Tiffany’s U.S. Customers Battening Down the Hatches

Ockham Research Staff @ January 14, 2009 # No Comment Yet

We have Tiffany’s rated positively but that may be due for a change as today TIF reported less than stellar holiday results. However, Tiffany’s is doing much better than its cheaper competitor Signet. In my opinion, its got to be those neat little blue boxes.

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Where the Rubber Meets the Road

Ockham Research Staff @ January 8, 2009 # One Comment

We detail another Obama infrastructure play with NuStar Energy a limited partnership that also has extensive asphalt production capacity. However, as many of these commodity and infrastructure stocks have already acheive impressive returns, it may be benefiticial to wait for a pull back and wait for more debate to filter through the House in order to make a more informed decision.

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Fluor-ishing in a Recession

Ockham Research Staff @ December 3, 2008 # No Comment Yet

Fluor Corp. has thus far successfully navigated the global economic slowdown. In this post, we outline the reasons why we think that this stock could stand to benefit greatly from trends we believe will materialize; including the proposed infrastructure spending from the Obama Administation.

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Stock! Are You Out of Your Vulcan Mind?

Ockham Research Staff @ November 25, 2008 # 10 Comments

Vulcan Materials has endured a steady decline over the last year and a half. Now that the stock is off more than two-thirds from its highs we believe it is now Greatly Undervalued and may be in position to benefit from some of President-elect Obama’s proposed infrastructure projects.

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Easy Win: Curb Rent Ceilings
Macro: Under Construction
Read more on Vulcan Materials Company, Construction at Wikinvest

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Economic Turmoil Begets Geopolitical Risks

Ockham Research Staff @ November 17, 2008 # No Comment Yet

Economic hardship invariably has consequences that can dwarf the original impact of those troubles. With the U.S. already at war and facing an increasingly troubled world, it is probably not a good time to make large reductions to the defense budget. With the U.S. government carrying massively greater amounts of debt now as a result of the financial carnage of the past few months, there will be increased pressure to wring savings out of almost every element of government. However, given past experience in tough economic times, it would be wise for our new government to understand the dire need to maintain a strong national defense.

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Wither Capitalism?

Ockham Research Staff @ November 6, 2008 # 2 Comments

Is unfettered, laissez-faire capitalism in the U.S. to blame for the world’s current economic mess? How would one know?

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Capitalism without failure…..
Capitalism Still A Pretty Good Idea
Donald Coxe: Capitalism Faces its Greatest Challenge
Read more on Capitalism at Wikinvest

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Alternative Energy Brings Many Alternatives

Ockham Research Staff @ November 5, 2008 # No Comment Yet

In all likelihood, we will see increased attention paid to alternative energy and the companies that make those energies. We hope that these programs are run wisely because often when a government becomes the sponsor of an economic initiative the consequences can be troublesome.

More on this topic (What's this?) Read more on Renewable Energy at Wikinvest

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Tomorrow’s Election and the Markets

Ockham Research Staff @ November 3, 2008 # One Comment

Conventional wisdom is that the stock market will rally following a result in Tuesday’s general election. While Ockham would welcome a market rally, there are at least two scenarios that might impact the markets negatively post-election. Either a repeat of 2000 or massive Democrat blow-out that is misperceived as a mandate to turn the ship of state hard left would most likely spook, rather than soothe nervous global investors.

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OA’s endorsement…
This blog endores Obama for President
Read more on Election 2008 at Wikinvest

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