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PeterGibbons
Joined: 08 Jan 2006
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 Posted: Thu Jan 19, 2006 4:59 pm Post subject: Oracle Seen As A Top Pick For 2006 |
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Oracle Seen As A Top Pick For 2006
Forbes.com, 01.19.06
Piper Jaffray analyst David Rudow said Oracle is one of the "most interesting" stocks to own for 2006.
"The shares are very cheap compared to the [peer] group," the analyst wrote in a recent report, "and we think this disparity will improve once the Siebel acquisition is completed and earnings growth is the focus."
Rudow advised investors to buy Oracle (nasdaq: ORCL - news - people ) shares, saying the company's 20% earnings growth target is achievable.
"We believe the company will continue its consolidation strategy," the analyst said.
"Given the current state of software and buyer trends, we think this is the right strategy for Oracle, despite the negative sentiment around the stock."
Rudow expects Oracle to acquire target companies in the future to speed its product roll-outs in certain sectors.
As for Oracle's roll-out of its Fusion product, the analyst said Oracle is moving in the right direction and could see increased maintenance revenues and more customers committing to the Oracle stack over the coming years.
Rudow reiterated an "outperform" rating and $17 target price on Oracle.
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Peter Gibbons
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PeterGibbons
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| Posted: Sat Feb 11, 2006 4:10 am Post subject: |
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| The stock is priced at $12.5199 today. $17 target price is ... pretty high. |
Yes, I will believe it when I see it. That stock has hovered around $10 for 4 years.
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Peter Gibbons
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iFinancialAdviser
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| Posted: Sat Feb 11, 2006 7:31 am Post subject: |
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| PeterGibbons wrote: |
Yes, I will believe it when I see it. That stock has hovered around $10 for 4 years. |
A lot of people are still thinking that the stock market will go back to how it was before 2001. It won't happen for a while.
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PeterGibbons
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| Posted: Mon Feb 13, 2006 4:16 am Post subject: |
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| A lot of people are still thinking that the stock market will go back to how it was before 2001. It won't happen for a while. |
One of the hardest things to do in the stock market (as well as many other aspects in life) is to not be obsessed with the past. Live in the moment and prepare for the future. Unfortunately, the more people focus on the return of a 2000 puff-market, the more illusioned they become about the market.
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Peter Gibbons
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| Posted: Mon Feb 13, 2006 7:14 am Post subject: |
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Like Jim Cramer says, "Analyze its future potential. Do not keep telling yourself 'The stock was priced at XYZ when I bought it, a year ago, two years ago, ...'"
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PeterGibbons
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| Posted: Tue Feb 14, 2006 2:50 pm Post subject: |
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Cheers to Jim Cramer, except for his advice on Lucent for 2004-2005. Oh no, I am talking about the past! 
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Peter Gibbons
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| Posted: Sat Feb 25, 2006 11:24 pm Post subject: |
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I actually kind of like the guy. He is more likable than stoic-faced pretending to be "I'm such a cool guy/gal" stock broker/analyst/private investor.
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PeterGibbons
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| Posted: Mon Feb 27, 2006 8:49 pm Post subject: |
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Absolutely. Watch Cramer's show muted. It is still way more entertaining than most other shows on TV.
Sometimes it seems like the whole market is in Cramer's head.
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Peter Gibbons
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