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 @ 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 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 @ 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 @ April 17, 2008 # No Comment Yet
The stock market has been aflutter the last couple of days with some important earnings results being released. Stocks rallied on Wednesday with positive results from Intel and Coca-Cola among others, as there was a distinctly upbeat tone as the Dow finished the day ahead more than 2%. The stock […]
More on: A Flurry of Earnings Stress Exchange Rates
admin @ January 14, 2008 # No Comment Yet
Investors are optimistic about a positive start to the week as IBM announced this morning earnings well above Wall St. estimates. IBM’s announcement spurred the market rally this morning with tech stocks and basic materials as the main beneficiaries with fairly heavy trading volume. Among today’s leaders are IBM, Nokia, and […]
More on: Is the Market Nearing a Bottom?