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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Retail Staggers into the New Year

Ockham Research Staff @ January 9, 2009 # No Comment Yet


So, we all expected holiday shopping to be weak, but it was even worse than expected. Retail results for the month of December continue to be released and the results are pathetic, but the discounters continue to be the only stocks we could recommend in this sector.

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Wagering on Hard Times
No Cause for Optimism
Read more on Wal-Mart, U.S. Economic Cycles, Retail at Wikinvest

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Another Blowout Month for BJ’s Wholesale

Ockham Research Staff @ November 7, 2008 # 2 Comments


BJ’s (enter joke here) has continued to post extremely impressive sales gains in recent months, in part do to the economic downturn. What’s more, the company has aggressively expanded its store presence coming into the down turn and sharholders are actually up so far this year!

More on this topic (What's this?) Read more on BJ's Wholesale Club at Wikinvest

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Auto Sales Plunging: Will AutoZone Benefit?

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


As evidence is mounting that the auto industry is stalling, it is logical to assume that auto parts retailers will stand to benefit from this trend. While we believe that this trend is legitimate, we think that AutoZone is not the best value in the segment. Please read on to see where to better take advantage of this trend.

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The future for US Auto Stocks
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Read more on AutoZone, Auto Makers at Wikinvest

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Wal-Mart Gets Boost from Stimulus Checks

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


Wal-Mart has gone in the opposite direction of the broad market indexes thus far this year (up 20%). June same-store sales were up 5.8% which was well ahead of estimates of only 2%-4% increase. Interestingly, Ockham is still very positive on Wal-Mart from a long term value perspective.

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Adding to Walmart (WMT)
Discounters will rule
Read more on Wal-Mart at Wikinvest

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Investors Won’t Find a Bargain in Costco

Ockham Research Staff @ May 29, 2008 # No Comment Yet


Costco Wholesale Corp. (COST) narrowly beat estimates in their fiscal 3rd quarter which ended May 11. Consensus estimates for the bulk retailer called for profit of $.65 per share and revenues of $16.33 billion for the quarter. The results were slightly better at $.67 profit per share and $16.61 billion in revenue. The results were […]

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the real environmentalists
Read more on Costco Wholesale at Wikinvest

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Polo Scores with Strong Quarterly Results

Ockham Research Staff @ May 28, 2008 # No Comment Yet


Polo Ralph Lauren Corp. (RL) appears to have avoided to a large extent last quarter’s slump in consumer spending as it easily beat estimates. Polo released data for its fiscal fourth quarter ended March 29, and the company boosted its net income by 41%. On a per share basis, income was about $1 per share […]

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Dick’s Sporting Goods Downgraded

Ockham Research Staff @ May 22, 2008 # One Comment


Dick’s Sporting Goods (DKS) came out with first quarter earnings that were in line with analyst estimates. However, the forecast for the second quarter and the full year were well below what many had expected. Profit also slipped in the quarter due in part to higher material costs and slower sales than expected. Incidentally, Ockham […]

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Those Margins Are Gross!
Dicks Sporting Goods (DKS)
Read more on Sports Goods Stores, Dick's Sporting Goods at Wikinvest

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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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The Shill Owns Up
Credit where it’s due
That’s Lowe
Read more on U.S. Housing Market, Home Improvement, Lowe's Companies at Wikinvest

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