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http://blog.ockhamresearch.com/ - Financial Market Commentary

Take-Two’s Bad Quarter Causes Investors to Double Take
blog.ockhamresearch.com - 2 days ago
Take-Two’s Bad Quarter Causes Investors to Double Take
— blog.ockhamresearch.com — It was not long ago that Take-Two Interactive Software ( TTWO ) seemed to be on top... of the world with one of the most successful video game launches in history for the fourth edition of its Grand Theft Auto franchise.  The highly anticipated release of the game brought Electronic Arts ( ... (more) Take-Two’s Bad Quarter Causes Investors to Double Take

Comments vote down ockhamsrazor ockhamsrazor posted 2 days agoposted this
Del Monte Foods Nearing New Highs and Still Cheap
blog.ockhamresearch.com - 3 days ago
Del Monte Foods Nearing New Highs and Still Cheap
— blog.ockhamresearch.com — Del Monte Foods ( DLM ) is an under the radar stock for many investors, but the... underlying value of a well run company is hard to deny.  DLM reported fiscal second quarter results on Thursday morning that were much better than expected and the stock is up nearly 4% on the ... (more) Del Monte Foods Nearing New Highs and Still Cheap

Comments vote down ockhamsrazor ockhamsrazor posted 3 days agoposted this
Best Buy: This Season’s Top Retail Stock?
blog.ockhamresearch.com - 3 days ago
Best Buy: This Season’s Top Retail Stock?
— blog.ockhamresearch.com — “I think it’s Best Buy, BBY for all you home gamers. It reports December 15th and I... think it will deliver, yes, indeed… We went to a local Best Buy, under cover, of course, and found that…They have 47 different sets of flat panel TVs, versus 11 at Walmart. Average price, $957, ... (more) Best Buy: This Season’s Top Retail Stock?

Comments vote down ockhamsrazor ockhamsrazor posted 3 days agoposted this
Jobs Leaving at Cummins
blog.ockhamresearch.com - 4 days ago
Jobs Leaving at Cummins
— blog.ockhamresearch.com — On Wednesday, a spokesman for Cummins, Inc ( CMI ) announced that the company will be temporarily... cutting about 400 jobs at a plant in western New York.  Currently, the Jamestown Engine plant employs about 1300 workers with 1100 of those are on the production side and the plant is working ... (more) Jobs Leaving at Cummins

Comments vote down ockhamsrazor ockhamsrazor posted 4 days agoposted this
Walgreen’s Still Healthy After Disappointing November Sales
blog.ockhamresearch.com - 4 days ago
Walgreen’s Still Healthy After Disappointing November Sales
— blog.ockhamresearch.com — The market sold-off shares of Walgreen Co. ( WAG ) following the release of November sales data... to the tune of about 4% in afternoon trading.  We do not regard the sales results as particularly bad, coming in at nearly $5.4 billion which is 8.7% higher than year ago totals.  Some of ... (more) Walgreen’s Still Healthy After Disappointing November Sales

Comments vote down ockhamsrazor ockhamsrazor posted 4 days agoposted this
Banks Are Not Lending? So What
blog.ockhamresearch.com - 5 days ago
Banks Are Not Lending? So What
— blog.ockhamresearch.com — Much has been made about the fact that economy-wide bank lending is down considerably despite the fact... that the stock market and other economic indicators have begun to improve.  Even after the unprecedented cash made available by the Federal Reserve and direct bailouts from the Federal ... (more) Banks Are Not Lending? So What

Comments vote down ockhamsrazor ockhamsrazor posted 5 days agoposted this
Barrick Gold Races Out of Hedges
blog.ockhamresearch.com - 5 days ago
Barrick Gold Races Out of Hedges
— blog.ockhamresearch.com — “Boosting gold this morning and commodity prices is Barrick eliminating hedges to fully take advantage of the... rising gold prices.” — Squawk on the Street 12/1/2009 Gold is nearing yet another all time high price at around $1200 per ounce, as the dollar has weakened on ... (more) Barrick Gold Races Out of Hedges

Comments vote down ockhamsrazor ockhamsrazor posted 5 days agoposted this
A Defensive Tone from Cramer
blog.ockhamresearch.com - 5 days ago
A Defensive Tone from Cramer
— blog.ockhamresearch.com — “Dividends — well, the yield that usually tends to bring in buyers who stem the decline. And... unlike the income you get from treasury bonds, which are considered the safest investment…You reinvest your dividends — let’s take McDonald’s 3.5% yield. You’d ... (more) A Defensive Tone from Cramer

Comments vote down ockhamsrazor ockhamsrazor posted 5 days agoposted this
Cyber Monday: The New Black Friday
blog.ockhamresearch.com - 6 days ago
Cyber Monday: The New Black Friday
— blog.ockhamresearch.com — As anyone who shops online is well aware, today is Cyber Monday, the day where online retailers... strut their best deals in order to capture more holiday shoppers.  The days following Thanksgiving are among the most important for the retail industry as many workers have those days off.  ... (more) Cyber Monday: The New Black Friday

Comments vote down ockhamsrazor ockhamsrazor posted 6 days agoposted this
New Studies to Boost Sales for Celgene
blog.ockhamresearch.com - 6 days ago
New Studies to Boost Sales for Celgene
— blog.ockhamresearch.com — More details are being made available about studies of Celgene’s ( CELG ) blockbuster drug Revlimid.  According... to Bloomberg, the results of several studies, to be released at the American Society of Hermatology meeting later this week, should lead to more widespread use of the ... (more) New Studies to Boost Sales for Celgene

