Blog Detail
The Razor's Edge
http://blog.ockhamresearch.com
Ockham Research is an independent equity research provider based in Atlanta, Georgia. Security analysis at Ockham Research is based upon the principle known as Ockham's Razor, named for the 14th-century Franciscan friar, William of Ockham. The principle states that a useful theory should utilize as few elements as possible, because efficiency is valuable. In this spirit, our goal is to make the investing environment as simple and understandable as possible, yet no simpler than is necessary.
We utilize this straightforward approach to value over 5500 securities, with key emphasis given to the study of individual securities' price-to-sales, price-to-cash earnings and other historical valuation ranges. Our long term value investing methodology is powered by the teachings of Ben Graham and it has proven to be very adept at identifying stock prices that are out of line with fundamental factors.
Ockham Research provides its research in a variety of forms and products including our company specific reports, portfolio analytics tools, newsletters, and blog posts. We also offer a white labeling research solution that can give any financial services firm their own research presence without the time and cost associated with building such a robust coverage universe of their own.
Please visit Ockham Research on the web for more information.
- Added on: Jan 11th, 2008
- Country: United States
- Language: English
- Author: Ockham Research
- Listed in: Business
- Tags: asset allocation market commentary stock selection value investing equity research fundamental research
Recent Posts
Warner Music Plays a Sad Tune
“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 t...
TIVO and Google Are Watching Your Remote
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 ac...
Amazon Taking the Fight to Walmart
“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 al...
Campbell Soup’s Quarter Was Hmm Hm Good
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 exp...
The Enterprising Investor’s Guide 11/23/2009
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’...
A Kindle Under Every Tree?
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, ...
