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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

Lincare Holdings: New Dividend is a Breath of Fresh Air

Jun 22, 2010| 

On Monday afternoon, Lincare Holdings (LNCR) announced that they will begin disbursing some of their cash to shareholders in the form of a 20 cent regular quarterly... Read »

Quadruple Witching Day Quieter than Expected

Jun 18, 2010| 

Anyone who turned on CNBC this morning undoubtedly heard the talking heads clamoring over the “Quadruple Witching” day that was sure to bring wild swings and... Read »

Walgreen’s and CVS Make Nice, Investors Rejoice

Jun 18, 2010| 

“You are going to want to watch it Walgreen’s and CVS, finally coming together on an agreement on the pharmacy benefits network.” – Bloomberg TV’s In the... Read »

Ockham’s Noteworthy Downgrades

Jun 17, 2010| 

Today, we are looking at some popular stocks that we downgraded in our most recent reports.  Each of the 11 stocks featured in this post have crossed a strategic... Read »

DryShips Sailing Against a Downgrade Current

Jun 17, 2010| 

There are few industries more tied to global growth than dry bulk shipping, as these ships are responsible for carrying the materials required in economic expansion. ... Read »

Housing Starts Drop Drastically Following Stimulus

Jun 16, 2010| 

Housing starts fell 10 percent, the biggest decline since March 2009, to a 593,000 annual rate, from a revised 659,000 pace in April that was less than previously... Read »

Pick Up Some Best Buy (BBY) on Sale

Jun 15, 2010| 

Best Buy (BBY) reported fiscal first quarter results on Monday afternoon and the stock fell 6% after the disappointing news.  Top line growth was only 6.9% compared... Read »

Hershey Co. Valuation: More Bitter than Sweet

Jun 15, 2010| 

Hershey Company (HSY) known for its sweet confections announced on Monday cost cutting measures that will trim 500-600 jobs from their operations or somewhere around... Read »

THQ Smacked Down on Poor UFC Game Sales

Jun 14, 2010| 

Videogame maker THQ, Inc (THQI) admitted today that results for the first quarter will be weaker than expected.  They lay the blame on sluggish sales of “UFC... Read »

Icahn and Lions Gate Feud Intensifies

Jun 11, 2010| 

“Lions Gate Entertainment Corp. may be flirting with bankruptcy, according to Carl Icahn, the billionaire investor attempting a hostile takeover of the movie studio.”... Read »

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