Did You Take Your Profits in DeVry?

Ockham Research Staff @ January 28, 2009 # No Comment Yet


Recently we touted DeVry as a particularly recession resistant stock, and we seem to have been correct as the stock is up about 20 percent as the economy has worsened. However, we are reexamining our evaluation of this company because it just seems to expensive given the current overall market valuations.

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Read more on DeVry at Wikinvest

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Not So High On the HOG

Ockham Research Staff @ December 12, 2008 # 3 Comments


Harley-Davidson looks undervalued by almost any valuation methodology, but certain concerns are well known like a significant downturn in consumer spending. What came as a surprise to us, is that the already shrinking sales numbers may not be as rosy as they seem. The company may have potentially serious exposure to some very risky consumer debt.

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Read more on Harley-Davidson at Wikinvest

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DJIA’s Newest Member is Comfort Food for Investors

Ockham Research Staff @ September 23, 2008 # One Comment


Okham Research views Kraft Food (KFT) shares as fully valued at present. However, this newest member of the Dow Jones Industrial Average (DJIA) represents a defensive component of the economy (Consumer Goods), has broad international exposure, pays a 3.3% dividend and has a market cap close to $50 billion. As such, income-oriented investors looking for a safe harbor in this rocky market might consider Kraft Foods shares for their portfolio.

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Read more on Kraft Foods, Dow Jones Industrial Average, Food & Beverage at Wikinvest

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Estee Lauder—Looking Pretty!

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


Estee Lauder reported strong fiscal fourth quarter earnings this morning thanks to strong sales overseas. The inconic comsetics company beat Wall Street estimates and the stock is up better than ten percent in today’s trading. Despite the price spike, we still like EL shares and see further upside for these high quality shares.

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Avon Has Been Beautiful But Consumer Goods Are Getting Ugly

Ockham Research Staff @ August 4, 2008 # No Comment Yet


Avon Product’s (AVP) stock had a great week last week as the company’s second quarter upside surprise caused the stock to jump almost twenty percent. However, Ockham now views these shares and the entire Consumer Goods sector as over-valued and recommends caution with our newly issued Hold rating on AVP shares.

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Read more on Avon Products at Wikinvest

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Starbucks Wakes Up to Smell the Coffee

Ockham Research Staff @ July 2, 2008 # No Comment Yet


Starbucks announced a major change of course yesterday and will shut 600 under-performing, company- owned stores in the U.S. this year. 12,000 jobs could be shed as the company attempts to deal with a tough economic environment and maturning growth. However, the stock’s valuation is compelling and its foreign growth story remains intact. Starbucks shares merit a sniff by patient, value-oriented investors.

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Tupperware Showing Greater Value

Ockham Research Staff @ July 1, 2008 # No Comment Yet


We wrote on April 16th that TUP was overvalued in the low $40’s. Well, we are starting to come around to TUP in the low $30’s, but it is not one of the most undervalued stocks in this market.

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