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ockhamsrazorClaimed Blog: The Razor's Edge WallStreetBlips Member since May 7, 2009 |
blog.ockhamresearch.com - 41 hours ago
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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?
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ockhamsrazor
posted 41 hours agoposted this
ockhamsrazor
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blog.ockhamresearch.com - 43 hours ago
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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 ...
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Infrastructure Stocks About to Rise?
blog.ockhamresearch.com - 2 days ago
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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 ...
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Warner Music Plays a Sad Tune
blog.ockhamresearch.com - 2 days ago
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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
blog.ockhamresearch.com - 2 days ago
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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. ...
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Amazon Taking the Fight to Walmart
blog.ockhamresearch.com - 3 days ago
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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 ...
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Campbell Soup’s Quarter Was Hmm Hm Good
blog.ockhamresearch.com - 3 days ago
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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, ...
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The Enterprising Investor’s Guide 10/23/2009
blog.ockhamresearch.com - 6 days ago
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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 ...
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A Kindle Under Every Tree?
blog.ockhamresearch.com - 6 days ago
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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 ...
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Pulte Homes Moves to the Sell-Block
blog.ockhamresearch.com - 7 days ago
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blog.ockhamresearch.com —
In a tough retail environment sales gains are
always a welcome sign, and so is profit growth...
of 25%. The Gap, Inc ( GPS ) reported quarterly net income of $307 million or 44 cents per share which was in-line with analysts’ estimates. Revenue was actually better than expected ...
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Sharp Looking Quarter for The Gap, Inc.
blog.ockhamresearch.com - 7 days ago
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blog.ockhamresearch.com —
Bloomberg opinion columnist Jonathan Weil has a talent
for navigating balance sheets of often complex financial firms. ...
In his latest piece , he writes about Wells Fargo ( WFC ), the bank who rejected the idea that it needed TARP funds in the first place, yet has to date neglected to repay ...
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Bloomberg’s Weil: Wells Fargo Needs TARP
blog.ockhamresearch.com - 7 days ago
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blog.ockhamresearch.com —
As the market turned decisively negative on Thursday
morning, no sector was hit heavier that the semiconductor...
industry. An analyst at Bank of America Merrill Lynch ( BAC ) downgraded the entire sector’s outlook from “positive” to “negative” and also ...
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Chip Stock Ratings Chopped at Bank of America
blog.ockhamresearch.com - 8 days ago
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blog.ockhamresearch.com —
The information below was compiled by The New
York Times earlier this week and it provides some...
useful graphics for comparison of the two more important economies on the globe. Some things revealed in the data will surprise no one such as the fact that China is growing rapidly or that ...
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Contrasting the American and Chinese Economies
blog.ockhamresearch.com - 8 days ago
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blog.ockhamresearch.com —
This morning the Commerce Department released figures that
homebuilding activity in the U.S. had unexpectedly fallen in...
October. The reasoning was that increased joblessness in addition to doubts that the homebuyer tax credit would be renewed weighed on homebuilders. Homebuilders ...
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Upgrade Trumps Macro-Economics for Homebuilders
blog.ockhamresearch.com - 8 days ago
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blog.ockhamresearch.com —
“The problem with Gamestop is you need to
be able to have both good hardware and software...
sales. Not until later next year do I expect Grand Theft Auto. We had Rock Band, Guitar Hero. Those are all played out. I can’t get behind GameStop not because they’re not a great company ...
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Cramer: Flat Wrong on GameStop
