K,
Even your good buddy has jumped on the bandwagon.....
Cramer: ORCL = Top Five Pick.
James Cramer's Stock 'Dream Team'
The hedge fund manager makes his picks for the starting five companies that just keep on delivering.
By James J. Cramer, TheStreet.com
At my hedge fund, Cramer Berkowitz, we've been assembling a dream team for the millennium, one that can last, that can play for more than just a quarter or two. We want durable players, ones we can put in that won't wilt in the stretch.
Of course, when we speak of dream teams, we aren't speaking of a mixture of the San Antonio Spurs and New York Knicks. We're talking world-class companies with stocks that remind us of the Michael Jordan-led Bulls. If you want my dream team, a team that I have confidence in, let me give you my five picks for the stock championship.
CSCO...
AOL...
YHOO...
You also want some guards who can bring the ball up and put it in the hoop. You want guards who are fast, who can make great plays, dazzle on the court, yet not get intimidated by the other team's big guys. That's why I want Nokia (NOK) and Oracle (ORCL) in the backcourt. Here are two companies that reinvented themselves in a fashion that took everybody by surprise.
The fifth player on this dream team wouldn't have been there if it weren't for this 'Net revolution. Oracle was a boring database company. Now when you speak about how companies run their e-businesses, you are really speaking about how companies have turned to Oracle to jump-start their e-businesses. I know when I grilled our tech team at TheStreet.com recently about which firms are responsible for the output of our site, all I got were a bunch of new companies, most of which just went public, and Oracle. This company is the vet behind the scenes. It lacks Cisco's worldwide dominance, but I wouldn't bet against it.
Oracle's still growing. It could play center one day.
(And THIS is from a guy who made what, 2% last year? You know he can't be wrong!! <gg>) Looks like I may have grossly underestimated this thing this morning.
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