Starbucks Reinventing Itself, But Will Rise Again

Ockham Research Staff @ November 10, 2008 # No Comment Yet

Starbucks reported earning today that were a disappointment even during restructuring. Although, we believe there are legitimate reasons why the stock has fallen so low, those factors have been factored into the price. We think that this is a great long term opportunity for patient investors.

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Whole Foods Wilts in a Sluggish Economy

Ockham Research Staff @ August 6, 2008 # No Comment Yet

Whole Foods reported disappointed earnings for the most recent quarter and the stock is bearing the brunt. Is this an example of a falling knife? We don’t think so, and thus we think there is value for the long term.

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Wrinkle in Allergan’s Forecast: Need a Shot of Botox?

Ockham Research Staff @ May 7, 2008 # No Comment Yet

Allergan (AGN) had a nice lift in after hours trading after its earnings announcement Tuesday evening but the shares cratered after the market opened on Wednesday. The Irvine, CA medical company exceeded analysts’ consensus estimates, prior to charges, for the first quarter. Net income more than doubled and sales of the company’s most notable product—Botox—were […]

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Stocks Flail Beneath the Mighty Consumer

admin @ January 11, 2008 # No Comment Yet

The stock market is headed south again today as consumer spending concerns have investors nervous about a recession. Holiday sales were expected to be a little bit slower this year, but they fell below even those modest expectations. One of the main catalysts for the sell off today appears to be the […]

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Decoding Disappointing Holiday Shopping Results

admin @ December 27, 2007 # No Comment Yet

Each year retailers focus a lot of time and energy into bringing holiday shoppers to their stores. This year was no exception, and many analysts anticipated retail sales growth of 3.5%-4.5% over the same time last year.  So, when the holiday shopping blitz tallied a modest 2.4% increase over last year, it […]

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