GDP Better than Expected, Market Tanks

Ockham Research Staff @ January 30, 2009 # No Comment Yet


A break down of the 4th quarter GDP release. The overall GDP number was not as bad as some had feared but the areas that have propped it up are not all that encouraging, as inventories build as demand declines.

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Tiffany’s U.S. Customers Battening Down the Hatches

Ockham Research Staff @ January 14, 2009 # No Comment Yet


We have Tiffany’s rated positively but that may be due for a change as today TIF reported less than stellar holiday results. However, Tiffany’s is doing much better than its cheaper competitor Signet. In my opinion, its got to be those neat little blue boxes.

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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.

More on this topic (What's this?)
Harley Davidson (HOG): "Oink"
Harley Davidson's Ziemer to Retire: "Car Czar" Next?
Read more on Harley-Davidson at Wikinvest

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Starbucks Reinventing Itself, But Will Rise Again

Ockham Research Staff @ November 10, 2008 # No Comment Yet


Starbucks reported earning today that were a disappointment even during restructuring. Although, we believe there are legitimate reasons why the stock has fallen so low, those factors have been factored into the price. We think that this is a great long term opportunity for patient investors.

More on this topic (What's this?) Read more on Starbucks, Coffee prices at Wikinvest

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Whole Foods Wilts in a Sluggish Economy

Ockham Research Staff @ August 6, 2008 # No Comment Yet


Whole Foods reported disappointed earnings for the most recent quarter and the stock is bearing the brunt. Is this an example of a falling knife? We don’t think so, and thus we think there is value for the long term.

More on this topic (What's this?)
It’s Hard Out There For Consumer Discretionary Companies
"Great Deals" at Whole Foods - What about the stock?
Getting Hungry for Restaurants
Read more on Whole Foods Market at Wikinvest

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Wrinkle in Allergan’s Forecast: Need a Shot of Botox?

Ockham Research Staff @ May 7, 2008 # No Comment Yet


Allergan (AGN) had a nice lift in after hours trading after its earnings announcement Tuesday evening but the shares cratered after the market opened on Wednesday. The Irvine, CA medical company exceeded analysts’ consensus estimates, prior to charges, for the first quarter. Net income more than doubled and sales of the company’s most notable product—Botox—were […]

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Who're You Gonna Believe?
Recession Chic
Read more on Allergan, U.S. Economic Cycles at Wikinvest

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Stocks Flail Beneath the Mighty Consumer

admin @ January 11, 2008 # No Comment Yet


The stock market is headed south again today as consumer spending concerns have investors nervous about a recession. Holiday sales were expected to be a little bit slower this year, but they fell below even those modest expectations. One of the main catalysts for the sell off today appears to be the […]

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American Express Drops A Bomb After The Close
American Express (AXP) is Simply Exceptional
Merrill Downgrades Three Credit Card Companies To “Sell”
Read more on American Express Company at Wikinvest

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Decoding Disappointing Holiday Shopping Results

admin @ December 27, 2007 # No Comment Yet


Each year retailers focus a lot of time and energy into bringing holiday shoppers to their stores. This year was no exception, and many analysts anticipated retail sales growth of 3.5%-4.5% over the same time last year.  So, when the holiday shopping blitz tallied a modest 2.4% increase over last year, it […]

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Media Appearance: Kudlow & Company (12/24/07)
Happy Holidays!
Read more on Retail, Holiday Season at Wikinvest

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