Ockham Research Staff @ January 22, 2009 # One Comment
Microsoft disappointed many with their earnings release today, but we think there is a good chance that this company would be near the top of Ben Graham’s list of stocks he would buy. We detail some of Ben Graham’s classic value screen as well as Ockham Research methodology, much of which was inspired by Graham.
More on: Microsoft: A Ben Graham Stock
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 @ November 20, 2008 # One Comment
Can this really be? Google stock has continued its unrelenting slide to below $270. A study released today claims that internet ad revenue continues to grow, and with Google taking the lion’s share of those dollars the slide cannot last too much longer.
More on: Google’s Core of Online Ads Shows Continued Growth
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 @ August 21, 2008 # No Comment Yet
Microsoft is launching a new ad campaign featuring spots with Jerry Seinfeld and Bill Gates. Apple has benefited from tremendously successful ads slamming Vista as an inferior product. The fact remains that Microsoft still dominates the space and we think there stock has not benefited enough from it of late.
More on: Is Microsoft Master of Their Domain?
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