession

Ockham Research Staff @ January 16, 2009 # No Comment Yet


Breweries have long been though recession resistent because, after all, who does not need a drink in this economy. However, the latest news from MillerCoors seems to report the contrary. Sales are flopping and it may get worse as the economy does.

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Intel’s Warnings Benefit Value Investors

Ockham Research Staff @ January 15, 2009 # No Comment Yet


Intel remains the dominate chip maker and even though sales and earnings have begun to slump, we think there is compelling value in Intel. After all, the company provides the brains for 80 percent of the world’s computers, and is positioned to benefit greatly as the economy turns around. It is not a bad idea to invest in an industry leader that is trading at 12 year lows because even if it gets worse before it gets better, you know that Intel will still be around when things do improve.

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INTC: Financial Analysis through December 2008
INTC: Second Earnings Warning for the December 2008 Quarter
Microsoft, Intel to Cut up to 11,000 Jobs
Read more on Intel, Computing at Wikinvest

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Gas Utilities All Fired Up

Ockham Research Staff @ January 13, 2009 # No Comment Yet


We are following up on our article regarding Gas Utilities two months ago that recommended that this defensive stocks may provide an opportunity to risk averse investors. Well, our research has come full circle on many of these stocks and now we believe that each stock we cover in the group is overvalued, except for one.

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The Enterprising Investor’s Guide 1-12-09

Ockham Research Staff @ January 12, 2009 # No Comment Yet


The Enterprising Investor’s Guide 1-12-09

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Gold Glitters While S&P 500 Sags
S&P 500 Heading Lower: Data
Scary Bear Flag Implications (NASDAQ, SPX, DJIA)
Read more on S&P 500 at Wikinvest

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Retail Staggers into the New Year

Ockham Research Staff @ January 9, 2009 # No Comment Yet


So, we all expected holiday shopping to be weak, but it was even worse than expected. Retail results for the month of December continue to be released and the results are pathetic, but the discounters continue to be the only stocks we could recommend in this sector.

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