Does China Offer an Alternate Economic Model?

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


Gerald Seib’s December 23, 2008 Wall Street Journal article entitled “U.S. Woes Open Door for China” cites recent articles in Foreign Affairs which postulate that this year’s dramatic melt-down in the U.S. and Western finance system has discredited our economic model and presents the possibility that, going forward, developing nations may look to China’s centrally planned economy as a better example of how to structure an economic system than that of the West’s widely varied form of free-market capitalism. While the momentous problems caused by the bursting of the credit bubble are regrettable and should be completely and thoroughly studied so as to preclude them from ever reoccurring, does China’s unique economic model provide a legitimate alternative?

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Fluor-ishing in a Recession

Ockham Research Staff @ December 3, 2008 # No Comment Yet


Fluor Corp. has thus far successfully navigated the global economic slowdown. In this post, we outline the reasons why we think that this stock could stand to benefit greatly from trends we believe will materialize; including the proposed infrastructure spending from the Obama Administation.

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United Technologies: A Picture of Consistency

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


United Technologies is not the flashiest company in the market, but it just might be the most consistent. The company has enjoyed significant growth that has not been reflected in the companies stock price. For investors seeking a safe haven from a volatile market, this one could be a winner.

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Synchronicity

Ockham Research Staff @ September 5, 2008 # No Comment Yet


Investors are confronting what appears to be a synchronous global bear market which has left virtually no asset class unscathed. While such a situation stokes worries about deflation-an economic phenomenon generally associated with depressions-we believe that U.S. large cap stocks will benefit in the years ahead from this situation. Investors should be ready to put money to work in the months ahead should share prices continue to fall.

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Leucadia National—Consistently Ahead of the Curve

Ockham Research Staff @ September 4, 2008 # One Comment


Leucadia is a relatively little known diversified holding company that has acheived wonderful returns for its shareholders. The management at LUK is the reason that even though we believe it is priced appropriately, we still think it is worth a look to add to any equity portfolio. Just remember to not overpay!

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Coke Focuses on Growth within China

Ockham Research Staff @ September 3, 2008 # One Comment


Coke has made a few strategic moves to diversify its soft drink empire, and this deal comes on the heals of a massive marketing effort in China for the Beijing games. We think this deal makes a lot of sense, even if Coke did put up a generous offer and the long term growth for Coke still looks appealing.

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Value Investor: Buy Dell on the Dip

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


Dell was the last of the Tech companies to report quarterly results, and the market did not take well to the news. However, we think that this presents and opportunity to buy an already undervalued stock at a good price.

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U.S. In Recession? Not So Fast!

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


A revision of the second quarter GDP has proven to be more robust than nearly any economist or analysts expected. This quick read will guide you through the implications of this number and other important data released today.

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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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Starbucks Poised for a Perk-Up

admin @ March 14, 2008 # No Comment Yet


Starbucks Corporation stock ( SBUX), which Ockham Research featured in our January 1 post, appears as attractive now as it has ever been. SBUX has steadily declined by over 51% since the beginning of 2007. The company has begun to reign in domestic growth as it announced the closure of 100 […]

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