Ockham Research Staff @ December 19, 2008 # One Comment
A sweeping downgrade of financials by credit rating agency S&P was one of the major stories of the day. Or on second thought, what does this tell us that we did not already know, and so far the market has not even noticed.
More on: S&P Warns of More Financial Pitfalls Ahead
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.
More on: Nardelli Under the Microscope, Again
Ockham Research Staff @ October 17, 2008 # 3 Comments
We are posting an Op-Ed from today’s NYT from Warren Buffett. He, like us, believes that conventional wisdom is an oxymoron.
More on: Our Favorite Leading Indicator: Warren Buffett
Ockham Research Staff @ October 10, 2008 # No Comment Yet
In this market of constant declines, it is often hard to be an optimist. Well, whever we see a trend starting to build in investor sentiment we take pride in being a contrarian. We are seeing some of the most bearish sentiment we have ever seen, and while that is the case we see specific signs that the bottom may be near.
More on: Three Positive Developments for Equities
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.
More on: Just Google It
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.
More on: Synchronicity
admin @ March 10, 2008 # No Comment Yet
General Electric ( GE) stock has underperformed versus the Dow and the S&P 500 over the last five years, but it is now showing signs of improvement. GE is making the effort to further diversify as its Energy Financial Services unit has plans to invest more than 5 times its […]
More on: GE: Quality on Sale