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
TOP PICK
TOP PICK
June 24, 2016

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%.

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Oracle (ORCL-N)
June 24, 2016

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%.

PAST TOP PICK
PAST TOP PICK
June 23, 2016

(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.

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Oracle (ORCL-N)
June 23, 2016

(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.

PAST TOP PICK
PAST TOP PICK
March 9, 2016

(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.

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Oracle (ORCL-N)
March 9, 2016

(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.

DON'T BUY
DON'T BUY
February 24, 2016

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).

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Oracle (ORCL-N)
February 24, 2016

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).

PAST TOP PICK
PAST TOP PICK
December 8, 2015

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

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Oracle (ORCL-N)
December 8, 2015

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

COMMENT
COMMENT
November 23, 2015

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.

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Oracle (ORCL-N)
November 23, 2015

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.

TOP PICK
TOP PICK
June 16, 2015

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

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Oracle (ORCL-N)
June 16, 2015

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

DON'T BUY
DON'T BUY
June 16, 2015

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.

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Oracle (ORCL-N)
June 16, 2015

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.

PAST TOP PICK
PAST TOP PICK
May 19, 2015

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

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Oracle (ORCL-N)
May 19, 2015

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

TOP PICK
TOP PICK
March 5, 2015

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.

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Oracle (ORCL-N)
March 5, 2015

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.

DON'T BUY
DON'T BUY
February 25, 2015

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.

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Oracle (ORCL-N)
February 25, 2015

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.

BUY
BUY
January 8, 2015

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

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Oracle (ORCL-N)
January 8, 2015

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

TOP PICK
TOP PICK
December 3, 2014

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%.

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Oracle (ORCL-N)
December 3, 2014

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%.

PAST TOP PICK
PAST TOP PICK
September 18, 2014

(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.

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Oracle (ORCL-N)
September 18, 2014

(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.

BUY
BUY
July 3, 2014

A better play them IBM (IBM-N). Much better balance sheet. Generating a lot more free cash flow. They are already in the Cloud. Buying back stock and making acquisitions. The multiple is quite attractive. 1.1% dividend yield.

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Oracle (ORCL-N)
July 3, 2014

A better play them IBM (IBM-N). Much better balance sheet. Generating a lot more free cash flow. They are already in the Cloud. Buying back stock and making acquisitions. The multiple is quite attractive. 1.1% dividend yield.

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