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
No comments:
Post a Comment