Microsoft: A Ben Graham Stock

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.

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Intel’s Warnings Benefit Value Investors

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.

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Google’s Core of Online Ads Shows Continued Growth

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.

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HP is Not Embarrassed to Release Earnings Prematurely

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.

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Skyworks Booms with Wireless Connectivity

Ockham Research Staff @ October 30, 2008 # No Comment Yet


Do you own a smart phone? If you don’t, do you think you might in the future? Well almost anyone would answer yes. Most investors do not know one of the companies reponsible for the boom in mobile connectivity. Here’s the best part…they are Greatly Undervalued before reporting earnings next week.

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IBM is Greatly Undervalued

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.

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RIMM Takes it on the Chin

Ockham Research Staff @ September 26, 2008 # One Comment


Research in Motion has had one heck of a day, dropping more than 27% after a disappointing earnings release. We are starting to like the posibilities that are represented by this growth story that all of a sudden is attractively priced.

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Quality Systems, Inc. is Poised to Continue Growth

Ockham Research Staff @ September 22, 2008 # 2 Comments


in this article we are highlighting a great mid-cap company in the Healthcare IT market. QSII has grown by leaps and bounds as the electrionic medical records (EMR) market has expanded greatly. The trend shows little signs of slowing and this stock may represent a good buy even though it is up more than 35% in the last 6 weeks.

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Amazon’s Kindle Success Boosts the Stock

Ockham Research Staff @ August 11, 2008 # No Comment Yet


A Citi analyst has doubled his estimate for Amazon.com’s Kindle device. We are less enthusiastic about the digital reader, and we are certainly not buyers of AMZN after the significant price appreciation of the day.

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AMD: Chipping Away at Intel

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


AMD has played second fiddle to Intel in the processesing space for its entire history. However, there are signs now that AMD is finding a foothold and is starting to drive more of the consumer driven market. Its valuation looks attractive, so if AMD can sustain its gains in market share the stock will certainly rise from its 16 year low.

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