Paul Price

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• Sat Mar 29th 22:08 PM | Rating: 0 0
  Commented on:

  Oracle Cheaper Than Ever Following Earnings Disappointment

  Oracle's 'disappointing' earnings report from last week when revenues were up only 21% and EPS were up only 23% was greeted with an 8% sell-off [from a recent high set just prior to the earnings report].
  
  Barrons noted that the numbers were more a function of the U.S. economy than anything specific to the company. Oracle shares closed at $19.37 - off 4% on the week. The "Plugged In" columnist suggested that investors pay more attention to ORCL's earnings expansion going forward.
  
  "While not immune to weakening macro conditions, Oracle showed it can expand operating margins, grow earnings, and post record free-cash flows despite a tougher IT spending environment," noted Morgan Stanley software analyst Keith Weiss.
  
  Weiss rate Oracle shares 'Overweight'.
  
  View article »
• Fri Mar 28th 11:53 AM | Rating: 0 0
  Commented on:

  Oracle’s Next Frontier

  But do you think ORCL is a buy, sell, or hold?
  View article »
• Tue Mar 25th 18:43 PM | Rating: 0 0
  Commented on:

  Jabil's Quarter In Line, But Outlook Falls Way Short

  At just over 10X reduced estimates I'm a buyer.
  View article »
• Tue Mar 25th 14:00 PM | Rating: 0 0
  Commented on:

  Three Cheap 'Transactional' Brokerage Firms

  Sorry, the correct cash for TradeStation is $92 MM. My bad.
  View article »
• Tue Mar 25th 13:55 PM | Rating: 0 0
  Commented on:

  Three Cheap 'Transactional' Brokerage Firms

  The cash figure is right off their latest Value Line report. It is correct.
  
  The target is based on per share earnings. All shareholders have the same claim on profits regardless of how much stock is in public hands.
  View article »
• Mon Mar 24th 17:37 PM | Rating: 0 0
  Commented on:

  Ciber: An Underfollowed Smallcap Gem

  This looks like a very cheap stock. I'm buying.
  View article »
• Mon Mar 24th 12:41 PM | Rating: 0 0
  Commented on:

  Kemet Corp. Won't Stay Down for Long

  You need to look at operating earnings [net of one-time charge offs].
  View article »
• Mon Mar 24th 08:34 AM | Rating: 0 0
  Commented on:

  Nestlé's Global Diversification Makes It Worth a Taste

  Not one word here about its valuation. It is trading at what looks to be an all-time high.
  
  Can this be a bargain?
  View article »
• Thu Mar 20th 09:07 AM | Rating: 0 0
  Commented on:

  HMO Stocks Look Like Bargains

  Great take on a bargain group. I'm going to buy a few of these.
  View article »

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