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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
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Ockham Research's 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 the...
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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 orga...
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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 cha...
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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 levels....
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WM   WaMu: Only for the Bravest of Investors 04/09/08   —  4/8 - "The $5 billion investment will significantly dilute the value of the current shareholders’ stake in the company, but after seeing the stock’s value plunge more than 70% in this crisis already, shareholders are unlikely to be upset if the infusion helps WaMu weather this storm...That being said...
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Graphic_rating_buy GRMN   Will Garmin Direct Bulls Towards Healthy Returns? 03/26/08   —  3/26 - "Tuesday’s warning from SiRF is certainly not good news for the PND industry, but SiRF admitted that the drop in demand has mostly come from small PND makers. This may indicate a trend of slowing demand for all PNDs, or conversely it could mean that Garmin and larger PND-makers are out-pacing ...
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Graphic_rating_buy SBUX   Starbucks Poised for a Perk-Up 03/20/08   —  Starbucks Corporation stock (SBUX), which Ockham Research featured in our January 1 post, appears as attractive now as it has ever been. SBUX has steadily declined by over 51% since the beginning of 2007. The company has begun to reign in domestic growth as it announced the closure of 100 poorly perf...
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Graphic_rating_buy KO   Coke's Strategy Moves Away From Fizz 03/12/08   —  Coca-Cola Company (KO) is the world’s largest soft drink maker and undoubtedly one of the most recognized brands throughout the world. Coke’s worldwide brand strength was instrumental in their successful quarterly report released today, which included sales gains of 24% over last year. Much of the in...
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