|
|
|
Picks Performance:
N/A
No percentile ranking
has been calculated.
|
|
|
All-time Return
N/A
(in 1 year)
|
Risk (SD)
N/A
|
Sharpe Ratio
N/A
|
Followers
0
|
Winning Picks
0
of
0
|
Total Views
6615
|
|
Ockhamsrazor hasn't made any stock picks yet.
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). ...
Bond Insurer Gets a Boost of Capital
01/31/08
Bond Insurers have been absolutely crushed by the credit crisis. The two industry leaders Ambac and MBIA have both lost more than 80% of their market value in just over a year. These bond insurers are only as good as their credit rating because, in order to provide insurance bonds, they must keep their AAA credit rating. There has been much speculation that these companies are so heavily influe...
Helicopter Ben to the Rescue
01/30/08
Two big stories surfaced on the macroeconomic front today. First, the Commerce Department released the fourth quarter GDP results. On an annualized basis the economy grew at .6% which was a disappointment, as the consensus on Wall Street called for 1.2% growth. Clearly, the credit crisis played a large role in slowing growth as did tepid consumer spending--especially important in this quarter b...
Home Depot on the Rise
01/29/08
The Home Depot seems poised to break out of its recent disappointing stock performance. When you look at what the market has historically been willing to pay for HD it is selling at a noticeable discount. For example, Home Depot’s price-to-cash-flow currently is about 8.27, which is well below its historical range of 11.07-18.19. The current price-to-sales ratio is a similarly low with HD tradi...
Home Builders Take Another Knock
01/28/08
To claim that home builders have had a tough year would be somewhat of an understatement. As evidence of this, released today was data on new home sales which was the weakest in 12 years. There were 41% less new homes sold this year than in the prior year. This lack of demand for new homes also pushed the median new home price down 10% for 2007. The credit crunch has definitely hit the housin...
People Following Ockhamsrazor ...
Nobody is following Ockhamsrazor .
Friends of Ockhamsrazor ...
|
|
|
ROCK-STAR INVESTORS
|
|
POPULAR STOCKS
|
|
TODAY'S HEADLINES
|
|
TODAY'S TOP PICKS
|
|
|
You need to log in to see how similar Ockhamsrazor is
to you in terms of investment style, risk profile, and other metrics.
Compare Your Portfolio With Ockhamsrazor :
Enter stocks you like & track your performance:
Symbols, separated by space (e.g. AAPL GOOG MSFT)
More about Ockhamsrazor
Investment Style:
Moderate
[?]
More willing to take occasional risks while protecting assets from the risk of major losses. Portfolio is comprised mostly of solid companies with a history of consistently creating returns for investors, but includes some riskier holdings such as smallcaps, or foreign companies that will posses larger returns.
Avg exp holding time:
No closed positions
|
Age:
30's
|
Occupation:
Equity Research
|
|
Location:
Atlanta
|
Website:
www.ockhamresearch.com/view/razor-edge.aspx
|