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 Ockhamsrazor     www.ockhamresearch.com/view/razor-edge.aspx     Graphic_subscribe   

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    Community Rank: Analyst (119 pts)  |  Member since 01/28/2008
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Discussions

Cisco Offers "Lumpy" Guidance 02/07/08
Cisco (CSCO) can be seen as a bellwether for the Technology sector, as they provide the backbone for so many internet systems. CEO John Chambers reported 2nd quarter earnings basically in line with Wall Street expectations in a conference call Wednesday evening. Net income rose 7.2 percent and sales increased nicely by 16.5%. This result would have been even better but sales slowed in January...

It's Not Just the New York Giants that are Going to Disne... 02/06/08
The stock market has benefited from the impressive earnings release for their first quarter 2008 from The Walt Disney Company (DIS). Disney’s earnings news counters more recessionary data that lead to an ugly sell-off yesterday, which was sparked by an unexpectedly large plunge in service sector growth as reported by ISM Group. DIS earned 9.1% more revenue than last year, which has carried th...

Super Tuesday and the Market 02/05/08
Today, Super Tuesday, is quite possibly the most important day for Presidential hopefuls outside of the general election in November. As is often the case, the economy was the biggest concern for voters. Nearly 40% of potential voters listed the economy as their number one issue; this is more than double the amount of voters that claimed the Iraq war as their top issue. The obvious question is...

Take a Close Look at Amgen 02/04/08
It was a relatively slow day for news coming out of the markets, and there is about as much coverage of Super Bowl commercials as anything else. Perhaps Wall Street is a little slow in recovering from a night of partying after the New York Giants pulled off the stunning upset last night. So, in lieu of market commentary, today’s piece will focus on a particularly undervalued stock out of the he...

Microhoo or Yahoosoft? Something is Not Quite Right 02/01/08
Microsoft (MSFT) offered to acquire Yahoo (YHOO) this morning and--if the $44.6 billion offer is ultimately accepted by Yahoo’s board--this will be the largest technology sector acquisition in history. Over the past few years, Yahoo’s stock performance has been uninspiring in the face of stiff competition from the web search, advertising, and online application industry leader Google (GOOG). ...




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ROCK-STAR INVESTORS
Rank Name Sharpe Ratio Avg Return Followers
1 noshoes 29.65 +61.65% 160
2 Gerald Greene 21.24 +48.89% 49
3 The Big Bear 19.00 +49.44% 205
4 krprasad 17.77 +19.60% 4
5 David Young 15.63 +16.16% 6


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Investment Style:
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Age:
30's

Occupation:
Equity Research

Location:
Atlanta


Website:
www.ockhamresearch.com/view/razor-edge.aspx




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