Archive for the ‘Ockham’ Category:

Acme Packet Was Priced for Unattainable Perfection

{ Posted on Jul 30 2010 by Ockham Research Staff }
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Categories : APKT, Acme Packet, All, Company Research, Ockham, earnings, equipment maker, guidance, 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 »

East West Bancorp Dinged for Dull Outlook

{ Posted on Jul 28 2010 by Ockham Research Staff }
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Categories : All, Company Research, EWBC, East West Bancorp, FDIC, Ockham, United Commercial Bank, Washington First International, credit quality, earnings, loan loss provision
This morning Pasadena, CA based regional bank East West Bancorp (EWBC) reported second quarter earnings that saw the company swing to a profit.  Net income was about $36.3 million or 21 cents per share, three cents better than expected and ...Read More »

Checking Up on Sprint’s Catalysts for Growth

{ Posted on Jul 28 2010 by Ockham Research Staff }
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Categories : All, CLWR, Clearwire, Company Research, Ockham, S, Sprint, Sprint Nextel, Telecom, churn, earnings, growth, postpaid, pre-paid, wireless
Readers of this research blog know that we were too earlier in our support of Sprint Nextel (S) stock, but after reporting the latest earnings report we are more convinced than ever that the stock has the most upside potential ...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, Ockham, drugs, earnings, guidance, health care, 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 »

Ockham Recognized for Second Quarter Performance

{ Posted on Jul 27 2010 by Ockham Research Staff }
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Categories : All, Award, BNY, Bank of New York, Bullish stock picks, Company Research, ConvergEx, Jaywalk, News, Ockham, Ockham in the News, Research, Research Trends
We are pleased to announce the Bank of New York’s ConvergEx has selected Ockham Research to receive its Best Bullish Stock Selection Award for the second quarter 2010.  BNY’s Jaywalk platform is the best measuring stick for independent research shops, ...Read More »

The Enterprising Investor’s Guide 7-27-2010

{ Posted on Jul 27 2010 by Ockham Research Staff }
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Categories : All, Asset Allocation, Company Research, Newsletter, Ockham
The price-to-peak earnings multiple has expanded to 12.4x as of the start of trading this week.  We continue to see overall market valuation as reasonably attractive in an environment where earnings are clearly headed higher.  Market returns last week were ...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, Ockham, Paypal, currency exchanges, earnings, ebay, guidance, marketplace, payment processing
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 »

More Americans Sipping Coke Leads to a Strong Quarter

{ Posted on Jul 21 2010 by Ockham Research Staff }
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Categories : All, Coca-Cola, Company Research, KO, Muhtar Kent, North America, Ockham, Pepsi, coke, earnings, international sales, soft drinks
Coca-Cola Company (KO) displayed very solid performance as they reported second quarter results on Wednesday morning.  Importantly, Coke’s beverage sales volumes in North America rose for the first time since the fourth quarter 2007, as shoppers were lured in by ...Read More »

Beware: Analyst Bulls Continue to Run Over Wall Street

{ Posted on Jul 21 2010 by Ockham Research Staff }
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Categories : All, Company Research, Estimates, Market Commentary, Newsletter, Ockham, S&P 500, analysts, bullish, contrarian, forward earnings
At Ockham, we often like to check in on the prevailing school of thought among Wall Street analysts.  Study after study has shown the analyst community to be woefully inaccurate at predicting corporate profits.  They are historically an overly bullish ...Read More »

Harley-Davidson: Easy Riding on Less Bad Results

{ Posted on Jul 20 2010 by Ockham Research Staff }
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Categories : All, Buell, Company Research, Financial Services, HDFS, HOG, Harley-Davidson, Keith Wandell, MV Agusta, Newsletter, Ockham, cost cutting, earnings, growth, sales declines
"Bucking the trend, Harley-Davidson, which uses that great ticker symbol, HOG, with a solid 8% gain thanks to a return to profitability in the finance arm." – Fox Business Network 7/20/2010 Thanks to improving sales trends and a profitable quarter from ...Read More »
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