Skyworks Booms with Wireless Connectivity

Ockham Research Staff @ October 30, 2008 # No Comment Yet

Do you own a smart phone? If you don’t, do you think you might in the future? Well almost anyone would answer yes. Most investors do not know one of the companies reponsible for the boom in mobile connectivity. Here’s the best part…they are Greatly Undervalued before reporting earnings next week.

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Apple Makes This Look Easy

Ockham Research Staff @ October 29, 2008 # No Comment Yet

Apple reported excellent numbers last week and the market is responding positively. Ockham Research rates Apple as Greatly Undervalued and we think that earnings momentum and sales momentum are just to hard to ignore.

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Amazon’s Kindle Success Boosts the Stock

Ockham Research Staff @ August 11, 2008 # No Comment Yet

A Citi analyst has doubled his estimate for Amazon.com’s Kindle device. We are less enthusiastic about the digital reader, and we are certainly not buyers of AMZN after the significant price appreciation of the day.

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Apple’s 3G iPhone Will Be Even More Successful

Ockham Research Staff @ July 9, 2008 # No Comment Yet

The article describes some of the improvements on the new 3G iPhone which will make it even more profitable for Apple. The 3G iPhone goes on sale on Friday the 11th and will likely be a huge hit.

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AT&T Gets Earnings Boost from iPhone

Ockham Research Staff @ April 22, 2008 # No Comment Yet

AT&T (T) is no doubt grateful for being the exclusive provider to the U.S. market of Apple’s iPhone. Today AT&T released first quarter earnings and the news from its wireless business was quite positive. Overall, net income rose by 22% over last year’s first quarter and income per share was 57 cents compared to 1Q2007’s […]

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Low Hanging Fruit

admin @ January 24, 2008 # No Comment Yet

Apple Inc. has enjoyed being a cornerstone of the bullish market of recent history. Between July 2006 and the end of 2007, AAPL shares experienced dramatic and impressive price appreciation from about $50 to nearly $200. However, as is true of the market in general, 2008 has not been kind to Apple. At present, […]

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