Oracle

ORCL-N

NYSE:ORCL

54.83
0.15 (0.27%)
Oracle Corporation is an American multinational computer technology corporation, headquartered in Redwood Shores, California.
More at Wikipedia

Analysis and Opinions about ORCL-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
June 12, 2019
It has shown consistency of earnings in the last two quarters. He likes their involvement in supply-chain management and customer services. They have gotten into subscription services. His top 2 software holding. His 12 month target is $62. Yield 1.79% (Analysts’ price target is $53.59)
Oracle (ORCL-N)
June 12, 2019
It has shown consistency of earnings in the last two quarters. He likes their involvement in supply-chain management and customer services. They have gotten into subscription services. His top 2 software holding. His 12 month target is $62. Yield 1.79% (Analysts’ price target is $53.59)
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$53.620
Owned
Yes
TOP PICK
TOP PICK
April 22, 2019
He's long held this. Has a $64.34 price target. Has shown good earnings lately. (Analysts’ price target is $53.37)
Oracle (ORCL-N)
April 22, 2019
He's long held this. Has a $64.34 price target. Has shown good earnings lately. (Analysts’ price target is $53.37)
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$54.620
Owned
Yes
DON'T BUY
DON'T BUY
April 3, 2019
Follows it, but doesn't own it. Better opportunities elsewhere. Lumps it in with IBM. Ball and chain of a lot of legacy products. If you're interested in the hardware or cloud space, there are better choices.
Oracle (ORCL-N)
April 3, 2019
Follows it, but doesn't own it. Better opportunities elsewhere. Lumps it in with IBM. Ball and chain of a lot of legacy products. If you're interested in the hardware or cloud space, there are better choices.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$54.060
Owned
No
PAST TOP PICK
PAST TOP PICK
January 24, 2019
(A Top Pick Nov 01/18, Up 2%) Just sold it. They got bearish and wanted to raise cash. It is a trading stock and trading close to its target now.
Oracle (ORCL-N)
January 24, 2019
(A Top Pick Nov 01/18, Up 2%) Just sold it. They got bearish and wanted to raise cash. It is a trading stock and trading close to its target now.
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$49.240
Owned
No
TOP PICK
TOP PICK
November 1, 2018
In a consolidation pattern. He likes this type of stock because it is trading on a range and you can trade it from bottom to top. Technology is moving into its seasonal period. Not a high risk trade. Yield of 1.6%. (Analysts’ price target is $53.4)
Oracle (ORCL-N)
November 1, 2018
In a consolidation pattern. He likes this type of stock because it is trading on a range and you can trade it from bottom to top. Technology is moving into its seasonal period. Not a high risk trade. Yield of 1.6%. (Analysts’ price target is $53.4)
Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$48.590
Owned
Yes
DON'T BUY
DON'T BUY
October 31, 2018
He likes the runway heading into subscription services and cloud based business. He would prefer to own MSFT-N.
Oracle (ORCL-N)
October 31, 2018
He likes the runway heading into subscription services and cloud based business. He would prefer to own MSFT-N.
Kim Bolton
President and Portfolio Manager, Black Swan Dexteritas
Price
$48.840
Owned
No
HOLD
HOLD
September 18, 2018

(A Top Pick November 13, 2017. Down 1%). This reminds him of Oracle and Cisco, which sat at the same level for a long time and then revitalized themselves. Oracle relies on the big banks and other large companies with large databases. Other companies have moved into Software As A Service with applications that run across the cloud. Oracle’s customers have huge data centers and don’t need to move. Data protection is challenging in the cloud. The street has been looking to Oracle to increase its presence in the cloud. It is moving but not as fast as people want. He likes the business and it will get there eventually, but it will take more time.

Oracle (ORCL-N)
September 18, 2018

(A Top Pick November 13, 2017. Down 1%). This reminds him of Oracle and Cisco, which sat at the same level for a long time and then revitalized themselves. Oracle relies on the big banks and other large companies with large databases. Other companies have moved into Software As A Service with applications that run across the cloud. Oracle’s customers have huge data centers and don’t need to move. Data protection is challenging in the cloud. The street has been looking to Oracle to increase its presence in the cloud. It is moving but not as fast as people want. He likes the business and it will get there eventually, but it will take more time.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$49.030
Owned
Yes
HOLD
HOLD
June 20, 2018

Overall, they are not as profitable as he would like to see. He would continue to hold, despite the sell off from the recent earnings.

