A stock's price is a function of its EPS and multiple. Some good investment ideas come from having an edge on EPS upside versus consensus expectations. Others come from having a differentiated view on the multiple, which is largely a function of growth and sustainability of growth. Great investment ideas are arrived at when one can develop an edge on both factors and when downside if one is wrong is relatively limited. In this article, I will explain why I think Oracle (ORCL) has excellent reward to risk.
Brief Description of Oracle's Business:
Oracle is a datacenter company that can provide a complete integrated stack of hardware and software. The company develops and sells application software, database and...
Only subscribers can access this article, which is part of the PRO research library covering 3,608 different stocks.
Growing numbers of fund managers and other investment professionals subscribe to Seeking Alpha PRO for equity research that is unavailable elsewhere, so they can: