Oh Come On! Is Toll Brothers Serious?

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


The newest beneficiary of a government bailout appears to be the home builders. Even as Toll Brothers reported a horrid fiscal year, the market pushed the stock higher as the rest of the market dropped. What is going on here? Where will it stop?

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Toll Brothers (TOL) Introduces 3.99% Mortgage
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Your Money is Safe in Public Storage

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


Public Storage was down nearly 20 percent yesterday and we believe that such a drop has uncovered a possible buying opportunity. The company is Undervalued at present and also stands to benefit from increased trading down from the McMansions to the apartment complex.

More on this topic (What's this?)
Public Storage: Sold on Craig's List!
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Honeywell Braces for Recession

Ockham Research Staff @ October 17, 2008 # No Comment Yet


Honeywell stock is getting beaten down today after reporting good (not great) earnings, but they also were very conservative in their guidance. We make the case that HON is one of the company’s that has been unjustly dragged down in negative market action and we think there is fairly good potential for value investors looking for a well run company at depressed valuations.

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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.

More on this topic (What's this?) Read more on U.S. Economic Cycles at Wikinvest

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Toll Brothers CEO Warns of More Trouble Ahead

Ockham Research Staff @ June 4, 2008 # 3 Comments


Toll Brothers Inc. (TOL) on Tuesday disclosed its third straight quarterly loss for the quarter ended April 30, 2008. TOL lost $93.7 million or $.59 per share, but the results were well ahead of Wall Street estimates, which called for a loss of $.89 per share. The company claimed a pre-tax write-down of $288.1 million […]

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Fannie Mae Rocked Again By Housing Crisis

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


Fannie Mae (FNM) reported a larger-than-expected loss for the first three months of 2008. The loss of $2.2 billion was better than the previous quarter’s $3.6 billion shortfall, which may partially explain why the stock is up more than 5% today. Extreme weakness in the housing market is clearly to blame for the company’s poor […]

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NYT: Fannie/Freddie fears spreading
You Know What I Think
Ignorance Is Bliss?
Read more on Fannie Mae, U.S. Housing Market at Wikinvest

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Lessons of the Mortgage Crisis

admin @ March 13, 2008 # No Comment Yet


The President’s Working Group released a statement today on its research into avoiding another mortgage crisis in the future. The report blames every player in the mortgage game. Mortgage lenders, investment banks, credit ratings agencies and the regulators are all faulted for poor risk evaluation practices, and the commission […]

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Foreclosures Frighten Investors

admin @ March 7, 2008 # No Comment Yet


The bearish stock market of late reflects investor’s fearful reaction to the deepening housing crisis. New data reveals just how bad it is for American homeowners, as home foreclosures reached a record in the fourth quarter of 2007. The Mortgage Bankers Association estimates that more than 2% of all mortgages […]

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Applause for Paulson

admin @ February 28, 2008 # One Comment


Treasury Secretary Henry Paulson today stood strong against rising calls for a taxpayer bailout for the struggling housing industry. Paulson rejects the notion that the only way out of the housing mess is for government to engineer a giant bailout using taxpayer money. In an interview yesterday, Paulson said that […]

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He Makes Bush Look Smart
Bailout Watch, keep Congress on speed-dial
No Sign of a Bottom
Read more on 2008 Financial Crisis, U.S. Housing Market, Treasury at Wikinvest

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U S Economic Slowdown Bodes Poorly for European Stocks

admin @ February 12, 2008 # No Comment Yet


Further proof of a slowdown in the U.S. economy shows up weekly with the most recent release of economic data.  As a result, 61% of the public now believes that the U.S. is in a recession. This belief will certainly have an effect on consumer spending which drives nearly 70% of […]

More on this topic (What's this?) Read more on U.S. Economic Cycles at Wikinvest

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