Monday, July 6, 2015

Seeking Alpha: The Cloud Tail Keeps Wagging Oracle

I look at Oracle (NYSE:ORCL) for largely the same reasons I look at companies like Cisco (NASDAQ:CSCO) - the search for relatively less volatile, undervalued, big-cap tech stories that can offset the risk of owning a collection of more aggressive plays. In the case of Oracle, though, I think I've found more things that concern me than encourage me, but those are short-term issues that I believe the company can address. What's more, the valuation would seem to suggest that a lot of these worries are in the price, and that this one may be worth a closer look.

Read more here:
The Cloud Tail Keeps Wagging Oracle

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