Oracle Corp.

  • Is This Cloud Company the Next Oracle?

    By Adrian Campos - August 19, 2013 | Tickers: ORCL, SAP, WDAY

    At first sight, Workday (NYSE: WDAY), up 46% in the past six months, looks like yet another IT company in the cloud business. But this isn't your typical cloud company.

    To begin with, it does not sell cloud space and apps to web developers, like Amazon Web Services. Workday sells cloud-based apps for human capital management (HCM) to Fortune 500 companies. This is a segment that historically belonged to more »

  • Why Oracle Will Soar Once More

    By Nancy Tengler - August 19, 2013 | Tickers: ORCL

    Over twenty years ago, I acquired an initial position in Oracle Corporation (NYSE: ORCL).  I didn’t know much about the company then but I spent an evening seated next to CEO, Larry Ellison at a private dinner in San Francisco and found him to be one of the most compelling, arrogant, driven and hard-as-nails individuals I had ever met.  When the market opened the following day, I bought the more »

  • Are These Tech Stocks Dropping the Ball?

    By Bob Ciura - August 16, 2013 | Tickers: CSCO, IBM, ORCL

    Technology giant Cisco Systems (NASDAQ: CSCO) is seen as a bellwether not just for technology, but for the broader economy as well, due to its diverse customer base.

    Cisco's earnings are often used as a guide for the overall health of government and businesses.  Greater spending on Cisco's products and services is a good sign for economic activity going forward. The company had been in clear rally-mode to more »

  • Who is Winning the Battle for Cloud Computing

    By Wes Patoka - August 13, 2013 | Tickers: HPQ, IBM, ORCL

    The Tech Industry is becoming increasingly focused on cloud computing and the race to sign up clients. This boom is causing competition to enter the market, and some of the major players seem to be losing ground. 

    From Mainframes to the Cloud

    International Business Machines (NYSE: IBM) is increasingly relying on its software and global business services divisions to boost its profitability by increasing IBM’s overall profit margin. This more »

  • Can Oracle Take Your Portfolio to the Cloud?

    By Amal Singh - August 11, 2013 | Tickers: IBM, N, ORCL, SAP

    Oracle (NYSE: ORCL)is known for its innovative and simple IT solutions. Its major focus on venturing into cloud computing and expanding the horizons of its product catalog through various acquisitions has led Oracle to increase its market share, creating jitters among its core rivals.

    The company claims its recently released product, Oracle Enterprise Manager 12c, is the most popular database developed for cloud computing technology and provides the optimum more »

  • Is This Small Cloud Company The Next Oracle?

    By Adrian Campos - August 11, 2013 | Tickers: ORCL, SAP, WDAY

    What is causing the stock price of cloud company Workday (NYSE: WDAY) to raise so fast, up 46% in the past 6 months? At first sight, Workday honestly just looks like yet another IT company in the cloud business. Yet Workday isn't your typical cloud company. For starters, it does not sell cloud space and apps to web developers, like Amazon Web Services. Cloud space for the web is more »

  • Is IBM's End Near?

    By Adrian Campos - August 10, 2013 | Tickers: INTC, IBM, ORCL

    IBM (NYSE: IBM) is having a terrible year, producing a negative 6% return so far. The company had a wonderful come-back in the 90s thanks to its cost reductions and shift towards software and consulting, which led to amazing financial performance: according to Morningstar, since 2002 revenue, gross profit and operating profit have compounded at annual rates of 3%, 6%, and 12%. However, the current situation is totally different. IBM more »

  • An Earnings Miss And Asian Woes; What's Next for SAP?

    By Sarfaraz Khan - August 8, 2013 | Tickers: ACN, ORCL, SAP

    The world’s leading developer of business-management software, SAP (ADR) (NYSE: SAP), is expecting more efficiency from its staff. The company is eyeing cost cuts following a reduction in revenue guidance. SAP is now expecting its software and other, related service sales to increase by 10%, as opposed to its previous guidance of 11% to 13% growth due to a slowdown in Asia. According to unconfirmed reports, SAP wants to more »

  • 3 Tech Stocks You Should Consider

    By Chris Johnson - August 7, 2013 | Tickers: AMZN, CSCO, ORCL

    Technology was one of the top performing sectors in 2012, with many companies from the group hitting new 52-week highs. Many mega-cap technology companies such as International Business Machines and Oracle reached new all-time highs in 2012 and in turn lifted the Nasdaq 100, an index of major technology companies, to a new all-time high.

    The industry is sitting on record earnings as well. Earnings of big technology companies are more »

  • Three Companies That Will Perform Well No Matter What

    By Ted Cooper - August 7, 2013 | Tickers: BBBY, ORCL, SNDK

    Economic uncertainty has caused many businesses to remain uncommitted to future plans. Instead of investing heavily in growth or scaling down operations in preparation for disaster, a lot of companies are hoarding cash while they wait to see what happens next.

    It is unclear whether the economy will make a significant improvement or plunge into recession once again -- and even less clear when the move will happen -- but, eventually, something more »

  • Have You Consulted the Oracle?