Comments vote down ockhamsrazor ockhamsrazor posted 6 days agoposted this
The Enterprising Investor’s Guide 11/30/2009
blog.ockhamresearch.com - 6 days ago
The Enterprising Investor’s Guide 11/30/2009
— blog.ockhamresearch.com — The price-to-peak earnings multiple stands at 12.2x as of the close of the holiday-shortened trading week.  The... S&P 500 index was little changed as a sell-off on Friday gave back all of the gains from earlier in the week.  The market dropped as a result of a debt crisis in Dubai ... (more) The Enterprising Investor’s Guide 11/30/2009

Comments vote down ockhamsrazor ockhamsrazor posted 6 days agoposted this
Tiffany to Sparkle for Investor this Holiday?
blog.ockhamresearch.com - 11 days ago
Tiffany to Sparkle for Investor this Holiday?
— blog.ockhamresearch.com — “Figures out from Tiffany, reporting better than expected the stock has more than doubles from last year.... Today, you can see it’s trading up $1. 71… Within Tiffany’s results, it really reflects a company that has defended their brands. They do not mark down their ... (more) Tiffany to Sparkle for Investor this Holiday?

Comments vote down ockhamsrazor ockhamsrazor posted 11 days agoposted this
Infrastructure Stocks About to Rise?
blog.ockhamresearch.com - 11 days ago
Infrastructure Stocks About to Rise?
— blog.ockhamresearch.com — Mad Money’s Jim Cramer discussed two high-quality infrastructure stocks: Fluor ( FLR ) and Jacobs Engineering (... JEC ).  He analyzed them from both the technical and fundamental perspective on the segment called “Off the Charts.”  Both stocks have greatly ... (more) Infrastructure Stocks About to Rise?

Comments vote down ockhamsrazor ockhamsrazor posted 11 days agoposted this
Warner Music Plays a Sad Tune
blog.ockhamresearch.com - 12 days ago
Warner Music Plays a Sad Tune
— blog.ockhamresearch.com — “A surprise quarterly loss for Warner Music as the weak economy and slowing demand for CD’s resulted... in a three cent a share loss. Analysts were looking for five cents a share.” — CNBC’s Closing Bell 11/24/2009 One of the world’s largest recording ... (more) Warner Music Plays a Sad Tune
Comments vote down ockhamsrazor ockhamsrazor posted 12 days agoposted this
TIVO and Google Are Watching Your Remote
blog.ockhamresearch.com - 12 days ago
TIVO and Google Are Watching Your Remote
— blog.ockhamresearch.com — Google ( GOOG ) is in the information business and they have moved that business forward today... in a deal with TiVo ( TIVO ) to analyze the way people are watching and not watching television.  The goal of the pact will be to show advertisers more accurate information on how many are ... (more) TIVO and Google Are Watching Your Remote

Comments vote down ockhamsrazor ockhamsrazor posted 12 days agoposted this
Amazon Taking the Fight to Walmart
blog.ockhamresearch.com - 12 days ago
Amazon Taking the Fight to Walmart
— blog.ockhamresearch.com — “But while media products still account for a majority of Amazon’s sales, the company’s added dozens of... new products. It’s become the online Walmart, not the online Borders… Amazingly, it is much lower than Walmart, which allows it to undercut Walmart’s prices. ... (more) Amazon Taking the Fight to Walmart

Comments vote down ockhamsrazor ockhamsrazor posted 12 days agoposted this
Campbell Soup’s Quarter Was Hmm Hm Good
blog.ockhamresearch.com - 13 days ago
Campbell Soup’s Quarter Was Hmm Hm Good
— blog.ockhamresearch.com — On Monday one of the most anticipated earnings releases was that of the world’s largest soup maker... Campbell Soup’s ( CPB ) first quarter.  The company reported earnings per share of 87 cents, although sales were a little lower than expected coming in at $2.2 billion, a decline ... (more) Campbell Soup’s Quarter Was Hmm Hm Good

Comments vote down ockhamsrazor ockhamsrazor posted 13 days agoposted this
The Enterprising Investor’s Guide 10/23/2009
blog.ockhamresearch.com - 13 days ago
The Enterprising Investor’s Guide 10/23/2009
— blog.ockhamresearch.com — The price-to-peak earnings multiple comes in at 12.2x as of Friday’s close after the S&P dropped slightly... last week.  Earnings are still well below peak levels, so this valuation measure is moving in concert with the S&P 500’s vacillations.  From our perspective, ... (more) The Enterprising Investor’s Guide 10/23/2009

Comments vote down ockhamsrazor ockhamsrazor posted 13 days agoposted this
A Kindle Under Every Tree?
blog.ockhamresearch.com - 16 days ago
A Kindle Under Every Tree?
— blog.ockhamresearch.com — Barnes & Noble ( BKS ) reported today that their new eReader product has sold out of... the entire supply for delivery before the holidays.  This may be a positive sign for Barnes & Noble in the long run as demand appears to be quite strong, but it is clear that production limitations ... (more) A Kindle Under Every Tree?

Comments vote down ockhamsrazor ockhamsrazor posted 16 days agoposted this
Pulte Homes Moves to the Sell-Block
blog.ockhamresearch.com - 16 days ago
Pulte Homes Moves to the Sell-Block
— blog.ockhamresearch.com — On Wednesday we wrote a piece talking about the strange upgrade of Pulte Homes ( PHM )... by an analyst at Citigroup ( C ).  At that time ( Upgrade Trumps Macro-Economics for Homebuilders ), we reiterated our Overvalued stance on Pulte, the largest in the group thanks to its acquisition of ... (more) Pulte Homes Moves to the Sell-Block

Comments vote down ockhamsrazor ockhamsrazor posted 16 days agoposted this
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