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  • Oracle: Ticket To Cloud Nine
    Nov. 12, 2014 ORCL Comment!


    • Oracle continues to show strength in a difficult IT spending environment.
    • Oracle's FCF generation is strong and growing, unlike similar tech giants.
    • I recommend buying ORCL shares in the low $40's based on cheap valuation and quality earnings.
  • IBM: Red Flags In Free Cash Flows
    Nov. 3, 2014 IBM 37 Comments


    • IBM’s continued acquisitions are being overlooked as a realistic detractor from free cash flows.
    • Revenue issues are well known, but the depth of their problems is being hidden by capitalizing their R&D.
    • I recommend avoiding IBM shares, not disregarding the value trap warnings and searching for reasons why IBM "could work.".
  • Excessive Hi-Crush Worries Provide Striking Opportunity
    Editors' Pick • Nov. 29, 2012 HCLP 14 Comments