Oracle (ORCL-N)
June 20, 2018

Overall, they are not as profitable as he would like to see. He would continue to hold, despite the sell off from the recent earnings.

Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$42.820
Owned
No
COMMENT
COMMENT
January 16, 2018

The world's largest provider of database software. Historically it’s been a great company. Another good software company that produces a wall of free cash flow. Has had a good run over the last year and is not as cheap as it used to be. Prefers Microsoft (MSFT-Q), but it is a good solid company. As a lot of business evolves to more Web services, they are potentially going to be under pressure. Meanwhile they continue to produce a lot of free cash flow. He would rate this as a Hold to a Weak Buy.

Oracle (ORCL-N)
January 16, 2018

The world's largest provider of database software. Historically it’s been a great company. Another good software company that produces a wall of free cash flow. Has had a good run over the last year and is not as cheap as it used to be. Prefers Microsoft (MSFT-Q), but it is a good solid company. As a lot of business evolves to more Web services, they are potentially going to be under pressure. Meanwhile they continue to produce a lot of free cash flow. He would rate this as a Hold to a Weak Buy.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$49.590
Owned
No
TOP PICK
TOP PICK
November 13, 2017

One of the great names in software. Largely database and largely financial institutions. The US banks in the last 10 years have been fixing themselves. Oracle is moving to the Cloud, and he can see this moving into the $60 range. Dividend yield of 1.5%. (Analysts’ price target is $57.)

Oracle (ORCL-N)
November 13, 2017

One of the great names in software. Largely database and largely financial institutions. The US banks in the last 10 years have been fixing themselves. Oracle is moving to the Cloud, and he can see this moving into the $60 range. Dividend yield of 1.5%. (Analysts’ price target is $57.)

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$49.400
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
October 13, 2017

A big software tech company, but hasn’t grown organically. Basically, it grows by acquisition. His question is, who are they going to buy next. It is getting to the point where it has been a great rewarder for shareholders, but it needs to continue to acquire. Valuations are very rich. Pick this up when there is a little more downside on it.

Oracle (ORCL-N)
October 13, 2017

A big software tech company, but hasn’t grown organically. Basically, it grows by acquisition. His question is, who are they going to buy next. It is getting to the point where it has been a great rewarder for shareholders, but it needs to continue to acquire. Valuations are very rich. Pick this up when there is a little more downside on it.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$48.610
Owned
Unknown
BUY
BUY
October 2, 2017

It has strong seasonality from now until early January. It is forming a trading range and is breaking above it. Stick with it or buy some more.

Oracle (ORCL-N)
October 2, 2017

It has strong seasonality from now until early January. It is forming a trading range and is breaking above it. Stick with it or buy some more.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$48.800
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
August 1, 2017

He likes this, but doesn’t own it. A leader in databases and a number of other areas in software. They are starting to make some progress, and he would categorize this as a more conservative way to play technology. It has had a run, so he wouldn’t be a buyer here. In the lower $40, it would be quite interesting.

Oracle (ORCL-N)
August 1, 2017

He likes this, but doesn’t own it. A leader in databases and a number of other areas in software. They are starting to make some progress, and he would categorize this as a more conservative way to play technology. It has had a run, so he wouldn’t be a buyer here. In the lower $40, it would be quite interesting.

Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$50.160
Owned
No
PAST TOP PICK
PAST TOP PICK
July 18, 2017

(A Top Pick June 24/16. Up 31.13%.) This was a sleepy, boring name. His argument was always that the company was going to do exactly what Microsoft and Adobe did successfully, trying to convert from a legacy based platform to online Cloud. They are doing that.

Oracle (ORCL-N)
July 18, 2017

(A Top Pick June 24/16. Up 31.13%.) This was a sleepy, boring name. His argument was always that the company was going to do exactly what Microsoft and Adobe did successfully, trying to convert from a legacy based platform to online Cloud. They are doing that.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$50.450
Owned
Yes
COMMENT
COMMENT
July 7, 2017

It recently had a pretty good earnings beat. Technically, it has broken out of a cup. Right now, the water is going against tech, and this has had a phenomenal run and valuations are very high. He would suggest moving your money to another allocation. Dividend of about 1.5%.

Oracle (ORCL-N)
July 7, 2017

It recently had a pretty good earnings beat. Technically, it has broken out of a cup. Right now, the water is going against tech, and this has had a phenomenal run and valuations are very high. He would suggest moving your money to another allocation. Dividend of about 1.5%.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$49.350
Owned
Unknown
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