Ockham Research Staff @ September 12, 2008 # No Comment Yet
Harry Winston Diamond Corp. has been beaten down in this market as the commodity bubble has been deflated. The valuation for HWD is certainly appealing and worth a look for patient investors.
More on: HWD May Make Your Portfolio Sparkle
Ockham Research Staff @ September 9, 2008 # One Comment
OM Group, Inc. (OMG) shares have sold off hard in the recent retreat in commodities prices and as a result of mounting concerns about a global economic slowdown. As such, these volatile, small cap shares have reached a valuation level that might appeal to patient, risk-tolerant, value investors.
More on: OMG! OMG!
Ockham Research Staff @ September 5, 2008 # No Comment Yet
Investors are confronting what appears to be a synchronous global bear market which has left virtually no asset class unscathed. While such a situation stokes worries about deflation–an economic phenomenon generally associated with depressions–we believe that U.S. large cap stocks will benefit in the years ahead from this situation. Investors should be ready to put money to work in the months ahead should share prices continue to fall.
More on: Synchronicity
Ockham Research Staff @ August 26, 2008 # No Comment Yet
Anadarko Petroleum announced a massive $5 billion share buy back on Monday. The oil and gas exploration and production company’s shares are beginning to look compellingly valued at present as management continues to pare back debt and ramp up capital spending.
More on: Anadarko Petroleum Sees Itself as Undervalued
