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Ockham Research

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.




Ockham Research's Latest Articles | 648

Intel Broadens Their Reach with McAfee Deal

Aug 19, 2010| 1

Intel (INTC) has long been known as a dominate hardware producer, with market share for its processors dwarfing that of the competition.  It has become such a behemoth... Read »

Acme Packet Was Priced for Unattainable Perfection

Jul 30, 2010| 

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... Read »

Don’t Sleep Through Cephalon’s Growth

Jul 27, 2010| 

Cephalon (CEPH) is a biopharmaceutical company that we have highlighted in the past, and they reported another outstanding quarter after the close on Tuesday. ... Read »

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

Jul 22, 2010| 1

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... Read »

Beware: Analyst Bulls Continue to Run Over Wall Street

Jul 21, 2010| 

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... Read »

Harley-Davidson: Easy Riding on Less Bad Results

Jul 20, 2010| 1

“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.”... Read »

Gilead Sciences: Groundbreaking Value

Jul 19, 2010| 

Gilead Sciences (GILD) has been a serial disappointer among the biotechnology sector, as pipeline concerns have dragged the stock down by 31% over the last twelve... Read »

Charles Schwab (SCHW) Surges on Quarterly Report

Jul 16, 2010| 

San Francisco retail brokerage and fund manager Charles Schwab (SCHW) was one of just a few gainers on the NYSE on Friday, soaring more than 6% as broad market indexes... Read »

How Did JP Morgan Really Do?

Jul 15, 2010| 

JPMorgan Chase (JPM) was the first of the major banks to report second quarter earnings and the headline figures were quite positive.  Quarterly profits rose 76%... Read »

GM Peddling Cars to Investment Bankers

Jul 14, 2010| 

A good business man never lets an opportunity go to waste, at least that’s what GM’s CEO Ed Whitacre believes.  As General Motors prepares to emerge from bankruptcy... Read »

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