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 @ December 12, 2008 # One Comment
A recap of some of our bullish/bearish calls on the Razor’s Edge blog. While the last month has been a bit less volatile, it is still a very difficult market to make smart valuation decisions in. Nevertheless, the Razor’s Edge has had strong success in the last month and our goal will be to continue identifying under and overvalued stocks.
More on: Analysis on the Razor’s Edge
Ockham Research Staff @ November 18, 2008 # 2 Comments
Hewlett Packard has offered earnings for the fourth quarter and guidance for the next fiscal year a week before they are scheduled to officially release earnings. The results are impressive and HP management should be commended for their handling of this difficult operating environment and the seamless integration of the EDS acquisition.
More on: HP is Not Embarrassed to Release Earnings Prematurely
Ockham Research Staff @ October 9, 2008 # No Comment Yet
The shares of IBM have been knocked down in line with the S&P 500 over the course of this brutal market year. Yet, Ockham Research sees increasing appeal in the shares of “Big Blue”. Selling at a discount to its historic price-to-sales and price-to-cash flow metrics, IBM, with its broad geographical diversification and its blue chip image, represents the kind of quality stock that should attract nervous investors in a rough market.
More on: IBM is Greatly Undervalued
Ockham Research Staff @ August 29, 2008 # No Comment Yet
Dell was the last of the Tech companies to report quarterly results, and the market did not take well to the news. However, we think that this presents and opportunity to buy an already undervalued stock at a good price.
More on: Value Investor: Buy Dell on the Dip
Ockham Research Staff @ May 13, 2008 # No Comment Yet
This morning Hewlett-Packard (HPQ) announced a deal to acquire Electronic Data Systems Corp. (EDS) for $13.9 billion dollars or $25 per share. HP offered almost a 30% premium to the pre-deal-price of EDS stock. The offer has been approved by both companies’ boards and now awaits EDS shareholder approval. Clearly, the intent of the deal […]
More on: HP’s Acquisition of EDS Makes Sense
admin @ February 26, 2008 # 2 Comments
Intel Corp. ( INTC) is the world’s leading chip-maker and already powers 70% of its personal computers (PCs). However, most of these PCs reside in the mature, developed economies of the United States and Europe. Intel’s latest strategy is to bring the PC to emerging markets and they have developed the […]
More on: Intel Brings Personal Computing to Billions