Navigate: Home Posts by Ockham Research

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

Philips-Van Heusen Falls on Dingy Outlook

May 25, 2010| 

On Monday evening, clothing maker Philips-Van Heusen (PVH) reported fiscal first quarter results that topped analysts’ expectations when excluding costs associated... Read »

Dreamworks Animation’s Nightmarish Day

May 24, 2010| 

The stage was set for a monster box-office tally as the final installment of the “Shrek” franchise was released last weekend.  Shrek Forever After, the fourth... Read »

Dell: Don’t Mind the Margins

May 21, 2010| 

Dell (DELL) reported fiscal first quarter results on Thursday afternoon, and instead of recognizing the strengthening fundamentals, the market has send shares lower... Read »

PetSmart Punished for Conservative Guidance

May 20, 2010| 

PetSmart (PETM) saw net income increase 24% in their fiscal first quarter, as results handily topped Wall Street’s view. The pet products retailer generated revenue... Read »

Undervalued Consumer Stocks

May 20, 2010| 

Today we put our screener tool to work on stocks in the consumer services sector looking for the most appealing stocks for value investors for further investigation.... Read »

Credit Card Legislation Will Stall Credit Availability

May 18, 2010| 1

Lawmakers in Washington have recently taken aim at the credit card industry, and whether you agree with the spirit of the law, we believe the outcome will be less... Read »

Con-way Secondary Offering: Don’t Back Up the Truck

May 13, 2010| 

Trucking and logistics firm Con-way (CNW) announced a substantial secondary offering last night, and understandably the market sent shares lower as a result. Con-way... Read »

Disconnect? Cisco Shares Slump on Strong Report

May 13, 2010| 

“Big story though, is Cisco, coming off their earnings. I mean, it feels like there’s a disconnect going on. Cisco shares are down 3.75%, on earnings that were... Read »

Shedding Some Light on Cree’s Valuation

May 12, 2010| 

Cree, Inc (CREE), maker of energy efficient lighting products, has been on an absolute tear for more than a year now. It’s hard to believe that in December of... Read »

Cramer Touts Cirrus Logic to Double Digit Gains

May 11, 2010| 

On Monday night, Jim Cramer devoted a segment of his show to Cirrus Logic (CRUS) which he believes is the single best derivative play on Apple (AAPL). Cirrus Logic... Read »

« Previous Page — Next Page »

Our Partners: