Ockham Research Staff @ January 26, 2009 # No Comment Yet
The Enterprising Investor’s Guide Newsletter for 1-26-09
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Ockham Research Staff @ January 23, 2009 # No Comment Yet
Harley Davidson just reported on their tremendously painful fiscal 2008, but there is a real potential that things could indeed get worse. This is a case of a company that may be undervalued, but could potentially become an even cheaper stock over the next few quarters.
More on: Harley Davidson To Struggle Well into 2009
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 21, 2009 # One Comment
We continue to be amazed by the evolving situation surround the America automakers. The latest deal will partner Chrysler with Italian automaker Fiat, but there will be no money changing hands, instead Fiat will share its fuel-efficiency technologies with Chrysler and in exchange they will receive more than a third of the struggling U.S. firm.
More on: How Much is Chrysler Worth? That Little?
Ockham Research Staff @ January 20, 2009 # 2 Comments
The Enterprising Investor’s Guide Newsletter for 1-20-09
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Ockham Research Staff @ January 16, 2009 # No Comment Yet
Breweries have long been though recession resistent because, after all, who does not need a drink in this economy. However, the latest news from MillerCoors seems to report the contrary. Sales are flopping and it may get worse as the economy does.
More on: Sign of Deepening Recession
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 @ January 13, 2009 # No Comment Yet
We are following up on our article regarding Gas Utilities two months ago that recommended that this defensive stocks may provide an opportunity to risk averse investors. Well, our research has come full circle on many of these stocks and now we believe that each stock we cover in the group is overvalued, except for one.
More on: Gas Utilities All Fired Up
Ockham Research Staff @ January 12, 2009 # No Comment Yet
The Enterprising Investor’s Guide 1-12-09
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Ockham Research Staff @ January 9, 2009 # No Comment Yet
So, we all expected holiday shopping to be weak, but it was even worse than expected. Retail results for the month of December continue to be released and the results are pathetic, but the discounters continue to be the only stocks we could recommend in this sector.
More on: Retail Staggers into the New Year