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Campbell Soup’s Quarter Was Hmm Hm Good

On Monday one of the most anticipated earnings releases was that of the world’s largest soup maker Campbell Soup’s (CPB) first quarter.  The company reported earnings per share of 87 cents, although sales were a little lower than expected coming in at $ ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  23 Nov 2009

Related Topics: Campbell Soup,  CPB Inc.

The Enterprising Investor’s Guide 10/23/2009

The price-to-peak earnings multiple comes in at 12.2x as of Friday’s close after the S&P dropped slightly last week.  Earnings are still well below peak levels, so this valuation measure is moving in concert with the S&P 500’s vacillations.  From our ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  23 Nov 2009

Related Topics: NYSE

A Kindle Under Every Tree?

Barnes & Noble (BKS) reported today that their new eReader product has sold out of the entire supply for delivery before the holidays.  This may be a positive sign for Barnes & Noble in the long run as demand appears to be quite strong, but it is clear ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  20 Nov 2009

Related Topics: Sony,  Barnes & Noble, Inc.,  Amazon.com,  Microsoft Corporation,  Apple, Inc.

Pulte Homes Moves to the Sell-Block

On Wednesday we wrote a piece talking about the strange upgrade of Pulte Homes (PHM) by an analyst at Citigroup (C).  At that time (Upgrade Trumps Macro-Economics for Homebuilders), we reiterated our Overvalued stance on Pulte, the largest in the group ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  20 Nov 2009

Related Topics: Pulte Homes, Inc.,  Centex,  Citigroup,  Jim Cramer,  CNBC

Sharp Looking Quarter for The Gap, Inc.

In a tough retail environment sales gains are always a welcome sign, and so is profit growth of 25%. The Gap, Inc (GPS) reported quarterly net income of $307 million or 44 cents per share which was in-line with analysts’ estimates. Revenue was actually ...

From OCKHAM RESEARCH, ETF Investor,  20 Nov 2009

Related Topics: Gap, Inc.,  Donald Fisher

Bloomberg’s Weil: Wells Fargo Needs TARP

Bloomberg opinion columnist Jonathan Weil has a talent for navigating balance sheets of often complex financial firms.  In his latest piece, he writes about Wells Fargo (WFC), the bank who rejected the idea that it needed TARP funds in the first place, ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  19 Nov 2009

Related Topics: Wells Fargo

Chip Stock Ratings Chopped at Bank of America

As the market turned decisively negative on Thursday morning, no sector was hit heavier that the semiconductor industry.  An analyst at Bank of America Merrill Lynch (BAC) downgraded the entire sector’s outlook from “positive” to “negative” and also ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  19 Nov 2009

Related Topics: Bank of America,  Intel,  Merrill Lynch,  Texas Instruments,  Marvell Technology Group, Ltd.

Contrasting the American and Chinese Economies

The information below was compiled by The New York Times earlier this week and it provides some useful graphics for comparison of the two more important economies on the globe.  Some things revealed in the data will surprise no one such as the fact ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  18 Nov 2009

Related Topics: New York Times Company,  General Electric

Upgrade Trumps Macro-Economics for Homebuilders

This morning the Commerce Department released figures that homebuilding activity in the U.S. had unexpectedly fallen in October.  The reasoning was that increased joblessness in addition to doubts that the homebuyer tax credit would be renewed weighed ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  18 Nov 2009

Related Topics: Commerce Department,  Pulte Homes, Inc.,  Centex,  Citigroup

Cramer: Flat Wrong on GameStop

“The problem with Gamestop is you need to be able to have both good hardware and software sales. Not until later next year do I expect Grand Theft Auto. We had Rock Band, Guitar Hero. Those are all played out. I can’t get behind GameStop not because ...

From OCKHAM RESEARCH STAFF, The Razor's Edge | Ockham Research,  18 Nov 2009

Related Topics: Home Depot, Inc.,  CNBC,  Jim Cramer,  Activision, Inc.,  Amazon.com

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