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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (49954)7/2/2013 11:48:57 PM
From: Spekulatius  Read Replies (2) of 78652
 
ORCL @30.03$ - followed you and several other into this stalwart. It appears cheap based on current numbers 7.4x EBITDS, 9% FCF yield. I figure they can grow organically in mid single digits, reduce their sharecount around 5% annually and pay a small dividend (1.5% currently). That would add up to an expected return in the low double digits, which is not bad for a stalwart stock.

Negatives are the concerns about future growth and encroaching cloud based solution into ORCL ERP turf.

I am in with a small exploratory position.
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