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.

Please visit: Ockham Research for more information.




Ockham Research's Latest Articles

Goldman’s Results Foretell Trouble for Morgan Stanley

Dec 16, 2008 · 0 Comments 

Goldman Sachs (GS) reported a wider-than-expected fiscal fourth quarter loss as virtually no segment of its business was unscathed by the credit crisis. The company... >>>

Are the Wall Street Analysts Not Wearing Any Clothes?

Dec 15, 2008 · 0 Comments 

Realistically, if the analysts aren’t wearing any clothes yet, they soon will be if they follow their own investing prowess. While the motivating factors of... >>>

The Enterprising Investor’s Guide 12-15-08

Dec 15, 2008 · 0 Comments 

For the third week in a row, U.S. equities proved fairly resilient in the face of negative economic news as stocks finished the week almost flat on Friday (for... >>>

Harley-Davidson Could be Letting their Cash Drive Away

Dec 12, 2008 · 0 Comments 

Harley-Davidson, Inc. (HOG) stock has been crushed over the last three months losing more than 60% of its value. The iconic motorcycle company is dealing with a... >>>

Economies of Frail

Dec 11, 2008 · 0 Comments 

For most Americans, the past few months have been so eventful and stressful, that it is understandable that we might not be completely “up to speed” on news... >>>

Automaker to Taxpayer: Keep Pushin’, Pal… Almost There…

Dec 10, 2008 · 0 Comments 

The legislative powers in Washington D.C. believe that they have reached an agreement in principle to a sweeping bailout of the auto industry. Word is that the... >>>

When All News is Bad News…

Dec 9, 2008 · 0 Comments 

File under the “a picture is worth a thousand words” category, or at least worth a 300 plus day in the Dow. Again, not that we think the volatility will subside... >>>

Grocer Kroger (KR) Thriving in Recession

Dec 9, 2008 · 0 Comments 

The Kroger Company (KR) reported earnings this morning before the open and beat consensus estimates for both earnings and revenue. Analysts had called for earnings... >>>

What a Difference a Year Makes!

Dec 9, 2008 · 0 Comments 

This was forwarded in an email to us today and should give some perspective to what the financial services industry has been through in the last year or so. Admittedly,... >>>

The Enterprising Investor’s Guide 12-8-08

Dec 8, 2008 · 0 Comments 

The price-to-peak earnings multiple fell slightly to 9.8x this week. The S&P 500 dropped a seemingly modest 2.25% last week, which seems tame in comparison... >>>