Oracle (ORCL)

This has done wonderfully over the years. It spiked higher around a decade ago. It has room to recover. The leadership has been very steady for years. We are at a shorter term pause where they are building out in the cloud. It is a great core holding.

Thinks this is doing the Microsoft Playbook, which is growing quickly in the Cloud, and getting more licenses and revenues and annuities instead of selling a one-time package. Thinks the turning point for this company is here. Generating a lot of free cash. Very reasonably valued. Dividend yield of 1.51%.

(A Top Pick June 16/15. Down 7.67%.) This is old tech. His model price is $48, and he is showing a 20% upside. If it got down to $33, he would buy more.

(A Top Pick March 5/15. Down 10.73%.) Although this is old tech, he still likes this company. His model price is $46.72, still a 22% upside.

IBM (IBM-N) or Oracle (ORCL-Q)? Not a fan of either. If looking for a dividend play, IBM pays a much nicer dividend, close to 4% versus 1.5%. Growth rate is probably high single digits. Technicals don’t look very good for either. Would prefer Microsoft (MSFT-Q).

(A Top Pick Dec 3/14. Down 7.21%.) Model price is $47, which is a 23% upside. Still a Buy.

Has held this for a long time. Thinks it is a few years behind Microsoft (MSFT-Q) in the sense that it is trying to get more Cloud sales. Generating an enormous amount of free cash flow and raising its dividend. Management is very bold and very ambitious. Quite cheap on a lot of metrics.

His model price is $61.25, a 40% upside from its current price.

Sold his holdings a few years ago because of slowing revenue growth. They were maintaining their earnings growth, but revenues were starting to slow. When looking at companies, EPS and Price to Earnings Ratios is what everybody wants to look at, but they can be deceiving. This is a good example where a company can grow its earnings by cutting expenses. Revenues are really the fuel of earnings.

(Our records show Apple (AAPL-Q) is his 3^rd Top Pick, not Oracle.)(A Top Pick May 29/14. Up 6.25%) his model price on this is $62.90, a 42% upside.

It is growing nicely at EBV +5, and will be $53 this time next year. His model is $64, or a 46% upside. He can sleep can night with this one.

nOracle (ORCL-N) or Microsoft (MSFT-N)? Sold his holdings because of waning revenue growth, which still persists. Their revenue growth, at best, is low single digit. You have to look at revenue as the fuel of earnings.

Loves it, $58.84 model price, 36% upside. It’s cheap and has a long ways to go.

This is old tech. His model price is $58.52, a 38%-39% upside. CEO just retired. They have huge amounts of cash. The train is heading north on all these large cap values, and all you have to do is just be there. Dividend yield of 1.14%.

(Top Pick Oct 09/13, Up 30.49%) They had missed earnings. A great stock had fallen 10 or 15%. Earnings out tonight, but he does not care what they are. They should be buying back stock and raise dividends, but they want to make acquisitions.