We have made some changes in the Income/Stability portfolio this morning. Shares of Oracle have fallen yet again-this time due to a story in the FT relating to the company’s planned data center in Michigan. Oracle, as has been detailed recently, does not own the land and the buildings of its data centers. It leases those from…
Healthy skepticism is the stock in trade of analysts and investors. That is particularly true in the tech space. Many dreams don’t get realized or get realized in a far distant form. I have written my share of recommendations on Oracle. The last barely 2 months ago when the shares were $293. This is an article reaffirming…
Summary Oracle (ORCL) is recommended as a strong buy, driven by explosive growth in its AI infrastructure and database businesses. ORCL’s $455 billion backlog and projected OIP revenue growth to $144 billion by 2030 signal a unique inflection point and sustained hyper-growth. Oracle’s differentiated AI technology, especially 23ai and vector database capabilities, provide a competitive…
I am getting this to subscribers a bit later than normal-last week’s post ran too long so this was not included. Then too, with the excitement with regards to Oracle and Nebius, my scheduling got severely impacted. Here is the list: the first 3 ideas are the companies that have just reported, i.e. Oracle, Nebius…
With yesterday’s spike, shares of Oracle reached over 45% of the Income/Stability portfolio at one point. That is just beyond any guard rails with regards to portfolio concentration. Portfolio management implies some rules. Honestly, for the most part, our rule is 15% is maximum concentration. We made some changes in the Income/Stability portfolio this morning. I…
Summary Oracle’s growth inflection is now a reality, driven by strong demand for OCI, cloud database, and applications, supporting a 20%+ revenue CAGR through 2030. Despite recent share appreciation and near-term free cash flow constraints from heavy capex, I see Oracle’s current share price as an attractive long-term entry point. Oracle’s competitive edge comes from…
I realize that most subscribers do not look at the Income/Stability portfolio but we do monitor it and make changes in it from time to time. Pegasystems was up by 34% this morning. Its spike is related to an earnings report that is a bit misjudged. The company booked a one time subscription transaction that…
1) SentinelOne-Was it a guide down? I know that many subscribers who have stuck with my recommendation to own SentinelOne shares are fed up with the company’s share price performance. So am I. And based on the after-hours trading in the shares-there will be a further drawdown. I am well aware that Sentinel shares are down…
We made some significant changes in our income/stability portfolio. We eliminated our entire position in shares of Dassault Systemie. We felt that there were more interesting companies that are paying dividends in which to invest. While slow growth is not necessarily something that motivates a sale, we obviously look to find companies with greater growth.…
The first two days of this week featured a consolidation trade after some strong or frothy trading the prior few weeks in the wake of the Trump electoral victory. Some might say a correction is overdue; in my case, particularly, I was struck by the recent nomination of new FTC Commissioners. Ticker Target is not…