While some stocks simply take off and never really give investors another chance until the growth story is over, Oracle (Nasdaq:ORCL) keeps giving investors second chances to buy in to the story. True, there is a risk that cloud cannibalizes the old business, and there is also a risk that it resets down to a Microsoft-esque (Nasdaq:MSFT) level of growth that compresses the multiples. But given the scope of the company's opportunities in Big Data and enterprise software in general, I would say that Oracle is worth the risk at these levels. For more, see Earning Forecasts: A Primer.
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