    By Dan Sayers - August 7, 2013 | Tickers: ORCL, SAP, VMW

    Oracle (NYSE: ORCL) has had a flat year, to say the least. When expectations aren't met, investor confidence wanes and the share price takes a hit. Oracle knows this all too well.

    Bad omens

    For 4Q13, revenue was up by an unimpressive 1% in comparison to the previous year's quarter - equivalent to earnings of $0.80 per share. This was not enough to meet analyst expectations of $0 more »

  • Billion-Dollar Fund Gets Offensive

    By Marshall Hargrave - August 5, 2013 | Tickers: XOM, ORCL, PG

    Yacktman Asset Management's suite of funds manages some $20 billion, and per its recent 13F filing with the SEC, which reveals the funds' public equity holdings, it's making a big bet on a tech giant. 
    Donald Yacktman, founder of Yacktman Asset Management, prides himself on being stock-picker, one that keeps his emotions at bay and uses the Internet for researching companies, purposely avoiding any contact with management to more »
  • Will IBM Reinvent Itself Successfully?

    By Tushar Agarwal - August 5, 2013 | Tickers: ACN, IBM, ORCL

    IBM’s (NYSE: IBM) formula for profit growth in recent years has been to cut costs enough to compensate for declining sales, robust share buybacks and transitioning into the higher margin software business. The 4.7% growth in net income in 2012, despite a 2.3% decline in revenue, proves my point. In the first quarter, the company missed earnings estimate for the first time since 2005, and thus came more »

  • DUPLICATE:How To Trade This Cloud Stock

    By Tanya Kanodia - August 4, 2013 | Tickers: CTXS, ORCL, RHT

    Red Hat Inc. (NYSE: RHT) is the world’s leading provider of open source solutions. It is an American multinational and is engaged in providing various solutions to enterprises. These include its core enterprise operating system platform, Red Hat Enterprise Linux, virtualization, cloud and other storage offerings. Nowadays cloud stocks are a hot topic for investors. These stocks seem very attractive to some of us, but not all of them more »

  • Can This Investment Advisor Help This Company Get Better?

    By Mike Thiessen - August 2, 2013 | Tickers: IBM, ORCL, QTM

    In May this year, Quantum (NYSE: QTM), the acknowledged global specialist in big data management and data protection, announced its agreement with Starboard Value LP, an investment advisor. The deal appointed Starboard’s CEO and chief investment officer to Quantum’s Board of Directors and nominated two more directors recommended by Starboard.

    Starboard specializes in investments into small cap, undervalued U.S. companies, unlocking value for the benefit of all more »

  • Billionaire Ray Dalio’s Long-Term Stock Picks

    By Meena Krishnamsetty - August 1, 2013 | Tickers: MSFT, ORCL, DIS

    Insider Monkey tracks quarterly 13F filings from hundreds of hedge funds, including billionaire Ray Dalio’s huge hedge fund Bridgewater Associates.

    We’ve found that the information in these filings can be useful in developing investment strategies; for example, the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year (learn more about our small cap strategy). We can also go more »

  • Late to the Cloud Party

    By Ryan Gilbert - August 1, 2013 | Tickers: ORCL, VZ

    The cloud networking boom has been a huge growth driver for many businesses since the late 1990s, when cloud computing was first introduced. Since then, there's been many different strategies for investment. The development aspect of cloud computing is where a lot of investors chase profits, but what about companies that are providing a seamless transition for business clients? Analyzing two companies that work on each end of the more »

  • Can This Stock Deliver High Performance Yet Again?

    By Rishabh Jain - July 31, 2013 | Tickers: ACN, IBM, ORCL

    From its inception, Accenture (NYSE: ACN) has always believed in doing things differently and living 'The Accenture Way.' It believes in its motto of 'Be greater than' symbolizing it with a '>' sign over its logo. In its recent third quarter results, it toppled and failed to meet revenue expectations. However, upon closely looking at its plans, it shows how the company still stands out from its peers and has the more »

  • This Old Dog Can Learn New Tricks

    By John McKenna - July 29, 2013 | Tickers: ACN, IBM, ORCL

    It may have seemed hard to believe a decade ago, but looking at the tech industry today, it appears that the old hardware companies are on their last legs, as cloud computing becomes a more important factor in the stability of companies. In addition, cloud software is vital for businesses that need to share and access information in an efficient, inexpensive, and cooperative manner. So, how do hardware companies transform more »

  • 3 Tech Companies Growing With Cloud Technology

    By Shweta Dubey - July 25, 2013 | Tickers: ADBE, ORCL, CRM

    Cloud computing delivers software and IT infrastructure services via a shared network. The global cloud market will grow at a compound annual growth rate of 26.2%, increasing from $37.8 billion in 2010 to $121.1 billion by 2015. Looking at the growth opportunities in cloud technology, software companies are combining cloud technology with existing applications as well as new ones. With the prevailing growth opportunities in this industry more »

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