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 Ockham Research     www.ockhamresearch.com/view/razor-edge.aspx     Graphic_subscribe   

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    This is a Tracking Account  |  Tracked since 03/12/2008  [?]     SocialPicks is not affiliated with Ockham Research
Picks Performance:
Outperforms
20%
of community

All-time Return
-15.46%
(in 3 months)
Risk (SD)
Moderate
1.42%
Sharpe Ratio
-11.57
Followers
0
Winning Picks
1 of 7
Total Views
2371


 Last Activity: Added BA to bullish list on 06/23/08 

Current Stock List:
Symbol SP Sentiment Rating Return Since
BA Positive -15.43% 06/23/08
DE Negative +16.73% 05/15/08
HPQ Positive -5.30% 05/15/08
BAC Neutral/Hold -39.70% 04/22/08
GM Positive -49.80% 04/10/08
WM Neutral/Hold -53.22% 04/09/08
GRMN Positive -29.93% 03/26/08
SBUX Positive -12.23% 03/20/08
KO Positive -12.27% 03/12/08




Blog Posts

Graphic_rating_buy BA   Boeing Undervalued With or Without Disputed Tanker Contract 06/23/08   —  6/20 - "On March 27th I wrote that although Boeing (BA) had lost its bid to provide the Air Force with a fleet of in-flight refueling tankers, the company still has a lot of upside. Well, Boeing protested the $35 billion contract that was awarded to Northrop Grumman Corp. (NOC) and EADS...The Governm...
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Graphic_rating_sell DE   Deere's Earnings Show that Valuation's Excessive; Reiterate Sell 05/15/08   —  5/15 - "The world’s largest farm equipment maker benefited from a boom in the price of agricultural commodities such as wheat, corn, and rice all of which are trading near their all time highs...but Deere did not meet analysts’ expectations for net income and earnings. Analysts had estimated that...
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Graphic_rating_buy HPQ   HP's Acquisition of EDS Makes Sense 05/15/08   —  5/14 - "Clearly, the intent of the deal is to challenge IBM’s supremacy in IT services. IBM claims the largest share of the international IT services market with 7.2%, according to Gartner Inc. EDS is second with a 3% share, and HP is fifth with 2.3%. As with any large scale merger there will be or...
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BAC   Bank of America Will Emerge a Healthy Survivor, Reiterate Neutral 04/22/08   —  4/22 - "The nation’s largest retail bank saw its net profit fall 77% and its earnings per share were $.23 -- a significant disappointment from consensus estimates of $.41 per share. Bank of America CEO Ken Lewis blamed $1.3 billion in trading losses and the need to increase reserves for potential c...
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Graphic_rating_buy GM   Reiterating Buy Rating on GM 04/10/08   —  4/5 - "We are reiterating our rating of Buy on GM at this time...GM’s current Price to Sales per share ratio of 0.1x is significantly below its average levels historically. In fact, with a current price of $20.58, GM is a full 62.8% below it’s average Price to Sales ratio at comparable sales lev...
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