Ockham Research Staff @ October 15, 2008 # No Comment Yet
A Wall Street Journal article yesterday writtien by Senator Charles Schumer was yet another declaration of war on financial institutions and capitalism as a whole. The supposed “rescue” plan that is being touted by him has a very clear sub-agenda. Coming soon to a bank board near you, Senator Schumer.
Ockham Research Staff @ September 30, 2008 # No Comment Yet
Good for a laugh.
Ockham Research Staff @ September 30, 2008 # No Comment Yet
An overview of the changes to our newsletter and the announcement that coverage for all 100 equities covered on our Ockham Research web site will be avialable to the public for free. Please visit www.ockhamresearch.com to view these research reports.
Ockham Research Staff @ September 19, 2008 # One Comment
Over the last few weeks financials have been decimated in the market and derided in the media causing increased volatility in the market. However, there are still a few lingering bright spots in the financial sector as we have pointed out one in particular here.
More on: Regional Banks: A Bright Spot in the Financial Sector
Ockham Research Staff @ September 17, 2008 # One Comment
Goldman Sachs reported positive earnings which were better than expected. What did the financial titan get in return for going well in this difficult opperating environment? A loss of about 25% in market cap since they announced as many are questioning the sustainability of independent investment banks. Its never dull.
Ockham Research Staff @ September 15, 2008 # One Comment
The crazy day in financials has rocked the markets thus far on Monday. This article breifly describes how we got here and where we are headed in the future.
Ockham Research Staff @ August 13, 2008 # No Comment Yet
JP Morgan has proven itself to be human this week by forewarning of further write-downs in the present quarter related to credit market turmoil. The iconic bank had avoided much of this carnage up until recently. This is causing some to question the thesis that a bottom in financials was reached in July.
Ockham Research Staff @ July 17, 2008 # No Comment Yet
Wells Fargo issued better than expected earnings and hiked their dividend. They are taking some heat from certain anlaysts over raising their dividend because in this economy where capital is held onto tightly, couldn’t they have put there money to work in a more effective manner than in the form of giving back to shareholders. Perhaps in restoring confidence in themselves WFC will have a greater impact on the financials than were they to invest te money elsewhere.
Ockham Research Staff @ July 15, 2008 # No Comment Yet
The brutal sell-off in financial stocks over the past couple of weeks smacks of the kind of real fear typically seen during the capitulation phase of bear markets. While the underlying problems that created this maelstrom are real, the market is behaving as if every domestic financial institution is at risk of failing–which is simply not true.
The brutal sell-off in financial stocks over the past couple of weeks smacks of the kind of real fear typically seen during the capitulation phase of bear markets. While the underlying problems that created this maelstrom are real, the market is behaving as if every domestic financial institution is at risk of failing–which is simply not true.
The brutal sell-off in financial stocks over the past couple of weeks smacks of the kind of real fear typically seen during the capitulation phase of bear markets. While the underlying problems that created this maelstrom are real, the market is behaving as if every domestic financial institution is at risk of failing–which is simply not true.
The brutal sell-off in financial stocks over the past couple of weeks smacks of the type of real fear typically seen during the capitulation phase of bear markets. While the underlying problems that created this maelstrom are real, the market is behaving as if every major domestic financial institution is at risk of failure, which is simply not true.
Ockham Research Staff @ April 23, 2008 # No Comment Yet
Last summer, when the price-to-peak earnings multiple was hovering around eighteen, Ockham Research sounded like a broken record in warning readers that the market was at unsustainably high levels and was due for a pullback. Well, there has indeed been a pullback and by mid-March the Dow Jones Industrial Average (DJIA) had lost more than […]