The price-to-peak earnings multiple has expanded to 12.4x as of the start of trading this week. We continue to see overall market valuation as reasonably attractive in an environment where earnings are clearly headed...
Read MoreThere are few stocks that are as polarizing as is eBay (EBAY); message boards and forums are choked full of vitriol aimed at the online bazaar of things both old and new. When I first wrote about their stock in June of...
Read MoreCoca-Cola Company (KO) displayed very solid performance as they reported second quarter results on Wednesday morning. Importantly, Coke’s beverage sales volumes in North America rose for the first time since the...
Read MoreAt Ockham, we often like to check in on the prevailing school of thought among Wall Street analysts. Study after study has shown the analyst community to be woefully inaccurate at predicting corporate profits. They...
Read More“Bucking the trend, Harley-Davidson, which uses that great ticker symbol, HOG, with a solid 8% gain thanks to a return to profitability in the finance arm.” – Fox Business Network 7/20/2010 Thanks to improving...
Read MoreGilead Sciences (GILD) has been a serial disappointer among the biotechnology sector, as pipeline concerns have dragged the stock down by 31% over the last twelve months compared to a 13.6% gain in the S&P 500. Gilead...
Read MoreThe price-to-peak earnings multiple has fallen to 11.9x as of the close of trading on Friday. The stock market has swung wildly over the past two months, but the net result has been essentially just a move sideways for the...
Read MoreSan Francisco retail brokerage and fund manager Charles Schwab (SCHW) was one of just a few gainers on the NYSE on Friday, soaring more than 6% as broad market indexes slumped more than 2%. The reason for the rise...
Read MoreJP Morgan (JPM) was the first of the major banks to report second quarter earnings and the headline figures were quite positive. Quarterly profits rose 76% to $4.8 billion or $1.09 per share, and analysts’ expected...
Read MoreA good business man never lets an opportunity go to waste, at least that’s what GM’s CEO Ed Whitacre believes. As General Motors prepares to emerge from bankruptcy with what will likely be the second largest...
Read More
