Oracle

ORCL-N

NYSE:ORCL

53.77
0.15 (0.28%)
Oracle Corporation is an American multinational computer technology corporation, headquartered in Redwood Shores, California.
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Analysis and Opinions about ORCL-N

Signal
Opinion
Expert
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.

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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.

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.

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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.

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.

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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.

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.

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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.

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%.

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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%.

PAST TOP PICK
PAST TOP PICK
April 17, 2017

(Top Pick June 24/16, Up 15%) They are getting more subscriptions and more products on the cloud. There is lots of completion in the cloud space, but they have done a great job. They are still inexpensive.

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Oracle (ORCL-N)
April 17, 2017

(Top Pick June 24/16, Up 15%) They are getting more subscriptions and more products on the cloud. There is lots of completion in the cloud space, but they have done a great job. They are still inexpensive.

COMMENT
COMMENT
April 12, 2017

Had owned this for a while, and sold it at around these levels 2 or 3 years ago. They are struggling to morph from a hardware/sales business into a software/service business. It has gotten very competitive. He is avoiding this area because it is so competitive. A lot of the big players are building a lot of the stuff internally themselves. He would rather focus on things like Facebook (FB-Q), and possibly even Google (GOOGL-Q).

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Oracle (ORCL-N)
April 12, 2017

Had owned this for a while, and sold it at around these levels 2 or 3 years ago. They are struggling to morph from a hardware/sales business into a software/service business. It has gotten very competitive. He is avoiding this area because it is so competitive. A lot of the big players are building a lot of the stuff internally themselves. He would rather focus on things like Facebook (FB-Q), and possibly even Google (GOOGL-Q).

HOLD
HOLD
March 21, 2017

This has been moving sideways for a while, although its last earnings report beat the street, and the stock popped up a little. There is more room to come. They are transitioning into Cloud very successfully, and as we increasingly use mobile devices, all the storage is up there in space. One of the few tech firms that can successfully acquire other companies. Has a very strong track record of folding other companies in, merging the culture and making money out of them.

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Oracle (ORCL-N)
March 21, 2017

This has been moving sideways for a while, although its last earnings report beat the street, and the stock popped up a little. There is more room to come. They are transitioning into Cloud very successfully, and as we increasingly use mobile devices, all the storage is up there in space. One of the few tech firms that can successfully acquire other companies. Has a very strong track record of folding other companies in, merging the culture and making money out of them.

SELL
SELL
March 7, 2017

A great company, but has made its name through big database centric applications, but other companies, such as Salesforce, have just been really beating this company to the punch, which is the Cloud, cloud-based solutions, software as a service, which is where the world is going.

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Oracle (ORCL-N)
March 7, 2017

A great company, but has made its name through big database centric applications, but other companies, such as Salesforce, have just been really beating this company to the punch, which is the Cloud, cloud-based solutions, software as a service, which is where the world is going.

TOP PICK
TOP PICK
March 1, 2017

This makes just as much money as semiconductor stocks, and has lagged, giving an opportunity. If the sales surge for semiconductor companies is any indication of corporate spending, the stock should do well. It is much cheaper. Dividend yield of 1.4%. (Analysts’ price target is $45.)

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Oracle (ORCL-N)
March 1, 2017

This makes just as much money as semiconductor stocks, and has lagged, giving an opportunity. If the sales surge for semiconductor companies is any indication of corporate spending, the stock should do well. It is much cheaper. Dividend yield of 1.4%. (Analysts’ price target is $45.)

BUY
BUY
March 1, 2017

What he likes about this company is that they have pulled a Microsoft (MSFT-Q). They are converting all their business to the Cloud and are at an inflection point. He thinks we are going to start to see it ramp up in 2017-2018, so the time to buy this is now.

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Oracle (ORCL-N)
March 1, 2017

What he likes about this company is that they have pulled a Microsoft (MSFT-Q). They are converting all their business to the Cloud and are at an inflection point. He thinks we are going to start to see it ramp up in 2017-2018, so the time to buy this is now.

BUY
BUY
January 5, 2017

ORCL-Q Vs. IBM-N. IBM-N works hard on their balance sheet. ORCL-Q is old tech. He bought ORCL-Q at $12 a share. He likes it and it probably has the most upside. His model price is $46.11, or 0% upside, but IBM is $165.03, trading right on its model price also. He likes the diversification of both.

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Oracle (ORCL-N)
January 5, 2017

ORCL-Q Vs. IBM-N. IBM-N works hard on their balance sheet. ORCL-Q is old tech. He bought ORCL-Q at $12 a share. He likes it and it probably has the most upside. His model price is $46.11, or 0% upside, but IBM is $165.03, trading right on its model price also. He likes the diversification of both.

PAST TOP PICK
PAST TOP PICK
September 26, 2016

(Top Pick Jul 7/16, Down 3.82%) It is amongst the more steady Eddies. You can still buy and be pleased a couple of years out.

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Oracle (ORCL-N)
September 26, 2016

(Top Pick Jul 7/16, Down 3.82%) It is amongst the more steady Eddies. You can still buy and be pleased a couple of years out.

COMMENT
COMMENT
August 26, 2016

(Market Call Minute.) Cloud is getting more and more important and he likes that technology space. The stock is doing well and is breaking out.

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Oracle (ORCL-N)
August 26, 2016

(Market Call Minute.) Cloud is getting more and more important and he likes that technology space. The stock is doing well and is breaking out.

TOP PICK
TOP PICK
July 7, 2016

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.

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Oracle (ORCL-N)
July 7, 2016

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.

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