Nardelli Under the Microscope, Again

Ockham Research Staff @ November 20, 2008 # One Comment


The big 3 automakers are in Washington begging for more government funding. But everyone agrees, including Chrysler’s Bob Nardelli, there must be a major shift in the industry in order to get it back on track.

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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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Lowe’s—Weathering a Tough Retail Market

Ockham Research Staff @ August 18, 2008 # No Comment Yet


Lowe’s Cos. Inc. reported a 7.9% drop in second quarter earnings this morning, but it still beat Wall Street’s muted expectations. The N.C.-based home-improvement retailer turned in a reasonable performance given the dismal housing market and sluggish economy. Lowe’s shares have reached a valuation that patient investors might find compelling when normalized conditions return to the housing market and the overall economy.

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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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Update on Coverage

admin @ February 29, 2008 # No Comment Yet


The Ockham Research coverage universe, which includes nearly 3000 stocks, is chock full of attractively valued stocks right now. Earlier this month we reached over 90% buy recommendations, which is the most bullish we have been since we very nearly called the bottom after the internet bubble burst in 2002. […]

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Home Depot on the Rise

admin @ January 29, 2008 # No Comment Yet


The Home Depot seems poised to break out of its recent disappointing stock performance. When you look at what the market has historically been willing to pay for HD it is selling at a noticeable discount. For example, Home Depot’s price-to-cash-flow currently is about 8.27, which is well below its historical range […]

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