Archive for the ‘guidance’ Category:

Acme Packet Was Priced for Unattainable Perfection

{ Posted on Jul 30 2010 by Ockham Research Staff }
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Categories : All, APKT, Company Research, earnings, equipment maker, guidance, Ockham, telecommunication
Acme Packet (APKT) was a great example of a company that was Overvalued coming into earnings, so that anything less than absolutely outstanding results will pull the stock lower. Today, the communications equipment maker reported earnings and revenues that topped ...Read More »

Don’t Sleep Through Cephalon’s Growth

{ Posted on Jul 27 2010 by Ockham Research Staff }
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Categories : All, CEPH, Cephalon, Company Research, drugs, earnings, guidance, health care, Ockham, pharmaceuticals, upside surprise
Cephalon (CEPH) is a biopharmaceutical company that we have highlighted in the past, and they reported another outstanding quarter after the close on Tuesday.  The company’s most successful drug is Provigil, which is used to treat some sleep disorders, but ...Read More »

eBay: We’re Still Buying What They’re Selling

{ Posted on Jul 22 2010 by Ockham Research Staff }
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Categories : All, Company Research, currency exchanges, earnings, ebay, guidance, marketplace, Ockham, payment processing, Paypal
There are few stocks that are as polarizing as is eBay (EBAY); message boards and forums are choked full of vitriol aimed at the online bazaar of things both old and new.  When I first wrote about their stock in ...Read More »