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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (52082)8/12/2013 3:15:22 PM
From: Paul Senior  Read Replies (3) of 78644
 
ORCL. Reasonably low p/e imo. And very good profit margins.

Problem for me is I don't understand the business, so I don't comprehend the ramifications of all the machinations among the various power players/companies: Salesforce, Workday, Oracle. Top insider guys are bailing? I don't know. I know I'm not a fan of M. Hurd and his management style. Several insiders are exercising their options and selling shares. No insider buying (possibly because the management team is already optioned up enough).

Although the stock still qualifies for me as a value buy based on some metrics I like, best for me in this case is that I reduce some concern that I have, and risk that I may have, and start to take some shares off the table. I'll follow you Wallace Rivers now, and sell some of my shares.
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