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User 10485921

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  • User 10485921
    $ORCL - screaming buy - 7.1x on LTM adj. EBITDA and 10.9x P/E - still had organic growth on license and maintenance was up 8%. BUY
    9/19/13
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      • User 10485921
        $ADSK, strong franchise, growth of BIM, 3D printing tailwind (dominant leader), emerging markets, free cash flow, +30% EBITDA margins - BUY
        6/28/13
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          • User 10485921
            $ADSK is getting beat up today on macro news - always a buy on it. Low street expectation on 2Q (rev down 1%), looking like an outperform
            6/28/13
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              • User 10485921
                $ORCL new partnerships with MSFT, N and CRM are incrementally positive for $ORCL and are going after WDAY - cloud infrastructure provider
                6/28/13
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                • User 10485921: $ORCL is positioning itself to become THE cloud infrastructure provider - rumors are that the CRM deal was nine digits...
                  6/28/13
                  • User 10485921
                    look at $ORCL valuation... 6.4x EV / 2014 EBITDA and 6.1x 2015 - cheaper than Microsoft and two turns cheaper than IBM - WOW - screaming BUY
                    6/28/13
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