Oracle ORCL

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    1. From Barron’s, December 22, 2014 (Part 2)

      Commentary

      Sat, 20 Dec 2014

      old techs with free cash flows and dividends: AAPL [ +42% TR by M* ], HPQ [ +43% ], INTC [ +40% ], CSCO [ +24% ], ORCL [ +20% ], EMC [ +20% ], although QCOM was left behind [ flat ]. There were several divestitures/splitters – HPQ

    2. Friday Five: Russia Woes Contained for Now

      Video Reports

      Fri, 19 Dec 2014

      flipside, [TICKER: ORCL ] Oracle reported good results ..... was driving [TICKER: ORCL ] Oracle results, and ..... that news? Glaser: Oracle 's wide moat was driving those results. Their software has very, very high ..... Summer, our [TICKER: ORCL ] Oracle analyst, thinks

      Oracle found at 5:01

      shareholders and good for [TICKER:FDX] FedEx over the long term. Stipp: On the flipside, [TICKER: ORCL ] Oracle reported good results. What was driving [TICKER: ORCL ] Oracle results, and does the stock look attractive on that news? Glaser: Oracle's wide moat was driving those results. Their software has very, very high switching costs, and we saw again this quarter that they are able to keep selling more software . They had good sales of sales support and also the software itself. Their cloud product grew very, very quickly, but off of a relatively low base, so it's not a huge driver of the firm yet, but they do see the cloud as potential threat, and are moving in there. Rick Summer, our [TICKER: ORCL ] Oracle analyst, thinks that the firm's wide moat is going to be able to survive this transition into a cloud environment, even if
    3. Keeping an Eye on Currency Headwinds; Could Further Pressure IBM Sentiment

      Commentary

      Thu, 18 Dec 2014

      to bleed into quarterly outlooks as firms report earnings. Oracle and Accenture recently announced that they each expect roughly ..... believe that each of IBM's three core segments--services, software , and hardware--has exposure to these geographic regions

    4. More of the Same in Oracle's Fiscal 2Q Results; Steady Progress in Cloud; Shares Fairly Valued

      Commentary

      Thu, 18 Dec 2014

      Oracle posted fiscal second-quarter results ..... a look through our long-term lens. Oracle is still a well-positioned wide-moat ..... revenue was up 3.5%, led again by the software license updates and product support ..... good bogey to keep in mind. All in, Oracle reported non-GAAP diluted earnings

    5. Ultimate Stock-Pickers: Top 10 Buys and Sells

      Headlines

      Tue, 2 Dec 2014

      user growth as well as Oracle ’s strong commitment ..... vertical and departmental software categories, thus widening ..... management team, we believe Oracle exhibits a long-term ..... Summer, who notes that Oracle doesn't have to be ..... dominance in enterprise software . While there have been

    6. Ultimate Stock-Pickers: 10 High-Conviction and New-Money Purchases

      Headlines

      Tue, 18 Nov 2014

      have long been attracted to Oracle 's business model based on ..... and user growth as well as Oracle 's strong commitment to developing ..... vertical and departmental software categories, thus widening ..... quantities of infrastructure software can be sold in the future ..... management team, we believe Oracle exhibits a long-term oriented

    7. 6 Key Concepts to Stock Investing Defined

      Headlines

      Thu, 6 Nov 2014

      clients would face too much risk of disruption to critical business functions if they switched away from Oracle 's ORCL database software . Efficient Scale: When a niche market is effectively served by one or a small handful of companies, efficient

    8. SAP's Growth in Cloud Revenue Continues, but We Don't See a Return to Double-Digit Growth

      Commentary

      Mon, 20 Oct 2014

      expansion for SAP and other mature software companies. Our overall investment ..... narrow-moat firm. Total software and related services revenue ..... similar investment thesis for Oracle . Furthermore, in the enterprise software industry, we do not expect

    9. Fidelity Investments Roundtable: Searching for Growth Stocks in a Mature Bull Market

      Headlines

      Fri, 17 Oct 2014

      advances with autonomous, predictive computing. By that I mean software that knows what information is important to you based on your ..... maintaining a compelling level of growth. For example, I think Oracle proved that it’s possible for a technology company to grow

    10. Salesforce.com Is Investing in Its Economic Moat: Takeaways From Analyst Day

      Commentary

      Tue, 14 Oct 2014

      ways, Salesforce.com is a cloud analog of Oracle ’s on-premises legacy software product set (and customer base), although ..... human capital management (HCM) and financial software . Salesforce.com’s product launches and

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