Oracle

ORCL-N

NYSE:ORCL

55.03
0.41 (0.73%)
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
BUY
May 16, 2013

Last time around their earnings were a bit disapointing, which is when he bought it. Thinks the stock has room to grow. Thinks it will continue growing in the future.

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Oracle (ORCL-N)
May 16, 2013

Last time around their earnings were a bit disapointing, which is when he bought it. Thinks the stock has room to grow. Thinks it will continue growing in the future.

DON'T BUY
DON'T BUY
May 9, 2013

(Market Call Minute) Has been underperforming. Prefers others.

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Oracle (ORCL-N)
May 9, 2013

(Market Call Minute) Has been underperforming. Prefers others.

PAST TOP PICK
PAST TOP PICK
March 25, 2013

(A Top Pick May 11/12. Up 16.82%.) They are behind on their Cloud and he doesn’t know why but it is very concerning and he has them on his Watch list. Sales are still pretty good. Hardware division has been the real problem for them. Still likes.

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Oracle (ORCL-N)
March 25, 2013

(A Top Pick May 11/12. Up 16.82%.) They are behind on their Cloud and he doesn’t know why but it is very concerning and he has them on his Watch list. Sales are still pretty good. Hardware division has been the real problem for them. Still likes.

TOP PICK
TOP PICK
February 5, 2013

Has been a very acquisitive company. Made a ton of acquisitions throughout history and almost all of them have gone exceptionally well. Has grown its services and products very, very well. Cloud computing platform is growing very rapidly. Recurring revenues are very high. Trading at about 13X earnings. P/E ratio of 16.8 and a yield of 0.68%.

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Oracle (ORCL-N)
February 5, 2013

Has been a very acquisitive company. Made a ton of acquisitions throughout history and almost all of them have gone exceptionally well. Has grown its services and products very, very well. Cloud computing platform is growing very rapidly. Recurring revenues are very high. Trading at about 13X earnings. P/E ratio of 16.8 and a yield of 0.68%.

BUY
BUY
December 19, 2012

The only disappointing, slightly negative story is that there is still a lot of hardware dependency. Cloud side has been incredible but that area has a lot of competition with SAP AG (SAP-N). Very cash-rich. Over the last year they’ve been focusing on midsize emerging cloud switching delivery companies globally. He is a very minimal holder and wishes he had had a lot more. Over the next year, this is a company where you absolutely want to be.

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Oracle (ORCL-N)
December 19, 2012

The only disappointing, slightly negative story is that there is still a lot of hardware dependency. Cloud side has been incredible but that area has a lot of competition with SAP AG (SAP-N). Very cash-rich. Over the last year they’ve been focusing on midsize emerging cloud switching delivery companies globally. He is a very minimal holder and wishes he had had a lot more. Over the next year, this is a company where you absolutely want to be.

PAST TOP PICK
PAST TOP PICK
December 19, 2012

(Top Pick Dec 14/11, Up 16.27%) Sold a few months ago. He was concerned with the revenue growth. Hardware side was a drag on the company. He switched to Qualcom.

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Oracle (ORCL-N)
December 19, 2012

(Top Pick Dec 14/11, Up 16.27%) Sold a few months ago. He was concerned with the revenue growth. Hardware side was a drag on the company. He switched to Qualcom.

TOP PICK
TOP PICK
September 10, 2012

(A Top Pick Sept 7/11. Up 18.85%.) Dominant business software. Really, really aggressive. Acquisitive. About a 3rd of their sales is out of Europe and in spite of the tough times there, they continue to do very well. The developing world is expanding at a more rapid pace and this company is there for sure.

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Oracle (ORCL-N)
September 10, 2012

(A Top Pick Sept 7/11. Up 18.85%.) Dominant business software. Really, really aggressive. Acquisitive. About a 3rd of their sales is out of Europe and in spite of the tough times there, they continue to do very well. The developing world is expanding at a more rapid pace and this company is there for sure.

SELL
SELL
July 25, 2012
(Market Call Minute.) A little worried about their sales growth so he would move to another tech.
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Oracle (ORCL-N)
July 25, 2012
(Market Call Minute.) A little worried about their sales growth so he would move to another tech.
PAST TOP PICK
PAST TOP PICK
July 20, 2012
(A Top Pick Aug 9/11. Up 10.7%.) Major risk would be a spending slowdown. About a 3rd of their sales are in Europe. Currency headwinds would also be a substantial risk.
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Oracle (ORCL-N)
July 20, 2012
(A Top Pick Aug 9/11. Up 10.7%.) Major risk would be a spending slowdown. About a 3rd of their sales are in Europe. Currency headwinds would also be a substantial risk.
PAST TOP PICK
PAST TOP PICK
June 20, 2012
(A Top Pick June 1/11. Down 17.83%.) So his holdings a few months ago at about $30 a share.
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Oracle (ORCL-N)
June 20, 2012
(A Top Pick June 1/11. Down 17.83%.) So his holdings a few months ago at about $30 a share.
TOP PICK
TOP PICK
June 13, 2012
Trading at about 11X forward earnings. Good balance sheet. Increasing dividends. One of the dominant players in enterprise software. Have consistently driven huge, huge value creation. Classic value opportunity for a growth story.
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Oracle (ORCL-N)
June 13, 2012
Trading at about 11X forward earnings. Good balance sheet. Increasing dividends. One of the dominant players in enterprise software. Have consistently driven huge, huge value creation. Classic value opportunity for a growth story.
TOP PICK
TOP PICK
May 11, 2012
Thinks it will continue to grow its earnings at about 4% per year. Trading at 13X earnings and has about a 1% dividend yield. Good balance sheet. Growing its sales in the Middle East and Asia very rapidly.
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Oracle (ORCL-N)
May 11, 2012
Thinks it will continue to grow its earnings at about 4% per year. Trading at 13X earnings and has about a 1% dividend yield. Good balance sheet. Growing its sales in the Middle East and Asia very rapidly.
PAST TOP PICK
PAST TOP PICK
May 9, 2012
(A Top Pick June 1/11. Down 14.85%.) He got out at around $30.
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Oracle (ORCL-N)
May 9, 2012
(A Top Pick June 1/11. Down 14.85%.) He got out at around $30.
DON'T BUY
DON'T BUY
April 18, 2012
Great management. Have acquired many great companies. Just recently sold his holdings because their revenues are starting to decrease, which is worrisome. Also starting to move up into different areas of competition.
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Oracle (ORCL-N)
April 18, 2012
Great management. Have acquired many great companies. Just recently sold his holdings because their revenues are starting to decrease, which is worrisome. Also starting to move up into different areas of competition.
PAST TOP PICK
PAST TOP PICK
March 8, 2012
(Top Pick Apr 4/11, Down 10.78%) Markets are down 11-13%. He uses stops. This one didn’t work from the get-go. PE multiple is compressing.
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Oracle (ORCL-N)
March 8, 2012
(Top Pick Apr 4/11, Down 10.78%) Markets are down 11-13%. He uses stops. This one didn’t work from the get-go. PE multiple is compressing.
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