• Shiv Kapoor
    $ORCL offers good value. http://stks.co/i0luI With $10b coming and $5.3b towards Micros, they may want to buyback stock while its cheap!
    7/1/14
    Reply (9)
    • Patent News: not a high dividend yield and more expensive the S&P avg
      7/1/14
    • NLTInvestor: $IBM a better alternative?
      7/1/14
    • NLTInvestor: isn't the s&p 500 average 19 http://www.multpl.com
      7/1/14
    • Shiv Kapoor: S&P is 19.1X 3/14 TTM EPS of 108.86. ORCL at 17X TTM. 2014 PE Op earns S&P500 is 16.14. $ORCL is 5/14-13.93, 5/15-12.79 5/16-11.75.
      7/1/14
    • NLTInvestor: yeah so orcl is cheaper..
      7/1/14
    • Shiv Kapoor: $IBM far better on value & good quality too. But lags on growth. IMO short horizon $ORCL, long horizon $IBM http://bit.ly/1qtsyku
      7/1/14
    • Shiv Kapoor: Yes that is the point I was making. $ORCL is cheaper & it has a catalyst - value, growth potential + buyback opportunity.
      7/1/14
    • NLTInvestor: i really don't know the space well. i'm thinking about just buying both for exposure to data base/tech exposure
      7/1/14
    • Shiv Kapoor: I can't see why not. Both are great companies to own for the long-term.
      7/1/14