Ockham Research Staff @ March 9, 2009 # One Comment
The winds of change are calling out to the Dow 30, as they have a few companies that are no longer really necessary to be included. A conversation on Fox Business sparked some ideas about new companies that could take a spot on this list of heavy hitters.
More on: The New Look Dow Jones Industrials
Ockham Research Staff @ February 17, 2009 # No Comment Yet
Oracle has been flying under the radar recently as they have been picking out there favorite small software makers and buying them up while they are strapped for resources. This seems to us to be a win-win for Oracle and the small companies that might otherwise have to declare bankruptcy. Oracle is strengthening is product offerings and doing it relatively cheaply.
More on: Oracle Looks Downright Visionary
Ockham Research Staff @ January 30, 2009 # No Comment Yet
In this post we are piggy-backing off of an interesting article from TechCrunch.com which got us thinking about an emerging world of data collection and research in the web 2.0 existence. Mint.com is the subject of the article as they are able to collect and organize a massive amount of data to yield some meaningful research.
More on: Perspective from the Spending Guru
Ockham Research Staff @ January 21, 2009 # No Comment Yet
The earnings season has picked up speed and much of the results have been disappointing, but there are some bright spots if you are paying attention. In these days were everything seems to be doom and gloom, we thought it would be a great time to highlight some campanies that are doing the right things in these challenging times.
More on: Earnings Success Does Still Exist
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.
More on: Intel’s Warnings Benefit Value Investors
Ockham Research Staff @ October 28, 2008 # No Comment Yet
With a new report on Consumer Confidence today showing the third worst one month decline in that statistic’s history, most people would have thought that the market was going to tank. Well, not so fast, the Dow cruised to its second best day in history. Turns out there is a precedent here, read on to learn about it.
More on: Consumer Sentiment Hits New Low… Finally!
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
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, […]
More on: Microhoo or Yahoosoft? Something is Not Quite Right