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Author: Ned Douthat

We Would Not Bet on BEZ

Baldor Electric (BEZ) is having a fine day today surging ahead nearly 10% and approaching its 52-week high set in April.  The reason for such bullishness is the industrial supply company has raised its sales guidance for...

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Don’t Give Up on Tessera Technologies

As you can tell by the ratings history chart below, Tessera Technologies (TSRA) has been an Ockham favorite for quite some time.  Their stock is having a heck of a day today up nearly 13% after raising second quarter...

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Search No More: Google’s a Value Stock

Google’s (GOOG) stock has been punished thus far in calendar 2010 falling more than 20% from its 52-week high.  Some of that can be blamed on the recent correction, but with the broad market indexes just about even...

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Whirlpool Was Undervalued, Now Not So Much

Think back to last March if you dare, the equity market had collapsed thanks to a housing bubble and credit crunch.  The housing market which started the whole mess in America was still weak despite unprecedented government...

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