The Technology 10

Ockham Research Staff @ February 20, 2009 # 2 Comments


This is a listing of the ten Tech companies with very strong balance sheets that are also very undervalued in this market. The list is not exhaustive but should give a little insight into a relatively hot sector right now, with many of the players not mired in debt.

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Netflix-Pushing the Envelope Both Today and in the Future

Ockham Research Staff @ February 12, 2009 # No Comment Yet


Netflix can celebrate its 10 millionth subscriber today, which just goes to show that the company has stuck a nerve with its rental by mail strategy. However, it is the company’s recent strides towards streaming video rentals that is most exciting for the future of the company.

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Bookkkeping: Covering Netflix (NFLX)
Bookkeeping: Short Netflix (NFLX)
Netflix Comes Streaming Out of 2008
Read more on Netflix at Wikinvest

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Microsoft: A Ben Graham Stock

Ockham Research Staff @ January 22, 2009 # One Comment


Microsoft disappointed many with their earnings release today, but we think there is a good chance that this company would be near the top of Ben Graham’s list of stocks he would buy. We detail some of Ben Graham’s classic value screen as well as Ockham Research methodology, much of which was inspired by Graham.

More on this topic (What's this?) Read more on Microsoft, Benjamin Graham at Wikinvest

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Intel’s Warnings Benefit Value Investors

Ockham Research Staff @ January 15, 2009 # No Comment Yet


Intel remains the dominate chip maker and even though sales and earnings have begun to slump, we think there is compelling value in Intel. After all, the company provides the brains for 80 percent of the world’s computers, and is positioned to benefit greatly as the economy turns around. It is not a bad idea to invest in an industry leader that is trading at 12 year lows because even if it gets worse before it gets better, you know that Intel will still be around when things do improve.

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PC business down the tubes
Microsoft, Intel to Cut up to 11,000 Jobs
Read more on Intel, Computing at Wikinvest

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Google’s Core of Online Ads Shows Continued Growth

Ockham Research Staff @ November 20, 2008 # One Comment


Can this really be? Google stock has continued its unrelenting slide to below $270. A study released today claims that internet ad revenue continues to grow, and with Google taking the lion’s share of those dollars the slide cannot last too much longer.

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Google Will Build Server Farm in Austria
Buy, Sell or Hold: Google Inc.
Read more on Google, The Internet Impact at Wikinvest

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Just Google It

Ockham Research Staff @ October 1, 2008 # 3 Comments


Yesterday’s strange dip in the price of GOOG stock was certainly weird, but the actual stock is looking rather attractive without any artificial drops. We think that Google’s growth will continue, perhaps not at the same pace, but given the level of sales and cash flow it is just too cheap and value like this usually does not last.

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Google vs. Baidu
Read more on Google at Wikinvest

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Is Microsoft Master of Their Domain?

Ockham Research Staff @ August 21, 2008 # No Comment Yet


Microsoft is launching a new ad campaign featuring spots with Jerry Seinfeld and Bill Gates. Apple has benefited from tremendously successful ads slamming Vista as an inferior product. The fact remains that Microsoft still dominates the space and we think there stock has not benefited enough from it of late.

More on this topic (What's this?) Read more on Microsoft, Apple at Wikinvest

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Microhoo or Yahoosoft? Something is Not Quite Right

admin @ February 1, 2008 # No Comment Yet


Microsoft (MSFT) offered to acquire Yahoo (YHOO) this morning and-if the $44.6 billion offer is ultimately accepted by Yahoo’s board-this will be the largest technology sector acquisition in history. Over the past few years, Yahoo’s stock performance has been uninspiring in the face of stiff competition from the web search, […]

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