Ockham Research Staff @ November 7, 2008 # No Comment Yet
BJ’s (enter joke here) has continued to post extremely impressive sales gains in recent months, in part do to the economic downturn. What’s more, the company has aggressively expanded its store presence coming into the down turn and sharholders are actually up so far this year!
Ockham Research Staff @ October 22, 2008 # No Comment Yet
Consumers everywhere are pinching penny’s in this difficult economic environment and McDonald’s is one of the benefitiaries of this trend. We highlight in this post why MCD may be a great hedge against further deterioration of the economy.
Ockham Research Staff @ July 10, 2008 # No Comment Yet
Wal-Mart has gone in the opposite direction of the broad market indexes thus far this year (up 20%). June same-store sales were up 5.8% which was well ahead of estimates of only 2%-4% increase. Interestingly, Ockham is still very positive on Wal-Mart from a long term value perspective.
admin @ April 14, 2008 # No Comment Yet
Our value investing methodology has shown Wal-Mart ( WMT) to be a very attractive buy candidate for quite some time now. In fact, at the beginning of 2007 we were asked for our top value stock buys by Barron’s and Wal-Mart topped our list. The price has oscillated a bit since […]
admin @ March 6, 2008 # No Comment Yet
The economy is slowing, but that is not a problem for retail giant Wal-Mart Stores ( WMT). Wal-Mart is the world’s largest retailer and its economies of scale allow the company to offer lower prices than its competitors. So, as housing prices fall, gas prices rise, and the average consumer gets […]
admin @ February 15, 2008 # No Comment Yet
Sony Corporation ( SNE) appears to have learned its lesson from the Betamax/ VHS format war. As some already know, Sony was the primary backer of the Betamax format introduced in 1975 that competed with–and eventually–lost market share to VHS. The VHS format was introduced in 1976 by JVC and it proceeded to […]
admin @ November 12, 2007 # No Comment Yet
Looking at the market this past week, we continue to see the credit crunch as the market’s main focus, and for good reason. Perhaps even more unnerving to our investors is that the marketplace continues to ignore much broader signs for concern, namely that the underlying securities and CDO’s causing […]
More on: Continued Credit Concerns & Recession Possibilities